Meitav Investment House Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Meitav Investment House Ltd. reported 221 stock positions worth $5.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.7% of the portfolio, followed by SS Financial Select Sector (XLF, 6.0%) and Invesco QQQ Trust Series 1 (QQQ, 5.9%). Compared with Q1 2024, it opened 10 new positions, sold out of 19, added to 71 and reduced 69. The biggest buy was Apple (AAPL, shares +225%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −73%).

Most Recent 13F
Q2 2026
Location
BENE-BERAQ, L3
CIK
0001398346
Portfolio Value
$5.6B (Q2 2024)
SEC Filing
0001178913-24-002334 ↗ filed Jul 29, 2024

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $5.1B Q1 2024 Q2 2024: $5.6B $5.6B Q2 2024 Q3 2024: $6.0B Q3 2024 Q4 2024: $5.9B Q4 2024 Q1 2025: $5.4B Q1 2025 Q2 2025: $7.4B Q2 2025 Q3 2025: $7.6B Q3 2025 Q4 2025: $8.7B Q4 2025 Q1 2026: $9.1B Q1 2026 Q2 2026: $14.9B Q2 2026

Holdings 221 stocks · $5.6B
SPY SS SPDR S&P 500 ETF Trust-US 6.75% 696,332 $378.9M Add +4.8%
XLF SS Financial Select Sector 6.05% 8,262,448 $339.6M Add +17.5%
QQQ Invesco QQQ Trust Series 1 5.92% 693,589 $332.2M Add +7.0%
QQQM Invesco Nasdaq 100 ETF 4.44% 1,264,651 $249.2M Add +0.0%
XLV SS Health Care Select Sector 4.27% 1,644,623 $239.7M Add +31.3%
AAPL Apple Inc. 3.06% 814,474 $171.7M Add +224.6%
AMZN Amazon.com Inc. 2.62% 761,144 $147.3M Add +3.8%
XLC SS Comm Select Sector SPDR 2.52% 1,654,521 $141.7M Add +2.7%
META Meta Platforms Inc. Class A 2.50% 278,291 $140.5M Add +13.0%
EPI Wisdomtree India Earnings 2.43% 2,827,819 $136.5M Add +9.7%
NVMI Nova Ltd. 2.32% 556,839 $130.3M Add +28.1%
MCHI iShares MSCI China ETF 2.15% 2,861,866 $120.7M Add +80.3%
NVDA Nvidia Corp. 1.97% 897,034 $110.8M Reduce -28.9%
XLI SS Industrial Select Sector 1.85% 854,082 $104.1M Reduce -4.7%
PAVE Global X US Infrastructure 1.78% 2,696,368 $99.9M Add +9.9%
SMH Vaneck Semiconductor ETF 1.78% 382,757 $99.7M Add +63.5%
TSEM Tower Semiconductor Ltd. 1.70% 2,431,817 $95.7M Add +25.6%
ENLT Enlight Renewable Energy Ltd. 1.70% 5,972,354 $95.5M Reduce -1.6%
COST Costco Wholesale Corp. 1.33% 87,827 $74.6M Add +17.3%
ICL Icl Group Ltd. 1.31% 17,215,645 $73.8M Add +2.8%
ADBE Adobe Inc. 1.25% 126,123 $70.0M Add +30.8%
PLD Prologis Inc. 1.23% 616,918 $69.3M Add +69.3%
XLRE SS Real Estate Select Sector 1.23% 1,793,291 $68.9M Add +202.3%
GS Goldman Sachs Group Inc. 1.17% 145,304 $65.7M Reduce -16.1%
RSP Invesco S&P 500 Equal Weight 1.13% 387,613 $63.7M Reduce -73.4%
NEE Nextera Energy Inc. 1.12% 891,000 $63.1M Add +20.2%
JPM JPMorgan Chase & Co. 1.10% 305,499 $61.7M Reduce -18.2%
XME SS SPDR S&P Metals Mining 1.08% 1,026,759 $60.9M Add +78.0%
GOOG Alphabet Inc. Class C 1.08% 328,431 $60.6M Reduce -14.0%
XLK SS Technology Select Sector 0.98% 242,611 $54.9M Reduce -42.0%
