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CIK 0001639754 • 6 13F filings • May 7, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $7.4M | 1.8% | 19,241 SH | |
| ALPHABET INC | CAP STK CL A | $2.8M | 0.7% | 18,305 SH | |
| AMAZON COM INC | COM | $9.2M | 2.3% | 48,185 SH | |
| APPLE INC | COM | $4.6M | 1.2% | 20,832 SH | |
| APPLIED MATLS INC | COM | $2.7M | 0.7% | 18,370 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.3M | 1.3% | 9,892 SH | |
| BLACKSTONE INC | COM | $4.2M | 1.0% | 29,915 SH | |
| BROADCOM INC | COM | $5.2M | 1.3% | 31,083 SH | |
| CAMTEK LTD | ORD | $1.8M | 0.4% | 29,997 SH | |
| CARRIER GLOBAL CORPORATION | COM | $6.6M | 1.6% | 103,822 SH | |
| CELLEBRITE DI LTD | ORDINARY SHARES | $7.4M | 1.8% | 380,081 SH | |
| COSTCO WHSL CORP NEW | COM | $4.2M | 1.1% | 4,488 SH | |
| CYBERARK SOFTWARE LTD | SHS | $3.1M | 0.8% | 9,291 SH | |
| EATON CORP PLC | SHS | $3.2M | 0.8% | 11,884 SH | |
| ENLIGHT RENEWABLE ENERGY LTD | SHS | $818K | 0.2% | 50,630 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $4.3M | 1.1% | 37,976 SH | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $4.2M | 1.0% | 61,712 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $8.6M | 2.2% | 229,190 SH | |
| GSK PLC | SPONSORED ADR | $2.7M | 0.7% | 69,099 SH | |
| ICL GROUP LTD | SHS | $8.9M | 2.2% | 1,582,283 SH | |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | $1.9M | 0.5% | 61,369 SH | |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $7.1M | 1.8% | 61,165 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | $10.2M | 2.6% | 209,374 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.3% | 6,595 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $39.1M | 9.7% | 83,318 SH | |
| ISHARES INC | MSCI JPN ETF NEW | $440K | 0.1% | 6,423 SH | |
| ISHARES TR | MSCI CHINA ETF | $10.1M | 2.5% | 185,995 SH | |
| ISHARES TR | MSCI INDIA ETF | $219K | 0.1% | 4,248 SH | |
| KKR & CO INC | COM | $5.9M | 1.5% | 51,187 SH | |
| MASTERCARD INCORPORATED | CL A | $6.0M | 1.5% | 10,964 SH | |
| META PLATFORMS INC | CL A | $8.9M | 2.2% | 15,518 SH | |
| NEXTERA ENERGY INC | COM | $7.6M | 1.9% | 107,913 SH | |
| NIKE INC | CL B | $2.1M | 0.5% | 33,380 SH | |
| NOVA LTD | COM | $1.9M | 0.5% | 10,362 SH | |
| NVIDIA CORPORATION | COM | $8.5M | 2.1% | 78,698 SH | |
| ODYSIGHT AI INC | COM NEW | $1.4M | 0.3% | 196,000 SH | |
| ORACLE CORP | COM | $3.1M | 0.8% | 21,990 SH | |
| PERION NETWORK LTD | SHS NEW | $536K | 0.1% | 65,880 SH | |
| PROLOGIS INC. | COM | $2.5M | 0.6% | 22,106 SH | |
| SALESFORCE INC | COM | $3.8M | 0.9% | 14,150 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $8.6M | 2.1% | 88,866 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $346K | 0.1% | 3,703 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $26.8M | 6.7% | 537,641 SH | |
| SELECT SECTOR SPDR TR | INDL | $19.5M | 4.9% | 149,120 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $4.4M | 1.1% | 104,758 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $6.3M | 1.6% | 31,812 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $11.8M | 2.9% | 80,993 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $4.8M | 1.2% | 61,362 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $7.1M | 1.8% | 34,246 SH | |
| SOLAREDGE TECHNOLOGIES INC | COM | $637K | 0.2% | 39,368 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $482K | 0.1% | 1,147 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $34.1M | 8.5% | 60,881 SH | |
| SPDR SER TR | HLTH CR EQUIP | $1.7M | 0.4% | 20,635 SH | |
| SPDR SER TR | S&P CAP MKTS | $6.0M | 1.5% | 47,687 SH | |
| SPDR SER TR | S&P HOMEBUILD | $5.2M | 1.3% | 53,230 SH | |
| TIDAL ETF TR | FUNDSTRAT GRANNY | $3.1M | 0.8% | 171,852 SH | |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $1.2M | 0.3% | 34,492 SH | |
| UBER TECHNOLOGIES INC | COM | $2.2M | 0.5% | 30,301 SH | |
| UROGEN PHARMA LTD | COM | $241K | 0.1% | 21,823 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $6.1M | 1.5% | 28,681 SH | |
| VERTIV HOLDINGS CO | COM CL A | $2.5M | 0.6% | 35,055 SH | |
| VISA INC | COM CL A | $11.0M | 2.8% | 31,505 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $14.7M | 3.7% | 336,162 SH | |
| WIX COM LTD | SHS | $2.6M | 0.6% | 15,645 SH |
| Q2 2026 |
| 13F-HR |
| 0001178913-26-003817 |
| $808.8M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001178913-25-002546 | $455.6M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001178913-26-002411 | $505.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001178913-25-001635 | $401.2M | View |