Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Enlight Renewable Energy Ltd(ENLT) | 5,514,993 | 5,180,861 | -334,132 | $364.79M | $457.54M | 14.24% | +$92.75M |
| Elbit Systems Ltd.(ESLT) | 551,017 | 483,738 | -67,279 | $459.14M | $367.11M | 11.43% | -$92.04M |
| Tower Semiconductor Ltd.(TSEM) | 930,690 | 949,549 | +18,859 | $158.46M | $243.78M | 7.59% | +$85.32M |
| Nova Ltd.(NVMI) | 377,579 | 409,690 | +32,111 | $161.89M | $216.82M | 6.75% | +$54.94M |
| Palo Alto Networks, Inc.(PANW) | 563,353 | 592,718 | +29,365 | $90.31M | $202.13M | 6.29% | +$111.82M |
| ISHARES TR | 158,996 | 202,142 | +43,146 | $52.24M | $129.52M | 4.03% | +$77.28M |
| Camtek Ltd.(CAMT) | 783,365 | 796,737 | +13,372 | $114.90M | $125.92M | 3.92% | +$11.02M |
| Ormat Technologies, Inc.(ORA) | 880,430 | 1,024,426 | +143,996 | $97.72M | $111.79M | 3.48% | +$14.07M |
| ICL Group Ltd(ICL) | 19,616,583 | 19,497,433 | -119,150 | $100.35M | $97.81M | 3.04% | -$2.54M |
| Teva Pharmaceutical Industries Limited(TEVA) | 1,617,800 | 2,619,250 | +1,001,450 | $48.73M | $88.74M | 2.76% | +$40.01M |
| INVESCO QQQ TR | 67,694 | 118,292 | +50,598 | $39.03M | $87.10M | 2.71% | +$48.07M |
| Taiwan Semiconductor Manufacturing Company Limited(TSM) | 161,403 | 173,610 | +12,207 | $54.53M | $82.91M | 2.58% | +$28.38M |
| Nayax Ltd.(NYAX) | 865,171 | 906,477 | +41,306 | $48.39M | $58.94M | 1.83% | +$10.56M |
| ITURAN LOCATION AND CONTROL SHS | 891,274 | 891,274 | 0 | $43.68M | $54.38M | 1.69% | +$10.70M |
| Amazon.com, Inc.(AMZN) | 154,308 | 218,841 | +64,533 | $32.12M | $52.15M | 1.62% | +$20.04M |
| Alphabet Inc.(GOOG) | 93,770 | 133,097 | +39,327 | $26.83M | $47.02M | 1.46% | +$20.19M |
| NVIDIA Corporation(NVDA) | 106,987 | 186,194 | +79,207 | $18.65M | $37.25M | 1.16% | +$18.60M |
| KLA Corporation(KLAC) | 13,591 | 117,724 | +104,133 | $17.80M | $35.42M | 1.10% | +$17.62M |
| TAT TECHNOLOGIES LTD | 810,001 | 703,048 | -106,953 | $32.05M | $33.80M | 1.05% | +$1.75M |
| Meta Platforms, Inc.(META) | 37,328 | 52,407 | +15,079 | $21.32M | $29.52M | 0.92% | +$8.19M |
| L3Harris Technologies, Inc.(LHX) | 85,451 | 98,990 | +13,539 | $29.49M | $28.77M | 0.90% | -$727.9K |
| Ormat Technologies, Inc.(ORA) | 20,150,000 | 20,150,000 | 0 | $26.07M | $27.88M | 0.87% | +$1.81M |
| State Street SPDR S&P 500 ETF Trust(SPY) | 25,987 | 35,982 | +9,995 | $16.83M | $26.85M | 0.84% | +$10.01M |
| VANECK ETF TRUST SEMICONDUCTR ETF | 35,446 | 37,169 | +1,723 | $13.59M | $24.38M | 0.76% | +$10.79M |
| VANGUARD INDEX FDS | 41,592 | 32,492 | -9,100 | $24.85M | $22.32M | 0.69% | -$2.53M |
| Broadcom Inc.(AVGO) | 39,140 | 47,252 | +8,112 | $12.11M | $17.85M | 0.56% | +$5.74M |
| Microsoft Corporation(MSFT) | 55,364 | 46,035 | -9,329 | $20.46M | $17.16M | 0.53% | -$3.29M |
| Intel Corporation(INTC) | 121,204 | 120,218 | -986 | $5.35M | $16.78M | 0.52% | +$11.43M |
| COGNYTE SOFTWARE LTD | 1,854,798 | 1,854,798 | 0 | $15.02M | $16.29M | 0.51% | +$1.26M |
| ISHARES TR | 134,760 | 178,220 | +43,460 | $10.78M | $16.15M | 0.50% | +$5.36M |
| Micron Technology, Inc.(MU) | 18,320 | 13,940 | -4,380 | $6.18M | $16.09M | 0.50% | +$9.91M |
| Alphabet Inc.(GOOG) | 31,735 | 38,665 | +6,930 | $9.12M | $13.82M | 0.43% | +$4.69M |
