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Ayalon Insurance Comp Ltd. 13F Portfolio Snapshot & Holdings (Q3 2026)
Ayalon Insurance Comp Ltd.CIK: 0001642216
Diversified strategySector-focusedMomentum follower
Total reported value
$1.2B
Reporting period: 2026-09-30 · Number of holdings: 70
Ayalon Insurance Comp Ltd. disclosed 70 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.2B and a quarterly turnover rate of 47.4%.
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Personality snowflake
- Concentration
- 15.4
- Portfolio Stability
- 47.36
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 86.89
Ayalon Insurance Comp Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 70 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.31), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SPY
-3.5% -$1.1M
New buy GRID
Add RSP
+192.5% $37.7M
Add XLV
+116.6% $42.1M
Add BUG
+1106.3% $27.6M
Trim IEMG
-19.3% -$7.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.46% | +0.75% | +57.39% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-Other | 6.18% | +2.21% | +116.61% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.88% | -2.12% | +5.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.79% | -2.89% | -3.54% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.76% | -1.01% | +29.85% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.81% | +2.33% | +192.50% | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 4.05% | -0.12% | +37.93% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.83% | +1.55% | +149.38% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.78% | +0.48% | +82.42% | |
| 10 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.45% | +1.24% | +160.06% | |
| 11 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 3.44% | +0.69% | +57.38% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.60% | -0.73% | +14.48% | |
| 13 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.46% | +2.21% | +1106.35% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.44% | -0.23% | +46.13% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.44% | -2.12% | -19.34% | |
| 16 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.37% | +2.37% | NEW | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.14% | -2.05% | -25.43% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 2.12% | -1.15% | +6.26% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.70% | +103.40% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.92% | -0.95% | — | |
| 21 | CRAK | Vaneck Oil Refiners ETF | ETF-Other | 1.33% | +1.33% | NEW | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.30% | +1.30% | NEW | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | +0.29% | +48.61% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.25% | +0.17% | +71.94% | |
| 25 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.25% | +0.97% | +596.37% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.22% | +15.47% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.89% | -0.41% | +16.23% | |
| 28 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.81% | +0.81% | NEW | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.78% | +0.60% | +458.72% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.06% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.13% | +26.61% | |
| 32 | TAN | Invesco Solar ETF | ETF-Other | 0.63% | +0.34% | +338.42% | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.61% | -0.27% | — | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.57% | -0.31% | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.54% | +0.42% | +563.27% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.52% | -0.83% | -50.78% | |
| 37 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.51% | -0.17% | +29.71% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-Other | 0.51% | -0.14% | — | |
| 39 | URA | Global X Uranium ETF | ETF-Other | 0.48% | +0.15% | +114.52% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.43% | -0.16% | +11.34% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.43% | -1.50% | -68.13% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.43% | -0.09% | +15.71% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | -0.11% | +11.37% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.17% | +1.79% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -1.25% | -64.19% | |