GOOGL Alphabet Inc. Class A 0.97% 300,642 $54.7M Add +211.2%
EWT iShares MSCI Taiwan ETF 0.96% 991,670 $53.7M No change
V Visa Inc. Class A 0.93% 198,324 $52.1M Add +0.3%
CRM Salesforce Inc. 0.92% 202,145 $51.9M Add +8.7%
KKR KKR & Co. Inc. 0.90% 480,276 $50.5M Reduce -0.3%
JAAA Janus Henderson Aaa Clo ETF 0.90% 990,000 $50.4M New
XLY SS Consumer Disc Select Sect 0.85% 260,542 $47.5M Add +10.7%
SLV iShares Silver Trust 0.81% 1,720,000 $45.7M New
AVGO Broadcom Inc. 0.77% 27,066 $43.4M Reduce -15.7%
RSPN Invesco S&P 500 Equal Weight 0.76% 938,257 $42.6M Reduce -1.6%
ESLT Elbit Systems Ltd. 0.75% 238,396 $42.1M Add +13.2%
CAMT Camtek Ltd. 0.73% 327,028 $41.0M Add +2.8%
MRK Merck & Co. Inc. 0.73% 328,977 $40.7M Add +15.9%
NKE Nike Inc. Class B 0.72% 532,980 $40.3M Add +52.3%
WIX Wix.com Ltd. 0.71% 250,278 $39.8M Reduce -15.1%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.68% 1,250,123 $38.3M Reduce -8.3%
CARR Carrier Global Corp. 0.62% 556,290 $35.1M Reduce -35.0%
CHKP Check Point Software Tech 0.62% 209,612 $34.6M Add +1295.8%
MA Mastercard Inc. Class A 0.61% 77,949 $34.4M Reduce -58.9%
FROG Jfrog Ltd. 0.59% 876,628 $32.9M Add +4244.7%
XOM Exxon Mobil Corp. 0.58% 281,906 $32.4M Reduce -2.3%
CYBR Cyberark Software Ltd./Israel 0.56% 114,221 $31.2M Add +0.1%
PPA Invesco Aerospace & Defense 0.55% 302,883 $31.1M No change
NTR Nutrien Ltd. 0.55% 605,500 $31.1M New
TSLA Tesla Inc. 0.52% 147,856 $29.3M Reduce -2.5%
HDB HDFC Bank Ltd.-ADR 0.50% 435,000 $28.0M No change
S Sentinelone Inc. Class A 0.49% 1,315,000 $27.7M Add +40.2%
LNG Cheniere Energy Inc. 0.47% 152,500 $26.7M No change
INMD Inmode Ltd. 0.46% 1,425,912 $26.0M Reduce -25.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.46% 65,921 $25.8M Add +12.6%
BA The Boeing Co. 0.45% 138,699 $25.2M No change
XMHQ Invesco S&P Midcap Qual ETF 0.43% 250,000 $24.3M New
FTNT Fortinet Inc. 0.42% 388,015 $23.4M Reduce -23.2%
GLBE Global-E Online Ltd. 0.37% 572,798 $20.8M Add +3.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.34% 281,841 $19.2M Add +127.7%
CLBT Cellebrite Di Ltd. 0.34% 1,593,029 $19.0M Reduce -5.9%
WCLD Wisdomtree Cloud Computing 0.31% 555,950 $17.6M Reduce -3.0%
KRNT Kornit Digital Ltd. 0.30% 1,157,099 $16.9M Reduce -19.8%
XHB SS SPDR S&P Homebldrs ETF 0.24% 135,893 $13.7M Add +1.2%
MRNA Moderna Inc. 0.24% 115,428 $13.7M Reduce -31.1%
SEDG Solaredge Technologies Inc. 0.24% 531,044 $13.4M Add +33.1%
BABA Alibaba Group Holding-SP ADR 0.23% 182,583 $13.1M Reduce -21.5%
SIL Global X Silver Miners ETF 0.23% 420,000 $13.1M New
NFLX Netflix Inc. 0.22% 18,594 $12.6M Add +28.3%
CLOU Global X Cloud Computing ETF 0.21% 593,286 $11.7M No change
PERI Perion Network Ltd. 0.18% 962,246 $10.0M Reduce -15.8%
TAN Invesco Solar ETF 0.18% 247,598 $10.0M No change
SPGM State Street SPDR Portfolio 0.18% 163,800 $10.0M No change
