YA

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

ContrarianQuality / disciplined sizingSector-focused

Total reported value

$53.8M

Reporting period: 2026-03-31 · Number of holdings: 26

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. disclosed 26 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $53.8M and a quarterly turnover rate of 57.3%.

Personality snowflake

Concentration
23.79
Portfolio Stability
57.27
Momentum/Contrarian
0
Sector conviction
74.52
Diversification
52
Sizing Uniformity
92.46

Recent moves

  • Trim SPY

    -83.1%　-$4.4M

  • Trim QQQ

    -12.3%　-$1.4M

  • Add SMH

    +88.0%　$2.5M

  • Trim GOOG

    0.0%　-$297.5K

  • Add META

    +242.7%　$1.2M

  • Add TSEM

    0.0%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech12.48%-6.28%-12.31%
2SMHVaneck Semiconductor ETFETF-Other9.40%+3.59%+88.02%
3TSEMTower Semiconductor Ltd.Stock-Tech9.08%+1.56%—
4PAVEGlobal X US InfrastructureETF-Other5.93%+0.74%+33.39%
5GOOGAlphabet Inc-cl CStock-Comm Services5.88%-2.08%—
6BWXTBwx Technologies INCStock-Industrials5.77%+5.77%NEW
7MCHIIshares Msci China ETFETF-Emerging Markets5.63%+5.63%NEW
8PWRQuanta Services INCStock-Industrials4.32%+0.21%—
9GSGoldman Sachs Group INCStock-Financials4.31%+0.47%+44.22%
10DKDelek US Holdings INCStock-Other3.77%+3.77%NEW
11SEDGSolaredge Technologies INCStock-Tech3.72%+3.72%NEW
12METAMeta Platforms Inc-class AStock-Comm Services3.33%+1.94%+242.67%
13ICLICL Group LtdStock-Other3.11%-1.21%—
14KKRKkr & Co INCStock-Financials2.86%—+70.42%
15XMESs Spdr S&p Metals MiningETF-Other2.85%-0.53%—
16XBISs Spdr S&p Biotech ETFETF-Tech2.58%-0.46%—
17EPIWisdomtree India EarningsETF-Other2.51%-1.01%—
18BABoeing Co/theStock-Industrials1.94%+1.94%NEW
19NVDANvidia CORPStock-Tech1.61%-0.52%—
20SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.57%-10.45%-83.07%
21VVisa Inc-class A SharesStock-Financials1.53%-0.66%—
22UBERUber Technologies INCStock-Industrials1.40%-0.56%—
23AVGOBroadcom INCStock-Tech1.17%-0.45%—
24AMDAdvanced Micro DevicesStock-Tech1.16%-0.34%—
25NKENike INC -cl BStock-Consumer Disc1.15%-0.56%—
26BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.95%-0.42%—

Holding changes this quarter

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s most significant position changes for 2026-03-31: New buy: Bwx Technologies INC (BWXT); New buy: Ishares Msci China ETF (MCHI); New buy: Delek US Holdings INC (DK); New buy: Solaredge Technologies INC (SEDG); Sold out: Jpmorgan Chase & Co (JPM).

Position changes disclosed by Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SMHVaneck Semiconductor ETF+3.6%+88.02%Add
2METAMeta Platforms Inc-class A+1.9%+242.67%Add
3TSEMTower Semiconductor Ltd.+1.6%—Unchanged
4PAVEGlobal X US Infrastructure+0.7%+33.39%Add
5GSGoldman Sachs Group INC+0.5%+44.22%Add
6PWRQuanta Services INC+0.2%—Unchanged
7KKRKkr & Co INC—+70.42%Add
8AMDAdvanced Micro Devices-0.3%—Unchanged
9BABAAlibaba Group Holding-sp Adr-0.4%—Unchanged
10AVGOBroadcom INC-0.5%—Unchanged
11XBISs Spdr S&p Biotech ETF-0.5%—Unchanged
12NVDANvidia CORP-0.5%—Unchanged
13XMESs Spdr S&p Metals Mining-0.5%—Unchanged
14NKENike INC -cl B-0.6%—Unchanged
15UBERUber Technologies INC-0.6%—Unchanged
16VVisa Inc-class A Shares-0.7%—Unchanged
17EPIWisdomtree India Earnings-1%—Unchanged
18ICLICL Group Ltd-1.2%—Unchanged
19GOOGAlphabet Inc-cl C-2.1%—Unchanged
20QQQInvesco Qqq Trust Series 1-6.3%-12.31%Trim
21SPYSs Spdr S&p 500 ETF Trust-us-10.5%-83.07%Trim
22BWXTBwx Technologies INC—NEWNew buy
23MCHIIshares Msci China ETF—NEWNew buy
24DKDelek US Holdings INC—NEWNew buy
25SEDGSolaredge Technologies INC—NEWNew buy
26JPMJpmorgan Chase & Co—EXITSold out
27BABoeing Co/the—NEWNew buy

FAQ

What is Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. and what type of investor is it?
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $53.8M, spread across 26 disclosed positions.
What are Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s largest equity positions?
Based on the latest 13F filing, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $6.7M (12.5%) 2. Vaneck Semiconductor ETF (SMH) — $5.1M (9.4%) 3. Tower Semiconductor Ltd. (TSEM) — $4.9M (9.1%) 4. Global X US Infrastructure (PAVE) — $3.2M (5.9%) 5. Alphabet Inc-cl C (GOOG) — $3.2M (5.9%)
What changes did Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. made 13 notable position adjustments: 5 new positions were initiated, 5 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Bwx Technologies INC (BWXT); New buy: Ishares Msci China ETF (MCHI); New buy: Delek US Holdings INC (DK); New buy: Solaredge Technologies INC (SEDG); Sold out: Jpmorgan Chase & Co (JPM)
What sectors does Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. focus on?
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.4% • Industrials: 26.8% • Communication Services: 18.4% • Financials: 17.3% • Consumer Discretionary: 4.2%