Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALO ALTO NETWORKS INC(PANW) | 563,353 | 592,718 | +29,365 | 90,306 | 202,125 | 6.29% | +111,820 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 5,514,993 | 5,180,861 | -334,132 | 364,789 | 457,544 | 14.24% | +92,755 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 930,690 | 949,549 | +18,859 | 158,464 | 243,785 | 7.59% | +85,321 |
| ISHARES TR | 158,996 | 202,142 | +43,146 | 52,240 | 129,521 | 4.03% | +77,280 |
| NOVA LTD(NVMI) | 377,579 | 409,690 | +32,111 | 161,888 | 216,825 | 6.75% | +54,937 |
| INVESCO QQQ TR | 67,694 | 118,292 | +50,598 | 39,030 | 87,097 | 2.71% | +48,067 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 1,617,800 | 2,619,250 | +1,001,450 | 48,727 | 88,740 | 2.76% | +40,013 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 161,403 | 173,610 | +12,207 | 54,526 | 82,907 | 2.58% | +28,382 |
| ALPHABET INC(GOOG) | 93,770 | 133,097 | +39,327 | 26,830 | 47,023 | 1.46% | +20,194 |
| AMAZON COM INC(AMZN) | 154,308 | 218,841 | +64,533 | 32,119 | 52,155 | 1.62% | +20,035 |
| NVIDIA CORPORATION(NVDA) | 106,987 | 186,194 | +79,207 | 18,648 | 37,252 | 1.16% | +18,604 |
| KLA CORP(KLAC) | 13,591 | 117,724 | +104,133 | 17,798 | 35,415 | 1.10% | +17,618 |
| ORMAT TECHNOLOGIES INC(ORA) | 880,430 | 1,024,426 | +143,996 | 97,722 | 111,793 | 3.48% | +14,072 |
| INTEL CORP(INTC) | 121,204 | 120,218 | -986 | 5,353 | 16,785 | 0.52% | +11,432 |
| CAMTEK LTD(CAMT) | 783,365 | 796,737 | +13,372 | 114,901 | 125,920 | 3.92% | +11,018 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 35,446 | 37,169 | +1,723 | 13,589 | 24,379 | 0.76% | +10,789 |
| ITURAN LOCATION AND CONTROL SHS | 891,274 | 891,274 | 0 | 43,681 | 54,377 | 1.69% | +10,695 |
| NAYAX LTD(NYAX) | 865,171 | 906,477 | +41,306 | 48,387 | 58,945 | 1.83% | +10,558 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 25,987 | 35,982 | +9,995 | 16,833 | 26,846 | 0.84% | +10,013 |
| MICRON TECHNOLOGY INC(MU) | 18,320 | 13,940 | -4,380 | 6,185 | 16,091 | 0.50% | +9,906 |
| META PLATFORMS INC(META) | 37,328 | 52,407 | +15,079 | 21,325 | 29,516 | 0.92% | +8,192 |
| BROADCOM INC(AVGO) | 39,140 | 47,252 | +8,112 | 12,114 | 17,849 | 0.56% | +5,735 |
| ISHARES TR | 134,760 | 178,220 | +43,460 | 10,782 | 16,147 | 0.50% | +5,364 |
| ISHARES TR MSCI POLAND ETF | 0 | 127,400 | +127,400 | 0 | 4,919 | 0.15% | +4,919 |
| EATON CORP PLC(ETN) | 0 | 11,137 | +11,137 | 0 | 4,746 | 0.15% | +4,746 |
| ALPHABET INC(GOOG) | 31,735 | 38,665 | +6,930 | 9,123 | 13,818 | 0.43% | +4,694 |
| VISTRA CORP(VST) | 3,240 | 31,600 | +28,360 | 487 | 5,013 | 0.16% | +4,526 |
| CORNING INC(GLW) | 0 | 16,842 | +16,842 | 0 | 4,302 | 0.13% | +4,302 |
| CATERPILLAR INC(CAT) | 13,207 | 12,703 | -504 | 9,306 | 13,523 | 0.42% | +4,217 |
| GE VERNOVA INC(GEV) | 5,337 | 8,504 | +3,167 | 15 | 3,921 | 0.12% | +3,906 |
| SHARKNINJA INC(SN) | 0 | 25,190 | +25,190 | 0 | 3,836 | 0.12% | +3,836 |
