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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 Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 41,100.0 $28.3M 19.68% NEW $688.77 +2.7%
2 IVV ISHARES TR 24,607.0 $18.4M 12.81% NEW $748.89 +3.2%
3 INTC INTEL CORP Technology 47,252.0 $6.6M 4.59% NEW $139.63 -35.9%
4 PANW PALO ALTO NETWORKS INC Technology 14,189.0 $4.8M 3.36% NEW $341.02 +9.0%
5 EEM ISHARES TR 68,700.0 $4.7M 3.27% NEW $68.41 -1.9%
6 IWM ISHARES TR 15,318.0 $4.6M 3.20% NEW $300.45 -1.6%
7 AMZN AMAZON COM INC Consumer Cyclical 14,898.0 $3.6M 2.47% NEW $238.34 +11.8%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,000.0 $2.4M 1.66% NEW $478.32 -12.7%
9 ITA ISHARES TR 9,569.0 $2.3M 1.61% NEW $242.42 -4.0%
10 MRVL MARVELL TECHNOLOGY INC Technology 7,153.0 $2.1M 1.48% NEW $297.89 -27.3%
11 QTUM ETF SER SOLUTIONS 8,951.0 $1.5M 1.03% NEW $165.38 -10.4%
12 LLY ELI LILLY & CO Healthcare 1,218.0 $1.5M 1.02% NEW $1199.43 -2.2%
13 PLTR PALANTIR TECHNOLOGIES INC Technology 11,832.0 $1.4M 0.96% NEW $116.67 +59.7%
14 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35,000.0 $1.2M 0.82% NEW $33.88 +7.6%
15 CEREBRAS SYSTEMS INC 5,206.0 $1.2M 0.80% NEW $221.00
16 MSFT MICROSOFT CORP Technology 2,524.0 $942K 0.66% NEW $373.02 +37.7%
17 KWEB KRANESHARES TRUST 18,685.0 $457K 0.32% NEW $24.47 +7.6%
18 FXI ISHARES TR 12,200.0 $385K 0.27% NEW $31.59 +12.4%

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
Technology 45.2%
Financial Services 17.3%
Industrials 12.4%
Energy 9.5%
Consumer Cyclical 8.2%
Healthcare 5.5%
Communication Services 1.8%