Location: Tel Aviv, Israel
CIK: 0001590495 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Aug 6, 2025
Total Value: $548M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 441,487 | $100M | 18.3% | $227.10 | $185.08 | +22.7% | NASDAQ 100 ETF | 46138G649 |
| XLF | SELECT SECTOR SPDR TR | 765,764 | $40.1M | 7.3% | $52.37 | $34.46 | +52.0% | FINANCIAL | 81369Y605 |
| SPY | SPDR S&P 500 ETF TR | 60,595 | $37.44M | 6.8% | $617.85 | $457.06 | +35.2% | TR UNIT | 78462F103 |
| GLBE | GLOBAL E ONLINE LTD | 773,183 | $25.93M | 4.7% | $33.54 | $36.20 | -7.4% | SHS | M5216V106 |
| META | META PLATFORMS INC | 32,916 | $24.29M | 4.4% | $738.09 | $299.21 | +146.3% | CL A | 30303M102 |
| MSFT | MICROSOFT CORP | 42,315 | $21.05M | 3.8% | $497.41 | $324.59 | +52.7% | COM | 594918104 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 1,231,506 | $19.81M | 3.6% | $16.09 | $15.35 | +4.9% | SHS | M9T951109 |
| AMZN | AMAZON COM INC | 81,305 | $17.84M | 3.3% | $219.39 | $134.00 | +63.7% | COM | 023135106 |
| MDWD | MEDIWOUND LTD | 816,741 | $15.82M | 2.9% | $19.37 | $15.92 | +21.7% | SHS NEW | M68830112 |
| RSP | INVESCO EXCHANGE TRADED FD T | 81,510 | $14.81M | 2.7% | $181.74 | $155.06 | +17.2% | S&P500 EQL WGT | 46137V357 |
| GSK | GSK PLC | 364,053 | $13.98M | 2.6% | $38.40 | $36.05 | +6.5% | SPONSORED ADR | 37733W204 |
| IVV | ISHARES TR | 20,046 | $12.45M | 2.3% | $620.90 | $511.20 | +21.5% | CORE S&P500 ETF | 464287200 |
| GOOGL | ALPHABET INC | 66,410 | $11.7M | 2.1% | $176.23 | $128.39 | +37.0% | CAP STK CL A | 02079K305 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 128,234 | $9.432M | 1.7% | $73.55 | $68.77 | +5.6% | COM | 459506101 |
| NICE | NICE LTD | 54,696 | $9.239M | 1.7% | $168.91 | $177.50 | -4.8% | SPONSORED ADR | 653656108 |
| ORA | ORMAT TECHNOLOGIES INC | 106,175 | $8.893M | 1.6% | $83.76 | $68.98 | +21.1% | COM | 686688102 |
| XBI | SPDR SERIES TRUST | 104,532 | $8.669M | 1.6% | $82.93 | $79.88 | +3.8% | S&P BIOTECH | 78464A870 |
| BABA | ALIBABA GROUP HLDG LTD | 69,320 | $7.862M | 1.4% | $113.41 | $91.53 | +23.9% | SPONSORED ADS | 01609W102 |
| PFE | PFIZER INC | 297,831 | $7.219M | 1.3% | $24.24 * | $30.57 | -23.4% | COM | 717081103 |
| PRGO | PERRIGO CO PLC | 266,539 | $7.122M | 1.3% | $26.72 | $35.20 | -24.1% | SHS | G97822103 |
| RDCM | RADCOM LTD | 506,943 | $6.889M | 1.3% | $13.59 | $9.28 | +46.4% | SHS NEW | M81865111 |
| SCHD | SCHWAB STRATEGIC TR | 251,541 | $6.666M | 1.2% | $26.50 | $27.49 | -3.6% | US DIVIDEND EQ | 808524797 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 395,504 | $6.629M | 1.2% | $16.76 | $9.31 | +80.0% | SPONSORED ADS | 881624209 |
