Meitav Investment House Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Meitav Investment House Ltd. reported 241 stock positions worth $8.7 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.8% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 6.0%) and Invesco QQQ Trust Series 1 (QQQ, 4.7%). Compared with Q3 2025, it opened 22 new positions, sold out of 17, added to 105 and reduced 67. The biggest buy was Nike Class B (NKE, shares +26%) and the biggest sale Advanced Micro Devices (AMD, shares −49%).

Most Recent 13F
Q2 2026
Location
BENE-BERAQ, L3
CIK
0001398346
Portfolio Value
$8.7B (Q4 2025)
SEC Filing
0001178913-26-000385 ↗ filed Feb 10, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $5.1B Q1 2024 Q2 2024: $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 $8.7B Q4 2025 Q1 2026: $9.1B Q1 2026 Q2 2026: $14.9B Q2 2026

Holdings 241 stocks · $8.7B

SPY SS SPDR S&P 500 ETF Trust-US 10.78% 1,369,203 $933.6M Add +3.4%
QQQM Invesco Nasdaq 100 ETF 6.00% 2,056,044 $520.0M Add +10.5%
QQQ Invesco QQQ Trust Series 1 4.75% 669,245 $411.1M Add +44.3%
XLC SS Comm Select Sector SPDR 4.53% 3,332,520 $392.3M Add +76.3%
NKE Nike Inc. Class B 3.76% 956,388 $325.4M Add +26.4%
XLF SS Financial Select Sector 3.46% 5,469,505 $299.6M Reduce -4.0%
SMH Vaneck Semiconductor ETF 3.21% 771,825 $278.0M Add +38.8%
XLV SS Health Care Select Sector 3.03% 1,697,210 $262.7M Add +55.0%
TSEM Tower Semiconductor Ltd. 2.55% 1,883,775 $220.8M Reduce -17.0%
ESLT Elbit Systems Ltd. 2.42% 364,472 $210.0M Add +0.3%
NVDA Nvidia Corp. 2.42% 1,124,768 $209.7M Add +5.3%
AMZN Amazon.com Inc. 2.21% 828,319 $191.2M Add +28.3%
META Meta Platforms Inc. Class A 2.21% 289,488 $191.1M Add +44.9%
NVMI Nova Ltd. 2.10% 551,844 $182.2M Reduce -3.3%
ENLT Enlight Renewable Energy Ltd. 2.09% 3,984,295 $181.0M Reduce -1.6%
ICL Icl Group Ltd. 1.90% 28,688,463 $164.6M Add +6.2%
EPI Wisdomtree India Earnings 1.70% 3,178,209 $147.1M No change
AVGO Broadcom Inc. 1.49% 241,744 $129.3M Add +61.2%
XLY SS Consumer Disc Select Sect 1.41% 1,019,545 $121.7M Reduce -31.9%
XBI SS SPDR S&P Biotech ETF 1.36% 969,419 $118.2M Add +42.1%
XLI SS Industrial Select Sector 1.29% 718,549 $111.5M Add +1.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.27% 2,580,912 $110.2M Add +3.9%
GOOG Alphabet Inc. Class C 1.25% 345,091 $108.3M Reduce -7.8%
SIL Global X Silver Miners ETF 1.19% 1,220,000 $102.7M No change
V Visa Inc. Class A 1.12% 275,448 $96.6M Add +40.7%
XME SS SPDR S&P Metals Mining 1.00% 839,104 $86.9M Add +9641.2%
