Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 212,334 | 631,181 | +418,847 | 89,268 | 282,562 | 4.30% | +193,294 |
| ISHARES INC MSCI GBL ETF NEW | 0 | 3,160,500 | +3,160,500 | 0 | 129,043 | 1.96% | +129,043 |
| GE VERNOVA INC(GEV) | 0 | 741,865 | +741,865 | 0 | 127,331 | 1.94% | +127,331 |
| TECK RESOURCES LTD(TECK) | 0 | 2,034,273 | +2,034,273 | 0 | 97,445 | 1.48% | +97,445 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 0 | 569,957 | +569,957 | 0 | 54,430 | 0.83% | +54,430 |
| JOHNSON CTLS INTL PLC SHS | 1,647,550 | 2,402,280 | +754,730 | 108,030 | 160,359 | 2.44% | +52,329 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 743,880 | 1,351,719 | +607,839 | 56,818 | 103,514 | 1.58% | +46,697 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 2,765,120 | 3,452,771 | +687,651 | 92,518 | 135,728 | 2.07% | +43,210 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 315,651 | 456,605 | +140,954 | 43,089 | 79,520 | 1.21% | +36,431 |
| ALPHABET INC(GOOG) | 1,085,025 | 1,082,993 | -2,032 | 165,243 | 198,679 | 3.02% | +33,436 |
| GLOBAL X FDS GLB X MLP ENRG I | 0 | 605,000 | +605,000 | 0 | 30,885 | 0.47% | +30,885 |
| ISHARES TR MSCI INDIA ETF | 1,836,345 | 2,250,132 | +413,787 | 94,763 | 125,512 | 1.91% | +30,750 |
| VARONIS SYS INC(VRNS) | 213,851 | 842,421 | +628,570 | 10,088 | 40,268 | 0.61% | +30,180 |
| ISHARES TR | 16,104 | 335,000 | +318,896 | 6,421 | 33,855 | 0.52% | +27,434 |
| NVIDIA CORPORATION(NVDA) | 249,322 | 2,038,470 | +1,789,148 | 225,273 | 251,918 | 3.84% | +26,646 |
| AMAZON COM INC(AMZN) | 1,140,918 | 1,174,756 | +33,838 | 205,782 | 227,655 | 3.47% | +21,873 |
| ISHARES TR | 46,054 | 384,444 | +338,390 | 2,699 | 21,544 | 0.33% | +18,845 |
| APPLE INC(AAPL) | 307,329 | 331,858 | +24,529 | 52,668 | 70,241 | 1.07% | +17,573 |
| ALPHABET INC(GOOG) | 549,192 | 532,929 | -16,263 | 82,851 | 97,467 | 1.48% | +14,616 |
| WIX COM LTD SHS | 10,968 | 78,174 | +67,206 | 1,506 | 12,435 | 0.19% | +10,930 |
| VANGUARD WORLD FD INF TECH ETF | 0 | 17,224 | +17,224 | 0 | 9,931 | 0.15% | +9,931 |
| SPDR INDEX SHS FDS ST STR EU 50 ETF | 0 | 166,036 | +166,036 | 0 | 8,307 | 0.13% | +8,307 |
| CELLEBRITE DI LTD | 0 | 967,007 | +967,007 | 0 | 8,168 | 0.12% | +8,168 |
| ELI LILLY & CO(LLY) | 10,322 | 17,580 | +7,258 | 8,029 | 15,930 | 0.24% | +7,901 |
| SERVICENOW INC(NOW) | 2,275 | 11,998 | +9,723 | 1,731 | 9,417 | 0.14% | +7,686 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 31,090 | 55,053 | +23,963 | 6,997 | 14,352 | 0.22% | +7,355 |
| RISKIFIED LTD(RSKD) | 8,196,401 | 8,066,562 | -129,839 | 44,355 | 51,545 | 0.78% | +7,191 |
| DANAHER CORPORATION(DHR) | 2,479 | 29,929 | +27,450 | 619 | 7,480 | 0.11% | +6,862 |
| NOVA LTD(NVMI) | 268,107 | 231,985 | -36,122 | 47,568 | 54,408 | 0.83% | +6,840 |
| BANK AMERICA CORP | 229,755 | 374,102 | +144,347 | 8,694 | 14,801 | 0.23% | +6,107 |
| UNITEDHEALTH GROUP INC(UNH) | 32,055 | 42,982 | +10,927 | 15,850 | 21,672 | 0.33% | +5,823 |
| BROADCOM INC(AVGO) | 13,319 | 14,652 | +1,333 | 17,622 | 23,345 | 0.36% | +5,723 |
| ISHARES TR | 663,000 | 663,000 | 0 | 49,613 | 54,910 | 0.84% | +5,297 |
| AUTODESK INC | 827 | 21,957 | +21,130 | 215 | 5,433 | 0.08% | +5,218 |
| STRYKER CORPORATION(SYK) | 3,577 | 18,273 | +14,696 | 1,278 | 6,240 | 0.09% | +4,962 |
| APPLIED MATLS INC | 63,079 | 75,816 | +12,737 | 12,994 | 17,777 | 0.27% | +4,783 |
| META PLATFORMS INC(META) | 214,645 | 214,009 | -636 | 104,183 | 108,631 | 1.65% | +4,449 |
| SCHWAB CHARLES CORP(SCHW) | 5,305 | 62,580 | +57,275 | 383 | 4,610 | 0.07% | +4,228 |
| GOLDMAN SACHS GROUP INC(GS) | 11,657 | 19,453 | +7,796 | 4,870 | 8,798 | 0.13% | +3,928 |
| BERKSHIRE HATHAWAY INC DEL | 14,806 | 24,738 | +9,932 | 6,221 | 10,068 | 0.15% | +3,847 |
| PROGRESSIVE CORP(PGR) | 33,767 | 51,519 | +17,752 | 6,986 | 10,701 | 0.16% | +3,715 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 333,597 | 323,116 | -10,481 | 69,494 | 73,097 | 1.11% | +3,602 |
| CRH PLC ORD | 0 | 47,252 | +47,252 | 0 | 3,543 | 0.05% | +3,543 |
| ISHARES TR | 16,104 | 61,452 | +45,348 | 6,421 | 9,885 | 0.15% | +3,464 |
| SPDR SER TR ST INTER BD ETF | 98,046 | 202,839 | +104,793 | 3,205 | 6,603 | 0.10% | +3,398 |
| FREEPORT-MCMORAN INC(FCX) | 157,298 | 221,104 | +63,806 | 7,396 | 10,741 | 0.16% | +3,345 |
| VANGUARD INDEX FDS | 7,421 | 13,481 | +6,060 | 3,568 | 6,750 | 0.10% | +3,182 |
| NEXTERA ENERGY INC(NEE) | 96,364 | 126,268 | +29,904 | 6,156 | 8,965 | 0.14% | +2,809 |
| CAESARSTONE LTD(CSTE) | 3,921,401 | 3,748,541 | -172,860 | 16,043 | 18,743 | 0.29% | +2,700 |
| WALMART INC(WMT) | 251,429 | 263,433 | +12,004 | 15,145 | 17,844 | 0.27% | +2,699 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 15,000 | 139,912 | +124,912 | 265 | 2,940 | 0.04% | +2,675 |
| ISHARES TR | 127,441 | 178,399 | +50,958 | 6,573 | 9,139 | 0.14% | +2,566 |
| TRANE TECHNOLOGIES PLC(TT) | 0 | 7,742 | +7,742 | 0 | 2,547 | 0.04% | +2,547 |
| ARKO CORP | 6,029,186 | 5,864,468 | -164,718 | 34,376 | 36,770 | 0.56% | +2,395 |
| NETFLIX INC(NFLX) | 9,574 | 11,858 | +2,284 | 5,798 | 8,105 | 0.12% | +2,307 |
| PAYONEER GLOBAL INC(PAYO) | 4,667,986 | 4,507,600 | -160,386 | 22,693 | 24,972 | 0.38% | +2,280 |
| NOVO-NORDISK A S(NVO) | 0 | 14,622 | +14,622 | 0 | 2,110 | 0.03% | +2,110 |
| CONFLUENT INC | 143,114 | 219,307 | +76,193 | 4,369 | 6,476 | 0.10% | +2,107 |
| NOVARTIS AG(NVS) | 0 | 19,775 | +19,775 | 0 | 2,105 | 0.03% | +2,105 |
| LINDE PLC(LIN) | 10,460 | 15,727 | +5,267 | 4,852 | 6,905 | 0.11% | +2,053 |
| VISTRA CORP(VST) | 7,041 | 28,302 | +21,261 | 491 | 2,433 | 0.04% | +1,943 |
| EDWARDS LIFESCIENCES CORP | 2,799 | 23,729 | +20,930 | 267 | 2,193 | 0.03% | +1,926 |
| SEMPRA(SRE) | 107,261 | 125,798 | +18,537 | 7,840 | 9,646 | 0.15% | +1,806 |
| SELECT SECTOR SPDR TR ST STR MATER ETF | 0 | 18,330 | +18,330 | 0 | 1,619 | 0.02% | +1,619 |
| TJX COS INC NEW(TJX) | 65,212 | 73,263 | +8,051 | 6,611 | 8,071 | 0.12% | +1,460 |
