Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR(SPY) | 60,881 | 72,470 | +11,589 | 34,141 | 44,907 | 9.86% | +10,766 |
| INVESCO QQQ TR | 83,318 | 89,611 | +6,293 | 39,108 | 49,515 | 10.87% | +10,407 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 88,866 | 164,249 | +75,383 | 8,567 | 17,837 | 3.91% | +9,270 |
| NOVA LTD(NVMI) | 10,362 | 23,127 | +12,765 | 1,909 | 6,368 | 1.40% | +4,459 |
| AMAZON COM INC(AMZN) | 48,185 | 61,196 | +13,011 | 9,163 | 13,434 | 2.95% | +4,271 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 28,681 | 36,861 | +8,180 | 6,062 | 10,286 | 2.26% | +4,224 |
| NVIDIA CORPORATION(NVDA) | 78,698 | 80,517 | +1,819 | 8,525 | 12,729 | 2.79% | +4,204 |
| COSTCO WHSL CORP NEW(COST) | 4,488 | 7,226 | +2,738 | 4,242 | 7,158 | 1.57% | +2,915 |
| META PLATFORMS INC(META) | 15,518 | 16,011 | +493 | 8,939 | 11,825 | 2.60% | +2,885 |
| SALESFORCE INC(CRM) | 14,150 | 24,187 | +10,037 | 3,795 | 6,605 | 1.45% | +2,810 |
| APOLLO GLOBAL MGMT INC(APO) | 0 | 18,850 | +18,850 | 0 | 2,676 | 0.59% | +2,676 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 149,120 | 149,120 | 0 | 19,535 | 22,011 | 4.83% | +2,477 |
| ICL GROUP LTD(ICL) | 1,582,283 | 1,582,283 | 0 | 8,885 | 10,841 | 2.38% | +1,956 |
| ORACLE CORP(ORCL) | 21,990 | 21,990 | 0 | 3,073 | 4,811 | 1.06% | +1,738 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 34,246 | 34,246 | 0 | 7,067 | 8,688 | 1.91% | +1,621 |
| WISDOMTREE TR(WT) | 336,162 | 342,373 | +6,211 | 14,686 | 16,262 | 3.57% | +1,576 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 61,165 | 61,165 | 0 | 7,125 | 8,672 | 1.90% | +1,547 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 537,641 | 537,641 | 0 | 26,766 | 28,173 | 6.18% | +1,407 |
| GLOBAL X FDS US INFR DEV ETF | 229,190 | 229,190 | 0 | 8,643 | 10,019 | 2.20% | +1,377 |
| EATON CORP PLC(ETN) | 11,884 | 12,449 | +565 | 3,229 | 4,447 | 0.98% | +1,218 |
| FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE | 37,976 | 37,976 | 0 | 4,294 | 5,314 | 1.17% | +1,020 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL IND | 209,374 | 209,374 | 0 | 10,239 | 11,214 | 2.46% | +975 |
| SPDR SERIES TRUST ST STR SP CAPMKT | 47,687 | 47,687 | 0 | 6,013 | 6,915 | 1.52% | +902 |
| KKR & CO INC(KKR) | 51,187 | 51,187 | 0 | 5,915 | 6,813 | 1.50% | +899 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 61,712 | 61,712 | 0 | 4,212 | 5,026 | 1.10% | +815 |
| CAMTEK LTD(CAMT) | 29,997 | 29,997 | 0 | 1,758 | 2,538 | 0.56% | +780 |
| TIDAL TRUST I | 171,852 | 171,852 | 0 | 3,122 | 3,900 | 0.86% | +778 |
| CYBERARK SOFTWARE LTD | 9,291 | 9,291 | 0 | 3,139 | 3,783 | 0.83% | +644 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 31,812 | 31,812 | 0 | 6,278 | 6,918 | 1.52% | +640 |
| ALPHABET INC(GOOG) | 18,305 | 18,305 | 0 | 2,829 | 3,228 | 0.71% | +399 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 50,630 | 50,630 | 0 | 818 | 1,152 | 0.25% | +334 |