PLD Prologis Inc. 0.93% 633,462 $80.9M Reduce -11.4%
KKR KKR & Co. Inc. 0.87% 592,177 $75.5M Add +35.7%
ZIM Zim Integrated Shipping Serv 0.84% 3,434,304 $72.9M New
NEE Nextera Energy Inc. 0.78% 842,100 $67.6M Reduce -7.8%
ORCL Oracle Corp. 0.77% 340,801 $66.4M Reduce -24.3%
CRM Salesforce Inc. 0.71% 233,584 $61.9M Add +4.9%
GDX Vaneck Gold Miners ETF 0.71% 718,200 $61.6M No change
XLK SS Technology Select Sector 0.71% 427,247 $61.5M Add +2.3%
ISRG Intuitive Surgical Inc. 0.71% 108,282 $61.3M Add +20.6%
UBER Uber Technologies Inc. 0.69% 731,446 $59.8M Add +155.0%
PAVE Global X US Infrastructure 0.67% 1,205,295 $57.6M Add +19.2%
EWT iShares MSCI Taiwan ETF 0.66% 896,670 $57.0M Add +9.1%
BX Blackstone Inc. 0.65% 367,245 $56.6M Add +8.8%
TATT Tat Technologies Ltd. 0.63% 1,208,738 $54.2M Reduce -9.4%
MCHI iShares MSCI China ETF 0.59% 846,233 $50.8M No change
CQQQ Invesco China Technology ETF 0.58% 970,420 $50.5M No change
ADBE Adobe Inc. 0.58% 142,923 $50.0M Add +22.0%
VRT Vertiv Holdings Co. Class A 0.57% 306,300 $49.6M Add +10.8%
ETN Eaton Corp. PLC 0.56% 153,392 $48.9M Add +28.2%
GOOGL Alphabet Inc. Class A 0.56% 156,124 $48.8M Add +18.7%
RSPN Invesco S&P 500 Equal Weight 0.55% 848,531 $48.1M Reduce -0.3%
XRT SS SPDR S&P Retail ETF 0.55% 560,000 $47.8M New
EQT Eqt Corp. 0.55% 885,000 $47.4M New
VST Vistra Corp. 0.51% 274,300 $44.3M Add +15414.7%
PPA Invesco Aerospace & Defense 0.50% 275,480 $43.1M No change
KCE SS SPDR S&P Cap MKTS ETF 0.50% 286,720 $43.0M Add +9.3%
HDB HDFC Bank Ltd.-ADR 0.49% 1,150,000 $42.0M No change
MA Mastercard Inc. Class A 0.48% 72,782 $41.6M Reduce -4.2%
COST Costco Wholesale Corp. 0.46% 45,946 $39.6M Add +22.3%
LNG Cheniere Energy Inc. 0.44% 198,200 $38.5M Add +17.8%
SPOT Spotify Technology SA 0.42% 62,615 $36.4M Add +132.0%
ANET Arista Networks Inc. 0.40% 265,200 $34.7M Add +165.2%
CAMT Camtek Ltd. 0.39% 313,962 $33.5M Reduce -39.8%
PWR Quanta Services Inc. 0.38% 77,738 $32.8M No change
BA The Boeing Co. 0.37% 148,900 $32.3M Add +8.4%
GRID First TRST Nasd Class Edg Sgiif 0.35% 197,215 $30.2M Add +0.0%
SLV iShares Silver Trust 0.34% 451,600 $29.1M Reduce -84.8%
NFLX Netflix Inc. 0.31% 290,283 $27.2M Add +486.1%
CLBT Cellebrite Di Ltd. 0.30% 1,454,846 $26.2M No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.30% 53,691 $25.8M Reduce -0.1%
DXJ Wisdomtree Japan Hedged Eq 0.28% 170,954 $24.6M New
CHKP Check Point Software Tech 0.28% 130,117 $24.2M No change
XLRE SS Real Estate Select Sector 0.26% 567,967 $22.9M No change
