1y return+16.9%S&P 500 +20.9%
3y return+62.2%S&P 500 +68.5%
5y return+50.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $207 against $232 in the S&P 500.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $69.0M | 8.5% | +6.1% |
| SPYState Str Spdr S&p 500 Etf T | $54.4M | 6.7% | +17.4% |
| VOOVanguard Index Fds | $44.0M | 5.4% | New |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $33.8M | 4.2% | New |
| PANWPalo Alto Networks Inc | $25.7M | 3.2% | New |
| XLFSelect Sector Spdr Tr | $25.3M | 3.1% | |
| XLISelect Sector Spdr Tr | $21.5M | 2.7% | −22.1% |
| SMHVaneck Etf Trust | $20.4M | 2.5% | −24.3% |
| AMZNAmazon Com Inc | $20.1M | 2.5% | −12.6% |
| IGVIshares Tr | $19.2M | 2.4% | New |
| TSMTaiwan Semiconductor Manufac | $18.2M | 2.3% | New |
| GEVGe Vernova Inc | $17.9M | 2.2% | +71.3% |
| METAMeta Platforms Inc | $17.9M | 2.2% | −4.9% |
| XLVSelect Sector Spdr Tr | $15.7M | 1.9% | |
| AAXJIshares Tr | $15.2M | 1.9% | New |
| MSFTMicrosoft Corp | $15.0M | 1.8% | New |
| EPIWisdomtree Tr | $14.6M | 1.8% | |
| NVDANvidia Corporation | $13.9M | 1.7% | −18.8% |
| PAVEGlobal X Fds | $13.5M | 1.7% | |
| XLKSelect Sector Spdr Tr | $13.0M | 1.6% | |
| SEDGSolaredge Technologies Inc | $11.1M | 1.4% | −15.3% |
| PPAInvesco Exchange Traded Fd T | $10.8M | 1.3% | |
| ITAIshares Tr | $10.7M | 1.3% | New |
| VVisa Inc | $10.7M | 1.3% | |
| RSPNInvesco Exchange Traded Fd T | $9.9M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $13.9M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $13.0M |
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $20.4M |
| XLISelect Sector Spdr Tr | June 30, 2020 | +169.6% | $21.5M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $8.1M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $17.9M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $54.4M |
| PAVEGlobal X Fds | September 30, 2021 | +131.9% | $13.5M |
| XLFSelect Sector Spdr Tr | June 30, 2020 | +131.6% | $25.3M |
| VRTVertiv Holdings Co | September 30, 2025 | +121.9% | $7.6M |
Sold off last quarter
- Icl Group LtdCUSIP M53213100 was $11.5M
- Cellebrite Di LtdCUSIP M2197Q107 was $6.9M
- Spotify Technology S ACUSIP L8681T102 was $6.2M
- Nova LtdCUSIP M7516K103 was $5.8M
- Check Point Software Tech LtCUSIP M22465104 was $4.2M
- Aton Corp PLCCUSIP G29183103 was $4.2M
- AAPLApple Inc was $4.1M
- BXBlackstone Inc was $3.4M
- Urogen Pharma LtdCUSIP M96088105 was $392K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +8.4% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +11.2% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −7.6% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1639754&type=13F-HR&dateb=&owner=include&count=40CIK 1639754
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1639754/000117891326003817/Filed August 5, 2026 · accession 0001178913-26-003817