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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
-4.24%
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
$401M
AUM Growth
-$15.4M
Cap. Flow
+$6.14M
Cap. Flow %
1.53%
Top 10 Hldgs %
46.51%
Holding
66
New
6
Increased
7
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
BX icon
Blackstone
BX
+$4.86M
2
VRT icon
Vertiv
VRT
+$3.73M
3
ETN icon
Eaton
ETN
+$3.7M
4
ORCL icon
Oracle
ORCL
+$3.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.4M

Top Sells

Rank Stock Value
1
PLD icon
Prologis
PLD
+$4.76M
2
AZN icon
AstraZeneca
AZN
+$3.43M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$3.1M
4
BIIB icon
Biogen
BIIB
+$2.86M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.4M

Sector Composition

Rank Sector Weight
1 Technology 14.32%
2 Financials 8.08%
3 Industrials 3.08%
4 Communication Services 3.07%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
26
KKR & Co
KKR
$100B
$5.91M 1.47%
51,187
+9,324
+22% +$1.28M
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.27M 1.31%
9,892
– –
AVGO icon
28
Broadcom
AVGO
$1.97T
$5.22M 1.3%
31,083
– –
XHB icon
29
State Street SPDR S&P Homebuilders ETF
XHB
$1.59B
$5.16M 1.29%
53,230
– –
XLU icon
30
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$4.84M 1.21%
122,724
– –
AAPL icon
31
Apple
AAPL
$4.43T
$4.62M 1.15%
20,832
– –
XLRE icon
32
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.62B
$4.38M 1.09%
104,758
– –
GRID
33
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$4.29M 1.07%
37,976
– –
COST icon
34
Costco
COST
$422B
$4.24M 1.06%
4,488
– –
AIRR icon
35
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$4.21M 1.05%
61,712
– –
BX icon
36
Blackstone
BX
$110B
$4.18M 1.04%
+29,915
New +$4.86M
CRM icon
37
Salesforce
CRM
$160B
$3.8M 0.95%
14,150
– –
ETN icon
38
Eaton
ETN
$178B
$3.23M 0.8%
+11,884
New +$3.7M
CYBR
39
DELISTED
CyberArk
CYBR
$3.14M 0.78%
9,291
– –
GRNY
40
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.46B
$3.12M 0.78%
171,852
– –
ORCL icon
41
Oracle
ORCL
$445B
$3.07M 0.77%
+21,990
New +$3.58M
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.21T
$2.83M 0.71%
18,305
– –
GSK icon
43
GSK
GSK
$101B
$2.7M 0.67%
69,099
-46,286
-40% -$1.69M
AMAT icon
44
Applied Materials
AMAT
$435B
$2.66M 0.66%
18,370
– –
WIX icon
45
WIX.com
WIX
$2.96B
$2.55M 0.64%
15,645
– –
VRT icon
46
Vertiv
VRT
$112B
$2.53M 0.63%
+35,055
New +$3.73M
PLD icon
47
Prologis
PLD
$134B
$2.49M 0.62%
22,106
-41,105
-65% -$4.76M
UBER icon
48
Uber
UBER
$153B
$2.21M 0.55%
+30,301
New +$2.18M
NKE icon
49
Nike
NKE
$60.5B
$2.14M 0.53%
33,380
-30,772
-48% -$2.27M
NVMI
50
Nova
NVMI
$12.9B
$1.91M 0.48%
10,362
– –
1
2
3

Similar funds

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
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q1 2025 Portfolio in Review

As of Q1 2025, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 66 positions worth $401M, down 3.7% from $417M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q1 2025 filing shows 6 new, 7 increased, 7 reduced and 2 closed positions. Its largest new stake was Blackstone: 29,915 shares worth $4.18M. The largest sale was Prologis, an estimated $4.76M.

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

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q1 2025 buy was Blackstone: 29,915 shares worth $4.18M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to Invesco QQQ Trust in Q1 2025, an estimated $3.4M increase.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q1 2025 reduction was Prologis, cutting an estimated $4.76M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet fully exited AstraZeneca in Q1 2025, selling an estimated $3.43M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 47% of its $401M portfolio in Q1 2025.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 6 new positions and closed 2 in Q1 2025.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value fell 3.7% quarter-over-quarter to $401M.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q1 2025, filed 7 May 2025.