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CIK: 0001894044
Total reported value
$143.8M
$143.8M
19 檔
8.0%
The Q1 2025 SEC filing reveals that Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. held a total portfolio value of $143.8M, covering 19 public equity positions.
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. executed strategic sector rebalancing during Q1 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 11.25% | — | — | |
| 2 | ICL | ICL Group Ltd | Stock-Other | 10.40% | -3.11% | EXIT | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 9.96% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.74% | -0.90% | — | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 7.21% | -3.35% | — | |
| 6 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.55% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.93% | — | — | |
| 8 | EPI | Wisdomtree India Earnings | ETF-Other | 5.87% | -1.53% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | -0.92% | +50.72% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.13% | -2.71% | -49.89% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.87% | -0.88% | — | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 3.78% | — | — | |
| 13 | PSI | Invesco Semiconductors ETF | ETF-Other | 3.68% | — | — | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 3.17% | — | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | -9.92% | -55.57% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.42% | — | -50.00% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.19% | -0.67% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +2.47% | NEW | |
| 19 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.74% | -9.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.7% | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | +5.9% | NEW | New buy |
| 3 | ICL | ICL Group Ltd | +4.9% | +34.89% | Add |
| 4 | CRM | Salesforce Inc | +3.2% | NEW | New buy |
| 5 | XLF | Ss Financial Select Sector | +2.4% | — | Unchanged |
| 6 | BABA | Alibaba Group Holding-sp Adr | +2.2% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +1.8% | +50.72% | Add |
| 8 | RSPN | Invesco S&p 500 Equal Weight | +1.1% | — | Unchanged |
| 9 | V | Visa Inc-class A Shares | +1% | — | Unchanged |
| 10 | EPI | Wisdomtree India Earnings | +0.9% | — | Unchanged |
| 11 | PAVE | Global X US Infrastructure | +0.9% | — | Unchanged |
| 12 | XLK | Ss Technology Select Sector | +0.8% | — | Unchanged |
| 13 | NEE | Nextera Energy Inc | +0.7% | — | Unchanged |
| 14 | PSI | Invesco Semiconductors ETF | 0% | — | Unchanged |
| 15 | TSEM | Tower Semiconductor Ltd. | -0.3% | — | Unchanged |
| 16 | ENLT | Enlight Renewable Energy Ltd | -0.8% | EXIT | Sold out |
| 17 | AMZN | Amazon.com Inc | -1.5% | -50.00% | Trim |
| 18 | META | Meta Platforms Inc-class A | -2.7% | -49.89% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | -3% | -55.57% | Trim |
| 20 | TSLA | Tesla Inc | -3.7% | -50.00% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | -4.5% | EXIT | Sold out |
| 22 | XLC | Ss Comm Select Sector Spdr | -7.1% | EXIT | Sold out |
| 23 | XLV | Ss Health Care Select Sector | -9.8% | 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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including XLF, ICL, XLK) accounted for 8.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $1.9M
Top Position Liquidated / Trimmed
XLV
前期市值: $3.0M
During Q1 2025, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s top holdings by market value included XLF (11.3%)、ICL (10.4%)、XLK (10.0%). The largest single position, XLF, represented 11.3% of total portfolio value.
In Q1 2025, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. made 14 total portfolio adjustments, initiating 4 new buys, adding to 2 positions, trimming 4 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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