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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
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 3,058.0 $1.8M 1.24% $580.91 -19.9%
22 XBI SPDR SERIES TRUST 10,867.0 $1.7M 1.20% $158.25 +2.6%
23 KKR KKR & CO INC 16,657.0 $1.5M 1.06% $91.78
24 XME SPDR SERIES TRUST 14,200.0 $1.5M 1.06% $106.93 +11.0%
25 QTUM ETF SER SOLUTIONS 8,951.0 $1.5M 1.03% NEW $165.38 -10.4%
26 LLY ELI LILLY & CO Healthcare 1,218.0 $1.5M 1.02% NEW $1199.43 -2.2%
27 EPI WISDOMTREE TR 33,076.0 $1.4M 0.98% $42.78 +0.5%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 11,832.0 $1.4M 0.96% NEW $116.67 +59.7%
29 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35,000.0 $1.2M 0.82% NEW $33.88 +7.6%
30 CEREBRAS SYSTEMS INC 5,206.0 $1.2M 0.80% NEW $221.00
31 BA BOEING CO Industrials 5,257.0 $1.1M 0.79% $216.47 -3.1%
32 NVDA NVIDIA CORPORATION Technology 4,982.0 $997K 0.69% $200.09 +8.7%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,296.0 $970K 0.67% $748.20 +2.8%
34 MSFT MICROSOFT CORP Technology 2,524.0 $942K 0.66% NEW $373.02 +37.7%
35 V VISA INC Financial Services 2,720.0 $933K 0.65% $343.09 +11.2%
36 META META PLATFORMS INC Communication Services 1,582.0 $891K 0.62% -2K -49.5% $563.29 +2.6%
37 AVGO BROADCOM INC Technology 2,032.0 $769K 0.54% $378.40 -2.5%
38 KWEB KRANESHARES TRUST 18,685.0 $457K 0.32% NEW $24.47 +7.6%
39 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,080.0 $396K 0.28% $97.03 +22.5%
40 FXI ISHARES TR 12,200.0 $385K 0.27% NEW $31.59 +12.4%
Page 2 of 2  ·  40 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
Technology 45.2%
Financial Services 17.3%
Industrials 12.4%
Energy 9.5%
Consumer Cyclical 8.2%
Healthcare 5.5%
Communication Services 1.8%