| ISHARES TR MSCI CHINA ETF | 185,995 | 189,144 | +3,149 | 10,113 | 10,428 | 2.29% | +315 |
| BLACKSTONE INC(BX) | 29,915 | 29,915 | 0 | 4,179 | 4,477 | 0.98% | +298 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 34,492 | 34,492 | 0 | 1,229 | 1,496 | 0.33% | +267 |
| NIKE INC(NKE) | 33,380 | 33,380 | 0 | 2,143 | 2,386 | 0.52% | +243 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 61,362 | 61,362 | 0 | 4,836 | 5,014 | 1.10% | +178 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 39,368 | 39,368 | 0 | 637 | 804 | 0.18% | +167 |
| PERION NETWORK LTD | 65,880 | 65,880 | 0 | 536 | 669 | 0.15% | +133 |
| SPDR SERIES TRUST ST STR SP HOME | 53,230 | 53,230 | 0 | 5,155 | 5,250 | 1.15% | +95 |
| UROGEN PHARMA LTD(URGN) | 21,823 | 21,823 | 0 | 241 | 299 | 0.07% | +58 |
| MASTERCARD INCORPORATED(MA) | 10,964 | 10,780 | -184 | 6,006 | 6,061 | 1.33% | +55 |
| VISA INC(V) | 31,505 | 31,182 | -323 | 11,035 | 11,078 | 2.43% | +42 |
| ISHARES INC MSCI JAPAN ETF | 6,423 | 6,423 | 0 | 440 | 482 | 0.11% | +42 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 6,595 | 6,463 | -132 | 1,142 | 1,175 | 0.26% | +33 |
| SPDR DOW JONES INDL AVERAGE(DIA) | 1,147 | 1,147 | 0 | 482 | 507 | 0.11% | +25 |
| ISHARES TR MSCI INDIA ETF | 4,248 | 4,248 | 0 | 219 | 237 | 0.05% | +18 |
| ODYSIGHT AI INC | 196,000 | 196,000 | 0 | 1,375 | 1,375 | 0.30% | -0 |
| GSK PLC(GSK) | 69,099 | 69,099 | 0 | 2,703 | 2,685 | 0.59% | -18 |
| SPDR SERIES TRUST ST STR SP HCEQ | 20,635 | 20,635 | 0 | 1,695 | 1,677 | 0.37% | -19 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 3,703 | 3,703 | 0 | 346 | 314 | 0.07% | -32 |
| SELECT SECTOR SPDR TR ST STR REAL ETF | 104,758 | 104,758 | 0 | 4,382 | 4,342 | 0.95% | -40 |
| PROLOGIS INC.(PLD) | 22,106 | 22,106 | 0 | 2,492 | 2,348 | 0.52% | -145 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 80,993 | 80,993 | 0 | 11,819 | 10,924 | 2.40% | -896 |
| CELLEBRITE DI LTD(CLBT) | 380,081 | 373,768 | -6,313 | 7,381 | 5,984 | 1.31% | -1,397 |
| INVESCO EXCH TRADED FD TR II SOLAR ETF | 61,369 | 0 | -61,369 | 1,868 | 0 | — | -1,868 |
| BROADCOM INC(AVGO) | 31,083 | 11,968 | -19,115 | 5,220 | 3,308 | 0.73% | -1,912 |
| UBER TECHNOLOGIES INC(UBER) | 30,301 | 0 | -30,301 | 2,207 | 0 | — | -2,207 |
| ADOBE INC(ADBE) | 19,241 | 12,888 | -6,353 | 7,376 | 4,989 | 1.10% | -2,386 |
| VERTIV HOLDINGS CO(VRT) | 35,055 | 0 | -35,055 | 2,530 | 0 | — | -2,530 |
| WIX COM LTD SHS | 15,645 | 0 | -15,645 | 2,555 | 0 | — | -2,555 |
| APPLIED MATLS INC | 18,370 | 0 | -18,370 | 2,664 | 0 | — | -2,664 |
| NEXTERA ENERGY INC(NEE) | 107,913 | 71,683 | -36,230 | 7,646 | 4,979 | 1.09% | -2,667 |
| APPLE INC(AAPL) | 20,832 | 9,467 | -11,365 | 4,625 | 1,943 | 0.43% | -2,681 |
| BERKSHIRE HATHAWAY INC DEL | 9,892 | 5,147 | -4,745 | 5,265 | 2,502 | 0.55% | -2,764 |
| CARRIER GLOBAL CORPORATION(CARR) | 103,822 | 51,912 | -51,910 | 6,579 | 3,802 | 0.83% | -2,777 |