Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELBIT SYS LTD(ESLT) | 452,288 | 610,977 | +158,689 | 173,349 | 271,438 | 18.70% | +98,089 |
| NOVA LTD(NVMI) | 297,921 | 318,035 | +20,114 | 54,511 | 89,781 | 6.18% | +35,270 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 3,621,516 | 3,709,733 | +88,217 | 57,870 | 84,053 | 5.79% | +26,183 |
| CAMTEK LTD(CAMT) | 526,431 | 644,657 | +118,226 | 30,213 | 55,435 | 3.82% | +25,222 |
| NAYAX LTD(NYAX) | 1,098,176 | 1,170,927 | +72,751 | 37,112 | 59,025 | 4.07% | +21,914 |
| ICL GROUP LTD(ICL) | 17,699,803 | 17,665,030 | -34,773 | 99,453 | 120,965 | 8.33% | +21,512 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 86,250 | 932,750 | +846,500 | 1,326 | 15,633 | 1.08% | +14,307 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 99,824 | 113,458 | +13,634 | 16,570 | 25,695 | 1.77% | +9,125 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 869,297 | 899,905 | +30,608 | 30,395 | 39,017 | 2.69% | +8,622 |
| ORMAT TECHNOLOGIES INC(ORA) | 550,390 | 571,488 | +21,098 | 38,645 | 47,092 | 3.24% | +8,448 |
| META PLATFORMS INC(META) | 38,156 | 40,704 | +2,548 | 21,990 | 30,039 | 2.07% | +8,048 |
| MICROSOFT CORP(MSFT) | 48,972 | 50,319 | +1,347 | 18,379 | 25,017 | 1.72% | +6,637 |
| NVIDIA CORPORATION(NVDA) | 41,373 | 63,164 | +21,791 | 4,483 | 9,978 | 0.69% | +5,495 |
| INVESCO QQQ TR | 20,325 | 27,052 | +6,727 | 9,528 | 14,915 | 1.03% | +5,387 |
| SAPIENS INTL CORP N V | 74,742 | 214,680 | +139,938 | 2,034 | 6,292 | 0.43% | +4,258 |
| LEONARDO DRS INC(DRS) | 298,000 | 298,000 | 0 | 9,798 | 13,851 | 0.95% | +4,053 |
| AMAZON COM INC(AMZN) | 98,280 | 101,623 | +3,343 | 18,698 | 22,293 | 1.54% | +3,595 |
| ISHARES TR | 2,042 | 7,277 | +5,235 | 1,147 | 4,493 | 0.31% | +3,346 |
| KENON HLDGS LTD(KEN) | 199,472 | 217,649 | +18,177 | 6,288 | 8,965 | 0.62% | +2,678 |
| COGNYTE SOFTWARE LTD(CGNT) | 1,854,798 | 1,854,798 | 0 | 14,467 | 17,138 | 1.18% | +2,671 |
| BROADCOM INC(AVGO) | 9,710 | 15,332 | +5,622 | 1,653 | 4,224 | 0.29% | +2,571 |
| PALO ALTO NETWORKS INC(PANW) | 59,998 | 62,583 | +2,585 | 10,237 | 12,805 | 0.88% | +2,568 |
| TAT TECHNOLOGIES LTD(TATT) | 1,064,258 | 1,015,537 | -48,721 | 28,870 | 31,263 | 2.15% | +2,393 |
| SPDR S&P 500 ETF TR(SPY) | 27,526 | 28,515 | +989 | 15,391 | 17,601 | 1.21% | +2,210 |
| CELLEBRITE DI LTD(CLBT) | 250,559 | 441,579 | +191,020 | 4,868 | 7,065 | 0.49% | +2,197 |
| ARBE ROBOTICS LTD(ARBE) | 2,844,422 | 2,844,422 | 0 | 2,930 | 5,063 | 0.35% | +2,133 |
| ZSCALER INC(ZS) | 12,901 | 14,358 | +1,457 | 2,478 | 4,527 | 0.31% | +2,049 |
| ITURAN LOCATION AND CONTROL SHS | 796,606 | 796,056 | -550 | 28,805 | 30,831 | 2.12% | +2,026 |
| VANGUARD INDEX FDS | 32,930 | 33,106 | +176 | 16,923 | 18,805 | 1.30% | +1,882 |
| CLOUDFLARE INC(NET) | 27,960 | 29,476 | +1,516 | 3,859 | 5,726 | 0.39% | +1,868 |