QUAL iShares MSCI USA Quality Fac 0.16% 52,690 $9.0M Add +62.8%
BKNG Booking Holdings Inc. 0.14% 1,951 $7.8M Add +12.1%
XLB SS Materials Select Sector 0.14% 87,282 $7.7M Reduce -81.1%
PSI Invesco Semiconductors ETF 0.13% 114,591 $7.2M No change
GDX Vaneck Gold Miners ETF 0.12% 205,394 $7.0M No change
XLE SS Energy Select Sector 0.12% 73,063 $6.7M Reduce -28.8%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 15,965 $6.5M Add +3.0%
EWJ iShares MSCI Japan ETF 0.11% 91,866 $6.3M Reduce -86.9%
XBI SS SPDR S&P Biotech ETF 0.11% 66,594 $6.2M No change
TATT Tat Technologies Ltd. 0.11% 410,000 $6.1M No change
JD Jd.com Inc.-ADR 0.11% 235,171 $6.1M No change
BDX Becton Dickinson and Co. 0.11% 34,119 $5.9M Add +288.7%
VCSH Vanguard S/T Corp. Bond ETF 0.10% 73,195 $5.7M Add +5.4%
FLEX Flex Ltd. 0.10% 191,119 $5.6M Add +0.0%
GILT Gilat Satellite Networks Ltd. 0.09% 1,151,888 $5.1M Reduce -34.5%
BIDU Baidu Inc. - Spon ADR 0.08% 52,255 $4.5M Reduce -0.2%
INDA iShares MSCI India ETF 0.08% 80,995 $4.5M Reduce -82.0%
SPGI S&P Global Inc. 0.07% 8,734 $3.9M No change
BIIB Biogen Inc. 0.07% 16,852 $3.9M Add +0.1%
XAR SS SPDR S&P Aerospace Def 0.07% 27,034 $3.8M Add +57.3%
VGT Vanguard Info Tech ETF 0.07% 6,414 $3.7M No change
AXP American Express Co. 0.06% 15,814 $3.6M Reduce -71.6%
GRID First TRST Nasd Class Edg Sgiif 0.06% 31,395 $3.6M No change
AZN Astrazeneca PLC-Spons ADR 0.06% 45,393 $3.5M No change
VLN Valens Semiconductor Ltd. 0.06% 1,074,243 $3.4M Reduce -3.2%
SONO Sonos Inc. 0.06% 230,941 $3.4M Add +0.0%
ASML ASML Holding NV-NY Reg SHS 0.06% 3,538 $3.2M Add +2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 76,542 $3.0M Reduce -4.3%
VRSN Verisign Inc. 0.05% 16,333 $2.9M Add +13.9%
SKYY First Trust Cloud Computing 0.05% 30,011 $2.9M Reduce -9.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.05% 45,083 $2.7M No change
HLT Hilton Worldwide Holdings Inc. 0.05% 12,050 $2.6M Add +162.1%
FGM First Trust Germany 0.04% 66,520 $2.5M No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.04% 26,032 $2.4M Reduce -8.0%
IBP Installed Building Products 0.04% 11,200 $2.3M New
SOXQ Invesco PHLX Semiconductor 0.04% 53,120 $2.3M Reduce -51.4%
BP BP PLC-Spons ADR 0.04% 58,465 $2.1M Reduce -3.9%
SPEM State Street SP PTF Em ETF 0.04% 55,872 $2.1M Add +2.2%
FDX FedEx Corp. 0.04% 6,918 $2.1M Reduce -83.2%
IBDU iShares Ibonds Dec 2029 Term 0.04% 89,990 $2.0M Add +12.5%
CLIP Global X 1-3 Month T-Bill 0.04% 20,216 $2.0M New
IBDP iShares Ibonds Dec 2024 Term 0.04% 80,296 $2.0M Reduce -3.4%
KBWB Invesco KBW Bank ETF 0.03% 37,193 $2.0M No change
AMAT Applied Materials Inc. 0.03% 8,080 $1.9M Reduce -23.5%
SDVY First Trust Smid Cap Rising 0.03% 55,716 $1.9M No change
XHE SS SPDR S&P HC Equip ETF 0.03% 21,331 $1.8M No change
IBDQ iShares Ibonds Dec 2025 Term 0.03% 72,319 $1.8M Add +0.0%
