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Portfolio (Quarterly) Guide ↗

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

· CIK 0001639754
13F Portfolio $809M AUM 72 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 72 New
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 93,566.0 $69.0M 8.53% NEW $737.21 -2.9%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 72,645.0 $54.4M 6.72% NEW $748.65 +2.7%
3 VOO VANGUARD INDEX FDS 63,916.0 $44.0M 5.44% NEW $687.90 +2.8%
4 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 997,617.0 $33.8M 4.18% NEW $33.88 +10.6%
5 PANW PALO ALTO NETWORKS INC Technology 75,499.0 $25.7M 3.18% NEW $341.02 +5.5%
6 XLF SELECT SECTOR SPDR TR 470,998.0 $25.3M 3.12% NEW $53.61 +7.2%
7 XLI SELECT SECTOR SPDR TR 116,155.0 $21.5M 2.66% NEW $185.23 -1.8%
8 SMH VANECK ETF TRUST 31,135.0 $20.4M 2.52% NEW $655.89 -14.5%
9 AMZN AMAZON COM INC Consumer Cyclical 84,309.0 $20.1M 2.48% NEW $238.34 +11.5%
10 IGV ISHARES TR 211,582.0 $19.2M 2.37% NEW $90.60 +13.5%
11 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 38,127.0 $18.2M 2.26% NEW $478.52 -13.9%
12 GEV GE VERNOVA INC Utilities 15,214.0 $17.9M 2.21% NEW $1175.36 -16.0%
13 META META PLATFORMS INC Communication Services 31,739.0 $17.9M 2.21% NEW $563.29 -3.1%
14 XLV SELECT SECTOR SPDR TR 99,240.0 $15.7M 1.95% NEW $158.66 +10.7%
15 AAXJ ISHARES TR 127,436.0 $15.2M 1.88% NEW $119.33 -3.8%
16 MSFT MICROSOFT CORP Technology 40,103.0 $15.0M 1.85% NEW $373.02 +29.8%
17 EPI WISDOMTREE TR 342,373.0 $14.6M 1.81% NEW $42.78 +0.3%
18 NVDA NVIDIA CORPORATION Technology 69,439.0 $13.9M 1.72% NEW $200.09 +8.7%
19 PAVE GLOBAL X FDS 229,190.0 $13.5M 1.67% NEW $59.02 -3.8%
20 XLK SELECT SECTOR SPDR TR 68,492.0 $13.0M 1.61% NEW $190.52 -3.6%
Page 1 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Technology 30.5%
Healthcare 8.7%
Consumer Cyclical 6.9%
Communication Services 5.6%
Utilities 5.4%
Industrials 3.3%
Consumer Defensive 2.8%
Energy 2.4%