GRNY Fundstr Gran SH US LRG Cap 0.26% 913,800 $22.6M Add +37.0%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.26% 577,406 $22.5M Reduce -51.1%
AAPL Apple Inc. 0.25% 80,747 $22.0M Reduce -0.5%
XHB SS SPDR S&P Homebldrs ETF 0.24% 205,359 $21.1M Reduce -0.3%
CARR Carrier Global Corp. 0.22% 364,140 $19.2M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 35,803 $18.0M Reduce -32.5%
JPM JPMorgan Chase & Co. 0.16% 43,931 $14.2M Add +59.5%
INMD Inmode Ltd. 0.16% 920,150 $13.5M Reduce -5.8%
AXP American Express Co. 0.15% 35,629 $13.2M Add +19.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 235,350 $13.0M Add +29.4%
KRNT Kornit Digital Ltd. 0.15% 877,015 $12.6M Reduce -0.2%
SPGM State Street SPDR Portfolio 0.15% 163,800 $12.6M No change
IREN Iren Ltd. filed as IREN LIMITED 0.14% 328,600 $12.4M Add +2.7%
FLEX Flex Ltd. 0.13% 188,075 $11.4M No change
GS Goldman Sachs Group Inc. 0.13% 12,591 $11.1M Add +45.7%
QUAL iShares MSCI USA Quality Fac 0.13% 55,417 $11.0M Reduce -0.9%
XAR SS SPDR S&P Aerospace Def 0.12% 44,540 $10.7M Add +11.7%
RSP Invesco S&P 500 Equal Weight 0.11% 49,543 $9.5M Reduce -94.0%
WIX Wix.com Ltd. 0.10% 87,528 $9.1M Reduce -10.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.09% 101,472 $8.1M Add +0.1%
XLB SS Materials Select Sector 0.08% 160,256 $7.3M No change
KBWB Invesco KBW Bank ETF 0.08% 81,460 $6.9M Reduce -86.7%
MDWD Mediwound Ltd. 0.08% 371,618 $6.9M Add +27.4%
BIIB Biogen Inc. 0.07% 33,462 $5.9M Add +0.2%
MELI MercadoLibre Inc. 0.06% 2,743 $5.5M Add +0.0%
VCSH Vanguard S/T Corp. Bond ETF 0.06% 67,930 $5.4M Add +6.3%
SOXQ Invesco PHLX Semiconductor 0.06% 93,070 $5.2M Reduce -12.9%
VGT Vanguard Info Tech ETF 0.06% 6,478 $4.9M No change
PSI Invesco Semiconductors ETF 0.06% 61,208 $4.8M Reduce -23.8%
SEDG Solaredge Technologies Inc. 0.05% 158,597 $4.6M Reduce -1.4%
COF Capital One Financial Corp. 0.05% 18,591 $4.5M Add +731.8%
BKNG Booking Holdings Inc. 0.05% 815 $4.4M Reduce -30.6%
XLE SS Energy Select Sector 0.05% 94,634 $4.2M Reduce -7.5%
ABNB Airbnb Inc. Class A 0.05% 30,784 $4.2M Reduce -26.1%
PAYC Paycom Software Inc. 0.04% 24,000 $3.8M New
SKYY First Trust Cloud Computing 0.04% 29,075 $3.8M Add +2.1%
MO Altria Group Inc. 0.04% 62,467 $3.6M Reduce -8.5%
CME Cme Group Inc. 0.04% 12,909 $3.5M No change
EMXC iShares MSCI Emr MRK Ex Chna 0.04% 46,933 $3.4M No change
FGM First Trust Germany 0.04% 52,000 $3.2M No change
STX Seagate Technology Holdings 0.04% 11,079 $3.1M Reduce -0.4%
APO Apollo Global Management Inc. 0.03% 20,814 $3.0M New
ASML ASML Holding NV-NY Reg SHS 0.03% 3,254 $3.0M Add +3.1%
