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Ayalon Insurance Comp Ltd. 13F Portfolio Snapshot & Holdings (Q2 2026)
Ayalon Insurance Comp Ltd.CIK: 0001642216
Diversified strategySector-focusedLong-term holder
Total reported value
$815.0M
Reporting period: 2026-06-30 · Number of holdings: 66
Ayalon Insurance Comp Ltd. disclosed 66 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $815.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 17.09
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 86.41
Ayalon Insurance Comp Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, well below its 66 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 1.36), 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 8% 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 ACWI
-31.2% -$9.6M
Trim XLC
-41.3% -$12.0M
New buy QQQM
Add IGV
+10086.6% $22.2M
Add VOO
+103.6% $40.6M
New buy SOXX
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 | 8.71% | +2.52% | +103.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.68% | +1.41% | +73.16% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 8.00% | -0.81% | +5.49% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.77% | +1.50% | +64.35% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.56% | -1.05% | +13.83% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.19% | -4.76% | -31.25% | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 4.17% | +0.19% | +59.50% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.97% | -1.41% | +13.65% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.33% | +3.33% | NEW | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.30% | +1.81% | +115.78% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 3.27% | +0.10% | +49.67% | |
| 12 | VFH | Vanguard Financials ETF | ETF-Other | 2.87% | -1.52% | — | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.75% | +2.71% | +10086.60% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.67% | +2.00% | +447.39% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.48% | +0.90% | +136.89% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 2.28% | -1.20% | +0.32% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.21% | +2.21% | NEW | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.93% | -3.73% | -41.31% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | +0.16% | +44.80% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.69% | -3.43% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.30% | -0.53% | +19.62% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.54% | +0.60% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.18% | +71.10% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.08% | +1.08% | NEW | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | +1.00% | NEW | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.88% | -0.16% | +16.72% | |
| 27 | XLB | Ss Materials Select Sector | ETF-Other | 0.88% | -0.56% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.49% | +2.80% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.23% | +3.21% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.68% | -0.34% | — | |
| 31 | IXC | Ishares Global Energy ETF | ETF-Other | 0.65% | -0.61% | — | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.32% | — | |
| 33 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.59% | +0.04% | +15.38% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.58% | -28.07% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.54% | -0.29% | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.53% | -0.37% | -8.43% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | -0.10% | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | -0.11% | +700.00% | |
| 39 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.51% | -0.13% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.49% | NEW | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.45% | -0.16% | — | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.44% | — | — | |
| 43 | ✓ | Stock-Other | 0.39% | +0.39% | NEW | ||
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.35% | -0.15% | — | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | -0.12% | +500.00% | |
| 46 | URA | Global X Uranium ETF | ETF-Other | 0.33% | +0.33% | NEW | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | -0.10% | +48.20% | |
| 48 | TAN | Invesco Solar ETF | ETF-Other | 0.29% | +0.29% | NEW | |
| 49 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.28% | +0.28% | NEW | |
| 50 | BUG | Global X Cybersecurity ETF | ETF-Other | 0.25% | +0.20% | +422.85% |
1–50 of 66
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+25.6%
- Stdev
- +13.3%
- Beta
- +1.01
- Alpha
- +0.4%
- Max Drawdown
- -6.3%
- Annualized Perf
- +21.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.34
- Stutzer
- +0.46
- Treynor
- +0.2
- Sterling
- +1.4
- Calmar
- +3.41
- Information Ratio
- +0.2
- Tracking Error
- +2.7%
- Stdev Down
- +6.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +35.1%
- Worst 12 Months
- +5.4%
- Efficiency Ratio
- +0.67
- Sharpe
- +1.54
- Stdev Sectors
- +18.6%
- Skewness
- +0.15
- Kurtosis
- -0.19
- Upside Potential
- +4.92
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Semiconductor ETF (SOXX); New buy: Ss Spdr S&p Biotech ETF (XBI); New buy: Meta Platforms Inc-class A (META); New buy: Alphabet Inc-cl C (GOOG).
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $815.0M, spread across 66 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) — $71.0M (8.7%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $70.7M (8.7%)
3. Ss Technology Select Sector (XLK) — $65.2M (8.0%)
4. Ishares Msci Emr Mrk Ex Chna (EMXC) — $55.2M (6.8%)
5. Ishares Core Msci Emerging (IEMG) — $37.2M (4.6%)
What changes did Ayalon Insurance Comp Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Ayalon Insurance Comp Ltd. made 45 notable position adjustments: 9 new positions were initiated, 25 existing holdings were added to, 7 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Semiconductor ETF (SOXX); New buy: Ss Spdr S&p Biotech ETF (XBI); New buy: Meta Platforms Inc-class A (META); New buy: Alphabet Inc-cl C (GOOG)
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: 50.8%
• Communication Services: 29.9%
• Consumer Discretionary: 15.8%
• Financials: 2.8%
• Industrials: 0.7%
Investment Profile
Ayalon Insurance Comp Ltd. returned an annualized 21.6% 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 1.01 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 50.8% of the portfolio concentrated in Information Technology.
It has added to its VOO position over the past two quarters (+$44.9M, now $71.0M), while trimming DIA over the same stretch (-$3.2M, still holding $263.0K).
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Developer Access
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