CIK: 0001894044
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%.
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.059 — mathematically equivalent to about 17 equally-sized positions, close to its 26 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.75), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% 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.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.48% | -6.28% | -12.31% | |
| 2 | SMH | Vaneck Semiconductor ETF | ETF-Other | 9.40% | +3.59% | +88.02% | |
| 3 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 9.08% | +1.56% | — | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 5.93% | +0.74% | +33.39% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.88% | -2.08% | — | |
| 6 | BWXT | Bwx Technologies INC | Stock-Industrials | 5.77% | +5.77% | NEW | |
| 7 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 5.63% | +5.63% | NEW | |
| 8 | PWR | Quanta Services INC | Stock-Industrials | 4.32% | +0.21% | — | |
| 9 | GS | Goldman Sachs Group INC | Stock-Financials | 4.31% | +0.47% | +44.22% | |
| 10 | DK | Delek US Holdings INC | Stock-Other | 3.77% | +3.77% | NEW | |
| 11 | SEDG | Solaredge Technologies INC | Stock-Tech | 3.72% | +3.72% | NEW | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.33% | +1.94% | +242.67% | |
| 13 | ICL | ICL Group Ltd | Stock-Other | 3.11% | -1.21% | — | |
| 14 | KKR | Kkr & Co INC | Stock-Financials | 2.86% | — | +70.42% | |
| 15 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 2.85% | -0.53% | — | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.58% | -0.46% | — | |
| 17 | EPI | Wisdomtree India Earnings | ETF-Other | 2.51% | -1.01% | — | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.94% | +1.94% | NEW | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.52% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -10.45% | -83.07% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | -0.66% | — | |
| 22 | UBER | Uber Technologies INC | Stock-Industrials | 1.40% | -0.56% | — | |
| 23 | AVGO | Broadcom INC | Stock-Tech | 1.17% | -0.45% | — | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.16% | -0.34% | — | |
| 25 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.15% | -0.56% | — | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.95% | -0.42% | — |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+25%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 26 | $53.8M | 57 | |
| 2025-12-31 | 22 | $43.5M | 65 | |
| 2025-09-30 | 19 | $35.3M | 99 | |
| 2025-06-30 | 18 | $30.9M | 0 | |
| 2025-03-31 | 19 | $24.6M | 0 | |
| 2024-12-31 | 19 | $30.2M | 0 | |
| 2024-09-30 | 18 | $37.2M | 0 | |
| 2024-06-30 | 21 | $54.3M | 0 | |
| 2024-03-31 | 22 | $63.1M | 0 | |
| 2023-12-31 | 40 | $119.1M | 0 | |
| 2023-09-30 | 48 | $115.5M | 0 | |
| 2023-06-30 | 49 | $130.3M | 0 | |
| 2023-03-31 | 58 | $101.7M | 0 | |
| 2022-12-31 | 57 | $105.7M | 0 | |
| 2022-09-30 | 56 | $103.0M | 0 | |
| 2022-06-30 | 57 | $111.6M | 0 | |
| 2022-03-31 | 56 | $129.8M | 0 | |
| 2021-12-31 | 55 | $138.6M | 0 | |
| 2021-09-30 | 53 | $127.2M | 0 |
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).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +3.6% | +88.02% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.9% | +242.67% | Add |
| 3 | TSEM | Tower Semiconductor Ltd. | +1.6% | — | Unchanged |
| 4 | PAVE | Global X US Infrastructure | +0.7% | +33.39% | Add |
| 5 | GS | Goldman Sachs Group INC | +0.5% | +44.22% | Add |
| 6 | PWR | Quanta Services INC | +0.2% | — | Unchanged |
| 7 | KKR | Kkr & Co INC | — | +70.42% | Add |
| 8 | AMD | Advanced Micro Devices | -0.3% | — | Unchanged |
| 9 | BABA | Alibaba Group Holding-sp Adr | -0.4% | — | Unchanged |
| 10 | AVGO | Broadcom INC | -0.5% | — | Unchanged |
| 11 | XBI | Ss Spdr S&p Biotech ETF | -0.5% | — | Unchanged |
| 12 | NVDA | Nvidia CORP | -0.5% | — | Unchanged |
| 13 | XME | Ss Spdr S&p Metals Mining | -0.5% | — | Unchanged |
| 14 | NKE | Nike INC -cl B | -0.6% | — | Unchanged |
| 15 | UBER | Uber Technologies INC | -0.6% | — | Unchanged |
| 16 | V | Visa Inc-class A Shares | -0.7% | — | Unchanged |
| 17 | EPI | Wisdomtree India Earnings | -1% | — | Unchanged |
| 18 | ICL | ICL Group Ltd | -1.2% | — | Unchanged |
| 19 | GOOG | Alphabet Inc-cl C | -2.1% | — | Unchanged |
| 20 | QQQ | Invesco Qqq Trust Series 1 | -6.3% | -12.31% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -10.5% | -83.07% | Trim |
| 22 | BWXT | Bwx Technologies INC | — | NEW | New buy |
| 23 | MCHI | Ishares Msci China ETF | — | NEW | New buy |
| 24 | DK | Delek US Holdings INC | — | NEW | New buy |
| 25 | SEDG | Solaredge Technologies INC | — | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 27 | BA | Boeing Co/the | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-15 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-25 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-15 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-17 | 13F-HR | View on EDGAR |
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