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Latest Yahav Achim Ve Achayot - Provident Funds Managemen Stock Portfolio

$143Million | No. of Holdings #40

Yahav Achim Ve Achayot - Provident Funds Managemen Performance

2026 Q2+8.11%
YTD+8.20%
2025+16.85%

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

On 2026-07-21, 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 $143.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. are VB, IJR, AFK. The fund has invested 19.7% of it's portfolio in VANGUARD INDEX FDS and 12.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off TOWER SEMICONDUCTOR LTD (TSEM), ICL GROUP LTD (ICL) and BER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), META PLATFORMS INC (META) and BWX TECHNOLOGIES INC (BWXT). Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK).
Yahav Achim Ve Achayot - Provident Funds Managemen Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$143Million
  as of Jul 21, 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 8.11% in the last quarter. In trailing 12 months, it's portfolio return was 18.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds28,308,500
ishares tr18,427,900
intel corp6,597,800
palo alto networks inc4,838,730
ishares tr4,699,770
ishares tr4,602,290
amazon com inc3,550,790
taiwan semiconductor manufac2,391,600
New stocks bought by Yahav Achim Ve Achayot - Provident Funds Managemen

Additions

Ticker% Inc.
vaneck etf trust98.78
Additions to existing portfolio by Yahav Achim Ve Achayot - Provident Funds Managemen

Reductions

Ticker% Reduced
invesco qqq tr-57.04
meta platforms inc-49.49
bwx technologies inc-39.46
Yahav Achim Ve Achayot - Provident Funds Managemen reduced stake in above stock

Sold off

Ticker$ Sold
icl group ltd-1,675,630
tower semiconductor ltd-4,888,520
nike inc-618,107
ber technologies inc-751,237
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 65.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Healthcare
  • Energy
Sector%
Others65.9
Technology15.1
Industrials4.2
Financial Services3.6
Communication Services3.3
Consumer Cyclical2.5
Utilities1.9
Healthcare1.8
Energy1.6

Market Cap. Distribution

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. has about 29% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED65.9
MEGA-CAP18.1
LARGE-CAP10.9
MID-CAP5.1

Stocks belong to which Index?

About 28.5% 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%
Others71.5
S&P 50025
RUSSELL 20003.5
Top 5 Winners (%)%
AMD
advanced micro devices inc
185.6 %
AFK
vaneck etf trust
45.4 %
PWR
quanta svcs inc
31.2 %
BIL
spdr series trust
23.9 %
GOOG
alphabet inc
23.2 %
Top 5 Winners ($)$
AFK
vaneck etf trust
5.4 M
QQQ
invesco qqq tr
1.3 M
AMD
advanced micro devices inc
1.2 M
GOOG
alphabet inc
0.7 M
PWR
quanta svcs inc
0.7 M
Top 5 Losers (%)%
BABA
alibaba group hldg ltd
-22.7 %
AMPS
ishares tr
-9.2 %
BWXT
bwx technologies inc
-3.9 %
META
meta platforms inc
-1.2 %
BIL
spdr series trust
-1.0 %
Top 5 Losers ($)$
AMPS
ishares tr
-0.3 M
BWXT
bwx technologies inc
-0.1 M
BABA
alibaba group hldg ltd
-0.1 M
META
meta platforms inc
0.0 M
BIL
spdr series trust
0.0 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 40 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. last quarter.

$143.82MTotal Value
44.00Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Yahav Achim Ve Achayot - Provident Funds Managemen, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Ishares Tr over time
1.61%9,569
$2.32M
1.61%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Etf Ser Solutions over time
1.03%8,951
$1.48M
1.03%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Vaneck Etf Trust over time
11.97%26,245
$17.21M
11.97%
increased 98.78 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Global X Fds over time
2.58%62,840
$3.71M
2.58%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Wisdomtree Tr over time
0.98%33,076
$1.41M
0.98%
unchanged 0 percentunchanged
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Alibaba Group Hldg Ltd over time
0.28%4,080
$395.9K
0.28%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Spdr Series Trust over time
1.2%10,867
$1.72M
1.2%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Spdr Series Trust over time
1.06%14,200
$1.52M
1.06%
unchanged 0 percentunchanged
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Kraneshares Trust over time
0.32%18,685
$457.2K
0.32%
new position
ICL
Icl Group Ltd

Icl Group Ltd

ICL
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Icl Group Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
IJR
Ishares Tr

Ishares Tr

IJR
Yahav Achim Ve Achayot - Provident Funds Managemen's holding in Ishares Tr over time
12.81%24,607
$18.43M
12.81%
new position