| OKTA INC(OKTA) | 14,455 | 31,595 | +17,140 | 1,289 | 3,134 | 0.22% | +1,845 |
| CONSTELLATION ENERGY CORP(CEG) | 516 | 5,935 | +5,419 | 80 | 1,903 | 0.13% | +1,823 |
| CROWDSTRIKE HLDGS INC(CRWD) | 13,257 | 13,418 | +161 | 4,949 | 6,733 | 0.46% | +1,784 |
| ODDITY TECH LTD SHS CL A | 94,007 | 77,387 | -16,620 | 4,067 | 5,840 | 0.40% | +1,774 |
| GLOBAL X FDS DAX GERMANY ETF | 71,540 | 99,455 | +27,915 | 2,795 | 4,463 | 0.31% | +1,668 |
| SPDR SER TR ST STR SP AERO | 12,410 | 17,000 | +4,590 | 1,994 | 3,581 | 0.25% | +1,587 |
| ALPHABET INC(GOOG) | 44,486 | 47,972 | +3,486 | 6,947 | 8,503 | 0.59% | +1,557 |
| VARONIS SYS INC(VRNS) | 9,371 | 38,532 | +29,161 | 398 | 1,950 | 0.13% | +1,552 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 15,387 | 17,003 | +1,616 | 3,254 | 4,742 | 0.33% | +1,488 |
| MAGIC SOFTWARE ENTERPRISES L | 174,366 | 189,327 | +14,961 | 2,240 | 3,616 | 0.25% | +1,376 |
| GLOBAL X FDS US INFR DEV ETF | 69,141 | 91,146 | +22,005 | 2,606 | 3,967 | 0.27% | +1,361 |
| CAMECO CORP(CCJ) | 0 | 17,500 | +17,500 | 0 | 1,299 | 0.09% | +1,299 |
| ORACLE CORP(ORCL) | 17,768 | 15,993 | -1,775 | 2,484 | 3,495 | 0.24% | +1,011 |
| JFROG LTD(FROG) | 58,150 | 65,350 | +7,200 | 1,861 | 2,868 | 0.20% | +1,007 |
| FISERV INC(FISV) | 1,955 | 8,157 | +6,202 | 432 | 1,406 | 0.10% | +974 |
| FORTINET INC(FTNT) | 48,839 | 57,947 | +9,108 | 5,090 | 6,010 | 0.41% | +920 |
| DATADOG INC(DDOG) | 28,664 | 31,571 | +2,907 | 3,252 | 4,170 | 0.29% | +917 |
| NETFLIX INC(NFLX) | 3,980 | 3,353 | -627 | 3,713 | 4,487 | 0.31% | +774 |
| CYBERARK SOFTWARE LTD | 6,974 | 7,808 | +834 | 2,415 | 3,136 | 0.22% | +721 |
| ISHARES GOLD TR(IAU) | 18,000 | 28,000 | +10,000 | 1,061 | 1,746 | 0.12% | +685 |
| MONDAY COM LTD SHS | 9,860 | 9,790 | -70 | 2,398 | 3,079 | 0.21% | +681 |
| COSTCO WHSL CORP NEW(COST) | 836 | 1,371 | +535 | 629 | 1,302 | 0.09% | +673 |
| ISHARES TR | 6,090 | 10,299 | +4,209 | 708 | 1,323 | 0.09% | +614 |
| TESLA INC(TSLA) | 9,898 | 9,771 | -127 | 2,358 | 2,959 | 0.20% | +600 |
| AIRSHIP AI HLDGS INC | 675,000 | 675,000 | 0 | 756 | 1,343 | 0.09% | +587 |
| ALPHABET INC(GOOG) | 24,023 | 23,873 | -150 | 3,715 | 4,207 | 0.29% | +492 |
| SIREN ETF TR | 40,000 | 90,000 | +50,000 | 268 | 746 | 0.05% | +478 |
| ON HLDG AG(ONON) | 50,700 | 51,900 | +1,200 | 2,227 | 2,701 | 0.19% | +475 |
| ULTA BEAUTY INC(ULTA) | 4,468 | 4,468 | 0 | 1,638 | 2,090 | 0.14% | +453 |
| FIRST TR EXCHANGE-TRADED FD | 54,309 | 58,464 | +4,155 | 4,865 | 5,308 | 0.37% | +443 |
| ASML HOLDING N V N Y REGISTRY SHS | 2,626 | 2,658 | +32 | 1,740 | 2,130 | 0.15% | +390 |
| ISHARES TR | 6,973 | 7,125 | +152 | 1,312 | 1,700 | 0.12% | +388 |
| KAMADA LTD(KMDA) | 330,354 | 329,704 | -650 | 2,181 | 2,566 | 0.18% | +384 |
| SNOWFLAKE INC(SNOW) | 3,500 | 4,000 | +500 | 512 | 895 | 0.06% | +384 |
| KLA CORP(KLAC) | 1,750 | 1,750 | 0 | 1,190 | 1,568 | 0.11% | +378 |
