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Portfolio (Quarterly) Guide ↗

Ayalon Insurance Comp Ltd.

· CIK 0001642216
13F Portfolio $815M AUM 66 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 24 Added 7 Reduced 4 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU State Street Utilities Select Sector SPDR ETF 234,088.0 $10.6M 1.30% +38K +19.6% $45.34 -3.5%
22 NVDA NVIDIA Corp Technology 49,903.0 $10.0M 1.23% +300.0 +0.6% $200.09 +8.4%
23 AMZN Amazon.com Inc Consumer Cyclical 40,717.0 $9.7M 1.19% +17K +71.1% $238.35 +9.1%
24 XBI State Street SPDR S&P Biotech ETF 55,600.0 $8.8M 1.08% NEW $158.26 +3.2%
25 META Meta Platforms Inc Communication Services 14,400.0 $8.1M 0.99% NEW $563.26 -3.1%
26 ONEQ Fidelity Nasdaq Composite Index ETF 69,810.0 $7.2M 0.88% +10K +16.7% $103.22 -0.5%
27 XLB State Street Materials Select Sector SPDR ETF 141,279.0 $7.2M 0.88% $50.83 +3.1%
28 MSFT Microsoft Corp Technology 17,639.0 $6.6M 0.81% +480.0 +2.8% $373.04 +29.0%
29 GOOGL Alphabet Inc Communication Services 17,660.0 $6.3M 0.77% +550.0 +3.2% $357.36 -4.7%
30 ITA iShares U.S. Aerospace & Defense ETF 22,889.0 $5.5M 0.68% $242.43 -2.0%
31 IXC iShares Global Energy ETF 107,474.0 $5.3M 0.65% $49.13 +19.2%
32 VYM Vanguard High Dividend Yield ETF 30,236.0 $4.8M 0.59% $158.02 +3.8%
33 QTEC First Trust NASDAQ-100 Technology Index Fund 14,256.0 $4.8M 0.58% +2K +15.4% $334.67 -6.3%
34 IVV iShares Core S&P 500 ETF 6,260.0 $4.7M 0.57% -2K -28.1% $748.88 +2.3%
35 MOAT VanEck Morningstar Wide Moat ETF 42,115.0 $4.4M 0.54% $103.95 +9.0%
36 XLRE State Street Real Estate Select Sector SPDR ETF 98,780.0 $4.3M 0.53% -9K -8.4% $44.03 +2.4%
37 IYW iShares U.S. Technology ETF 16,800.0 $4.2M 0.52% $252.20 -2.1%
38 VGT Vanguard Information Technology ETF 35,168.0 $4.2M 0.52% +31K +700.0% $119.51 -1.0%
39 SPHB Invesco S&P 500 High Beta ETF 26,951.0 $4.2M 0.52% $155.58 -5.9%
40 GOOG Alphabet Inc Communication Services 11,200.0 $4.0M 0.49% NEW $353.30 -4.3%
Page 2 of 4  ·  66 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 59.0%
Technology 21.6%
Communication Services 12.6%
Consumer Cyclical 6.8%