Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELBIT SYS LTD(ESLT) | 618,325 | 551,017 | -67,308 | 356,345 | 459,144 | 17.98% | +102,799 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 5,837,263 | 5,514,993 | -322,270 | 264,965 | 364,789 | 14.29% | +99,824 |
| PALO ALTO NETWORKS INC(PANW) | 77,889 | 563,353 | +485,464 | 14,349 | 90,306 | 3.54% | +75,957 |
| NOVA LTD(NVMI) | 327,425 | 377,579 | +50,154 | 109,365 | 161,888 | 6.34% | +52,523 |
| ISHARES TR | 3,719 | 158,996 | +155,277 | 1,120 | 52,240 | 2.05% | +51,120 |
| CAMTEK LTD(CAMT) | 648,574 | 783,365 | +134,791 | 69,606 | 114,901 | 4.50% | +45,296 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,009,846 | 930,690 | -79,156 | 118,084 | 158,464 | 6.21% | +40,380 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 956 | 85,451 | +84,495 | 281 | 29,493 | 1.16% | +29,213 |
| ORMAT TECHNOLOGIES INC(ORA) | 643,191 | 880,430 | +237,239 | 70,683 | 97,722 | 3.83% | +27,038 |
| KLA CORP(KLAC) | 1,500 | 13,591 | +12,091 | 1,823 | 17,798 | 0.70% | +15,975 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 360,460 | 503,110 | +142,650 | 10,399 | 25,684 | 1.01% | +15,284 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 132,513 | 161,403 | +28,890 | 40,348 | 54,526 | 2.14% | +14,177 |
| ISHARES TR | 4,722 | 134,760 | +130,038 | 499 | 10,782 | 0.42% | +10,283 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 19,813 | 35,446 | +15,633 | 7,135 | 13,589 | 0.53% | +6,454 |
| ITURAN LOCATION AND CONTROL SHS | 858,274 | 891,274 | +33,000 | 37,236 | 43,681 | 1.71% | +6,445 |
| NAYAX LTD(NYAX) | 839,477 | 865,171 | +25,694 | 42,399 | 48,387 | 1.90% | +5,988 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 403,746 | 715,697 | +311,951 | 5,235 | 10,560 | 0.41% | +5,325 |
| LOCKHEED MARTIN CORP(LMT) | 686 | 8,695 | +8,009 | 333 | 5,249 | 0.21% | +4,916 |
| SOLSTICE ADVANCED MATLS INC(SOLS) | 109 | 47,579 | +47,470 | 5 | 3,623 | 0.14% | +3,618 |
| VERTIV HOLDINGS CO(VRT) | 0 | 13,202 | +13,202 | 0 | 3,308 | 0.13% | +3,308 |
| KENON HLDGS LTD(KEN) | 212,102 | 211,353 | -749 | 13,963 | 17,262 | 0.68% | +3,299 |
| LEONARDO DRS INC(DRS) | 298,000 | 298,000 | 0 | 10,159 | 13,267 | 0.52% | +3,108 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 6,000 | 19,300 | +13,300 | 1,518 | 4,586 | 0.18% | +3,069 |
| INTEL CORP(INTC) | 63,000 | 121,204 | +58,204 | 2,325 | 5,353 | 0.21% | +3,028 |
| JPMORGAN CHASE & CO(JPM) | 7,968 | 17,679 | +9,711 | 2,568 | 5,192 | 0.20% | +2,624 |
| JACOBS SOLUTIONS INC(J) | 10,300 | 30,535 | +20,235 | 1,367 | 3,886 | 0.15% | +2,520 |
| ODYSIGHT AI INC(ODYS) | 1,328,686 | 973,543 | -355,143 | 4,385 | 6,734 | 0.26% | +2,349 |
| ASML HLDG NV N Y REGISTRY SHS | 2,209 | 3,332 | +1,123 | 2,363 | 4,397 | 0.17% | +2,033 |
| G WILLI FOOD INTL LTD(WILC) | 2,167 | 68,750 | +66,583 | 63 | 1,751 | 0.07% | +1,688 |
