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CIK: 0001912576
Total reported value
—
$11.0M
137 檔
30.0%
As reported in its official Q1 2024 Form 13F filing, Psagot Value Holdings Ltd. / (Israel)'s tracked investment portfolio stood at $11.0M with 137 total positions.
During Q1 2024, Psagot Value Holdings Ltd. / (Israel)'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPIB, GOOG) accounted for 30.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.02% | — | -93.14% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.05% | — | +5.40% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.93% | — | -42.46% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.63% | — | -76.80% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 5.41% | — | -89.88% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.29% | — | -88.11% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.53% | — | -2.01% | |
| 8 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.81% | — | -1.82% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 3.43% | — | -89.98% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.34% | — | -97.05% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.26% | — | +186.46% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 3.25% | — | -95.89% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 3.04% | — | -87.23% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.87% | — | -65.71% | |
| 15 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.67% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | — | -52.69% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 2.47% | — | -78.66% | |
| 18 | BP | Bp Plc-spons Adr | Stock-Energy | 2.07% | — | -70.99% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 2.01% | — | -82.89% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.78% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | — | -97.12% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.67% | — | -87.67% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | — | -69.79% | |
| 24 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 1.52% | — | -73.00% | |
| 25 | DG | Dollar General CORP | Stock-Consumer Staples | 1.47% | — | -86.59% | |
| 26 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.41% | — | -92.57% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.35% | — | — | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.27% | — | +45.00% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.26% | — | -88.63% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | — | -70.63% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | — | -98.99% | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.97% | — | -63.12% | |
| 33 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.55% | — | +400.00% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.54% | — | -63.69% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.53% | — | — | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | — | -93.01% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.44% | — | -98.53% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | — | -99.69% | |
| 40 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.26% | — | — | |
| 41 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.25% | — | +2.08% | |
| 42 | IXC | Ishares Global Energy ETF | ETF-Other | 0.19% | — | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.18% | — | +29.17% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | — | -99.77% | |
| 45 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.15% | — | — | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.14% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 48 | NVR | Nvr Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.06% | — | -98.71% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | -99.71% |
According to official SEC Form 13F filings, Psagot Value Holdings Ltd. / (Israel) reported a total U.S. public equity portfolio value of $11.0M across 137 disclosed positions in Q1 2024.
During Q1 2024, Psagot Value Holdings Ltd. / (Israel)'s top holdings by market value included MSFT (7.0%)、SPIB (6.0%)、GOOG (5.9%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q1 2024, Psagot Value Holdings Ltd. / (Israel) made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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