2026 Q2 Portfolio Activity
In 2026 Q2, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. maintained a portfolio of 44 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 19.68% of the total fund value. They heavily accumulated shares in VANECK ETF TRUST, increasing the position by 98.8%. The fund also reduced its exposure to INVESCO QQQ TR by 57.0%.
Position History
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
Provident Fund Manager / Asset Manager
AUM $143M
Total Positions
44
Quarter
2026 Q2
Top Holding
VOO (19.7%)
Top 10 Concentration
66.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-44 of 44
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 19.68% | — |
#1
Prev: #—
|
9.5 |
—
|
41,100 | — |
NEW
|
41,100 | $28,308,537 |
$576.91
+23.2%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
IVV
ISHARES TR
|
ETF | 12.81% | — |
#2
Prev: #—
|
9.0 |
—
|
24,607 | — |
NEW
|
24,607 | $18,427,936 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 11.97% | 9.40% |
#3
1
Prev: #2
|
8.0 |
—
|
13,042 | 98.8% |
P
S
|
26,245 | $17,213,833 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
INTC
INTEL CORP
|
Technology | 4.59% | — |
#4
Prev: #—
|
5.8 |
—
|
47,252 | — |
NEW
|
47,252 | $6,597,797 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.36% | — |
#5
Prev: #—
|
5.3 |
—
|
14,189 | — |
NEW
|
14,189 | $4,838,733 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
EEM
ISHARES TR
|
ETF | 3.27% | — |
#6
Prev: #—
|
4.8 |
—
|
68,700 | — |
NEW
|
68,700 | $4,699,767 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWM
ISHARES TR
|
ETF | 3.20% | — |
#7
Prev: #—
|
4.8 |
—
|
15,318 | — |
NEW
|
15,318 | $4,602,293 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.71% | 5.88% |
#8
3
Prev: #5
|
2.1 |
—
|
no change | no change |
P
S
|
11,043 | $3,901,823 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 2.58% | 5.93% |
#9
5
Prev: #4
|
2.0 |
—
|
no change | no change |
P
S
|
62,840 | $3,708,986 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.56% | 12.48% |
#10
9
Prev: #1
|
1.0 |
—
|
-6,641 | -57.0% |
P
S
|
5,001 | $3,685,788 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.47% | — |
#11
Prev: #—
|
4.5 |
—
|
14,898 | — |
NEW
|
14,898 | $3,550,789 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 2.12% | 4.32% |
#12
4
Prev: #8
|
1.8 |
—
|
no change | no change |
P
S
|
4,238 | $3,051,879 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.93% | 4.31% |
#13
4
Prev: #9
|
1.8 |
—
|
no change | no change |
P
S
|
2,743 | $2,774,188 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MCHI
ISHARES TR
|
ETF | 1.91% | 5.63% |
#14
7
Prev: #7
|
1.8 |
—
|
no change | no change |
P
S
|
53,959 | $2,753,258 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.66% | — |
#15
Prev: #—
|
4.2 |
—
|
5,000 | — |
NEW
|
5,000 | $2,391,604 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ITA
ISHARES TR
|
ETF | 1.61% | — |
#16
Prev: #—
|
4.1 |
—
|
9,569 | — |
NEW
|
9,569 | $2,319,717 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SEDG
SOLAREDGE TECHN...
|
Technology | 1.59% | 3.72% |
#17
6
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
39,197 | $2,290,673 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DK
DELEK US HLDGS ...
|
Energy | 1.59% | 3.77% |
#18
8
Prev: #10
|
1.6 |
—
|
no change | no change |
P
S
|
45,061 | $2,289,549 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 1.48% | — |
#19
Prev: #—
|
4.1 |
—
|
7,153 | — |
NEW
|
7,153 | $2,130,807 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BWXT
BWX TECHNOLOGIE...
|
Industrials | 1.25% | 5.77% |
#20
14
Prev: #6
|
0.5 |
—
|
-6,000 | -39.5% |
P
S
|
9,205 | $1,791,753 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.24% | 1.16% |
#21
3
Prev: #24
|
1.5 |
—
|
no change | no change |
P
S
|
3,058 | $1,776,423 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.20% | 2.58% |
#22
6
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
10,867 | $1,719,703 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
KKR
KKR & CO INC
|
Financial Services | 1.06% | 2.86% |
#23
9
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
16,657 | $1,528,779 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XME
SPDR SERIES TRU...
|
Unknown | 1.06% | 2.85% |
#24
9
Prev: #15
|
1.4 |
—
|
no change | no change |
P
S
|
14,200 | $1,518,406 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QTUM
ETF SER SOLUTIO...
|
Bond/Debt | 1.03% | — |
#25
Prev: #—
|
3.9 |
—
|
8,951 | — |
NEW
|
8,951 | $1,480,316 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.02% | — |
#26
Prev: #—
|
3.9 |
—
|
1,218 | — |
NEW
|
1,218 | $1,460,906 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
EPI
WISDOMTREE TR
|
ETF | 0.98% | 2.51% |
#27
10
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
33,076 | $1,414,991 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.96% | — |
#28
Prev: #—
|
3.9 |
—
|
11,832 | — |
NEW
|
11,832 | $1,380,439 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 0.82% | — |
#29
Prev: #—
|
3.8 |
—
|
35,000 | — |
NEW
|
35,000 | $1,185,800 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 0.80% | — |
#30
Prev: #—
|
3.8 |
—
|
5,206 | — |
NEW
|
5,206 | $1,150,526 | — | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
BA
BOEING CO
|
Industrials | 0.79% | 1.94% |
#31
13
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
5,257 | $1,137,983 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.69% | 1.61% |
#32
13
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
4,982 | $996,848 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.67% | 1.57% |
#33
13
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
1,296 | $969,664 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.65% | — |
#34
Prev: #—
|
3.8 |
—
|
2,524 | — |
NEW
|
2,524 | $941,502 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
V
VISA INC
|
Financial Services | 0.65% | 1.53% |
#35
14
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
2,720 | $933,205 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.62% | 3.33% |
#36
24
Prev: #12
|
0.2 |
—
|
-1,550 | -49.5% |
P
S
|
1,582 | $891,125 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.53% | 1.17% |
#37
14
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
2,032 | $768,909 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 0.32% | — |
#38
Prev: #—
|
3.6 |
—
|
18,685 | — |
NEW
|
18,685 | $457,222 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.28% | 0.95% |
#39
13
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
4,080 | $395,882 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FXI
ISHARES TR
|
ETF | 0.27% | — |
#40
Prev: #—
|
3.6 |
—
|
12,200 | — |
NEW
|
12,200 | $385,398 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.00% | 1.15% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-11,612 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
UBER
BER TECHNOLOGIE...
|
Technology | 0.00% | 1.40% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-10,444 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ICL
ICL GROUP LTD
|
Basic Materials | 0.00% | 3.11% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-327,570 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 0.00% | 9.08% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-27,858 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-44 of 44 holdings