| CATERPILLAR INC(CAT) | 5,088 | 5,226 | +138 | 1,677 | 2,027 | 0.14% | +350 |
| MICRON TECHNOLOGY INC(MU) | 11,073 | 10,495 | -578 | 962 | 1,294 | 0.09% | +331 |
| FIRST SOLAR INC(FSLR) | 8,101 | 8,108 | +7 | 1,024 | 1,342 | 0.09% | +318 |
| BOOKING HOLDINGS INC(BKNG) | 263 | 259 | -4 | 1,212 | 1,499 | 0.10% | +288 |
| GLOBAL X FDS DEFENSE TECH ETF | 22,000 | 21,575 | -425 | 1,024 | 1,300 | 0.09% | +276 |
| MARVELL TECHNOLOGY INC(MRVL) | 19,548 | 19,113 | -435 | 1,204 | 1,479 | 0.10% | +276 |
| INTEL CORP(INTC) | 17,850 | 30,145 | +12,295 | 405 | 675 | 0.05% | +270 |
| GEN DIGITAL INC(GEN) | 52,430 | 56,700 | +4,270 | 1,391 | 1,660 | 0.11% | +269 |
| LAM RESEARCH CORP(LRCX) | 9,750 | 9,750 | 0 | 709 | 949 | 0.07% | +240 |
| WORKDAY INC(WDAY) | 8,188 | 8,953 | +765 | 1,912 | 2,149 | 0.15% | +237 |
| ISHARES TR | 51,636 | 53,400 | +1,764 | 4,074 | 4,307 | 0.30% | +233 |
| SERVICENOW INC(NOW) | 1,040 | 1,020 | -20 | 828 | 1,049 | 0.07% | +221 |
| TABOOLA.COM LTD(TBLA) | 300,000 | 300,000 | 0 | 885 | 1,098 | 0.08% | +213 |
| GOLDMAN SACHS GROUP INC(GS) | 1,743 | 1,552 | -191 | 709 | 894 | 0.06% | +185 |
| ADVANCED MICRO DEVICES INC(AMD) | 10,105 | 8,603 | -1,502 | 1,038 | 1,220 | 0.08% | +182 |
| WIX COM LTD SHS | 81,756 | 85,427 | +3,671 | 13,357 | 13,537 | 0.93% | +179 |
| ISHARES TR | 1,200 | 4,450 | +3,250 | 63 | 236 | 0.02% | +173 |
| DOORDASH INC(DASH) | 12,141 | 9,696 | -2,445 | 2,219 | 2,390 | 0.16% | +171 |
| TJX COS INC NEW(TJX) | 8,000 | 9,275 | +1,275 | 974 | 1,145 | 0.08% | +171 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 3,611 | 5,683 | +2,072 | 285 | 452 | 0.03% | +167 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 1,571 | 2,526 | +955 | 206 | 372 | 0.03% | +166 |
| FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF | 6,798 | 7,748 | +950 | 428 | 584 | 0.04% | +156 |
| AUTODESK INC | 3,384 | 3,349 | -35 | 886 | 1,037 | 0.07% | +151 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 2,175 | 4,005 | +1,830 | 178 | 323 | 0.02% | +146 |
| INVESCO EXCH TRADED FD TR II | 810 | 4,120 | +3,310 | 51 | 195 | 0.01% | +144 |
| WASTE MGMT INC DEL(WM) | 0 | 570 | +570 | 0 | 130 | 0.01% | +130 |
| SPDR SER TR ST STR SP METAL | 11,000 | 11,000 | 0 | 616 | 739 | 0.05% | +124 |
| ISHARES TR | 3,740 | 4,070 | +330 | 333 | 445 | 0.03% | +112 |
| EXPEDIA GROUP INC(EXPE) | 0 | 650 | +650 | 0 | 110 | 0.01% | +110 |
| ISHARES TR | 3,320 | 4,420 | +1,100 | 328 | 438 | 0.03% | +109 |
| ISHARES TR | 936 | 1,344 | +408 | 143 | 252 | 0.02% | +109 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 31,005 | 29,505 | -1,500 | 1,557 | 1,657 | 0.11% | +100 |
| JACOBS SOLUTIONS INC(J) | 10,778 | 10,661 | -117 | 1,303 | 1,401 | 0.10% | +98 |
| JACOBS ENGR GROUP INC | 2,786 | 3,306 | +520 | 336 | 433 | 0.03% | +97 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 2,282 | 2,240 | -42 | 471 | 567 | 0.04% | +96 |