Q3 2025 Holdings
Filed 2025-11-12 | 215 holdings | $508.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $122.7M | 558,740 | 24.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $102.7M | 403,431 | 20.2% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $93.8M | 284,267 | 18.4% |
| Alphabet Inc Cap STK CL A(GOOGL) | CAP STK CL A | 02079K305 | $90.9M | 373,862 | 17.9% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | SPONSORED ADS | 01609W102 | $80.4M | 450,000 | 15.8% |
| A2z Cust2mate Solutions Corp COM(AZ) | COM | 002205102 | $4.4M | 546,652 | 0.9% |
| Vanguard Index FDS S&P 500 ETF SHS(VOO) | S&P 500 ETF SHS | 922908363 | $1.8M | 2,933,698 | 0.4% |
| Boeing Co COM(BA) | COM | 097023105 | $1.1M | 5,000 | 0.2% |
| Invesco Exch Traded FD TR II Nasdaq 100 ETF(QQQM) | NASDAQ 100 ETF | 46138G649 | $959.5K | 3,882,663 | 0.2% |
| Spdr S&P 500 ETF TR TR Unit(SPY) | TR UNIT | 78462F103 | $871.6K | 1,306,778 | 0.2% |
| Teva Pharmaceutical Inds LTD Sponsored ADS(TEVA) | SPONSORED ADS | 881624209 | $633.5K | 31,486,683 | 0.1% |
| Elbit SYS LTD ORD(ESLT) | ORD | M3760D101 | $585.5K | 1,153,569 | 0.1% |
| Nova LTD COM(NVMI) | COM | M7516K103 | $423.6K | 1,327,147 | 0.1% |
| Ishares TR Msci EMG MKT ETF(EEM) | MSCI EMG MKT ETF | 464287234 | $407.2K | 7,626,040 | 0.1% |
| Tower Semiconductor LTD SHS New(TSEM) | SHS NEW | M87915274 | $386.5K | 5,395,560 | 0.1% |
| Listed FDS TR Roundhill Magnif(MAGS) | ROUNDHILL MAGNIF | 53656G498 | $301.6K | 4,650,000 | 0.1% |
| Invesco Exch Traded FD TR II KBW BK ETF(KBWB) | KBW BK ETF | 46138E628 | $301.6K | 3,856,000 | 0.1% |
| Enlight Renewable Energy LTD SHS(ENLT) | SHS | M4056D110 | $254.0K | 8,247,031 | 0.0% |
| Ishares TR Russell 2000 ETF(IWM) | RUSSELL 2000 ETF | 464287655 | $225.5K | 932,000 | 0.0% |
| Ishares TR Expanded Tech(IGV) | EXPANDED TECH | 464287515 | $216.3K | 1,881,000 | 0.0% |
| Select Sector Spdr TR SBI Cons Discr(XLY) | SBI CONS DISCR | 81369Y407 | $212.8K | 887,800 | 0.0% |
| Ormat Technologies Inc COM(ORA) | COM | 686688102 | $209.0K | 2,171,499 | 0.0% |
| Camtek LTD ORD(CAMT) | ORD | M20791105 | $204.9K | 1,955,213 | 0.0% |
| Ishares TR China Lg-Cap ETF(FXI) | CHINA LG-CAP ETF | 464287184 | $182.3K | 4,430,000 | 0.0% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $182.1K | 351,575 | 0.0% |
| Nutrien LTD COM(NTR) | COM | 67077M108 | $176.9K | 2,985,282 | 0.0% |
| Select Sector Spdr TR Financial(XLF) | FINANCIAL | 81369Y605 | $172.2K | 3,196,000 | 0.0% |
| Nice LTD Sponsored ADR(NSY) | SPONSORED ADR | 653656108 | $165.7K | 1,125,990 | 0.0% |
| Kenon Hldgs LTD SHS(KEN) | SHS | Y46717107 | $153.1K | 3,413,666 | 0.0% |
| Oracle Corp COM(ORCL) | COM | 68389X105 | $149.4K | 531,116 | 0.0% |
| Wisdomtree TR India Erngs FD(EPI) | INDIA ERNGS FD | 97717W422 | $132.6K | 3,000,000 | 0.0% |
| Nvidia Corporation COM(NVDA) | COM | 67066G104 | $130.5K | 699,641 | 0.0% |
| Meta Platforms Inc CL A(META) | CL A | 30303M102 | $130.5K | 177,688 | 0.0% |
| Kraneshares Trust CSI CHI Internet(KWEB) | CSI CHI INTERNET | 500767306 | $127.2K | 3,027,000 | 0.0% |
| Micron Technology Inc COM(MU) | COM | 595112103 | $124.7K | 745,000 | 0.0% |
| LAM Research Corp COM New(LRCX) | COM NEW | 512807306 | $123.3K | 918,000 | 0.0% |
| Global X FDS US Infr DEV ETF(PAVE) | US INFR DEV ETF | 37954Y673 | $118.8K | 2,493,750 | 0.0% |
| Taiwan Semiconductor MFG LTD Sponsored ADS(TSM) | SPONSORED ADS | 874039100 | $117.1K | 418,000 | 0.0% |
| Formula Systems 1985 LTD Sponsored ADS(FORTY) | SPONSORED ADS | 346414105 | $115.0K | 824,703 | 0.0% |
| ELI Lilly & Co COM(LLY) | COM | 532457108 | $104.6K | 137,079 | 0.0% |
| Global X FDS Cybrscurty ETF(BUG) | CYBRSCURTY ETF | 37954Y384 | $88.0K | 2,500,000 | 0.0% |
| Select Sector Spdr TR Indl(XLI) | INDL | 81369Y704 | $87.4K | 567,000 | 0.0% |
| ICL Group LTD SHS(ICL) | SHS | M53213100 | $85.9K | 13,732,078 | 0.0% |
| Varonis SYS Inc COM(VRNS) | COM | 922280102 | $78.2K | 1,360,000 | 0.0% |
| Select Sector Spdr TR Communication(XLC) | COMMUNICATION | 81369Y852 | $78.0K | 659,100 | 0.0% |
| Visa Inc COM CL A(V) | COM CL A | 92826C839 | $74.8K | 219,200 | 0.0% |
| Cellebrite DI LTD Ordinary Shares(CLBT) | ORDINARY SHARES | M2197Q107 | $72.5K | 3,913,014 | 0.0% |
| Magic Software Enterprises L ORD(MGIC) | ORD | 559166103 | $69.8K | 3,420,060 | 0.0% |
| Sandisk Corp COM(SNDK) | COM | 80004C200 | $66.8K | 595,000 | 0.0% |
| Mastercard Incorporated CL A(MA) | CL A | 57636Q104 | $63.7K | 112,017 | 0.0% |