Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| QUANTA SVCS INC | 0 | 4,238 | +4,238 | 0 | 1,752 | 4.97% | +1,752 |
| AMAZON COM INC(AMZN) | 2,250 | 10,081 | +7,831 | 494 | 2,207 | 6.26% | +1,714 |
| ALPHABET INC(GOOG) | 0 | 6,538 | +6,538 | 0 | 1,588 | 4.50% | +1,588 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 4,800 | 8,048 | +3,248 | 1,339 | 2,619 | 7.43% | +1,280 |
| ORACLE CORP(ORCL) | 0 | 4,484 | +4,484 | 0 | 1,258 | 3.57% | +1,258 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 10,444 | +10,444 | 0 | 1,020 | 2.89% | +1,020 |
| SPDR S&P 500 ETF TR(SPY) | 7,654 | 7,654 | 0 | 4,736 | 5,096 | 14.45% | +359 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 12,000 | 12,000 | 0 | 521 | 865 | 2.45% | +345 |
| ALIBABA GROUP HLDG LTD(BABA) | 4,080 | 4,080 | 0 | 463 | 727 | 2.06% | +264 |
| INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS | 19,122 | 19,122 | 0 | 1,147 | 1,341 | 3.80% | +194 |
| GLOBAL X FDS US INFR DEV ETF | 47,110 | 47,110 | 0 | 2,058 | 2,238 | 6.35% | +180 |
| META PLATFORMS INC(META) | 914 | 914 | 0 | 675 | 669 | 1.90% | -6 |
| NIKE INC(NKE) | 11,612 | 11,612 | 0 | 825 | 812 | 2.30% | -13 |
| VISA INC(V) | 2,720 | 2,720 | 0 | 966 | 926 | 2.63% | -40 |
| AIRBNB INC | 6,507 | 6,507 | 0 | 862 | 788 | 2.23% | -74 |
| WISDOMTREE TR(WT) | 33,076 | 33,076 | 0 | 1,571 | 1,458 | 4.13% | -113 |
| ICL GROUP LTD(ICL) | 412,170 | 412,170 | 0 | 2,824 | 2,574 | 7.30% | -250 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 13,910 | 0 | -13,910 | 316 | 0 | — | -316 |
| NVIDIA CORPORATION(NVDA) | 22,860 | 15,358 | -7,502 | 3,614 | 2,858 | 8.10% | -756 |
| NEXTERA ENERGY INC(NEE) | 11,241 | 0 | -11,241 | 781 | 0 | — | -781 |
| INVESCO QQQ TR | 10,779 | 7,453 | -3,326 | 5,953 | 4,466 | 12.67% | -1,487 |
| JPMORGAN CHASE & CO.(JPM) | 5,960 | 0 | -5,960 | 1,729 | 0 | — | -1,729 |