| Caterpillar Inc.(CAT) | 13,207 | 12,703 | -504 | $9.31M | $13.52M | 0.42% | +$4.22M |
| ISHARES TR | 16,287 | 16,287 | 0 | $10.64M | $12.20M | 0.38% | +$1.56M |
| SPDR SERIES TRUST ST STR SP AERO | 28,910 | 32,470 | +3,560 | $7.24M | $9.20M | 0.29% | +$1.96M |
| SolarEdge Technologies, Inc.(SEDG) | 503,110 | 155,979 | -347,131 | $25.68M | $9.12M | 0.28% | -$16.57M |
| GILAT SATELLITE NETWORKS LTD | 715,697 | 677,813 | -37,884 | $10.56M | $8.99M | 0.28% | -$1.57M |
| GLOBAL X FDS US INFR DEV ETF | 137,667 | 149,999 | +12,332 | $6.91M | $8.82M | 0.27% | +$1.91M |
| ISHARES TR | 42,739 | 53,768 | +11,029 | $5.84M | $8.43M | 0.26% | +$2.59M |
| Walmart Inc.(WMT) | 57,015 | 66,977 | +9,962 | $7.08M | $7.59M | 0.24% | +$503.0K |
| Lockheed Martin Corporation(LMT) | 8,695 | 14,675 | +5,980 | $5.25M | $7.47M | 0.23% | +$2.22M |
| GLOBAL X FDS DAX GERMANY ETF | 149,894 | 168,374 | +18,480 | $6.26M | $7.43M | 0.23% | +$1.17M |
| Visa Inc.(V) | 15,733 | 20,986 | +5,253 | $4.75M | $7.20M | 0.22% | +$2.45M |
| CrowdStrike Holdings, Inc.(CRWD) | 11,093 | 9,347 | -1,746 | $4.33M | $7.13M | 0.22% | +$2.80M |
| SIMILARWEB LTD | 1,151,298 | 1,147,035 | -4,263 | $8.34M | $7.03M | 0.22% | -$1.31M |
| ASML HLDG NV N Y REGISTRY SHS | 3,332 | 3,259 | -73 | $4.40M | $6.48M | 0.20% | +$2.09M |
| Leonardo DRS, Inc.(DRS) | 298,000 | 150,000 | -148,000 | $13.27M | $6.40M | 0.20% | -$6.87M |
| BERKSHIRE HATHAWAY INC DEL | 11,767 | 12,510 | +743 | $5.63M | $6.26M | 0.19% | +$628.5K |
| Mastercard Incorporated(MA) | 9,066 | 11,971 | +2,905 | $4.53M | $6.15M | 0.19% | +$1.62M |
| JPMorgan Chase & Co.(JPM) | 17,679 | 18,561 | +882 | $5.19M | $6.07M | 0.19% | +$879.9K |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 19,300 | 19,300 | 0 | $4.59M | $5.85M | 0.18% | +$1.26M |
| Kenon Holdings Ltd.(KEN) | 211,353 | 80,706 | -130,647 | $17.26M | $5.46M | 0.17% | -$11.81M |
| Cloudflare, Inc.(NET) | 22,739 | 21,697 | -1,042 | $4.69M | $5.32M | 0.17% | +$629.9K |
| Vistra Corp.(VST) | 3,240 | 31,600 | +28,360 | $487.1K | $5.01M | 0.16% | +$4.53M |
| ISHARES TR MSCI POLAND ETF | 0 | 127,400 | +127,400 | $0 | $4.92M | 0.15% | +$4.92M |
| Eaton Corporation plc(ETN) | 0 | 11,137 | +11,137 | $0 | $4.75M | 0.15% | +$4.75M |
| Vertiv Holdings Co(VRT) | 13,202 | 13,997 | +795 | $3.31M | $4.69M | 0.15% | +$1.38M |
| Union Pacific Corporation(UNP) | 15,996 | 16,987 | +991 | $3.88M | $4.62M | 0.14% | +$739.5K |
| Parker-Hannifin Corporation(PH) | 4,200 | 4,601 | +401 | $3.76M | $4.50M | 0.14% | +$740.3K |
| Corning Incorporated(GLW) | 0 | 16,842 | +16,842 | $0 | $4.30M | 0.13% | +$4.30M |
| Apple Inc.(AAPL) | 13,770 | 14,131 | +361 | $3.48M | $4.09M | 0.13% | +$606.0K |
| Fortinet, Inc.(FTNT) | 29,203 | 25,757 | -3,446 | $2.39M | $3.96M | 0.12% | +$1.57M |
| GE Vernova Inc.(GEV) | 5,337 | 8,504 | +3,167 | $14.7K | $3.92M | 0.12% | +$3.91M |
| Jacobs Solutions Inc.(J) | 30,535 | 30,929 | +394 | $3.89M | $3.90M | 0.12% | +$10.6K |
| SharkNinja, Inc.(SN) | 0 | 25,190 | +25,190 | $0 | $3.84M | 0.12% | +$3.84M |
| MGM Resorts International(MGM) | 0 | 77,800 | +77,800 | $0 | $3.72M | 0.12% | +$3.72M |
