Karnit Road Accident Victims Compensation Fund — Full 13F Portfolio Breakdown

CIK: 0002110887

Concentrated strategyContrarianLong-term holder

Total reported value

$170.4M

Reporting period: 2026-03-31 · Number of holdings: 17

Karnit Road Accident Victims Compensation Fund disclosed 17 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $170.4M and a quarterly turnover rate of 5.8%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "K"

Personality snowflake

Concentration: 100
Portfolio Stability: 5.8
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 34
Sizing Uniformity: 73.56

Sector classification currently covers about 0% 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.

Recent moves

Trim SPY
0.0%　-$4.8M
Trim VOO
0.0%　-$2.8M
Add DXJ
0.0%　$276.2K
Add XSOE
0.0%　$51.0K
Trim IGV
0.0%　-$119.0K
Add VWO
0.0%　$10.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	57.99%	-0.58%	—
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	32.96%	-0.36%	—
3	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	1.78%	+0.22%	—
4	FEZ	State Street Spdr Euro Stoxx	ETF-Other	1.60%	+0.01%	—
5	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.18%	+0.05%	—
6	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	1.11%	+0.07%	—
7	EPP	Ishares Msci Pacific Ex Japa	ETF-Other	0.59%	+0.59%	NEW
8	HEDJ	Wisdomtree Europe Hedged Equ	ETF-Other	0.54%	-0.03%	-7.70%
9	VV	Vanguard Large-cap ETF	ETF-Other	0.34%	-0.01%	—
10	XLV	Ss Health Care Select Sector	ETF-Other	0.34%	-0.01%	—
11	FDN	First Trust Dj Internet Ind	ETF-Other	0.31%	-0.04%	—
12	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.27%	+0.02%	—
13	AIA	Ishares Asia 50 ETF	ETF-Other	0.24%	+0.24%	NEW
14	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.22%	-0.06%	—
15	XLI	Ss Industrial Select Sector	ETF-Other	0.20%	+0.02%	—
16	DVY	Ishares Select Dividend ETF	ETF-Other	0.19%	+0.02%	—
17	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.14%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+3.6%

Performance Last 4 Quarters

+8.5%

Based on 5 months of available history

Stdev: +20.9%
Beta: +1
Alpha: -0.9%
Max Drawdown: -1.5%
Annualized Perf: +21.5%
Batting Avg vs S&P: +20%
Sortino: +2.62
Stutzer: —
Treynor: +0.21
Sterling: —
Calmar: +14.42
Information Ratio: -2.81
Tracking Error: +0.4%
Stdev Down: +8.1%
Winning Months %: +40%
Losing Months %: +60%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.38
Sharpe: +1.02
Stdev Sectors: —
Skewness: +0.39
Kurtosis: -1.14
Upside Potential: +4.58

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	17	$170.4M	6	1SPY 2VOO 3DXJ Top holdings2026-03-31 1.SPY 2.VOO 3.DXJ 4.FEZ 5.VWO 6.XSOE 7.EPP 8.HEDJ 9.VV 10.XLV
2025-12-31	16	$176.9M	0	1SPY 2VOO 3FEZ Top holdings2025-12-31 1.SPY 2.VOO 3.FEZ 4.DXJ 5.VWO 6.XSOE 7.HEDJ 8.VV 9.XLV 10.FDN

Holding changes this quarter

Karnit Road Accident Victims Compensation Fund's most significant position changes for 2026-03-31: New buy: Ishares Msci Pacific Ex Japa (EPP); New buy: Ishares Asia 50 ETF (AIA); Sold out: Columbia Resear Enh Em Econ (ECON); Trim: Wisdomtree Europe Hedged Equ (HEDJ) — shares -7.70%.

