Portfolio (Quarterly) Guide ↗

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

· CIK 0001894044

13F Portfolio $144M AUM 40 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 18 New 1 Added 3 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSEM	TOWER SEMICONDUCTOR LTD	Technology	27,858	$4.9M	9.08%	SOLD
2	ICL	ICL GROUP LTD	Basic Materials	327,570	$1.7M	3.11%	SOLD
3	UBER	BER TECHNOLOGIES INC	Technology	10,444	$751K	1.40%	SOLD
4	NKE	NIKE INC	Consumer Cyclical	11,612	$618K	1.15%	SOLD

Sector Allocation

Technology 45.2%

Financial Services 17.3%

Industrials 12.4%

Energy 9.5%

Consumer Cyclical 8.2%

Healthcare 5.5%

Communication Services 1.8%