| ESLT | ELBIT SYS LTD | 12,841 | $5.772M | 1.1% | $449.50 | $200.73 | +123.3% | ORD | M3760D101 |
| KRNT | KORNIT DIGITAL LTD | 230,331 | $4.586M | 0.8% | $19.91 | $24.64 | -19.2% | SHS | M6372Q113 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | 198,844 | $4.52M | 0.8% | $22.73 | $17.34 | +31.1% | SHS | M4056D110 |
| RDWR | RADWARE LTD | 149,941 | $4.414M | 0.8% | $29.44 | $17.59 | +67.4% | ORD | M81873107 |
| VTRS | VIATRIS INC | 487,397 | $4.352M | 0.8% | $8.93 * | $9.34 | -6.5% | COM | 92556V106 |
| INMD | INMODE LTD | 298,883 | $4.316M | 0.8% | $14.44 | $35.68 | -59.5% | SHS | M5425M103 |
| NVMI | NOVA LTD | 15,441 | $4.249M | 0.8% | $275.20 | $117.58 | +134.1% | COM | M7516K103 |
| ANET | ARISTA NETWORKS INC | 38,718 | $3.961M | 0.7% | $102.31 | $102.84 | -0.5% | COM SHS | 040413205 |
| XLK | SELECT SECTOR SPDR TR | 15,230 | $3.857M | 0.7% | $253.23 * | $85.75 | +47.7% | TECHNOLOGY | 81369Y803 |
| ICL | ICL GROUP LTD | 537,457 | $3.698M | 0.7% | $6.88 | $5.23 | +31.6% | SHS | M53213100 |
| SILC | SILICOM LTD | 206,659 | $3.196M | 0.6% | $15.47 | $28.02 | -44.8% | ORD | M84116108 |
| CAMT | CAMTEK LTD | 35,577 | $3.008M | 0.5% | $84.56 | $48.58 | +74.1% | ORD | M20791105 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 12,725 | $2.815M | 0.5% | $221.25 | $131.35 | +68.4% | ORD | M22465104 |
| TBLA | TABOOLA.COM LTD | 768,731 | $2.814M | 0.5% | $3.66 | $3.46 | +5.7% | ORD SHS | M8744T106 |
| ELTK | ELTEK LTD | 252,682 | $2.709M | 0.5% | $10.72 | $10.40 | +3.0% | SHS | M40184208 |
| XAR | SPDR SERIES TRUST | 12,500 | $2.637M | 0.5% | $210.94 | $168.09 | +25.5% | AEROSPACE DEF | 78464A631 |
| QQQ | INVESCO QQQ TR | 4,738 | $2.614M | 0.5% | $551.64 | $370.83 | +48.8% | UNIT SER 1 | 46090E103 |
| SN | SHARKNINJA INC | 26,400 | $2.613M | 0.5% | $98.99 | $100.93 | -1.9% | COM SHS | G8068L108 |
| NVDA | NVIDIA CORPORATION | 15,039 | $2.376M | 0.4% | $157.99 | $92.73 | +70.4% | COM | 67066G104 |
| WIX | WIX COM LTD | 14,040 | $2.225M | 0.4% | $158.46 | $92.66 | +71.0% | SHS | M98068105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 4,450 | $2.162M | 0.4% | $485.77 | $354.77 | +36.9% | CL B NEW | 084670702 |
| ZM | ZOOM COMMUNICATIONS INC | 25,900 | $2.02M | 0.4% | $77.98 | $79.14 | -1.5% | CL A | 98980L101 |
| KKR | KKR & CO INC | 14,827 | $1.972M | 0.4% | $133.03 | $59.78 | +121.9% | COM | 48251W104 |