GOVT iShares US Treasury Bond ETF 0.03% 127,922 $2.9M Add +5.8%
BTC Grayscale Bitcoin Mini ETF 0.03% 73,746 $2.9M Add +23.6%
HODL Vaneck Bitcoin ETF 0.03% 115,230 $2.8M Add +23.6%
IBIT iShares Bitcoin Trust ETF 0.03% 57,384 $2.8M Add +23.7%
BTCW Wisdomtree Bitcoin Fund 0.03% 30,740 $2.8M Add +23.7%
BITB Bitwise Bitcoin ETF 0.03% 59,895 $2.8M Add +23.7%
BRRR Coinshares Bitcoin ETF 0.03% 115,159 $2.8M Add +23.8%
FBTC Fidelity Wise Origin Bitcoin 0.03% 37,341 $2.8M Add +23.7%
EZBC Franklin Bitcoin ETF 0.03% 56,248 $2.8M Add +23.7%
BTCO Invsco GLXY BTCN ETF 0.03% 32,647 $2.8M Add +23.6%
ARKB ARK 21SHARES Bitcoin ETF 0.03% 97,660 $2.8M Add +23.8%
VRSN Verisign Inc. 0.03% 11,122 $2.7M Reduce -4.5%
PERI Perion Network Ltd. 0.03% 281,701 $2.7M Add +0.7%
MSCI MSCI Inc. 0.03% 4,613 $2.6M Reduce -15.9%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.03% 99,103 $2.6M Add +0.4%
SPGI S&P Global Inc. 0.03% 4,875 $2.6M No change
IBDU iShares Ibonds Dec 2029 Term 0.03% 108,462 $2.5M Add +3.8%
EWJ iShares MSCI Japan ETF 0.03% 30,368 $2.5M No change
CYBR Cyberark Software Ltd./Israel 0.03% 5,284 $2.4M Add +26.4%
SPEM State Street SP PTF Em ETF 0.03% 49,102 $2.3M Reduce -4.7%
CCJ Cameco Corp. 0.03% 24,284 $2.2M Add +22.9%
CBOE Cboe Global Markets Inc. 0.03% 8,800 $2.2M Reduce -44.0%
CSCO Cisco Systems Inc. 0.02% 26,595 $2.1M Add +75.8%
FLOT iShares Floating Rate Bond E 0.02% 40,364 $2.0M Add +18.8%
TRGP Targa Resources Corp. 0.02% 10,983 $2.0M New
GLBE Global-E Online Ltd. 0.02% 50,550 $2.0M Reduce -49.4%
S Sentinelone Inc. Class A 0.02% 125,200 $1.9M Add +0.7%
BABA Alibaba Group Holding-SP ADR 0.02% 12,601 $1.8M Reduce -0.2%
NBIX Neurocrine Biosciences Inc. 0.02% 13,000 $1.8M New
AZN Astrazeneca PLC-Spons ADR 0.02% 20,040 $1.8M Reduce -4.8%
INDA iShares MSCI India ETF 0.02% 34,049 $1.8M No change
AMD Advanced Micro Devices 0.02% 8,556 $1.8M Reduce -48.8%
XHE SS SPDR S&P HC Equip ETF 0.02% 20,738 $1.8M No change
APH Amphenol Corp. Class A 0.02% 13,500 $1.8M New
AMAT Applied Materials Inc. 0.02% 6,922 $1.8M Reduce -7.1%
DRS Leonardo DRS Inc. 0.02% 52,124 $1.8M Add +379.3%
IBDT iShares Ibonds Dec 2028 ETF 0.02% 68,726 $1.7M Add +5.5%
FROG Jfrog Ltd. 0.02% 27,618 $1.7M Add +75.7%
IBDX iShares Ibonds Dec 2032 TC 0.02% 66,410 $1.7M Add +13.3%
EXPE Expedia Group Inc. 0.02% 5,526 $1.6M Add +445.0%
MRK Merck & Co. Inc. 0.02% 14,516 $1.5M Reduce -39.0%
VLN Valens Semiconductor Ltd. 0.02% 1,074,243 $1.5M No change
BRK.A Berkshire Hathaway Inc. Class A 0.02% 2 $1.5M No change
FDN First Trust DJ Internet Ind 0.02% 5,534 $1.5M Reduce -23.1%
