Q3 2020 Holdings
Filed 2020-10-20 | 614 holdings | $110.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $1.8K | 11,783 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $1.9K | 1,808 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.9K | 8,870 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.0K | 38,832 | 0.0% |
| Ishares TR(IYG) | U.S. FIN SVC ETF | 464287770 | $2.1K | 16,880 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.1K | 8,282 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.4K | 12,111 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $2.5K | 11,469 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.6K | 5,949 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $2.8K | 24,125 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $2.8K | 8,423 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.0K | 11,404 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.1K | 6,120 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.1K | 7,312 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $3.4K | 35,900 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.4K | 10,939 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $3.5K | 7,523 | 0.0% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $3.6K | 325,361 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.8K | 2,589 | 0.0% |
| ICL Group LTD(ICL) | SHS | M53213100 | $3.9K | 1,123,292 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $4.1K | 30,182 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.2K | 28,252 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.2K | 9,544 | 0.0% |
| Silicom LTD(SILC) | ORD | M84116108 | $5.5K | 171,100 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $5.7K | 407,072 | 0.0% |
| Caesarstone LTD(CSTE) | ORD SHS | M20598104 | $5.8K | 587,796 | 0.0% |
| SOL GEL Technologies(SLGL) | SHS | M8694L103 | $6.7K | 922,333 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.9K | 20,761 | 0.0% |
| Nice LTD(NSY) | SH | 653656108 | $8.1K | 35,627 | 0.0% |
| Mylan NV | SHS EURO | N59465109 | $8.5K | 573,235 | 0.0% |
| Audiocodes LTD(AUDC) | ORD | M15342104 | $8.6K | 273,321 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $8.7K | 109,354 | 0.0% |
| Allot LTD(ALLT) | SHS | M0854Q105 | $10.7K | 1,181,201 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $11.0K | 95,337 | 0.0% |
| Sapiens Intl Corp N V(SPNS) | SHS | G7T16G103 | $12.5K | 410,074 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $12.9K | 7,545 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $14.2K | 118,354 | 0.0% |
| Ormat Technologies Inc(ORA) | COM | 686688102 | $14.9K | 252,862 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $15.1K | 146,100 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $17.5K | 90,161 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $21.9K | 380,057 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $22.1K | 90,316 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $22.9K | 473,566 | 0.0% |
| International Flavors&fragra(IFF) | COM | 459506101 | $23.1K | 188,237 | 0.0% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $23.9K | 1,314,161 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $29.7K | 382,570 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $30.8K | 195,657 | 0.0% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $30.9K | 144,168 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $31.0K | 538,726 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $32.2K | 163,430 | 0.0% |