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Portfolio (Quarterly) Guide ↗

Provident Co of the Employees of the Hebrew University LTD

· CIK 0002016961
13F Portfolio $131M AUM 35 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 3 Added 3 Reduced 6 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,622.0 $1.9M 1.49% NEW $1199.43 -2.2%
22 KWEB KRANESHARES TRUST 79,045.0 $1.9M 1.48% NEW $24.47 +7.6%
23 BWXT BWX TECHNOLOGIES INC Industrials 9,818.0 $1.9M 1.46% $194.65 -21.5%
24 XLRE SELECT SECTOR SPDR TR 40,192.0 $1.8M 1.35% $44.03 +1.0%
25 MSFT MICROSOFT CORP Technology 4,250.0 $1.6M 1.21% NEW $373.02 +37.7%
26 IVV ISHARES TR 1,944.0 $1.5M 1.11% NEW $748.89 +3.2%
27 CEREBRAS SYSTEMS INC 6,563.0 $1.5M 1.11% NEW $221.00
28 META META PLATFORMS INC Communication Services 2,411.0 $1.4M 1.04% -2K -50.0% $563.29 +2.6%
29 XLY SELECT SECTOR SPDR TR 9,260.0 $1.1M 0.83% $117.28 -0.1%
30 XLU SELECT SECTOR SPDR TR 12,767.0 $579K 0.44% $45.34 -5.8%
31 FXI ISHARES TR 16,215.0 $512K 0.39% NEW $31.59 +12.4%
32 VT VANGUARD INTL EQUITY INDEX F 2,405.0 $377K 0.29% NEW $156.95 +2.6%
33 MA MASTERCARD INCORPORATED Financial Services 718.0 $369K 0.28% -127.0 -15.0% $513.60 +15.9%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 474.0 $355K 0.27% $748.20 +2.8%
35 XLC SELECT SECTOR SPDR TR 3,254.0 $349K 0.27% $107.13 +5.5%
Page 2 of 2  ·  35 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 50.7%
Energy 13.6%
Financial Services 13.4%
Consumer Cyclical 12.9%
Healthcare 3.6%
Industrials 3.5%
Communication Services 2.5%