| ALLT | ALLOT LTD | 225,943 | $1.932M | 0.4% | $8.55 | $7.00 | +22.2% | SHS | M0854Q105 |
| MRVL | MARVELL TECHNOLOGY INC | 24,824 | $1.921M | 0.4% | $77.40 | $58.53 | +32.0% | COM | 573874104 |
| ELLO | ELLOMAY CAPITAL LIMITED | 110,265 | $1.899M | 0.3% | $17.22 | $15.60 | +10.4% | SHS | M39927120 |
| INTC | INTEL CORP | 78,650 | $1.762M | 0.3% | $22.40 | $34.22 | -34.5% | COM | 458140100 |
| VUG | VANGUARD INDEX FDS | 3,835 | $1.681M | 0.3% | $438.40 * | $47.23 | +54.7% | GROWTH ETF | 922908736 |
| SCHG | SCHWAB STRATEGIC TR | 57,120 | $1.668M | 0.3% | $29.21 | $25.22 | +15.8% | US LCAP GR ETF | 808524300 |
| VTWO | VANGUARD SCOTTSDALE FDS | 18,850 | $1.644M | 0.3% | $87.22 | $75.88 | +15.0% | VNG RUS2000IDX | 92206C664 |
| LOW | LOWES COS INC | 5,900 | $1.309M | 0.2% | $221.87 | $214.91 | +2.2% | COM | 548661107 |
| GILT | GILAT SATELLITE NETWORKS LTD | 181,549 | $1.287M | 0.2% | $7.09 | $6.52 | +8.7% | SHS NEW | M51474118 |
| CSTE | CAESARSTONE LTD | 621,969 | $1.225M | 0.2% | $1.97 | $4.82 | -59.1% | ORD SHS | M20598104 |
| MGIC | MAGIC SOFTWARE ENTERPRISES L | 62,066 | $1.187M | 0.2% | $19.12 * | $11.00 | +33.1% | ORD | 559166103 |
| XLI | SELECT SECTOR SPDR TR | 8,000 | $1.18M | 0.2% | $147.52 | $107.05 | +37.8% | INDL | 81369Y704 |
| XLV | SELECT SECTOR SPDR TR | 8,540 | $1.151M | 0.2% | $134.79 | $132.76 | +1.5% | SBI HEALTHCARE | 81369Y209 |
| SPG | SIMON PPTY GROUP INC NEW | 7,150 | $1.149M | 0.2% | $160.76 * | $103.23 | +52.0% | COM | 828806109 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | 35,887 | $1.134M | 0.2% | $31.60 | $34.72 | -9.0% | COM | 413197104 |
| ODYS | ODYSIGHT AI INC | 211,335 | $1.078M | 0.2% | $5.10 | $7.43 | -31.3% | COM NEW | 81063V204 |
| SNDX | SYNDAX PHARMACEUTICALS INC | 108,377 | $1.015M | 0.2% | $9.37 | $18.92 | -50.5% | COM | 87164F105 |
| CSCO | CISCO SYS INC | 13,076 | $907K | 0.2% | $69.38 | $50.30 | +35.6% | COM | 17275R102 |
| V | VISA INC | 2,202 | $782K | 0.1% | $355.05 | $236.17 | +49.8% | COM CL A | 92826C839 |
| — | CHEMOMAB THERAPEUTICS LTD | 578,291 | $671K | 0.1% | $1.16 | $1.57 | — | SPONSORED ADS | 16385C104 |
| CGEN | COMPUGEN LTD | 318,852 | $568K | 0.1% | $1.78 | $2.33 | -23.6% | ORD | M25722105 |
| GE | GE AEROSPACE | 2,137 | $550K | 0.1% | $257.39 | $88.66 | +189.2% | COM NEW | 369604301 |
| AMT | AMERICAN TOWER CORP NEW | 2,265 | $501K | 0.1% | $221.02 | $203.38 | +6.7% | COM | 03027X100 |
| CPAY | CORPAY INC | 1,500 | $498K | 0.1% | $331.82 | $286.94 | +15.6% | COM SHS | 219948106 |
| MU | MICRON TECHNOLOGY INC | 3,885 | $479K | 0.1% | $123.25 | $66.28 | +85.6% | COM | 595112103 |