AEO American Eagle Outfitters 0.02% 55,586 $1.5M New
EFIV SS SPDR S&P 500 ESG ETF 0.02% 21,490 $1.4M Add +36.6%
TFC Truist Financial Corp. 0.02% 28,832 $1.4M Reduce -24.6%
IBDY iShares Ibonds Dec 2033 Corp. 0.02% 53,750 $1.4M Reduce -1.9%
TSLA Tesla Inc. 0.02% 3,095 $1.4M No change
MRNA Moderna Inc. 0.01% 43,210 $1.3M No change
CIBR First Trust Nasdaq Cybersecu 0.01% 16,386 $1.2M No change
RSPM Invesco S&P 500 Equal Weight 0.01% 32,715 $1.1M No change
XLP SS Consumer Staples Sel Sect 0.01% 14,283 $1.1M Reduce -17.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 9,467 $1.1M New
IBDV iShares Ibonds Dec 2030 Corp. 0.01% 49,540 $1.1M Reduce -11.2%
ETH Grayscale Ethereum Staking M 0.01% 38,376 $1.1M Add +11.9%
TETH 21SHARES Etherm Stak ETF-Usd 0.01% 72,449 $1.1M Add +12.0%
ETHW Bitwise Ethereum ETF 0.01% 50,490 $1.1M Add +12.0%
ETHV Vaneck Ethereum ETF 0.01% 24,713 $1.1M Add +12.0%
EZET Franklin Ethereum ETF 0.01% 47,643 $1.1M Add +12.0%
QETH Invesco Galaxy Eth ETF 0.01% 36,282 $1.1M Add +12.0%
FETH Fidelity Ethereum Fund 0.01% 36,215 $1.1M Add +12.0%
ETHA iShares Ethereum Trust ETF 0.01% 47,713 $1.1M Add +12.1%
SPSB SS SPDR P St C Corp. ETF 0.01% 33,972 $1.0M Add +25.3%
VCIT Vanguard Int-Term Corporate 0.01% 12,162 $1.0M Add +21.0%
VGIT Vanguard Intermediate-Term T 0.01% 16,820 $1.0M Add +20.3%
STIP iShares 0-5 Year Tips Bond E 0.01% 9,842 $1.0M Add +13.0%
CWI State Street SPDR MSCI Acwi 0.01% 27,693 $995K Add +171.9%
SPIB SS SPDR P Int C Corp. ETF 0.01% 27,956 $945K Add +35.5%
BSCS Invesco Bulletshares 2028 CB 0.01% 43,900 $904K Add +26.7%
MOAT Vaneck Morningstar Wide Moat 0.01% 8,742 $895K No change
GILT Gilat Satellite Networks Ltd. 0.01% 67,905 $880K No change
URGN Urogen Pharma Ltd. 0.01% 35,517 $832K Add +12.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.01% 9,091 $829K Reduce -27.5%
GEV GE Vernova Inc. 0.01% 1,200 $784K Add +71.4%
KTOS Kratos Defense & Security 0.01% 10,245 $778K New
CEG Constellation Energy 0.01% 2,200 $777K Reduce -18.5%
ARGX Argenx SE - ADR 0.01% 900 $757K New
CRWD CrowdStrike Holdings Inc. Class A 0.01% 1,606 $754K Add +21.3%
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 3,483 $702K Reduce -37.4%
KEN Kenon Holdings Ltd. 0.01% 10,656 $701K No change
BWXT BWX Technologies Inc. 0.01% 4,000 $691K Reduce -14.0%
FTA First Trust L C Val Alp 0.01% 7,550 $650K No change
INCY Incyte Corp. 0.01% 6,500 $642K New
NXT Nextpower Inc. 0.01% 7,300 $636K Reduce -12.1%
HLT Hilton Worldwide Holdings Inc. 0.01% 2,147 $617K Reduce -63.4%
