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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SEDG SOLAREDGE TECHNOLOGIES INC Energy 190,080.0 $11.1M 1.37% NEW $58.44 -44.2%
22 PPA INVESCO EXCHANGE TRADED FD T 61,165.0 $10.8M 1.34% NEW $176.65 +1.6%
23 ITA ISHARES TR 44,300.0 $10.7M 1.33% NEW $242.42 +1.5%
24 V VISA INC Financial Services 31,182.0 $10.7M 1.32% NEW $343.09 +6.5%
25 RSPN INVESCO EXCHANGE TRADED FD T 154,563.0 $9.9M 1.22% NEW $63.99 -0.4%
26 MCHI ISHARES TR 189,144.0 $9.7M 1.19% NEW $51.02 +8.6%
27 NOW SERVICENOW INC Technology 94,318.0 $9.4M 1.16% NEW $99.28 +28.1%
28 NET CLOUDFLARE INC Technology 36,434.0 $8.9M 1.10% NEW $245.28 +19.1%
29 ITB ISHARES TR 82,822.0 $8.7M 1.07% NEW $104.48 -5.0%
30 IAI ISHARES TR 49,207.0 $8.6M 1.07% NEW $175.33 +8.5%
31 ONDS ONDAS INC Technology 1,016,941.0 $8.4M 1.04% NEW $8.24 +8.0%
32 AVGO BROADCOM INC Technology 22,127.0 $8.4M 1.03% NEW $378.40 -4.2%
33 AIRR FIRST TR EXCHANGE TRADED FD 61,712.0 $8.2M 1.02% NEW $133.25 -11.3%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,670.0 $8.1M 1.00% NEW $935.47 +2.3%
35 TSLA TESLA INC Consumer Cyclical 18,260.0 $7.7M 0.95% NEW $420.60 -16.5%
36 VRT VERTIV HOLDINGS CO Industrials 22,653.0 $7.6M 0.94% NEW $334.82 -22.0%
37 XLY SELECT SECTOR SPDR TR 63,624.0 $7.5M 0.92% NEW $117.28 +1.1%
38 BWXT BWX TECHNOLOGIES INC Industrials 38,289.0 $7.5M 0.92% NEW $194.65 -16.6%
39 GRID FIRST TR EXCHANGE-TRADED FD 37,976.0 $7.3M 0.90% NEW $192.51 -5.1%
40 MA MASTERCARD INCORPORATED Financial Services 14,028.0 $7.2M 0.89% NEW $513.60 +11.7%
Page 2 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%