| MGM RESORTS INTERNATIONAL(MGM) | 0 | 77,800 | +77,800 | 0 | 3,720 | 0.12% | +3,720 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 7,920 | +7,920 | 0 | 3,417 | 0.11% | +3,417 |
| JOHNSON CONTROLS INTERNATION SHS | 0 | 22,232 | +22,232 | 0 | 3,248 | 0.10% | +3,248 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 500 | 11,657 | +11,157 | 121 | 3,278 | 0.10% | +3,157 |
| CUSTOM TRUCK ONE SOURCE INC(CTOS) | 0 | 254,500 | +254,500 | 0 | 3,006 | 0.09% | +3,006 |
| CROWDSTRIKE HLDGS INC(CRWD) | 11,093 | 9,347 | -1,746 | 4,331 | 7,133 | 0.22% | +2,802 |
| ISHARES TR | 42,739 | 53,768 | +11,029 | 5,842 | 8,431 | 0.26% | +2,590 |
| SALESFORCE INC(CRM) | 4,333 | 21,039 | +16,706 | 809 | 3,296 | 0.10% | +2,487 |
| VISA INC(V) | 15,733 | 20,986 | +5,253 | 4,753 | 7,199 | 0.22% | +2,446 |
| LOCKHEED MARTIN CORP(LMT) | 8,695 | 14,675 | +5,980 | 5,249 | 7,472 | 0.23% | +2,223 |
| ASML HLDG NV N Y REGISTRY SHS | 3,332 | 3,259 | -73 | 4,397 | 6,483 | 0.20% | +2,086 |
| SPDR SERIES TRUST ST STR SP AERO | 28,910 | 32,470 | +3,560 | 7,241 | 9,204 | 0.29% | +1,963 |
| GLOBAL X FDS US INFR DEV ETF | 137,667 | 149,999 | +12,332 | 6,915 | 8,825 | 0.27% | +1,910 |
| ORMAT TECHNOLOGIES INC(ORA) | 20,150,000 | 20,150,000 | 0 | 26,069 | 27,880 | 0.87% | +1,810 |
| STERLING INFRASTRUCTURE INC(STRL) | 0 | 2,155 | +2,155 | 0 | 1,809 | 0.06% | +1,809 |
| MARVELL TECHNOLOGY INC(MRVL) | 14,342 | 10,550 | -3,792 | 1,365 | 3,140 | 0.10% | +1,775 |
| TAT TECHNOLOGIES LTD(TATT) | 810,001 | 703,048 | -106,953 | 32,054 | 33,800 | 1.05% | +1,746 |
| SERVICENOW INC(NOW) | 16,000 | 33,348 | +17,348 | 1,673 | 3,311 | 0.10% | +1,638 |
| MASTERCARD INCORPORATED(MA) | 9,066 | 11,971 | +2,905 | 4,528 | 6,148 | 0.19% | +1,620 |
| FORTINET INC(FTNT) | 29,203 | 25,757 | -3,446 | 2,386 | 3,957 | 0.12% | +1,570 |
| ISHARES TR | 16,287 | 16,287 | 0 | 10,636 | 12,196 | 0.38% | +1,559 |
| SNOWFLAKE INC(SNOW) | 4,000 | 8,120 | +4,120 | 603 | 2,067 | 0.06% | +1,463 |
| TALEN ENERGY CORP(TLN) | 0 | 3,625 | +3,625 | 0 | 1,393 | 0.04% | +1,393 |
| VERTIV HOLDINGS CO(VRT) | 13,202 | 13,997 | +795 | 3,308 | 4,686 | 0.15% | +1,378 |
| COGNYTE SOFTWARE LTD(CGNT) | 1,854,798 | 1,854,798 | 0 | 15,024 | 16,285 | 0.51% | +1,261 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 19,300 | 19,300 | 0 | 4,586 | 5,847 | 0.18% | +1,261 |
| NVENT ELEC PLC(NVT) | 0 | 7,393 | +7,393 | 0 | 1,254 | 0.04% | +1,254 |
| DATADOG INC(DDOG) | 19,468 | 13,545 | -5,923 | 2,298 | 3,527 | 0.11% | +1,228 |
| GLOBAL X FDS DAX GERMANY ETF | 149,894 | 168,374 | +18,480 | 6,256 | 7,429 | 0.23% | +1,173 |
| ROCKET LAB CORP(RKLB) | 10,000 | 17,300 | +7,300 | 642 | 1,759 | 0.05% | +1,116 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 23,000 | +23,000 | 0 | 1,038 | 0.03% | +1,038 |
| OKTA INC(OKTA) | 14,471 | 15,915 | +1,444 | 1,139 | 2,172 | 0.07% | +1,033 |
| TABOOLA.COM LTD(TBLA) | 300,000 | 472,918 | +172,918 | 1,347 | 2,365 | 0.07% | +1,018 |