FTCS First Trust Capital Strength 0.01% 6,656 $616K No change
XLG Invesco S&P 500 Top 50 ETF 0.01% 10,228 $606K New
VGSH Vanguard Short-Term Treasury 0.01% 10,287 $604K Add +65.5%
FCNCA First Citizens Bcshs Class A 0.01% 280 $601K Reduce -57.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.01% 23,967 $581K Add +9.6%
ICE Intercontinental Exchange Inc. 0.01% 3,403 $551K Add +32.9%
SPTI SS SPDR P Int Term TSY ETF 0.01% 18,998 $548K Add +47.5%
RF Regions Financial Corp. 0.01% 20,011 $542K Reduce -38.4%
LMND Lemonade Inc. 0.01% 6,958 $495K New
AVAV Aerovironment Inc. 0.01% 2,000 $484K Add +53.9%
VTWO Vanguard Russell 2000 ETF 0.01% 4,800 $478K New
APP AppLovin Corp. Class A 0.01% 660 $445K New
ORLY O'reilly Automotive Inc. 0.01% 4,830 $441K No change
SGOV iShares 0-3 Month Treasury B 0.00% 4,237 $425K Add +9.1%
QLTA iShares Aaa - A Rated Corpor 0.00% 8,743 $419K Reduce -15.9%
KBE SS SPDR S&P Bank ETF 0.00% 6,748 $410K No change
PICK iShares MSCI Global Metals & 0.00% 7,692 $395K No change
TLN Talen Energy Corp. 0.00% 1,000 $375K New
DGRW Wisdomtree U.S. Quality Divi 0.00% 4,093 $365K Reduce -13.9%
ONC Beone Medicines Ltd.-ADR 0.00% 1,200 $365K New
RRC Range Resources Corp. 0.00% 10,249 $361K No change
EWBC East West Bancorp Inc. 0.00% 3,115 $350K Reduce -47.9%
NOBL Proshares S&P 500 Dividend A 0.00% 3,096 $322K Reduce -50.4%
ABT Abbott Laboratories 0.00% 2,500 $313K No change
KMDA Kamada Ltd. 0.00% 43,543 $308K Reduce -27.9%
RBRK Rubrik Inc. Class A 0.00% 4,000 $306K No change
DFJ Wisdomtree JPN S/C DVD Fund 0.00% 3,170 $305K No change
IDHQ Invesco S&P International DE 0.00% 8,700 $305K Add +7.9%
NBIS Nebius Group NV 0.00% 3,470 $296K Add +33.5%
SOFI Sofi Technologies Inc. 0.00% 11,000 $288K New
HHH Howard Hughes Holdings Inc. 0.00% 3,500 $279K No change
SSB Southstate Bank Corp. 0.00% 2,795 $263K New
XOM Exxon Mobil Corp. 0.00% 2,023 $243K No change
FEM First Trust Emerging Markets 0.00% 8,893 $243K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.00% 4,775 $241K Reduce -5.5%
VTRS Viatris Inc. 0.00% 17,027 $212K Reduce -55.3%
VRIG Invesco Variable Rate Invest 0.00% 8,422 $210K Reduce -17.7%
PRGO Perrigo Co. PLC 0.00% 10,592 $147K Reduce -32.9%
CSTE Caesarstone Ltd. 0.00% 73,638 $138K No change
INVZ Innoviz Technologies Ltd. 0.00% 160,535 $138K Reduce -2.8%
ODYS Odysight.ai Inc. 0.00% 31,296 $103K No change
SMWB Similarweb Ltd. 0.00% 10,000 $75K No change
NRSN Neurosense Therapeutics Ltd. 0.00% 40,000 $31K No change

Portfolio Sells Q3 2025 → Q4 2025

AMD Advanced Micro Devices Reduce -48.8% 0.02% −3.95