| CAMECO CORP(CCJ) | 95,574 | 112,580 | +17,006 | 4,141 | 5,539 | 0.08% | +1,398 |
| SUNRUN INC(RUN) | 1,958 | 116,987 | +115,029 | 26 | 1,387 | 0.02% | +1,361 |
| ARKO CORP | 1,138,503 | 1,094,488 | -44,015 | 565 | 1,904 | 0.03% | +1,339 |
| ASML HOLDING N V N Y REGISTRY SHS | 3,891 | 4,976 | +1,085 | 3,774 | 5,092 | 0.08% | +1,317 |
| MARSH & MCLENNAN COS INC(MRSH) | 34,666 | 39,591 | +4,925 | 7,142 | 8,343 | 0.13% | +1,200 |
| EXXON MOBIL CORP | 49,765 | 60,657 | +10,892 | 5,780 | 6,977 | 0.11% | +1,197 |
| EQUINOR ASA(EQNR) | 73,400 | 108,400 | +35,000 | 1,978 | 3,065 | 0.05% | +1,087 |
| CAE INC(CAE) | 157,592 | 225,192 | +67,600 | 3,243 | 4,267 | 0.06% | +1,024 |
| INTUITIVE SURGICAL INC | 16,104 | 16,721 | +617 | 6,421 | 7,437 | 0.11% | +1,016 |
| MARVELL TECHNOLOGY INC(MRVL) | 36,943 | 51,357 | +14,414 | 2,611 | 3,535 | 0.05% | +924 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 1,470 | 4,454 | +2,984 | 457 | 1,370 | 0.02% | +913 |
| QUALCOMM INC(QCOM) | 39,676 | 38,623 | -1,053 | 6,699 | 7,542 | 0.11% | +842 |
| EATON CORP PLC(ETN) | 1,726 | 4,335 | +2,609 | 539 | 1,359 | 0.02% | +821 |
| CROWDSTRIKE HLDGS INC(CRWD) | 9,827 | 10,214 | +387 | 3,151 | 3,914 | 0.06% | +763 |
| KRANESHARES TRUST | 57,932 | 83,144 | +25,212 | 1,521 | 2,246 | 0.03% | +725 |
| VERALTO CORP(VLTO) | 53,889 | 56,991 | +3,102 | 4,782 | 5,455 | 0.08% | +673 |
| ISHARES TR | 54,519 | 69,554 | +15,035 | 2,974 | 3,646 | 0.06% | +672 |
| AEHR TEST SYS(AEHR) | 0 | 57,000 | +57,000 | 0 | 637 | 0.01% | +637 |
| VANGUARD INTL EQUITY INDEX F | 94,511 | 104,607 | +10,096 | 3,948 | 4,577 | 0.07% | +629 |
| KORNIT DIGITAL LTD(KRNT) | 168,314 | 248,415 | +80,101 | 3,051 | 3,637 | 0.06% | +586 |
| COCA COLA CO(KO) | 7,610 | 16,254 | +8,644 | 464 | 1,037 | 0.02% | +573 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 71,127 | 78,364 | +7,237 | 5,497 | 6,052 | 0.09% | +555 |
| ISHARES TR | 105,321 | 113,618 | +8,297 | 12,024 | 12,537 | 0.19% | +513 |
| ISHARES TR US TREAS BD ETF | 308,239 | 333,808 | +25,569 | 7,015 | 7,528 | 0.11% | +513 |
| WEST FRASER TIMBER CO LTD(WFG) | 15,840 | 23,840 | +8,000 | 1,365 | 1,839 | 0.03% | +474 |
| UNITED STATES STL CORP NEW | 0 | 12,422 | +12,422 | 0 | 470 | 0.01% | +470 |
| SHELL PLC(SHEL) | 49,886 | 52,706 | +2,820 | 3,345 | 3,804 | 0.06% | +459 |
| BRAINSWAY LTD(BWAY) | 836,895 | 804,980 | -31,915 | 4,428 | 4,886 | 0.07% | +458 |
| ISHARES TR | 130,063 | 132,628 | +2,565 | 11,093 | 11,525 | 0.18% | +432 |
| KLA CORP(KLAC) | 1,089 | 1,422 | +333 | 759 | 1,162 | 0.02% | +403 |
| DATADOG INC(DDOG) | 6,116 | 8,986 | +2,870 | 754 | 1,153 | 0.02% | +399 |
| BUNGE GLOBAL SA(BG) | 34,929 | 36,923 | +1,994 | 3,582 | 3,942 | 0.06% | +360 |
| CATERPILLAR INC(CAT) | 0 | 1,101 | +1,101 | 0 | 360 | 0.01% | +360 |
| MCKESSON CORP(MCK) | 6,684 | 6,670 | -14 | 3,588 | 3,904 | 0.06% | +317 |
| JANUS DETROIT STR TR HENDRSON AAA CL | 0 | 6,127 | +6,127 | 0 | 312 | 0.00% | +312 |