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CIK: 0001894044
Total reported value
$143.8M
$143.8M
19 檔
8.8%
In Q4 2024, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s U.S. equity holdings reached a combined market value of $143.8M, distributed across 19 disclosed stock positions.
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 4 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | ETF-Other | 9.83% | — | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 9.14% | — | -36.05% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 8.90% | — | — | |
| 4 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.13% | — | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.82% | -2.71% | — | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 6.31% | -3.35% | — | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 6.14% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.91% | -9.92% | — | |
| 9 | ICL | ICL Group Ltd | Stock-Other | 5.52% | -3.11% | EXIT | |
| 10 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.48% | — | — | |
| 11 | EPI | Wisdomtree India Earnings | ETF-Other | 4.95% | -1.53% | -47.08% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.50% | -3.17% | — | |
| 13 | PSI | Invesco Semiconductors ETF | ETF-Other | 3.66% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | -0.92% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | +2.47% | NEW | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 3.12% | — | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.84% | -0.88% | — | |
| 18 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.04% | -9.08% | EXIT | |
| 19 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.79% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.9% | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | +4.5% | NEW | New buy |
| 3 | ICL | ICL Group Ltd | +4.3% | +222.00% | Add |
| 4 | NEE | Nextera Energy Inc | +3.1% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +2.9% | — | Unchanged |
| 6 | V | Visa Inc-class A Shares | +2.8% | NEW | New buy |
| 7 | XLF | Ss Financial Select Sector | +2.1% | — | Unchanged |
| 8 | TSEM | Tower Semiconductor Ltd. | +2% | NEW | New buy |
| 9 | XLC | Ss Comm Select Sector Spdr | +1.7% | — | Unchanged |
| 10 | META | Meta Platforms Inc-class A | +1.4% | — | Unchanged |
| 11 | PAVE | Global X US Infrastructure | +1.1% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | +1% | — | Unchanged |
| 13 | NVDA | Nvidia CORP | +1% | — | Unchanged |
| 14 | RSPN | Invesco S&p 500 Equal Weight | +0.9% | — | Unchanged |
| 15 | XLV | Ss Health Care Select Sector | +0.9% | — | Unchanged |
| 16 | PSI | Invesco Semiconductors ETF | +0.7% | — | Unchanged |
| 17 | ENLT | Enlight Renewable Energy Ltd | +0.2% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | -2.2% | -36.05% | Trim |
| 19 | NFLX | Netflix Inc | -2.3% | EXIT | Sold out |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.8% | EXIT | Sold out |
| 21 | EPI | Wisdomtree India Earnings | -3.5% | -47.08% | Trim |
| 22 | XBI | Ss Spdr S&p Biotech ETF | -5.5% | EXIT | Sold out |
| 23 | RSP | Invesco S&p 500 Equal Weight | -20.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. reported a total U.S. public equity portfolio value of $143.8M across 19 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XLV, XLK, XLF) accounted for 8.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
QQQ
市值: $1.8M
Top Position Liquidated / Trimmed
RSP
前期市值: $7.6M
During Q4 2024, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s top holdings by market value included XLV (9.8%)、XLK (9.1%)、XLF (8.9%). The largest single position, XLV, represented 9.8% of total portfolio value.
In Q4 2024, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. made 12 total portfolio adjustments, initiating 5 new buys, adding to 1 positions, trimming 2 holdings, and fully liquidating 4 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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