RSP Invesco S&P 500 Equal Weight Reduce -94.0% 0.11% −1.95
SLV iShares Silver Trust Reduce -84.8% 0.34% −1.32
XLY SS Consumer Disc Select Sect Reduce -31.9% 1.41% −0.96
ORCL Oracle Corp. Reduce -24.3% 0.77% −0.90
XLF SS Financial Select Sector Reduce -4.0% 3.46% −0.59
KBWB Invesco KBW Bank ETF Reduce -86.7% 0.08% −0.55
CAMT Camtek Ltd. Reduce -39.8% 0.39% −0.34
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -51.1% 0.26% −0.33
NVMI Nova Ltd. Reduce -3.3% 2.10% −0.30
SPHQ Invesco S&P 500 Quality ETF Sold out 0.00% −0.18
PLD Prologis Inc. Reduce -11.4% 0.93% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -32.5% 0.21% −0.14
NEE Nextera Energy Inc. Reduce -7.8% 0.78% −0.13
WIX Wix.com Ltd. Reduce -10.2% 0.10% −0.12
TATT Tat Technologies Ltd. Reduce -9.4% 0.63% −0.11
SOLAR EDGE TECHNOLOGIES (SEDG 2.25 07/01/29) Sold out 0.00% −0.11
MA Mastercard Inc. Class A Reduce -4.2% 0.48% −0.09
RSPN Invesco S&P 500 Equal Weight Reduce -0.3% 0.55% −0.08
CARR Carrier Global Corp. Reduce -0.1% 0.22% −0.07
XHB SS SPDR S&P Homebldrs ETF Reduce -0.3% 0.24% −0.06
LRCX Lam Research Corp. Sold out 0.00% −0.04
INMD Inmode Ltd. Reduce -5.8% 0.16% −0.04
BKNG Booking Holdings Inc. Reduce -30.6% 0.05% −0.03
DIA SS SPDR Dow Jones Indus Avg Reduce -0.1% 0.30% −0.03
SEDG Solaredge Technologies Inc. Reduce -1.4% 0.05% −0.03
CBOE Cboe Global Markets Inc. Reduce -44.0% 0.03% −0.03
GLBE Global-E Online Ltd. Reduce -49.4% 0.02% −0.02
AAPL Apple Inc. Reduce -0.5% 0.25% −0.02
PSI Invesco Semiconductors ETF Reduce -23.8% 0.06% −0.02
ABNB Airbnb Inc. Class A Reduce -26.1% 0.05% −0.02
MO Altria Group Inc. Reduce -8.5% 0.04% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -0.9% 0.13% −0.02
HLT Hilton Worldwide Holdings Inc. Reduce -63.4% 0.01% −0.01
RSSL Global X Russell 2000 ETF Sold out 0.00% −0.01
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.01
VRSN Verisign Inc. Reduce -4.5% 0.03% −0.01
XLE SS Energy Select Sector Reduce -7.5% 0.05% −0.01
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.01
SOXQ Invesco PHLX Semiconductor Reduce -12.9% 0.06% −0.01
KRNT Kornit Digital Ltd. Reduce -0.2% 0.15% −0.01
MSCI MSCI Inc. Reduce -15.9% 0.03% −0.01
FDN First Trust DJ Internet Ind Reduce -23.1% 0.02% −0.01
MRK Merck & Co. Inc. Reduce -39.0% 0.02% −0.01
FCNCA First Citizens Bcshs Class A Reduce -57.5% 0.01% −0.01
BABA Alibaba Group Holding-SP ADR Reduce -0.2% 0.02% −0.01
ETOR Etoro Group Ltd. Class A Sold out 0.00% −0.01
AGX Argan Inc. Sold out 0.00% −0.01
FINX Global X Fintech ETF Sold out 0.00% −0.01
