Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IINVESCO QQQ TRVOO | 8.53% | — | $69.0M | 93,566 | $0 | 0 | +93,566 | New Buy | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 6.72% | 7.98% | $54.4M | 72,645 | $40.4M | 61,881 | +10,764+17.39% | Add | |
| VVANGUARD INDEX FDSVOO | 5.44% | 10.06% | $44.0M | 63,916 | $50.9M | 88,147 | -24,231-27.49% | Reduce | |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA | 4.18% | — | $33.8M | 997,617 | $0 | 0 | +997,617 | New Buy | |
 PALO ALTOPANW | 3.18% | — | $25.7M | 75,499 | $0 | 0 | +75,499 | New Buy | |
| SSELECT SECTOR SPDR TRXLF | 3.12% | 4.6% | $25.3M | 470,998 | $23.3M | 470,998 | 00.00% | Unchanged | |
| SSTATE STREETXLI | 2.66% | 4.77% | $21.5M | 116,155 | $24.1M | 149,120 | -32,965-22.11% | Reduce | |
 VANECK ETF TRUSTSMH | 2.52% | 3.12% | $20.4M | 31,135 | $15.8M | 41,131 | -9,996-24.30% | Reduce | |
 AMAZON COM INCAMZN | 2.48% | 3.97% | $20.1M | 84,309 | $20.1M | 96,485 | -12,176-12.62% | Reduce | |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV | 2.37% | — | $19.2M | 211,582 | $0 | 0 | +211,582 | New Buy | |
 TAIWAN SEMICONDUCTOR MANUFACTSM | 2.26% | — | $18.2M | 38,127 | $0 | 0 | +38,127 | New Buy | |
 GE VERNOVA INCGEV | 2.21% | 1.53% | $17.9M | 15,214 | $7.8M | 8,882 | +6,332+71.29% | Add | |
 META PLATFORMS INCMETA | 2.21% | 3.78% | $17.9M | 31,739 | $19.1M | 33,369 | -1,630-4.88% | Reduce | |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV | 1.95% | 2.88% | $15.7M | 99,240 | $14.5M | 99,240 | 00.00% | Unchanged | |
| IISHARES TR MSCI AC ASIA ETFAAXJ | 1.88% | — | $15.2M | 127,436 | $0 | 0 | +127,436 | New Buy | |
 MICROSOFT CORPMSFT | 1.85% | — | $15.0M | 40,103 | $0 | 0 | +40,103 | New Buy | |
| WWISDOMTREE INDIAEPI | 1.81% | 2.76% | $14.6M | 342,373 | $14.0M | 342,373 | 00.00% | Unchanged | |
 NVIDIA CORPORATIONNVDA | 1.72% | 2.95% | $13.9M | 69,439 | $14.9M | 85,564 | -16,125-18.85% | Reduce | |
| GGLOBAL X FDSPAVE | 1.67% | 2.3% | $13.5M | 229,190 | $11.6M | 229,190 | 00.00% | Unchanged | |
| SSELECT SECTOR SPDR TRXLK | 1.61% | 1.8% | $13.0M | 68,492 | $9.1M | 68,492 | 00.00% | Unchanged | |
| SSOLAREDGE TECHNOLOGIES INCSEDG | 1.37% | 2.27% | $11.1M | 190,080 | $11.5M | 224,325 | -34,245-15.27% | Reduce | |
| IINVESCO EXCHANGE TRADED FD TPPA | 1.34% | 2% | $10.8M | 61,165 | $10.1M | 61,165 | 00.00% | Unchanged | |
| IISHARES TRITA | 1.33% | — | $10.7M | 44,300 | $0 | 0 | +44,300 | New Buy | |
 VISA INCV | 1.32% | 1.86% | $10.7M | 31,182 | $9.4M | 31,182 | 00.00% | Unchanged | |
| IINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFRSP | 1.22% | 1.76% | $9.9M | 154,563 | $8.9M | 154,563 | 00.00% | Unchanged | |
| IISHARES TRMCHI | 1.19% | 2.1% | $9.7M | 189,144 | $10.6M | 189,144 | 00.00% | Unchanged | |
 SERVICENOW INCNOW | 1.16% | 0.6% | $9.4M | 94,318 | $3.1M | 29,178 | +65,140+223.25% | Add | |
 CLOUDFLARE INCNET | 1.1% | — | $8.9M | 36,434 | $0 | 0 | +36,434 | New Buy | |
| IISHARES TRITB | 1.07% | — | $8.7M | 82,822 | $0 | 0 | +82,822 | New Buy | |
| IISHARES TRIAI | 1.07% | — | $8.6M | 49,207 | $0 | 0 | +49,207 | New Buy | |
 ONDAS INCONDS | 1.04% | 1.12% | $8.4M | 1.0M | $5.6M | 623,808 | +393,133+63.02% | Add | |
 BROADCOM INCAVGO | 1.04% | 1.59% | $8.4M | 22,127 | $8.1M | 25,970 | -3,843-14.80% | Reduce | |
| FFIRST TR EXCHANGE TRADED FDFYC | 1.02% | 1.35% | $8.2M | 61,712 | $6.8M | 61,712 | 00.00% | Unchanged | |
 COSTCO WHOLESALE CORPORATIONCOST | 1% | 0.78% | $8.1M | 8,670 | $3.9M | 3,947 | +4,723+119.66% | Add | |
 TESLA INCTSLA | 0.95% | — | $7.7M | 18,260 | $0 | 0 | +18,260 | New Buy | |
 VERTIV HOLDINGS COVRT | 0.94% | 1.12% | $7.6M | 22,653 | $5.6M | 22,500 | +153+0.68% | Add | |
| SSELECT SECTOR SPDR TRXLY | 0.92% | 1.37% | $7.5M | 63,624 | $6.9M | 63,624 | 00.00% | Unchanged | |
 BWX TECHNOLOGIES INCBWXT | 0.92% | 1.01% | $7.5M | 38,289 | $5.1M | 24,865 | +13,424+53.99% | Add | |
| FFIRST TR EXCHANGE-TRADED FDFPX | 0.9% | 1.23% | $7.3M | 37,976 | $6.2M | 37,976 | 00.00% | Unchanged | |
 MASTERCARD INCORPORATEDMA | 0.89% | 1.39% | $7.2M | 14,028 | $7.0M | 14,028 | 00.00% | Unchanged | |
| SSELECT SECTOR SPDR TRXLY | 0.88% | 3.55% | $7.1M | 66,320 | $18.0M | 162,083 | -95,763-59.08% | Reduce | |
| SSPDR SERIES TRUSTKCE | 0.87% | 1.3% | $7.0M | 47,687 | $6.6M | 47,687 | 00.00% | Unchanged | |
 APOLLO GLOBAL MGMT INC COMAPO | 0.86% | 1.3% | $7.0M | 59,129 | $6.6M | 59,129 | 00.00% | Unchanged | |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB | 0.86% | — | $6.9M | 283,109 | $0 | 0 | +283,109 | New Buy | |
| KKKR & CO INC COMKKR | 0.85% | 1.37% | $6.9M | 75,120 | $6.9M | 75,120 | 00.00% | Unchanged | |
| IISHARES INCEWZ | 0.85% | — | $6.9M | 199,725 | $0 | 0 | +199,725 | New Buy | |
| IINTERNATIONAL BUSINESS MACHSIBM | 0.85% | — | $6.9M | 24,475 | $0 | 0 | +24,475 | New Buy | |
| NNEXTERA ENERGY INCNEE | 0.82% | 0.67% | $6.7M | 75,991 | $3.4M | 36,281 | +39,710+109.45% | Add | |
| SSPDR SERIES TRUSTXHB | 0.8% | 0.74% | $6.5M | 56,316 | $3.8M | 38,138 | +18,178+47.66% | Add | |
| FFUNDSTRAT GRANNYGRNY | 0.8% | 1.11% | $6.5M | 234,127 | $5.6M | 234,127 | 00.00% | Unchanged |