ZIM Zim Integrated Shipping Serv 0.03% 73,300 $1.6M Reduce -8.3%
ABT Abbott Laboratories 0.03% 15,000 $1.6M No change
XLP SS Consumer Staples Sel Sect 0.03% 19,500 $1.5M Add +0.2%
IBDT iShares Ibonds Dec 2028 ETF 0.03% 58,762 $1.5M Reduce -0.4%
QCLN First Trust Nasdaq Clean Edg 0.03% 42,443 $1.4M Reduce -8.6%
DPZ Domino's Pizza Inc. 0.02% 2,652 $1.4M New
VRIG Invesco Variable Rate Invest filed as POWERSHARES ACTIVELY MANAGED 0.02% 53,311 $1.3M No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.02% 53,503 $1.3M No change
AMD Advanced Micro Devices 0.02% 7,823 $1.3M Reduce -49.7%
SGOV iShares 0-3 Month Treasury B 0.02% 12,460 $1.3M Add +9.0%
FXZ First Trust Materials Alphad 0.02% 19,308 $1.3M No change
BRK.A Berkshire Hathaway Inc. Class A 0.02% 2 $1.2M No change
IBDV iShares Ibonds Dec 2030 Corp. 0.02% 56,130 $1.2M Add +4.4%
BX Blackstone Inc. 0.02% 9,302 $1.2M Add +2.9%
RSPM Invesco S&P 500 Equal Weight 0.02% 32,715 $1.1M No change
FLKR Franklin Ftse South Korea 0.02% 48,542 $1.1M Add +4.7%
EWU iShares MSCI United Kingdom 0.02% 30,200 $1.1M No change
MSCI MSCI Inc. 0.02% 2,100 $1.0M New
KBE SS SPDR S&P Bank ETF 0.02% 21,718 $1.0M No change
ICE Intercontinental Exchange Inc. 0.02% 7,088 $971K Add +2.8%
CIBR First Trust Nasdaq Cybersecu 0.02% 16,386 $924K No change
FDN First Trust DJ Internet Ind 0.02% 4,337 $889K Reduce -3.8%
QLTA iShares Aaa - A Rated Corpor 0.02% 18,963 $887K Reduce -2.5%
IBDR iShares Ibonds Dec 2026 Term 0.02% 36,506 $868K No change
SNY Sanofi-ADR 0.02% 17,500 $849K No change
GRMN Garmin Ltd. 0.01% 5,031 $820K Add +6.3%
USMV iShares MSCI USA Min Vol Fac 0.01% 9,688 $813K No change
ANGL Vaneck Fallen Angel High YLD 0.01% 27,350 $774K Reduce -27.1%
IDEV iShares Core MSCI Dev MKTS 0.01% 10,957 $719K Add +2.1%
NET Cloudflare Inc. Class A 0.01% 8,100 $671K Add +15.7%
TFC Truist Financial Corp. 0.01% 17,247 $653K Reduce -5.7%
URGN Urogen Pharma Ltd. 0.01% 36,798 $617K No change
ABBV Abbvie Inc. 0.01% 3,641 $616K Reduce -2.7%
SLQD iShares 0-5 YR Inv GRD Corp. 0.01% 12,407 $610K Reduce -2.3%
MO Altria Group Inc. 0.01% 13,092 $596K Reduce -74.2%
MOAT Vaneck Morningstar Wide Moat 0.01% 6,708 $579K Add +5.0%
DXJ Wisdomtree Japan Hedged Eq 0.01% 5,096 $575K No change
FTCS First Trust Capital Strength 0.01% 6,656 $559K No change
FTA First Trust L C Val Alp 0.01% 7,550 $556K No change
VTRS Viatris Inc. 0.01% 51,657 $549K Reduce -0.1%
PRGO Perrigo Co. PLC 0.01% 20,733 $532K No change
PICK iShares MSCI Global Metals & 0.01% 13,032 $532K No change
GXC State Street SPDR S&P China 0.01% 7,503 $514K No change
MINT PIMCO Enhanced Short Maturit 0.01% 5,035 $505K No change
RDIV Invesco S&P Ultra Dividend 0.01% 11,270 $505K No change
MDWD Mediwound Ltd. 0.01% 31,502 $480K No change
KEN Kenon Holdings Ltd. 0.01% 18,956 $474K Reduce -7.6%
