Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 3,120 | 2,292,511 | +2,289,391 | 363 | 294,817 | 3.89% | +294,454 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 27,464,572 | 37,761,444 | +10,296,872 | 422,130 | 632,882 | 8.35% | +210,752 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 1,318,041 | 2,444,375 | +1,126,334 | 172,754 | 360,593 | 4.76% | +187,839 |
| MICROSOFT CORP(MSFT) | 584,567 | 742,793 | +158,226 | 219,562 | 369,349 | 4.87% | +149,787 |
| ISHARES INC | 1,756,750 | 6,609,000 | +4,852,250 | 45,412 | 190,670 | 2.52% | +145,258 |
| NVIDIA CORPORATION(NVDA) | 1,636,325 | 1,829,642 | +193,317 | 177,472 | 287,696 | 3.80% | +110,224 |
| WELLS FARGO CO NEW(WFC) | 244,063 | 1,312,103 | +1,068,040 | 17,537 | 105,120 | 1.39% | +87,583 |
| NOVA LTD(NVMI) | 309,436 | 398,260 | +88,824 | 57,072 | 138,105 | 1.82% | +81,033 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 167,323 | 451,761 | +284,438 | 34,546 | 114,396 | 1.51% | +79,850 |
| AMAZON COM INC(AMZN) | 1,486,029 | 1,577,948 | +91,919 | 282,851 | 346,003 | 4.56% | +63,151 |
| ALPHABET INC(GOOG) | 814,001 | 1,000,895 | +186,894 | 127,204 | 177,541 | 2.34% | +50,337 |
| SPDR S&P 500 ETF TR(SPY) | 20,588 | 92,016 | +71,428 | 11,509 | 56,938 | 0.75% | +45,429 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 53,148 | 555,588 | +502,440 | 4,191 | 45,369 | 0.60% | +41,179 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 0 | 189,467 | +189,467 | 0 | 41,176 | 0.54% | +41,176 |
| NORFOLK SOUTHN CORP(NSC) | 465,283 | 580,349 | +115,066 | 110,209 | 148,550 | 1.96% | +38,342 |
| ISHARES TR | 0 | 215,300 | +215,300 | 0 | 35,606 | 0.47% | +35,606 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 3,848,571 | 3,661,771 | -186,800 | 137,240 | 169,456 | 2.24% | +32,216 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 446,078 | 465,350 | +19,272 | 74,295 | 105,464 | 1.39% | +31,168 |
| BROADCOM INC(AVGO) | 160,549 | 211,125 | +50,576 | 26,931 | 57,546 | 0.76% | +30,615 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 36,392 | 135,801 | +99,409 | 7,695 | 37,872 | 0.50% | +30,176 |
| APPLE INC(AAPL) | 631,655 | 683,459 | +51,804 | 140,461 | 168,966 | 2.23% | +28,504 |
| ISHARES TR | 1,349,414 | 1,352,553 | +3,139 | 120,084 | 148,105 | 1.95% | +28,020 |
| INVESCO QQQ TR | 136,961 | 147,959 | +10,998 | 64,284 | 81,676 | 1.08% | +17,392 |
| CELLEBRITE DI LTD(CLBT) | 794,659 | 2,014,617 | +1,219,958 | 15,440 | 32,232 | 0.43% | +16,792 |
| NICE LTD(NICE) | 1,402,538 | 1,179,600 | -222,938 | 193,590 | 209,725 | 2.77% | +16,135 |
| ICL GROUP LTD(ICL) | 20,012,294 | 18,810,302 | -1,201,992 | 113,870 | 129,415 | 1.71% | +15,545 |
| VARONIS SYS INC(VRNS) | 1,482,287 | 1,443,345 | -38,942 | 59,964 | 73,248 | 0.97% | +13,284 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 1,554,312 | 1,554,000 | -312 | 269,253 | 282,424 | 3.73% | +13,170 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 1,254,495 | 1,383,986 | +129,491 | 20,274 | 31,685 | 0.42% | +11,411 |
| ELBIT SYS LTD(ESLT) | 0 | 25,000 | +25,000 | 0 | 11,250 | 0.15% | +11,250 |