Position changes disclosed by Karnit Road Accident Victims Compensation Fund for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DXJ	Wisdomtree Japan Hedged Eq	+0.2%	—	Unchanged
2	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	+0.1%	—	Unchanged
3	VWO	Vanguard Ftse Emerging Marke	+0.1%	—	Unchanged
4	DVY	Ishares Select Dividend ETF	0%	—	Unchanged
5	XLI	Ss Industrial Select Sector	0%	—	Unchanged
6	ITA	Ishares U.s. Aerospace & Def	0%	—	Unchanged
7	FEZ	State Street Spdr Euro Stoxx	0%	—	Unchanged
8	XLV	Ss Health Care Select Sector	0%	—	Unchanged
9	VV	Vanguard Large-cap ETF	0%	—	Unchanged
10	IYH	Ishares U.s. Healthcare ETF	0%	—	Unchanged
11	HEDJ	Wisdomtree Europe Hedged Equ	0%	-7.70%	Trim
12	FDN	First Trust Dj Internet Ind	0%	—	Unchanged
13	IGV	Ishares Expanded Tech-softwa	-0.1%	—	Unchanged
14	VOO	Vanguard S&p 500 ETF	-0.4%	—	Unchanged
15	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	—	Unchanged
16	EPP	Ishares Msci Pacific Ex Japa	—	NEW	New buy
17	AIA	Ishares Asia 50 ETF	—	NEW	New buy
18	ECON	Columbia Resear Enh Em Econ	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-11	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR

FAQ

What is Karnit Road Accident Victims Compensation Fund and what type of investor is it?

Karnit Road Accident Victims Compensation Fund 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 (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $170.4M, spread across 17 disclosed positions.

What are Karnit Road Accident Victims Compensation Fund's largest equity positions?

Based on the latest 13F filing, Karnit Road Accident Victims Compensation Fund's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $98.8M (58.0%) 2. Vanguard S&p 500 ETF (VOO) — $56.2M (33.0%) 3. Wisdomtree Japan Hedged Eq (DXJ) — $3.0M (1.8%) 4. State Street Spdr Euro Stoxx (FEZ) — $2.7M (1.6%) 5. Vanguard Ftse Emerging Marke (VWO) — $2.0M (1.2%)

What changes did Karnit Road Accident Victims Compensation Fund make in its most recent portfolio filing?

In the latest reported quarter, Karnit Road Accident Victims Compensation Fund made 4 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares Msci Pacific Ex Japa (EPP); New buy: Ishares Asia 50 ETF (AIA); Sold out: Columbia Resear Enh Em Econ (ECON); Trim: Wisdomtree Europe Hedged Equ (HEDJ) — shares -7.70%

What sectors does Karnit Road Accident Victims Compensation Fund focus on?

Sector breakdown data is not yet available for Karnit Road Accident Victims Compensation Fund. Check back after the next 13F processing cycle.

Peer Institutions

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Argo Wealth Advisory, LLC

CIK 0002104895

Total reported value

$170.4M

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Concentration14.7

Portfolio Stability11.3

Sector conviction60.2

AUM within 0.0% of this institution

View detail

Greytown Advisors Inc.

CIK 0001672829

Total reported value

$170.5M

71 stks

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Concentration28.4

Portfolio Stability0.0

Sector conviction54.7

AUM within 0.0% of this institution

View detail

Value Holdings LP

CIK 0001140331

Total reported value

$170.3M

39 stks

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Stale — no recent filing

Concentration20.7

Portfolio Stability14.2

Sector conviction0.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Sand Hill Global Advisors, LLC

CIK 0001009209

Total reported value

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Sector conviction48.8

3 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

View detail

Lake Street Advisors Group, LLC

CIK 0001724269

Total reported value

$2.2B

646 stks

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Stale — no recent filing

Concentration8.6

Portfolio Stability0.0

Sector conviction49.1

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail

Bokf, NA

CIK 0000009634

Total reported value

$6.5B

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Concentration6.8

Portfolio Stability17.0

Sector conviction41.9

2 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

View detail

Karnit Road Accident Victims Compensation Fund — Full 13F Portfolio Breakdown

CIK: 0002110887

Concentrated strategyContrarianLong-term holder

Total reported value

$170.4M

Reporting period: 2026-03-31 · Number of holdings: 17

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "K"

Personality snowflake

Concentration: 100
Portfolio Stability: 5.8
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 34
Sizing Uniformity: 73.56