CXSE Wisdomtree China Ex-St Ow 0.01% 17,775 $472K No change
RDWR Radware Ltd. 0.01% 25,000 $454K Reduce -7.4%
CCJ Cameco Corp. 0.01% 8,657 $426K Reduce -2.7%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.01% 4,950 $393K No change
CBOE Cboe Global Markets Inc. 0.01% 2,290 $390K Reduce -84.8%
FLOT iShares Floating Rate Bond E 0.01% 7,604 $388K Add +18.7%
KMDA Kamada Ltd. 0.01% 76,835 $386K No change
NOBL Proshares S&P 500 Dividend A 0.01% 3,999 $385K Reduce -35.9%
FINX Global X Fintech ETF 0.01% 15,258 $384K Reduce -4.5%
FIW First Trust Water ETF 0.01% 3,800 $380K No change
ARKO Arko Corp. 0.01% 60,460 $379K No change
CSTE Caesarstone Ltd. 0.01% 73,638 $372K Reduce -2.9%
AMT American Tower Corp. 0.01% 1,886 $367K No change
SPNS Sapiens International Corp. 0.01% 10,434 $354K No change
DGRW Wisdomtree U.S. Quality Divi 0.01% 4,527 $353K Add +2.0%
RRC Range Resources Corp. 0.01% 10,249 $344K No change
ABNB Airbnb Inc. Class A 0.01% 2,258 $342K No change
DOX Amdocs Ltd. 0.01% 4,343 $342K Reduce -14.7%
ORLY O'reilly Automotive Inc. 0.01% 322 $340K No change
GM General Motors Co. 0.01% 7,185 $334K Reduce -11.0%
CPAY Corpay Inc. 0.01% 1,230 $331K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 2,201 $325K Reduce -9.4%
MTUM iShares MSCI USA Momentum Fa 0.01% 1,652 $322K No change
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.01% 3,600 $319K No change
VCIT Vanguard Int-Term Corporate 0.01% 3,932 $314K Add +36.8%
WDAY Workday Inc. Class A 0.01% 1,365 $305K No change
AUDC Audiocodes Ltd. 0.01% 27,588 $288K Reduce -9.3%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 733 $283K Add +14.5%
DRS Leonardo DRS Inc. 0.00% 10,876 $277K No change
SPSB SS SPDR P St C Corp. ETF 0.00% 9,324 $277K Add +13.7%
NEAR iShares SH Dba ETF Usd Inc. 0.00% 5,503 $276K Reduce -1.7%
FCNCA First Citizens Bcshs Class A 0.00% 161 $270K Reduce -14.4%
MNST Monster Beverage Corp. 0.00% 5,093 $258K No change
PUI Invesco Dorsey Wright Utilit 0.00% 7,350 $256K No change
RF Regions Financial Corp. 0.00% 13,010 $250K Reduce -8.0%
KCE SS SPDR S&P Cap MKTS ETF 0.00% 2,200 $241K New
DFJ Wisdomtree JPN S/C DVD Fund 0.00% 3,170 $238K No change
BSCO Invesco Bulletshares 2024 CB 0.00% 10,561 $222K No change
CQQQ Invesco China Technology ETF 0.00% 6,420 $215K No change
PATH Uipath Inc. Class A 0.00% 16,900 $214K No change
TBLA Taboola.com Ltd. 0.00% 62,000 $213K Add +1.6%
FEM First Trust Emerging Markets 0.00% 8,893 $213K No change
CHIQ Global X MSCI China Consumer 0.00% 12,261 $205K No change
SMWB Similarweb Ltd. 0.00% 21,800 $168K Reduce -12.8%
XRN Global Medical REIT Inc. 0.00% 17,609 $160K No change
RSKD Riskified Ltd. Class A 0.00% 22,293 $144K No change
INVZ Innoviz Technologies Ltd. 0.00% 134,831 $127K No change
SSYS Stratasys Ltd. 0.00% 11,708 $98K No change
