Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Microsoft Corporation(MSFT) | 268,600 | 289,220 | +20,620 | $100.8K | $143.9K | 26.55% | +$43.0K |
| Taiwan Semiconductor Manufacturing Company LimitedADS(TSM) | 628,450 | 607,330 | -21,120 | $104.3K | $137.6K | 25.38% | +$33.2K |
| Meta Platforms, Inc.CL A(META) | 83,000 | 114,966 | +31,966 | $47.8K | $84.9K | 15.66% | +$37.0K |
| Nova Ltd.(NVMI) | 82,100 | 181,057 | +98,957 | $15.1K | $49.8K | 9.19% | +$34.7K |
| Amat | 0 | 230,159 | +230,159 | $0 | $42.1K | 7.78% | +$42.1K |
| Booking Holdings Inc.(BKNG) | 6,300 | 5,000 | -1,300 | $29.0K | $28.9K | 5.34% | -$78 |
| Camtek Ltd.(CAMT) | 190,600 | 239,742 | +49,142 | $11.2K | $20.3K | 3.74% | +$9.1K |
| NVIDIA Corporation(NVDA) | 0 | 103,200 | +103,200 | $0 | $16.3K | 3.01% | +$16.3K |
| Vaneck Etf TrustSEMICONDUCTR ETF SEMICONDUCTR ETF | 0 | 40,000 | +40,000 | $0 | $11.2K | 2.06% | +$11.2K |
| Invesco Qqq TrUNIT SER 1 | 6,940 | 6,940 | 0 | $3.3K | $3.8K | 0.71% | +$574 |
| State Street SPDR S&P 500 ETF TrustTR UNIT(SPY) | 4,794 | 4,794 | 0 | $2.7K | $3.0K | 0.55% | +$280 |
| XTL Biopharmaceuticals Ltd.ADR(XTLB) | 198,888 | 198,888 | 0 | $238 | $227 | 0.04% | -$11 |
| Amazon.com, Inc.(AMZN) | 65,000 | 0 | -65,000 | $12.4K | $0 | — | -$12.4K |
| Flutter Entertainment plcSHS(FLUT) | 49,000 | 0 | -49,000 | $10.9K | $0 | — | -$10.9K |
| Global E Online LtdSHS SHS | 250,000 | 0 | -250,000 | $8.9K | $0 | — | -$8.9K |
| Salesforce, Inc.(CRM) | 78,000 | 0 | -78,000 | $20.9K | $0 | — | -$20.9K |
| Teva Pharmaceutical Industries LimitedADS(TEVA) | 209,606 | 0 | -209,606 | $3.2K | $0 | — | -$3.2K |
| Wix Com LtdSHS SHS | 400,450 | 0 | -400,450 | $65.4K | $0 | — | -$65.4K |