Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. reported 19 stock positions worth $35.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 12.7%) and Nvidia (NVDA, 8.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 2 and reduced 2. The biggest buy was a new position in Quanta Services (PWR) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −31%).

Most Recent 13F
Q2 2026
Location
TEL-AVIV, L3
CIK
0001894044
Portfolio Value
$35.3M (Q3 2025)
SEC Filing
0001894044-25-000007 ↗ filed Nov 6, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $63.1M Q1 2024 Q2 2024: $54.3M Q2 2024 Q3 2024: $37.2M Q3 2024 Q4 2024: $30.2M Q4 2024 Q1 2025: $24.6M Q1 2025 Q2 2025: $30.9M Q2 2025 Q3 2025: $35.3M $35.3M Q3 2025 Q4 2025: $43.5M Q4 2025 Q1 2026: $53.8M Q1 2026 Q2 2026: $143.8M Q2 2026

Holdings 19 stocks · $35.3M
SPY SS SPDR S&P 500 ETF Trust-US 14.45% 7,654 $5.1M No change
QQQ Invesco QQQ Trust Series 1 12.67% 7,453 $4.5M Reduce -30.9%
NVDA Nvidia Corp. 8.10% 15,358 $2.9M Reduce -32.8%
SMH Vaneck Semiconductor ETF 7.43% 8,048 $2.6M Add +67.7%
ICL Icl Group Ltd. 7.30% 412,170 $2.6M No change
PAVE Global X US Infrastructure 6.35% 47,110 $2.2M No change
AMZN Amazon.com Inc. 6.26% 10,081 $2.2M Add +348.0%
PWR Quanta Services Inc. 4.97% 4,238 $1.8M New
GOOG Alphabet Inc. Class C 4.50% 6,538 $1.6M New
EPI Wisdomtree India Earnings 4.13% 33,076 $1.5M No change
PSI Invesco Semiconductors ETF 3.80% 19,122 $1.3M No change
ORCL Oracle Corp. 3.57% 4,484 $1.3M New
UBER Uber Technologies Inc. 2.89% 10,444 $1.0M New
V Visa Inc. Class A 2.63% 2,720 $926K No change
TSEM Tower Semiconductor Ltd. 2.45% 12,000 $865K No change
NKE Nike Inc. Class B 2.30% 11,612 $812K No change
ABNB Airbnb Inc. Class A 2.23% 6,507 $788K No change
BABA Alibaba Group Holding-SP ADR 2.06% 4,080 $727K No change
META Meta Platforms Inc. Class A 1.90% 914 $669K No change

Portfolio Sells Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 Reduce -30.9% 12.67% −6.62
JPM JPMorgan Chase & Co. Sold out 0.00% −5.60
NVDA Nvidia Corp. Reduce -32.8% 8.10% −3.60
NEE Nextera Energy Inc. Sold out 0.00% −2.53
ENLT Enlight Renewable Energy Ltd. Sold out 0.00% −1.02

Portfolio Buys Q2 2025 → Q3 2025
PWR Quanta Services Inc. New 4.97% +4.97
AMZN Amazon.com Inc. Add +348.0% 6.26% +4.66
GOOG Alphabet Inc. Class C New 4.50% +4.50
ORCL Oracle Corp. New 3.57% +3.57
SMH Vaneck Semiconductor ETF Add +67.7% 7.43% +3.09
UBER Uber Technologies Inc. New 2.89% +2.89

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 40$143.8MVOO, IVV, SMH, INTC, PANW
Q1 2026 26$53.8MQQQ, SMH, TSEM, PAVE, GOOG
Q4 2025 22$43.5MQQQ, SPY, GOOG, TSEM, SMH
Q3 2025 19$35.3MSPY, QQQ, NVDA, SMH, ICL
Q2 2025 18$30.9MQQQ, SPY, NVDA, ICL, PAVE
Q1 2025 19$24.6MXLF, ICL, XLK, SPY, PAVE
Q4 2024 19$30.2MXLV, XLK, XLF, XLC, META
Q3 2024 18$37.2MRSP, XLK, XLV, EPI, XLF
Q2 2024 21$54.3MRSP, QQQ, XLF, XLK, XLV
Q1 2024 22$63.1MQQQ, RSP, XLK, XLF, XLV