| 46 | SNOW | Snowflake Inc | Stock-Tech | 0.40% | -0.04% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.20% | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | +0.06% | +49.19% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.38% | -0.16% | +3.88% | |
| 50 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.34% | -0.17% | — |
1–50 of 70
Portfolio Performance
Performance for Q4 2026
+4.2%
Performance Last 4 Quarters
+18.7%
- Stdev
- +12.5%
- Beta
- +1
- Alpha
- +0.4%
- Max Drawdown
- -6.3%
- Annualized Perf
- +24.9%
- Batting Avg vs S&P
- +50%
- Sortino
- +4.39
- Stutzer
- +0.55
- Treynor
- +0.23
- Sterling
- +1.62
- Calmar
- +3.94
- Information Ratio
- +0.19
- Tracking Error
- +2.6%
- Stdev Down
- +5.3%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +35.1%
- Worst 12 Months
- +5.4%
- Efficiency Ratio
- +0.84
- Sharpe
- +1.85
- Stdev Sectors
- +18.7%
- Skewness
- +0.2
- Kurtosis
- +0.19
- Upside Potential
- +5.75
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 70 | $1.2B | 47 | ||
| 2026 Q2 | 66 | $815.0M | 0 | ||
| 2026 Q1 | 61 | $489.6M | 21 | ||
| 2025 Q4 | 58 | $412.1M | 17 | ||
| 2025 Q3 | 58 | $395.5M | 26 | ||
| 2025 Q2 | 57 | $346.4M | 0 | ||
| 2025 Q1 | 59 | $309.9M | 100 | ||
| 2024 Q4 | 62 | $323.8M | 0 | ||
| 2024 Q3 | 63 | $321.1M | 0 | ||
| 2024 Q2 | 66 | $303.7M | 0 | ||
| 2024 Q1 | 66 | $300.8M | 0 | ||
| 2023 Q4 | 74 | $275.4M | 0 | ||
| 2023 Q3 | 85 | $237.0M | 0 | ||
| 2023 Q2 | 87 | $239.3M | 0 | ||
| 2023 Q1 | 102 | $232.1M | 0 | ||
| 2022 Q4 | 108 | $212.2M | 0 | ||
| 2022 Q3 | 110 | $212.5M | 0 | ||
| 2022 Q2 | 103 | $210.0M | 0 | ||
| 2022 Q1 | 135 | $295.0M | 0 | ||
| 2021 Q4 | 132 | $292.6M | 0 | ||
| 2021 Q3 | 132 | $277.5M | 0 | ||
| 2021 Q2 | 162 | $300.4M | 100 | ||
| 2021 Q1 | 153 | $255.7M | 28 | ||
| 2020 Q4 | 143 | $220.6M | 27 | ||
| 2020 Q3 | 127 | $182.5M | 17 | ||
| 2020 Q2 | 126 | $172.1M | 39 | ||
| 2020 Q1 | 132 | $134.8M | 38 | ||
| 2019 Q4 | 122 | $165.7M | 30 | ||
| 2019 Q3 | 117 | $148.4M | 26 | ||
| 2019 Q2 | 108 | $148.0M | 31 | ||
| 2019 Q1 | 105 | $138.9M | 24 | ||
| 2018 Q4 | 103 | $124.0M | 42 | ||
| 2018 Q3 | 81 | $124.9M | 28 | ||
| 2018 Q2 | 68 | $119.3M | 39 | ||
| 2018 Q1 | 48 | $120.0M | 18 | ||
| 2017 Q4 | 45 | $122.7M | 77 | ||
| 2016 Q4 | 81 | $118.7M | 26 | ||
| 2016 Q3 | 80 | $118.0M | 24 | ||
| 2016 Q2 | 90 | $118.6M | 28 | ||
| 2016 Q1 | 105 | $119.2M | 64 | ||
| 2015 Q4 | 138 | $118.7M | 29 | ||
| 2015 Q3 | 142 | $120.1M | 38 | ||
| 2015 Q2 | 159 | $139.0M | 52 | ||
| 2015 Q1 | 180 | $163.8M | — |
Holding changes this quarter
Ayalon Insurance Comp Ltd.'s most significant position changes for 2026-09-30: New buy: First Trst Nasd Cl Edg Sgiif (GRID); New buy: Vaneck Oil Refiners ETF (CRAK); New buy: Ishares Msci Emerging Market (EEM); New buy: Roundhill Magnificent Seven (MAGS); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -3.54%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRID | First Trst Nasd Cl Edg Sgiif | +2.4% | NEW | New buy |
| 2 | RSP | Invesco S&p 500 Equal Weight | +2.3% | +192.50% | Add |
| 3 | XLV | Ss Health Care Select Sector | +2.2% | +116.61% | Add |
| 4 | BUG | Global X Cybersecurity ETF | +2.2% | +1106.35% | Add |
| 5 | XLF | Ss Financial Select Sector | +1.6% | +149.38% | Add |
| 6 | CRAK | Vaneck Oil Refiners ETF | +1.3% | NEW | New buy |
| 7 | EEM | Ishares Msci Emerging Market | +1.3% | NEW | New buy |
| 8 | SOXX | Ishares Semiconductor ETF | +1.2% | +160.06% | Add |
| 9 | KBWB | Invesco Kbw Bank ETF | +1% | +596.37% | Add |
| 10 | MAGS | Roundhill Magnificent Seven | +0.8% | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | +0.8% | +57.39% | Add |
| 12 | NVDA | Nvidia CORP | +0.7% | +103.40% | Add |
| 13 | IGV | Ishares Expanded Tech-softwa | +0.7% | +57.38% | Add |
| 14 | CIBR | First Trust Nasdaq Cybersecu | +0.6% | +458.72% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.5% | +82.42% | Add |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.4% | +563.27% | Add |