NRSN Neurosense Therapeutics Ltd. 0.00% 40,000 $45K Reduce -20.0%

Portfolio Sells Q1 2024 → Q2 2024
RSP Invesco S&P 500 Equal Weight Reduce -73.4% 1.13% −3.70
MA Mastercard Inc. Class A Reduce -58.9% 0.61% −1.18
EWJ iShares MSCI Japan ETF Reduce -86.9% 0.11% −0.87
XLK SS Technology Select Sector Reduce -42.0% 0.98% −0.73
XLB SS Materials Select Sector Reduce -81.1% 0.14% −0.70
INDA iShares MSCI India ETF Reduce -82.0% 0.08% −0.37
JPM JPMorgan Chase & Co. Reduce -18.2% 1.10% −0.37
XLI SS Industrial Select Sector Reduce -4.7% 1.85% −0.36
INMD Inmode Ltd. Reduce -25.9% 0.46% −0.35
CARR Carrier Global Corp. Reduce -35.0% 0.62% −0.35
ENLT Enlight Renewable Energy Ltd. Reduce -1.6% 1.70% −0.33
PERI Perion Network Ltd. Reduce -15.8% 0.18% −0.33
NVDA Nvidia Corp. Reduce -28.9% 1.97% −0.26
FTNT Fortinet Inc. Reduce -23.2% 0.42% −0.26
GS Goldman Sachs Group Inc. Reduce -16.1% 1.17% −0.25
KRNT Kornit Digital Ltd. Reduce -19.8% 0.30% −0.21
FDX FedEx Corp. Reduce -83.2% 0.04% −0.20
AXP American Express Co. Reduce -71.6% 0.06% −0.18
RSPN Invesco S&P 500 Equal Weight Reduce -1.6% 0.76% −0.13
MRNA Moderna Inc. Reduce -31.1% 0.24% −0.11
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -8.3% 0.68% −0.11
BABA Alibaba Group Holding-SP ADR Reduce -21.5% 0.23% −0.10
GILT Gilat Satellite Networks Ltd. Reduce -34.5% 0.09% −0.10
WIX Wix.com Ltd. Reduce -15.1% 0.71% −0.09
XOM Exxon Mobil Corp. Reduce -2.3% 0.58% −0.08
WCLD Wisdomtree Cloud Computing Reduce -3.0% 0.31% −0.08
XLE SS Energy Select Sector Reduce -28.8% 0.12% −0.07
AVGO Broadcom Inc. Reduce -15.7% 0.77% −0.06
GOOG Alphabet Inc. Class C Reduce -14.0% 1.08% −0.06
KKR KKR & Co. Inc. Reduce -0.3% 0.90% −0.05
CBOE Cboe Global Markets Inc. Reduce -84.8% 0.01% −0.05
SOXQ Invesco PHLX Semiconductor Reduce -51.4% 0.04% −0.04
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.03
MO Altria Group Inc. Reduce -74.2% 0.01% −0.03
AMD Advanced Micro Devices Reduce -49.7% 0.02% −0.03
CLBT Cellebrite Di Ltd. Reduce -5.9% 0.34% −0.03
BIDU Baidu Inc. - Spon ADR Reduce -0.2% 0.08% −0.03
TEAD Teads Holding Co. Sold out 0.00% −0.02
IR Ingersoll-Rand Inc. Sold out 0.00% −0.02
UNH Unitedhealth Group Inc. Sold out 0.00% −0.02
MNDY Monday.com Ltd. Sold out 0.00% −0.02
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.02
NBIX Neurocrine Biosciences Inc. Sold out 0.00% −0.02
LIN Linde PLC Sold out 0.00% −0.01
SJNK SS SPDR BB St Hi Yield ETF Sold out 0.00% −0.01
SKYY First Trust Cloud Computing Reduce -9.1% 0.05% −0.01
DVA Davita Inc. Sold out 0.00% −0.01
AMAT Applied Materials Inc. Reduce -23.5% 0.03% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -8.0% 0.04% −0.01
ANGL Vaneck Fallen Angel High YLD Reduce -27.1% 0.01% −0.01

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +224.6% 3.06% +2.21
MCHI iShares MSCI China ETF Add +80.3% 2.15% +0.91