| G WILLI FOOD INTL LTD(WILC) | 68,750 | 82,751 | +14,001 | 1,751 | 2,754 | 0.09% | +1,003 |
| UNITED RENTALS INC(URI) | 2,174 | 2,283 | +109 | 1,584 | 2,586 | 0.08% | +1,002 |
| GLOBAL X FDS GLOBAL X COPPER | 0 | 13,000 | +13,000 | 0 | 1,001 | 0.03% | +1,001 |
| APPLIED MATLS INC | 2,560 | 2,560 | 0 | 874 | 1,851 | 0.06% | +977 |
| NAVAN INC(NAVN) | 0 | 41,022 | +41,022 | 0 | 938 | 0.03% | +938 |
| JPMORGAN CHASE & CO(JPM) | 17,679 | 18,561 | +882 | 5,192 | 6,072 | 0.19% | +880 |
| COLUMBIA ETF TR I RESEARCH ENHAN | 1,477 | 1,546 | +69 | 1,688 | 2,556 | 0.08% | +869 |
| ADVANCED MICRO DEVICES INC(AMD) | 3,740 | 2,666 | -1,074 | 747 | 1,547 | 0.05% | +800 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 12,222 | 12,442 | +220 | 1,579 | 2,370 | 0.07% | +790 |
| PARKER-HANNIFIN CORP(PH) | 4,200 | 4,601 | +401 | 3,760 | 4,500 | 0.14% | +740 |
| UNION PAC CORP(UNP) | 15,996 | 16,987 | +991 | 3,881 | 4,620 | 0.14% | +740 |
| STMICROELECTRONICS N V(STM) | 0 | 9,000 | +9,000 | 0 | 674 | 0.02% | +674 |
| VIA TRANSN INC(VIA) | 0 | 36,819 | +36,819 | 0 | 668 | 0.02% | +668 |
| DEERE & CO(DE) | 6,731 | 9,234 | +2,503 | 12 | 652 | 0.02% | +640 |
| CLOUDFLARE INC(NET) | 22,739 | 21,697 | -1,042 | 4,692 | 5,322 | 0.17% | +630 |
| BERKSHIRE HATHAWAY INC DEL | 11,767 | 12,510 | +743 | 5,628 | 6,256 | 0.19% | +629 |
| ROCKWELL AUTOMATION INC(ROK) | 3,877 | 4,055 | +178 | 1,391 | 2,008 | 0.06% | +616 |
| APPLE INC(AAPL) | 13,770 | 14,131 | +361 | 3,482 | 4,088 | 0.13% | +606 |
| BLACKBERRY LTD(BB) | 48,336 | 52,200 | +3,864 | 157 | 660 | 0.02% | +504 |
| WALMART INC(WMT) | 57,015 | 66,977 | +9,962 | 7,083 | 7,586 | 0.24% | +503 |
| TERADYNE INC(TER) | 2,600 | 2,600 | 0 | 771 | 1,258 | 0.04% | +487 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 298 | 4,279 | +3,981 | 44 | 499 | 0.02% | +456 |
| STERIS PLC(STE) | 0 | 2,100 | +2,100 | 0 | 442 | 0.01% | +442 |
| GEN DIGITAL INC(GEN) | 49,549 | 55,154 | +5,605 | 933 | 1,373 | 0.04% | +440 |
| CARPENTER TECHNOLOGY CORP(CRS) | 1,719 | 1,811 | +92 | 678 | 1,117 | 0.03% | +440 |
| ORACLE CORP(ORCL) | 0 | 2,951 | +2,951 | 0 | 432 | 0.01% | +432 |
| OPKO HEALTH INC(OPK) | 1,299,473 | 1,257,568 | -41,905 | 1,472 | 1,876 | 0.06% | +404 |
| SPDR SERIES TRUST ST STR SP BIOT | 12,500 | 12,500 | 0 | 1,597 | 1,978 | 0.06% | +382 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 50,160 | 53,015 | +2,855 | 2,471 | 2,840 | 0.09% | +369 |
| AGCO CORP | 0 | 2,639 | +2,639 | 0 | 316 | 0.01% | +316 |
| TESLA INC(TSLA) | 6,417 | 6,458 | +41 | 2,350 | 2,658 | 0.08% | +309 |
| SHOPIFY INC(SHOP) | 400 | 3,117 | +2,717 | 47 | 356 | 0.01% | +308 |
| ATI INC(ATI) | 4,725 | 4,973 | +248 | 687 | 980 | 0.03% | +293 |
| EQT CORP(EQT) | 0 | 5,200 | +5,200 | 0 | 276 | 0.01% | +276 |
| TETRA TECH INC NEW(TTEK) | 0 | 9,457 | +9,457 | 0 | 273 | 0.01% | +273 |
| DYNATRACE INC(DT) | 24,400 | 26,685 | +2,285 | 902 | 1,172 | 0.04% | +269 |