Recent moves

Trim SPY
0.0%　-$4.8M
Trim VOO
0.0%　-$2.8M
Add DXJ
0.0%　$276.2K
Add XSOE
0.0%　$51.0K
Trim IGV
0.0%　-$119.0K
Add VWO
0.0%　$10.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	57.99%	-0.58%	—
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	32.96%	-0.36%	—
3	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	1.78%	+0.22%	—
4	FEZ	State Street Spdr Euro Stoxx	ETF-Other	1.60%	+0.01%	—
5	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.18%	+0.05%	—
6	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	1.11%	+0.07%	—
7	EPP	Ishares Msci Pacific Ex Japa	ETF-Other	0.59%	+0.59%	NEW
8	HEDJ	Wisdomtree Europe Hedged Equ	ETF-Other	0.54%	-0.03%	-7.70%
9	VV	Vanguard Large-cap ETF	ETF-Other	0.34%	-0.01%	—
10	XLV	Ss Health Care Select Sector	ETF-Other	0.34%	-0.01%	—
11	FDN	First Trust Dj Internet Ind	ETF-Other	0.31%	-0.04%	—
12	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.27%	+0.02%	—
13	AIA	Ishares Asia 50 ETF	ETF-Other	0.24%	+0.24%	NEW
14	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.22%	-0.06%	—
15	XLI	Ss Industrial Select Sector	ETF-Other	0.20%	+0.02%	—
16	DVY	Ishares Select Dividend ETF	ETF-Other	0.19%	+0.02%	—
17	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.14%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+3.6%

Performance Last 4 Quarters

+8.5%

Based on 5 months of available history

Stdev: +20.9%
Beta: +1
Alpha: -0.9%
Max Drawdown: -1.5%
Annualized Perf: +21.5%
Batting Avg vs S&P: +20%
Sortino: +2.62
Stutzer: —
Treynor: +0.21
Sterling: —
Calmar: +14.42
Information Ratio: -2.81
Tracking Error: +0.4%
Stdev Down: +8.1%
Winning Months %: +40%
Losing Months %: +60%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.38
Sharpe: +1.02
Stdev Sectors: —
Skewness: +0.39
Kurtosis: -1.14
Upside Potential: +4.58

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	17	$170.4M	6	1SPY 2VOO 3DXJ Top holdings2026-03-31 1.SPY 2.VOO 3.DXJ 4.FEZ 5.VWO 6.XSOE 7.EPP 8.HEDJ 9.VV 10.XLV
2025-12-31	16	$176.9M	0	1SPY 2VOO 3FEZ Top holdings2025-12-31 1.SPY 2.VOO 3.FEZ 4.DXJ 5.VWO 6.XSOE 7.HEDJ 8.VV 9.XLV 10.FDN

Holding changes this quarter

Position changes disclosed by Karnit Road Accident Victims Compensation Fund for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DXJ	Wisdomtree Japan Hedged Eq	+0.2%	—	Unchanged
2	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	+0.1%	—	Unchanged
3	VWO	Vanguard Ftse Emerging Marke	+0.1%	—	Unchanged
4	DVY	Ishares Select Dividend ETF	0%	—	Unchanged
5	XLI	Ss Industrial Select Sector	0%	—	Unchanged
6	ITA	Ishares U.s. Aerospace & Def	0%	—	Unchanged
7	FEZ	State Street Spdr Euro Stoxx	0%	—	Unchanged
8	XLV	Ss Health Care Select Sector	0%	—	Unchanged
9	VV	Vanguard Large-cap ETF	0%	—	Unchanged
10	IYH	Ishares U.s. Healthcare ETF	0%	—	Unchanged
11	HEDJ	Wisdomtree Europe Hedged Equ	0%	-7.70%	Trim
12	FDN	First Trust Dj Internet Ind	0%	—	Unchanged
13	IGV	Ishares Expanded Tech-softwa	-0.1%	—	Unchanged
14	VOO	Vanguard S&p 500 ETF	-0.4%	—	Unchanged
15	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	—	Unchanged
16	EPP	Ishares Msci Pacific Ex Japa	—	NEW	New buy
17	AIA	Ishares Asia 50 ETF	—	NEW	New buy
18	ECON	Columbia Resear Enh Em Econ	—	EXIT	Sold out