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Latest Yahav Achim Ve Achayot - Provident Funds Managemen Stock Portfolio

$53.84Million– No. of Holdings #26

Yahav Achim Ve Achayot - Provident Funds Managemen Performance:
2026 Q1: 0.08%YTD: 0.08%2025: 16.85%
Performance for 2026 Q1 is 0.08%, and YTD is 0.08%, and 2025 is 16.85%.

About Yahav Achim Ve Achayot - Provident Funds Managemen and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. reported an equity portfolio of $53.8 Millions as of 31 Mar, 2026.

The top stock holdings of Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. are QQQ, AFK, TSEM. The fund has invested 12.5% of it's portfolio in INVESCO QQQ TR and 9.4% of portfolio in VANECK ETF TRUST.

The fund managers got completely rid off JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in TATE STR SPDR S&P 500 ETF T (SPY) and INVESCO QQQ TR (QQQ). Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. opened new stock positions in BWX TECHNOLOGIES INC (BWXT), ISHARES TR (AMPS) and DELEK US HLDGS INC NEW (DK). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), VANECK ETF TRUST (AFK) and KKR & CO INC (KKR).
Yahav Achim Ve Achayot - Provident Funds Managemen Equity Portfolio Value
Last Reported on: 04 May, 2026

Yahav Achim Ve Achayot - Provident Funds Managemen Annual Return Estimates Vs S&P 500

Our best estimate is that Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. made a return of 0.08% in the last quarter. In trailing 12 months, it's portfolio return was 23.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bwx technologies inc3,109,270
ishares tr3,031,420
delek us hldgs inc new2,030,900
solaredge technologies inc2,001,010
boeing co1,046,300
New stocks bought by Yahav Achim Ve Achayot - Provident Funds Managemen

Additions

Ticker% Inc.
meta platforms inc242
vaneck etf trust88.02
kkr & co inc70.42
oldman sachs group inc44.22
global x fds33.39
Additions to existing portfolio by Yahav Achim Ve Achayot - Provident Funds Managemen

Reductions

Ticker% Reduced
tate str spdr s&p 500 etf t-83.07
invesco qqq tr-12.31
Yahav Achim Ve Achayot - Provident Funds Managemen reduced stake in above stock

Sold off

Ticker$ Sold
jpmorgan chase & co.-1,650,410
Yahav Achim Ve Achayot - Provident Funds Managemen got rid off the above stocks

Sector Distribution

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. has about 50.5% of it's holdings in Others sector.

  • Others
  • Industrials
  • Communication Services
  • Technology
  • Financial Services
  • Utilities
  • Energy
  • Consumer Cyclical
Sector%
Others50.5
Industrials12
Communication Services9.2
Technology9
Financial Services8.7
Utilities5.6
Energy3.8
Consumer Cyclical1.1

Market Cap. Distribution

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. has about 36.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED50.5
MEGA-CAP19
LARGE-CAP17.4
MID-CAP13.1

Stocks belong to which Index?

About 39.5% of the stocks held by Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others60.5
S&P 50030.1
RUSSELL 20009.4
Top 5 Winners (%)%
TSEM
tower semiconductor ltd
49.5 %
PWR
quanta svcs inc
30.1 %
AGNG
global x fds
5.2 %
AFK
vaneck etf trust
4.9 %
BIL
spdr series trust
4.8 %
Top 5 Winners ($)$
TSEM
tower semiconductor ltd
1.6 M
PWR
quanta svcs inc
0.5 M
AFK
vaneck etf trust
0.2 M
AGNG
global x fds
0.2 M
BIL
spdr series trust
0.1 M
Top 5 Losers (%)%
KKR
kkr & co inc
-23.1 %
NKE
nike inc
-17.0 %
BABA
alibaba group hldg ltd
-14.4 %
V
visa inc
-13.8 %
UBER
ber technologies inc
-12.0 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-0.5 M
KKR
kkr & co inc
-0.5 M
GOOG
lphabet inc
-0.3 M
ICL
icl group ltd
-0.2 M
AGZD
wisdomtree tr
-0.2 M

Yahav Achim Ve Achayot - Provident Funds Managemen Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Yahav Achim Ve Achayot - Provident Funds Managemen

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. has 26 stocks in it's portfolio. About 66.6% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. TSEM was the most profitable stock for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions