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KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $809M
1-Year Est. Return 25.2%
This Fund
S&P 500
This Quarter Est. Return
+1.81%
1 Year Est. Return
+25.2%
3 Year Est. Return
+80.79%
5 Year Est. Return
+76.81%
10 Year Est. Return
+310.67%
AUM
$417M
AUM Growth
+$18.9M
Cap. Flow
+$13.6M
Cap. Flow %
3.27%
Top 10 Hldgs %
45.93%
Holding
69
New
10
Increased
11
Reduced
7
Closed
9

Top Buys

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$10.3M
2
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$7.04M
3
AVGO icon
Broadcom
AVGO
+$5.75M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.92M
5
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$4.73M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M
2
TSLA icon
Tesla
TSLA
+$7.01M
3
BABA icon
Alibaba
BABA
+$6.4M
4
ETN icon
Eaton
ETN
+$5.02M
5
ABNB icon
Airbnb
ABNB
+$3.6M

Sector Composition

Rank Sector Weight
1 Technology 13.76%
2 Financials 6.33%
3 Consumer Discretionary 3.4%
4 Communication Services 2.89%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
26
NextEra Energy
NEE
$179B
$6.44M 1.55%
89,953
+14,960
+20% +$1.16M
KKR icon
27
KKR & Co
KKR
$99.5B
$6.19M 1.49%
41,863
– –
MA icon
28
Mastercard
MA
$490B
$5.77M 1.38%
10,964
– –
XHB icon
29
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
$5.56M 1.33%
53,230
+19,561
+58% +$2.29M
AAPL icon
30
Apple
AAPL
$4.41T
$5.21M 1.25%
20,832
-9,921
-32% -$2.34M
NKE icon
31
Nike
NKE
$60.1B
$4.86M 1.17%
64,152
+30,357
+90% +$2.38M
AIRR icon
32
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$4.75M 1.14%
+61,712
New +$4.92M
CRM icon
33
Salesforce
CRM
$158B
$4.73M 1.14%
14,150
– –
XLU icon
34
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$4.64M 1.11%
122,724
+59,116
+93% +$2.35M
GRID
35
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$4.54M 1.09%
+37,976
New +$4.73M
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.09T
$4.48M 1.08%
9,892
+4,897
+98% +$2.26M
XLRE icon
37
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$4.26M 1.02%
104,758
– –
COST icon
38
Costco
COST
$421B
$4.11M 0.99%
4,488
– –
GSK icon
39
GSK
GSK
$101B
$3.97M 0.95%
+115,385
New +$4.15M
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$4.2T
$3.46M 0.83%
18,305
– –
AZN icon
41
AstraZeneca
AZN
$246B
$3.43M 0.82%
+26,190
New +$3.67M
GRNY
42
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.45B
$3.43M 0.82%
+171,852
New +$3.53M
WIX icon
43
WIX.com
WIX
$2.88B
$3.35M 0.81%
15,645
– –
CYBR
44
DELISTED
CyberArk
CYBR
$3.09M 0.74%
9,291
– –
AMAT icon
45
Applied Materials
AMAT
$435B
$2.99M 0.72%
+18,370
New +$3.33M
BIIB icon
46
Biogen
BIIB
$30.9B
$2.86M 0.69%
+18,715
New +$3.16M
CAMT icon
47
Camtek
CAMT
$8.13B
$2.42M 0.58%
+29,997
New +$2.36M
NVMI
48
Nova
NVMI
$12.9B
$2.04M 0.49%
10,362
– –
TAN icon
49
Invesco Solar ETF
TAN
$1.37B
$2.03M 0.49%
61,369
– –
XHE icon
50
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
$1.82M 0.44%
20,635
– –
1
2
3

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ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
KCP
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UM
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AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q4 2024 Portfolio in Review

As of Q4 2024, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 69 positions worth $417M, up 4.8% from $398M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet deployed $13.6M of net new capital in Q4 2024, opening 10 new positions and adding to 11 existing holdings. Its largest new stake was VanEck Semiconductor ETF: 41,612 shares worth $10.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $11.8M trimmed.

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q4 2024 buy was VanEck Semiconductor ETF: 41,612 shares worth $10.1M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to WisdomTree India Earnings Fund ETF in Q4 2024, an estimated $7.04M increase.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q4 2024 reduction was Invesco QQQ Trust, cutting an estimated $11.8M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet fully exited Tesla in Q4 2024, selling an estimated $7.01M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 46% of its $417M portfolio in Q4 2024.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 10 new positions and closed 9 in Q4 2024.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value rose 4.8% quarter-over-quarter to $417M.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q4 2024, filed 10 Feb 2025.