| 17 | TAN | Invesco Solar ETF | +0.3% | +338.42% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.3% | +48.61% | Add |
| 19 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +71.94% | Add |
| 20 | URA | Global X Uranium ETF | +0.2% | +114.52% | Add |
| 21 | UBER | Uber Technologies Inc | +0.1% | +345.91% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +49.19% | Add |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 24 | EELV | Invesco S&p Emerging Markets | 0% | — | Unchanged |
| 25 | MBLY | Mobileye Global Inc-a | 0% | -100.00% | Trim |
| 26 | RPV | Invesco S&p 500 Pure Value E | 0% | — | Unchanged |
| 27 | SNOW | Snowflake Inc | 0% | — | Unchanged |
| 28 | FDN | First Trust Dj Internet Ind | 0% | — | Unchanged |
| 29 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 30 | JQUA | Jpmorgan US Quality Factor | -0.1% | +22.00% | Add |
| 31 | RZV | Invesco S&p Smallcap 600 Pur | -0.1% | — | Unchanged |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | — | Unchanged |
| 33 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 34 | ✓ | -0.1% | +51.72% | Add | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -13.79% | Trim |
| 37 | BAC | Bank Of America CORP | -0.1% | — | Unchanged |
| 38 | IGM | Ishares Expanded Tech Sector | -0.1% | — | Unchanged |
| 39 | IYW | Ishares Ustechnology ETF | -0.1% | +15.71% | Add |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | +5.61% | Add |
| 41 | PPA | Invesco Aerospace & Defense | -0.1% | — | Unchanged |
| 42 | VGT | Vanguard Info Tech ETF | -0.1% | +11.37% | Add |
| 43 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | +37.93% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | +26.61% | Add |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | +8.40% | Add |
| 46 | IXC | Ishares Global Energy ETF | -0.1% | — | Unchanged |
| 47 | QTEC | First Trust Nasdq 100 Tech I | -0.2% | +11.34% | Add |
| 48 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | +3.88% | Add |
| 49 | ITA | Ishares U.s. Aerospace & Def | -0.2% | +29.71% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.79% | Add |
1–50 of 70
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Ayalon Insurance Comp Ltd. and what type of investor is it?
Ayalon Insurance Comp Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 70 disclosed positions.
What are Ayalon Insurance Comp Ltd.'s largest equity positions?
Based on the latest 13F filing, Ayalon Insurance Comp Ltd.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $114.0M (9.5%)
2. Ss Health Care Select Sector (XLV) — $74.4M (6.2%)
3. Ss Technology Select Sector (XLK) — $70.8M (5.9%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $69.7M (5.8%)
5. Ishares Msci Emr Mrk Ex Chna (EMXC) — $69.4M (5.8%)
What changes did Ayalon Insurance Comp Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Ayalon Insurance Comp Ltd. made 49 notable position adjustments: 4 new positions were initiated, 37 existing holdings were added to, 8 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: First Trst Nasd Cl Edg Sgiif (GRID); New buy: Vaneck Oil Refiners ETF (CRAK); New buy: Ishares Msci Emerging Market (EEM); New buy: Roundhill Magnificent Seven (MAGS); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -3.54%
What sectors does Ayalon Insurance Comp Ltd. focus on?
Ayalon Insurance Comp Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 50.6%
• Communication Services: 31.6%
• Consumer Discretionary: 13.7%
• Industrials: 2.2%
• Financials: 1.9%
Investment Profile
Ayalon Insurance Comp Ltd. returned an annualized 24.9% over the trailing 36 months — outperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 50.6% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 26 to 47 over the past 4 quarters — a shift toward more active trading.
It has added to its VOO position over the past two quarters (+$83.6M, now $114.0M), while trimming XLC over the same stretch (-$22.5M, still holding $5.2M).
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Developer Access
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REST API
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