| COLUMBIA ETF TR I RESEARCH ENHAN | 0 | 1,477 | +1,477 | 0 | 1,688 | 0.07% | +1,688 |
| CATERPILLAR INC(CAT) | 13,658 | 13,207 | -451 | 7,828 | 9,306 | 0.36% | +1,479 |
| CHENIERE ENERGY INC(LNG) | 500 | 5,400 | +4,900 | 97 | 1,532 | 0.06% | +1,435 |
| BRAINSWAY LTD(BWAY) | 114,962 | 272,004 | +157,042 | 2,187 | 3,615 | 0.14% | +1,428 |
| AMAZON COM INC(AMZN) | 133,048 | 154,308 | +21,260 | 30,712 | 32,119 | 1.26% | +1,407 |
| NUTRIEN LTD(NTR) | 0 | 17,500 | +17,500 | 0 | 1,321 | 0.05% | +1,321 |
| ALPHABET INC(GOOG) | 81,499 | 93,770 | +12,271 | 25,575 | 26,830 | 1.05% | +1,255 |
| ISHARES TR | 32,629 | 42,739 | +10,110 | 4,625 | 5,842 | 0.23% | +1,217 |
| ISHARES TR | 0 | 17,500 | +17,500 | 0 | 1,173 | 0.05% | +1,173 |
| SPDR SERIES TRUST ST STR SP AERO | 25,188 | 28,910 | +3,722 | 6,098 | 7,241 | 0.28% | +1,143 |
| EMCOR GROUP INC(EME) | 0 | 1,537 | +1,537 | 0 | 1,135 | 0.04% | +1,135 |
| BROADCOM INC(AVGO) | 32,001 | 39,140 | +7,139 | 11,076 | 12,114 | 0.47% | +1,039 |
| APPLIED MATLS INC | 60 | 2,560 | +2,500 | 15 | 874 | 0.03% | +858 |
| WALMART INC(WMT) | 56,510 | 57,015 | +505 | 6,306 | 7,083 | 0.28% | +777 |
| NVIDIA CORPORATION(NVDA) | 95,936 | 106,987 | +11,051 | 17,896 | 18,648 | 0.73% | +752 |
| ROKU INC(ROKU) | 0 | 8,009 | +8,009 | 0 | 728 | 0.03% | +728 |
| ATI INC(ATI) | 0 | 4,725 | +4,725 | 0 | 687 | 0.03% | +687 |
| CARPENTER TECHNOLOGY CORP(CRS) | 0 | 1,719 | +1,719 | 0 | 678 | 0.03% | +678 |
| ROCKET LAB CORP(RKLB) | 0 | 10,000 | +10,000 | 0 | 642 | 0.03% | +642 |
| ALLISON TRANSMISSION HLDGS I(ALSN) | 0 | 5,631 | +5,631 | 0 | 635 | 0.02% | +635 |
| API GROUP CORP(APG) | 0 | 14,888 | +14,888 | 0 | 603 | 0.02% | +603 |
| LAM RESEARCH CORP(LRCX) | 14,023 | 14,023 | 0 | 2,403 | 2,996 | 0.12% | +594 |
| CHEVRON CORPORATION(CVX) | 11,137 | 11,007 | -130 | 1,697 | 2,287 | 0.09% | +590 |
| WHEATON PRECIOUS METALS CORP(WPM) | 0 | 4,000 | +4,000 | 0 | 524 | 0.02% | +524 |
| CLEAN HARBORS INC(CLH) | 0 | 1,826 | +1,826 | 0 | 524 | 0.02% | +524 |
| EXXON MOBIL CORP | 5,675 | 6,873 | +1,198 | 683 | 1,166 | 0.05% | +483 |
| GRACO INC(GGG) | 0 | 5,705 | +5,705 | 0 | 483 | 0.02% | +483 |
| LINCOLN ELEC HLDGS INC(LECO) | 0 | 1,891 | +1,891 | 0 | 471 | 0.02% | +471 |
| CARLISLE COS INC(CSL) | 0 | 1,411 | +1,411 | 0 | 471 | 0.02% | +471 |
| ADVANCED ENERGY INDS | 0 | 1,303 | +1,303 | 0 | 420 | 0.02% | +420 |
| MODINE MFG CO(MOD) | 0 | 1,820 | +1,820 | 0 | 394 | 0.02% | +394 |
| WISDOMTREE TR(WT) | 0 | 1,286 | +1,286 | 0 | 345 | 0.01% | +345 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 0 | 1,287 | +1,287 | 0 | 341 | 0.01% | +341 |
| CRANE COMPANY(CR) | 0 | 1,990 | +1,990 | 0 | 340 | 0.01% | +340 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 4,000 | 6,688 | +2,688 | 579 | 917 | 0.04% | +338 |