| CAE INC(CAE) | 0 | 352,200 | +352,200 | 0 | 10,309 | 0.14% | +10,309 |
| CAMTEK LTD(CAMT) | 469,178 | 448,739 | -20,439 | 27,740 | 37,923 | 0.50% | +10,184 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 13 | +13 | 0 | 9,808 | 0.13% | +9,808 |
| ISHARES TR | 1,196,572 | 1,196,572 | 0 | 135,033 | 144,773 | 1.91% | +9,740 |
| MOBILEYE GLOBAL INC(MBLY) | 80,000 | 550,892 | +470,892 | 1,152 | 9,905 | 0.13% | +8,753 |
| WIX COM LTD SHS | 148,258 | 205,258 | +57,000 | 24,222 | 32,525 | 0.43% | +8,303 |
| NETFLIX INC(NFLX) | 13,865 | 15,626 | +1,761 | 12,964 | 20,823 | 0.27% | +7,859 |
| CISCO SYS INC(CSCO) | 51,848 | 148,311 | +96,463 | 3,205 | 10,288 | 0.14% | +7,082 |
| ISHARES TR | 0 | 67,077 | +67,077 | 0 | 6,815 | 0.09% | +6,815 |
| TESLA INC(TSLA) | 59,458 | 68,090 | +8,632 | 15,423 | 21,653 | 0.29% | +6,230 |
| STRATASYS LTD(SSYS) | 3,613,906 | 1,777,106 | -1,836,800 | 35,381 | 41,419 | 0.55% | +6,038 |
| VERTIV HOLDINGS CO(VRT) | 3,700 | 46,726 | +43,026 | 268 | 5,975 | 0.08% | +5,707 |
| ORMAT TECHNOLOGIES INC(ORA) | 37,500 | 98,481 | +60,981 | 2,654 | 8,249 | 0.11% | +5,595 |
| JPMORGAN CHASE & CO.(JPM) | 67,854 | 76,766 | +8,912 | 16,661 | 22,185 | 0.29% | +5,524 |
| TAT TECHNOLOGIES LTD(TATT) | 0 | 158,525 | +158,525 | 0 | 4,841 | 0.06% | +4,841 |
| VISA INC(V) | 52,414 | 64,738 | +12,324 | 18,414 | 22,937 | 0.30% | +4,524 |
| CONSTELLATION ENERGY CORP(CEG) | 1,240 | 14,474 | +13,234 | 250 | 4,580 | 0.06% | +4,330 |
| LAM RESEARCH CORP(LRCX) | 251,477 | 231,346 | -20,131 | 18,333 | 22,553 | 0.30% | +4,220 |
| MAGIC SOFTWARE ENTERPRISES L | 689,236 | 678,350 | -10,886 | 8,953 | 12,970 | 0.17% | +4,017 |
| INNOVIZ TECHNOLOGIES LTD(INVZ) | 3,980,604 | 3,980,604 | 0 | 2,595 | 6,528 | 0.09% | +3,933 |
| ELI LILLY & CO(LLY) | 24,889 | 31,332 | +6,443 | 20,572 | 24,449 | 0.32% | +3,877 |
| FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF | 0 | 39,725 | +39,725 | 0 | 3,001 | 0.04% | +3,001 |
| UBER TECHNOLOGIES INC(UBER) | 97,635 | 108,498 | +10,863 | 7,122 | 10,121 | 0.13% | +2,999 |
| COSTCO WHSL CORP NEW(COST) | 19,570 | 21,445 | +1,875 | 18,520 | 21,228 | 0.28% | +2,709 |
| CAPITAL ONE FINL CORP(COF) | 42,914 | 47,997 | +5,083 | 7,695 | 10,212 | 0.13% | +2,517 |
| QUANTA SVCS INC | 0 | 6,723 | +6,723 | 0 | 2,511 | 0.03% | +2,511 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | 0 | 65,175 | +65,175 | 0 | 2,462 | 0.03% | +2,462 |
| ALPS ETF TR MED BREAKTHGH | 1,465,173 | 1,465,173 | 0 | 32,585 | 35,032 | 0.46% | +2,447 |
| NASDAQ INC(NDAQ) | 0 | 27,267 | +27,267 | 0 | 2,426 | 0.03% | +2,426 |
| MASTERCARD INCORPORATED(MA) | 41,160 | 44,571 | +3,411 | 22,597 | 24,999 | 0.33% | +2,402 |
| HOME DEPOT INC(HD) | 30,919 | 37,517 | +6,598 | 11,345 | 13,743 | 0.18% | +2,398 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 17,468 | +17,468 | 0 | 2,380 | 0.03% | +2,380 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 0 | 50,530 | +50,530 | 0 | 2,338 | 0.03% | +2,338 |
| GLOBAL X FDS DEFENSE TECH ETF | 130,558 | 139,088 | +8,530 | 6,078 | 8,381 | 0.11% | +2,304 |