| T | AT&T INC | 16,488 | $477K | 0.1% | $28.94 * | $20.07 | +41.2% | COM | 00206R102 |
| JEF | JEFFERIES FINL GROUP INC | 8,652 | $473K | 0.1% | $54.69 * | $33.34 | +60.6% | COM | 47233W109 |
| NVR | NVR INC | 63 | $465K | 0.1% | $7385.67 | $6210.32 | +18.9% | COM | 62944T105 |
| VZ | VERIZON COMMUNICATIONS INC | 10,328 | $447K | 0.1% | $43.27 * | $38.98 | +7.4% | COM | 92343V104 |
| TMUS | T-MOBILE US INC | 1,845 | $440K | 0.1% | $238.26 | $205.81 | +14.8% | COM | 872590104 |
| PERI | PERION NETWORK LTD | 42,084 | $427K | 0.1% | $10.15 | $33.55 | -69.8% | SHS NEW | M78673114 |
| DLR | DIGITAL RLTY TR INC | 2,300 | $401K | 0.1% | $174.33 | $113.60 | +51.2% | COM | 253868103 |
| ARVN | ARVINAS INC | 46,665 | $343K | 0.1% | $7.36 | $24.53 | -70.0% | COM | 04335A105 |
| WMB | WILLIAMS COS INC | 5,441 | $342K | 0.1% | $62.81 | $52.13 | +18.5% | COM | 969457100 |
| DIS | DISNEY WALT CO | 2,500 | $310K | 0.1% | $124.01 | $83.44 | +47.6% | COM | 254687106 |
| CEG | CONSTELLATION ENERGY CORP | 923 | $298K | 0.1% | $322.76 | $263.84 | +22.0% | COM | 21037T109 |
| NEE | NEXTERA ENERGY INC | 4,198 | $291K | 0.1% | $69.42 | $74.94 | -8.7% | COM | 65339F101 |
| GEV | GE VERNOVA INC | 534 | $283K | 0.1% | $529.15 | $415.97 | +27.1% | COM | 36828A101 |
| DUK | DUKE ENERGY CORP NEW | 2,280 | $269K | 0.0% | $118.00 | $107.08 | +8.3% | COM NEW | 26441C204 |
| PYPL | PAYPAL HLDGS INC | 3,250 | $242K | 0.0% | $74.32 | $66.73 | +11.1% | COM | 70450Y103 |
| TEAD | TEADS HLDG CO | 96,643 | $240K | 0.0% | $2.48 | $5.28 | -53.0% | COM | 69002R103 |
| OKE | ONEOK INC NEW | 2,930 | $239K | 0.0% | $81.63 * | $96.53 | -17.8% | COM | 682680103 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 11,654 | $238K | 0.0% | $20.40 | $185.08 | -89.0% | COM | 83417M104 |
| CCI | CROWN CASTLE INC | 2,022 | $208K | 0.0% | $102.73 * | $89.13 | +12.6% | COM | 22822V101 |
| NGG | NATIONAL GRID PLC | 2,718 | $202K | 0.0% | $74.41 | $71.03 | +4.8% | SPONSORED ADR NE | 636274409 |
| PFLT | PENNANTPARK FLOATING RATE CA | 19,500 | $201K | 0.0% | $10.33 * | $8.03 | +18.0% | COM | 70806A106 |
| UPS | UNITED PARCEL SERVICE INC | 1,995 | $201K | 0.0% | $100.94 * | $151.64 | -35.8% | CL B | 911312106 |
| AUDC | AUDIOCODES LTD | 20,113 | $198K | 0.0% | $9.82 * | $9.33 | +0.3% | ORD | M15342104 |
| — | SOL GEL TECHNOLOGIES | 17,753 | $131K | 0.0% | $7.40 | $1.69 | — | SHS | M8694L103 |
| NFE | NEW FORTRESS ENERGY INC | 17,072 | $56,679 | 0.0% | $3.32 * | $0.09 | -23.6% | COM CL A | 644393100 |