TFC Truist Financial Corp. Reduce -24.6% 0.02% −0.01

Portfolio Buys Q3 2025 → Q4 2025

NKE Nike Inc. Class B Add +26.4% 3.76% +3.06
XLC SS Comm Select Sector SPDR Add +76.3% 4.53% +1.58
QQQ Invesco QQQ Trust Series 1 Add +44.3% 4.75% +1.07
XLV SS Health Care Select Sector Add +55.0% 3.03% +1.02
XME SS SPDR S&P Metals Mining Add +9641.2% 1.00% +0.99
ZIM Zim Integrated Shipping Serv New 0.84% +0.84
AVGO Broadcom Inc. Add +61.2% 1.49% +0.84
SMH Vaneck Semiconductor ETF Add +38.8% 3.21% +0.81
XRT SS SPDR S&P Retail ETF New 0.55% +0.55
EQT Eqt Corp. New 0.55% +0.55
VST Vistra Corp. Add +15414.7% 0.51% +0.51
XBI SS SPDR S&P Biotech ETF Add +42.1% 1.36% +0.46
AMZN Amazon.com Inc. Add +28.3% 2.21% +0.34
UBER Uber Technologies Inc. Add +155.0% 0.69% +0.32
DXJ Wisdomtree Japan Hedged Eq New 0.28% +0.28
META Meta Platforms Inc. Class A Add +44.9% 2.21% +0.27
NFLX Netflix Inc. Add +486.1% 0.31% +0.24
V Visa Inc. Class A Add +40.7% 1.12% +0.23
ANET Arista Networks Inc. Add +165.2% 0.40% +0.21
ISRG Intuitive Surgical Inc. Add +20.6% 0.71% +0.18
SPOT Spotify Technology SA Add +132.0% 0.42% +0.17
GOOGL Alphabet Inc. Class A Add +18.7% 0.56% +0.14
KKR KKR & Co. Inc. Add +35.7% 0.87% +0.12
JPM JPMorgan Chase & Co. Add +59.5% 0.16% +0.05
COF Capital One Financial Corp. Add +731.8% 0.05% +0.05
PAYC Paycom Software Inc. New 0.04% +0.04
GRNY Fundstr Gran SH US LRG Cap Add +37.0% 0.26% +0.04
GS Goldman Sachs Group Inc. Add +45.7% 0.13% +0.04
APO Apollo Global Management Inc. New 0.03% +0.03
ADBE Adobe Inc. Add +22.0% 0.58% +0.03
PAVE Global X US Infrastructure Add +19.2% 0.67% +0.03
BAC Bank of America Corp. Add +29.4% 0.15% +0.03
TRGP Targa Resources Corp. New 0.02% +0.02
VRT Vertiv Holdings Co. Class A Add +10.8% 0.57% +0.02
NBIX Neurocrine Biosciences Inc. New 0.02% +0.02
APH Amphenol Corp. Class A New 0.02% +0.02
AXP American Express Co. Add +19.2% 0.15% +0.02
CRM Salesforce Inc. Add +4.9% 0.71% +0.02
AEO American Eagle Outfitters New 0.02% +0.02
EXPE Expedia Group Inc. Add +445.0% 0.02% +0.02
DRS Leonardo DRS Inc. Add +379.3% 0.02% +0.01
BNY Bank of New York Mellon Corp. New 0.01% +0.01
FROG Jfrog Ltd. Add +75.7% 0.02% +0.01
CSCO Cisco Systems Inc. Add +75.8% 0.02% +0.01
MDWD Mediwound Ltd. Add +27.4% 0.08% +0.01
KTOS Kratos Defense & Security New 0.01% +0.01
ARGX Argenx SE - ADR New 0.01% +0.01
INCY Incyte Corp. New 0.01% +0.01
XLG Invesco S&P 500 Top 50 ETF New 0.01% +0.01
CWI State Street SPDR MSCI Acwi Add +171.9% 0.01% +0.01

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