Latest Ayalon Holdings Ltd. Stock Portfolio
Ayalon Holdings Ltd. Performance:
2025 Q3: 4.71%YTD: 8.53%2024: 9.84%
Performance for 2025 Q3 is 4.71%, and YTD is 8.53%, and 2024 is 9.84%.
About Ayalon Holdings Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Ayalon Insurance Comp Ltd. reported an equity portfolio of $395.5 Millions as of 30 Sep, 2025.
The top stock holdings of Ayalon Insurance Comp Ltd. are AAXJ, XLB, SPY. The fund has invested 9.8% of it's portfolio in ISHARES MSCI ACWI ETF and 9% of portfolio in TECHNOLOGY SELECT SECTOR SPDR FUND.
They significantly reduced their stock positions in SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA), NVIDIA CORP (NVDA) and ALPHABET INC (GOOG). Ayalon Insurance Comp Ltd. opened new stock positions in SPDR PORTFOLIO S&P 500 ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES RUSSELL 2000 ETF (IJR), SPDR S&P 500 ETF TRUST (SPY) and ISHARES CORE MSCI EMERGING MARKETS ETF (EMGF).
The top stock holdings of Ayalon Insurance Comp Ltd. are AAXJ, XLB, SPY. The fund has invested 9.8% of it's portfolio in ISHARES MSCI ACWI ETF and 9% of portfolio in TECHNOLOGY SELECT SECTOR SPDR FUND.
They significantly reduced their stock positions in SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA), NVIDIA CORP (NVDA) and ALPHABET INC (GOOG). Ayalon Insurance Comp Ltd. opened new stock positions in SPDR PORTFOLIO S&P 500 ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES RUSSELL 2000 ETF (IJR), SPDR S&P 500 ETF TRUST (SPY) and ISHARES CORE MSCI EMERGING MARKETS ETF (EMGF).
Ayalon Holdings Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Ayalon Insurance Comp Ltd. made a return of 4.71% in the last quarter. In trailing 12 months, it's portfolio return was 8.95%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr portfolio s&p 500 etf | 1,227,000 |
New stocks bought by Ayalon Holdings Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| ishares russell 2000 etf | 63.72 |
| spdr s&p 500 etf trust | 59.7 |
| ishares core msci emerging markets etf | 44.62 |
| utilities select sector spdr fund | 30.36 |
| real estate select sector spdr fund | 29.14 |
| ishares msci acwi etf | 21.05 |
| vanguard s&p 500 etf | 17.61 |
| invesco qqq trust series 1 | 17.31 |
Additions to existing portfolio by Ayalon Holdings Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr dow jones industrial average etf trust | -31.36 |
| nvidia corp | -20.92 |
| alphabet inc | -20.58 |
| financial select sector spdr fund | -7.32 |
| ishares msci emerging markets ex china etf | -1.7 |
| uber technologies inc | -0.02 |
| microsoft corp | -0.01 |
| amazon.com inc | 0.00 |
Ayalon Holdings Ltd. reduced stake in above stock
Sold off
Sector Distribution
Ayalon Insurance Comp Ltd. has about 89.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.1 |
| Technology | 7.8 |
| Consumer Cyclical | 1.6 |
| Communication Services | 1.1 |
Market Cap. Distribution
Ayalon Insurance Comp Ltd. has about 9.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.1 |
| MEGA-CAP | 9.9 |
Stocks belong to which Index?
About 9.9% of the stocks held by Ayalon Insurance Comp Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.1 |
| S&P 500 | 9.9 |
Ayalon Holdings Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ayalon Holdings Ltd.
Ayalon Insurance Comp Ltd. has 58 stocks in it's portfolio. About 54.3% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Ayalon Insurance Comp Ltd. last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.53 | 39,358 | 10,022,000 | unchanged | 0.00 | ||
| AAXJ | ishares msci acwi etf | 9.81 | 280,571 | 38,786,000 | added | 21.05 | ||
| AAXJ | ishares u.s. aerospace & defense etf | 0.76 | 14,456 | 3,025,000 | unchanged | 0.00 | ||
| AAXJ | ishares u.s. medical devices etf | 0.44 | 28,799 | 1,730,000 | unchanged | 0.00 | ||
| AFK | vaneck semiconductor etf | 1.53 | 18,501 | 6,038,000 | unchanged | 0.00 | ||
| AFK | vaneck morningstar wide moat etf | 1.01 | 40,254 | 3,990,000 | added | 0.27 | ||
| AGNG | global x cybersecurity etf | 0.09 | 10,169 | 358,000 | unchanged | 0.00 | ||
| AGZD | wisdomtree japan hedged equity fund | 2.78 | 85,802 | 10,985,000 | added | 0.85 | ||
| AIRR | first trust nasdaq technology dividend index fund | 0.76 | 30,589 | 3,016,000 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 1.32 | 23,797 | 5,225,000 | reduced | 0.00 | ||
| BAC | bank of america corp | 0.39 | 30,009 | 1,548,000 | unchanged | 0.00 | ||
| BBAX | jpmorgan us quality factor etf | 0.63 | 39,764 | 2,502,000 | unchanged | 0.00 | ||
| BGLD | first trust dow jones internet index fund | 0.34 | 4,758 | 1,331,000 | unchanged | 0.00 | ||
| BIL | spdr portfolio s&p 500 growth etf | 0.32 | 12,122 | 1,267,000 | unchanged | 0.00 | ||
| BIL | spdr portfolio s&p 500 etf | 0.31 | 15,660 | 1,227,000 | new | |||
| CGW | invesco s&p 500 high beta etf | 0.72 | 26,021 | 2,857,000 | unchanged | 0.00 | ||
| CGW | invesco s&p emerging markets low volatility etf | 0.06 | 9,047 | 241,000 | unchanged | 0.00 | ||
| CSD | invesco s&p midcap quality etf | 0.27 | 10,080 | 1,058,000 | unchanged | 0.00 | ||
| CSD | invesco s&p smallcap 600 pure value etf | 0.21 | 7,023 | 829,000 | unchanged | 0.00 | ||
| CSD | invesco exchange-traded fund trust - invesco s&p 500 pure value etf | 0.18 | 7,293 | 725,000 | unchanged | 0.00 | ||