| BRAINSWAY LTD | 272,004 | 237,433 | -34,571 | $3.61M | $3.68M | 0.11% | +$67.7K |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 46,894 | 44,414 | -2,480 | $3.88M | $3.67M | 0.11% | -$205.1K |
| Datadog, Inc.(DDOG) | 19,468 | 13,545 | -5,923 | $2.30M | $3.53M | 0.11% | +$1.23M |
| Constellation Energy Corporation(CEG) | 15,807 | 14,022 | -1,785 | $4.42M | $3.48M | 0.11% | -$933.2K |
| ISHARES TR | 42,870 | 43,470 | +600 | $3.41M | $3.48M | 0.11% | +$65.6K |
| ISHARES TR | 34,250 | 31,737 | -2,513 | $3.73M | $3.46M | 0.11% | -$271.4K |
| Dell Technologies Inc.(DELL) | 0 | 7,920 | +7,920 | $0 | $3.42M | 0.11% | +$3.42M |
| ServiceNow, Inc.(NOW) | 16,000 | 33,348 | +17,348 | $1.67M | $3.31M | 0.10% | +$1.64M |
| ZIM INTEGRATED SHIPPING SERV SHS | 1,019,873 | 127,030 | -892,843 | $26.87M | $3.31M | 0.10% | -$23.57M |
| Salesforce, Inc.(CRM) | 4,333 | 21,039 | +16,706 | $808.8K | $3.30M | 0.10% | +$2.49M |
| International Business Machines Corporation(IBM) | 500 | 11,657 | +11,157 | $121.2K | $3.28M | 0.10% | +$3.16M |
| JOHNSON CONTROLS INTERNATION SHS | 0 | 22,232 | +22,232 | $0 | $3.25M | 0.10% | +$3.25M |
| Marvell Technology, Inc.(MRVL) | 14,342 | 10,550 | -3,792 | $1.36M | $3.14M | 0.10% | +$1.78M |
| Custom Truck One Source, Inc.(CTOS) | 0 | 254,500 | +254,500 | $0 | $3.01M | 0.09% | +$3.01M |
| Solstice Advanced Materials, Inc.(SOLS) | 47,579 | 33,910 | -13,669 | $3.62M | $3.00M | 0.09% | -$619.0K |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 50,160 | 53,015 | +2,855 | $2.47M | $2.84M | 0.09% | +$368.9K |
| G WILLI FOOD INTL LTD | 68,750 | 82,751 | +14,001 | $1.75M | $2.75M | 0.09% | +$1.00M |
| ODYSIGHT AI INC | 973,543 | 648,776 | -324,767 | $6.73M | $2.70M | 0.08% | -$4.04M |
| Tesla, Inc.(TSLA) | 6,417 | 6,458 | +41 | $2.35M | $2.66M | 0.08% | +$308.8K |
| United Rentals, Inc.(URI) | 2,174 | 2,283 | +109 | $1.58M | $2.59M | 0.08% | +$1.00M |
| COLUMBIA ETF TR I RESEARCH ENHAN | 1,477 | 1,546 | +69 | $1.69M | $2.56M | 0.08% | +$868.8K |
| Chevron Corporation(CVX) | 11,007 | 14,483 | +3,476 | $2.29M | $2.40M | 0.07% | +$112.9K |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 12,222 | 12,442 | +220 | $1.58M | $2.37M | 0.07% | +$790.4K |
| Taboola.com Ltd.(TBLA) | 300,000 | 472,918 | +172,918 | $1.35M | $2.36M | 0.07% | +$1.02M |
| Okta, Inc.(OKTA) | 14,471 | 15,915 | +1,444 | $1.14M | $2.17M | 0.07% | +$1.03M |
| ARBE ROBOTICS LTD | 2,844,422 | 2,844,422 | 0 | $2.96M | $2.15M | 0.07% | -$808.4K |
| Zscaler, Inc.(ZS) | 13,279 | 14,930 | +1,651 | $1.86M | $2.11M | 0.07% | +$244.5K |
| Snowflake Inc.(SNOW) | 4,000 | 8,120 | +4,120 | $603.3K | $2.07M | 0.06% | +$1.46M |
| Rockwell Automation, Inc.(ROK) | 3,877 | 4,055 | +178 | $1.39M | $2.01M | 0.06% | +$616.2K |
| SPDR SERIES TRUST ST STR SP BIOT | 12,500 | 12,500 | 0 | $1.60M | $1.98M | 0.06% | +$381.5K |
| OPKO Health, Inc.(OPK) | 1,299,473 | 1,257,568 | -41,905 | $1.47M | $1.88M | 0.06% | +$404.3K |
| APPLIED MATLS INC | 2,560 | 2,560 | 0 | $873.9K | $1.85M | 0.06% | +$977.0K |
| ISHARES INC MSCI JAPAN ETF | 19,503 | 19,503 | 0 | $1.65M | $1.82M | 0.06% | +$172.2K |
| Sterling Infrastructure, Inc.(STRL) | 0 | 2,155 | +2,155 | $0 | $1.81M | 0.06% | +$1.81M |