| WALMART INC(WMT) | 215,733 | 216,838 | +1,105 | 18,989 | 21,199 | 0.28% | +2,210 |
| GOLDMAN SACHS GROUP INC(GS) | 1,114 | 3,992 | +2,878 | 612 | 2,761 | 0.04% | +2,149 |
| D R HORTON INC(DHI) | 18,277 | 34,393 | +16,116 | 2,328 | 4,433 | 0.06% | +2,105 |
| MARVELL TECHNOLOGY INC(MRVL) | 10,563 | 35,190 | +24,627 | 652 | 2,723 | 0.04% | +2,071 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 6,903 | +6,903 | 0 | 2,034 | 0.03% | +2,034 |
| ARM HOLDINGS PLC | 0 | 10,000 | +10,000 | 0 | 2,020 | 0.03% | +2,020 |
| INNOVATOR ETFS TRUST GROW 100 PWR BUF | 0 | 75,735 | +75,735 | 0 | 1,994 | 0.03% | +1,994 |
| TRANE TECHNOLOGIES PLC(TT) | 14,477 | 15,678 | +1,201 | 4,878 | 6,858 | 0.09% | +1,980 |
| ABBOTT LABS | 25,013 | 38,679 | +13,666 | 3,325 | 5,258 | 0.07% | +1,932 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 2,606 | +2,606 | 0 | 1,905 | 0.03% | +1,905 |
| TRANSDIGM GROUP INC(TDG) | 4,916 | 5,725 | +809 | 6,801 | 8,706 | 0.11% | +1,905 |
| COINBASE GLOBAL INC(COIN) | 1,532 | 6,121 | +4,589 | 265 | 2,145 | 0.03% | +1,880 |
| SERVICENOW INC(NOW) | 927 | 2,541 | +1,614 | 738 | 2,612 | 0.03% | +1,873 |
| CAMECO CORP(CCJ) | 87,558 | 73,203 | -14,355 | 3,604 | 5,433 | 0.07% | +1,829 |
| SOL GEL TECHNOLOGIES SHS NEW | 0 | 247,020 | +247,020 | 0 | 1,828 | 0.02% | +1,828 |
| DIAGEO PLC(DEO) | 0 | 18,000 | +18,000 | 0 | 1,814 | 0.02% | +1,814 |
| CONFLUENT INC | 1,547,112 | 1,527,640 | -19,472 | 36,269 | 38,083 | 0.50% | +1,814 |
| ISHARES TR | 60,371 | 64,128 | +3,757 | 7,092 | 8,893 | 0.12% | +1,800 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 0 | 6,591 | +6,591 | 0 | 1,755 | 0.02% | +1,755 |
| ARKO CORP | 6,069,918 | 6,069,918 | 0 | 23,976 | 25,676 | 0.34% | +1,700 |
| WILLIAMS COS INC(WMB) | 45,806 | 69,079 | +23,273 | 2,737 | 4,339 | 0.06% | +1,601 |
| MEDTRONIC PLC(MDT) | 52,089 | 71,856 | +19,767 | 4,772 | 6,360 | 0.08% | +1,588 |
| KAMADA LTD(KMDA) | 1,654,952 | 1,654,952 | 0 | 11,270 | 12,826 | 0.17% | +1,556 |
| MORGAN STANLEY(MS) | 0 | 11,208 | +11,208 | 0 | 1,546 | 0.02% | +1,546 |
| ISHARES TR | 28,593 | 31,158 | +2,565 | 4,378 | 5,878 | 0.08% | +1,500 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 221,714 | 242,017 | +20,303 | 18,107 | 19,596 | 0.26% | +1,489 |
| DELL TECHNOLOGIES INC(DELL) | 11,580 | 17,304 | +5,724 | 1,056 | 2,535 | 0.03% | +1,480 |
| ALCON AG(ALC) | 0 | 16,644 | +16,644 | 0 | 1,478 | 0.02% | +1,478 |
| BOSTON SCIENTIFIC CORP(BSX) | 105,907 | 113,278 | +7,371 | 10,695 | 12,165 | 0.16% | +1,470 |
| MCKESSON CORP(MCK) | 16,045 | 16,738 | +693 | 10,813 | 12,273 | 0.16% | +1,460 |
| NOVO-NORDISK A S(NVO) | 33,131 | 54,378 | +21,247 | 2,312 | 3,771 | 0.05% | +1,459 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 1,942,322 | 1,942,322 | 0 | 12,334 | 13,771 | 0.18% | +1,437 |
| AT&T INC(T) | 24,861 | 71,862 | +47,001 | 707 | 2,079 | 0.03% | +1,372 |
| VANGUARD INDEX FDS | 11,872 | 13,138 | +1,266 | 6,101 | 7,471 | 0.10% | +1,370 |
| UNITED RENTALS INC(URI) | 0 | 1,874 | +1,874 | 0 | 1,366 | 0.02% | +1,366 |
| PERION NETWORK LTD(PERI) | 2,279,380 | 1,512,231 | -767,149 | 18,554 | 19,912 | 0.26% | +1,358 |