Q2 2025 Holdings
Filed 2025-08-12 | 18 holdings | $30.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $6.0M | 10,779 | 19.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.7M | 7,654 | 15.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.6M | 22,860 | 11.7% |
| ICL Group LTD(ICL) | SHS | M53213100 | $2.8M | 412,170 | 9.1% |
| Global X FDS(PAVE) | US INFR DEV ETF | 37954Y673 | $2.1M | 47,110 | 6.7% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $1.7M | 5,960 | 5.6% |
| Wisdomtree TR(EPI) | INDIA ERNGS FD | 97717W422 | $1.6M | 33,076 | 5.1% |
| Vaneck ETF Trust(SMH) | SEMICONDUCTR ETF | 92189F676 | $1.3M | 4,800 | 4.3% |
| Invesco Exchange Traded FD T(PSI) | SEMICONDUCTORS | 46137V647 | $1.1M | 19,122 | 3.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $966.3K | 2,720 | 3.1% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $861.6K | 6,507 | 2.8% |
| Nike Inc(NKE) | CL B | 654106103 | $825.4K | 11,612 | 2.7% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $780.8K | 11,241 | 2.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $675.0K | 914 | 2.2% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $520.5K | 12,000 | 1.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $493.9K | 2,250 | 1.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $463.0K | 4,080 | 1.5% |
| Enlight Renewable Energy LTD(ENLT) | SHS | M4056D110 | $316.4K | 13,910 | 1.0% |