| CORE & MAIN INC(CNM) | 0 | 6,746 | +6,746 | 0 | 333 | 0.01% | +333 |
| MARRIOTT INTL INC NEW(MAR) | 0 | 1,000 | +1,000 | 0 | 327 | 0.01% | +327 |
| FLOWSERVE CORP(FLS) | 0 | 4,391 | +4,391 | 0 | 323 | 0.01% | +323 |
| OSHKOSH CORP(OSK) | 0 | 2,158 | +2,158 | 0 | 318 | 0.01% | +318 |
| VISTRA CORP(VST) | 1,250 | 3,240 | +1,990 | 202 | 487 | 0.02% | +285 |
| GLOBAL X FDS US INFR DEV ETF | 138,273 | 137,667 | -606 | 6,640 | 6,915 | 0.27% | +275 |
| NETSKOPE INC(NTSK) | 0 | 32,172 | +32,172 | 0 | 273 | 0.01% | +273 |
| TERADYNE INC(TER) | 2,600 | 2,600 | 0 | 503 | 771 | 0.03% | +268 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 0 | 5,755 | +5,755 | 0 | 258 | 0.01% | +258 |
| NEXTERA ENERGY INC(NEE) | 3,845 | 6,030 | +2,185 | 309 | 560 | 0.02% | +251 |
| FLUOR CORP(FLR) | 0 | 5,311 | +5,311 | 0 | 248 | 0.01% | +248 |
| SIMPSON MFG INC(SSD) | 0 | 1,429 | +1,429 | 0 | 245 | 0.01% | +245 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 0 | 1,478 | +1,478 | 0 | 244 | 0.01% | +244 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 12,899 | 11,853 | -1,046 | 1,125 | 1,361 | 0.05% | +236 |
| COMMERCIAL METALS CO(CMC) | 0 | 3,827 | +3,827 | 0 | 235 | 0.01% | +235 |
| AAON INC | 0 | 2,812 | +2,812 | 0 | 233 | 0.01% | +233 |
| TJX COS INC NEW(TJX) | 10,375 | 11,275 | +900 | 1,594 | 1,801 | 0.07% | +207 |
| WABTEC(WAB) | 5,977 | 5,884 | -93 | 1,276 | 1,470 | 0.06% | +195 |
| T3 DEFENSE INC(DFNS) | 0 | 2,711 | +2,711 | 0 | 176 | 0.01% | +176 |
| FREEPORT MCMORAN INC(FCX) | 426 | 3,325 | +2,899 | 18 | 189 | 0.01% | +172 |
| ENPHASE ENERGY INC(ENPH) | 2,300 | 6,460 | +4,160 | 74 | 244 | 0.01% | +171 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 0 | 19,682 | +19,682 | 0 | 166 | 0.01% | +166 |
| UNION PAC CORP(UNP) | 16,070 | 15,996 | -74 | 3,717 | 3,881 | 0.15% | +164 |
| GLOBAL X FDS DEFENSE TECH ETF | 17,187 | 17,896 | +709 | 1,117 | 1,266 | 0.05% | +149 |
| PERION NETWORK LTD(PERI) | 38,567 | 50,002 | +11,435 | 365 | 503 | 0.02% | +139 |
| ALCOA CORP(AA) | 9,055 | 9,104 | +49 | 481 | 604 | 0.02% | +123 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 2,435 | 3,109 | +674 | 378 | 498 | 0.02% | +119 |
| EQUINIX INC(EQIX) | 691 | 663 | -28 | 530 | 649 | 0.03% | +119 |
| TELOS CORP MD(TLS) | 0 | 26,579 | +26,579 | 0 | 111 | 0.00% | +111 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 1,088 | +1,088 | 0 | 105 | 0.00% | +105 |
| DISNEY WALT CO(DIS) | 438 | 1,599 | +1,161 | 50 | 151 | 0.01% | +101 |
| HORMEL FOODS CORP(HRL) | 0 | 4,366 | +4,366 | 0 | 99 | 0.00% | +99 |
| EXTRA SPACE STORAGE INC(EXR) | 0 | 746 | +746 | 0 | 98 | 0.00% | +98 |
| ISHARES TR | 5,545 | 6,545 | +1,000 | 554 | 649 | 0.03% | +95 |
| CME GROUP INC(CME) | 260 | 550 | +290 | 71 | 162 | 0.01% | +91 |
| UDR INC(UDR) | 0 | 2,705 | +2,705 | 0 | 91 | 0.00% | +91 |