JAAA Janus Henderson Aaa Clo ETF New 0.90% +0.90
NVMI Nova Ltd. Add +28.1% 2.32% +0.82
SLV iShares Silver Trust New 0.81% +0.81
XLRE SS Real Estate Select Sector Add +202.3% 1.23% +0.77
SMH Vaneck Semiconductor ETF Add +63.5% 1.78% +0.74
GOOGL Alphabet Inc. Class A Add +211.2% 0.97% +0.69
XLV SS Health Care Select Sector Add +31.3% 4.27% +0.64
FROG Jfrog Ltd. Add +4244.7% 0.59% +0.57
CHKP Check Point Software Tech Add +1295.8% 0.62% +0.57
NTR Nutrien Ltd. New 0.55% +0.55
TSEM Tower Semiconductor Ltd. Add +25.6% 1.70% +0.43
XMHQ Invesco S&P Midcap Qual ETF New 0.43% +0.43
XME SS SPDR S&P Metals Mining Add +78.0% 1.08% +0.40
PLD Prologis Inc. Add +69.3% 1.23% +0.30
ADBE Adobe Inc. Add +30.8% 1.25% +0.29
QQQ Invesco QQQ Trust Series 1 Add +7.0% 5.92% +0.27
COST Costco Wholesale Corp. Add +17.3% 1.33% +0.25
XLF SS Financial Select Sector Add +17.5% 6.05% +0.24
SIL Global X Silver Miners ETF New 0.23% +0.23
EPI Wisdomtree India Earnings Add +9.7% 2.43% +0.23
CAMT Camtek Ltd. Add +2.8% 0.73% +0.21
NEE Nextera Energy Inc. Add +20.2% 1.12% +0.20
XLU St Sr Utl SL SE SPDR ETF-Usd Add +127.7% 0.34% +0.18
META Meta Platforms Inc. Class A Add +13.0% 2.50% +0.16
BDX Becton Dickinson and Co. Add +288.7% 0.11% +0.08
S Sentinelone Inc. Class A Add +40.2% 0.49% +0.06
NKE Nike Inc. Class B Add +52.3% 0.72% +0.06
QUAL iShares MSCI USA Quality Fac Add +62.8% 0.16% +0.06
NFLX Netflix Inc. Add +28.3% 0.22% +0.05
IBP Installed Building Products New 0.04% +0.04
CLIP Global X 1-3 Month T-Bill New 0.04% +0.04
AMZN Amazon.com Inc. Add +3.8% 2.62% +0.03
HLT Hilton Worldwide Holdings Inc. Add +162.1% 0.05% +0.03
DPZ Domino's Pizza Inc. New 0.02% +0.02
XAR SS SPDR S&P Aerospace Def Add +57.3% 0.07% +0.02
MSCI MSCI Inc. New 0.02% +0.02
BKNG Booking Holdings Inc. Add +12.1% 0.14% +0.01
KCE SS SPDR S&P Cap MKTS ETF New 0.00% +0.00
DIA SS SPDR Dow Jones Indus Avg Add +12.6% 0.46% +0.00
VCIT Vanguard Int-Term Corporate Add +36.8% 0.01% +0.00
CRWD CrowdStrike Holdings Inc. Class A Add +14.5% 0.01% +0.00
GRMN Garmin Ltd. Add +6.3% 0.01% +0.00
FLOT iShares Floating Rate Bond E Add +18.7% 0.01% +0.00
IBDU iShares Ibonds Dec 2029 Term Add +12.5% 0.04% +0.00
SPSB SS SPDR P St C Corp. ETF Add +13.7% 0.00% +0.00
SGOV iShares 0-3 Month Treasury B Add +9.0% 0.02% −0.00
DGRW Wisdomtree U.S. Quality Divi Add +2.0% 0.01% −0.00
MOAT Vaneck Morningstar Wide Moat Add +5.0% 0.01% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 299$14.9BVOO, SPY, QQQM, QQQ, IVV
Q1 2026 232$9.1BSPY, QQQM, QQQ, XLC, SMH
Q4 2025 241$8.7BSPY, QQQM, QQQ, XLC, NKE
Q3 2025 236$7.6BSPY, QQQM, XLF, AMD, QQQ
Q2 2025 217$7.4BSPY, AMD, NKE, QQQM, XLF
Q1 2025 216$5.4BQQQM, SPY, XLF, XLV, QQQ
Q4 2024 221$5.9BSPY, QQQM, XLF, QQQ, XLV
Q3 2024 227$6.0BSPY, XLF, QQQM, QQQ, XLV
Q2 2024 221$5.6BSPY, XLF, QQQ, QQQM, XLV
Q1 2024 230$5.1BSPY, XLF, QQQ, RSP, QQQM