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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
+13.82%
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
$456M
AUM Growth
+$54.4M
Cap. Flow
+$3.79M
Cap. Flow %
0.83%
Top 10 Hldgs %
50.02%
Holding
65
New
1
Increased
13
Reduced
10
Closed
5

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.43M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.62M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$3.13M
4
COST icon
Costco
COST
+$2.72M
5
CRM icon
Salesforce
CRM
+$2.68M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.15M
2
CARR icon
Carrier Global
CARR
+$3.52M
3
AMAT icon
Applied Materials
AMAT
+$2.66M
4
WIX icon
WIX.com
WIX
+$2.55M
5
VRT icon
Vertiv
VRT
+$2.53M

Sector Composition

Rank Sector Weight
1 Technology 12.45%
2 Financials 7.38%
3 Consumer Discretionary 3.47%
4 Communication Services 3.45%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLBT icon
26
Cellebrite
CLBT
$3.8B
$5.98M 1.31%
373,768
-6,313
-2% -$113K
GRID
27
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$5.31M 1.17%
37,976
– –
XHB icon
28
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
$5.25M 1.15%
53,230
– –
AIRR icon
29
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$5.03M 1.1%
61,712
– –
XLU icon
30
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$5.01M 1.1%
122,724
– –
ADBE icon
31
Adobe
ADBE
$103B
$4.99M 1.1%
12,888
-6,353
-33% -$2.45M
NEE icon
32
NextEra Energy
NEE
$179B
$4.98M 1.09%
71,683
-36,230
-34% -$2.52M
ORCL icon
33
Oracle
ORCL
$442B
$4.81M 1.06%
21,990
– –
BX icon
34
Blackstone
BX
$110B
$4.48M 0.98%
29,915
– –
ETN icon
35
Eaton
ETN
$179B
$4.45M 0.98%
12,449
+565
+5% +$174K
XLRE icon
36
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$4.34M 0.95%
104,758
– –
GRNY
37
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.45B
$3.9M 0.86%
171,852
– –
CARR icon
38
Carrier Global
CARR
$52B
$3.8M 0.83%
51,912
-51,910
-50% -$3.52M
CYBR
39
DELISTED
CyberArk
CYBR
$3.78M 0.83%
9,291
– –
AVGO icon
40
Broadcom
AVGO
$1.98T
$3.31M 0.73%
11,968
-19,115
-61% -$4.15M
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.2T
$3.23M 0.71%
18,305
– –
GSK icon
42
GSK
GSK
$101B
$2.68M 0.59%
69,099
– –
APO icon
43
Apollo Global Management
APO
$81.9B
$2.68M 0.59%
+18,850
New +$2.5M
CAMT icon
44
Camtek
CAMT
$8.13B
$2.54M 0.56%
29,997
– –
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.5M 0.55%
5,147
-4,745
-48% -$2.41M
NKE icon
46
Nike
NKE
$60.1B
$2.39M 0.52%
33,380
– –
PLD icon
47
Prologis
PLD
$134B
$2.35M 0.52%
22,106
– –
AAPL icon
48
Apple
AAPL
$4.41T
$1.94M 0.43%
9,467
-11,365
-55% -$2.3M
XHE icon
49
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
$1.68M 0.37%
20,635
– –
TSEM icon
50
Tower Semiconductor
TSEM
$29.4B
$1.5M 0.33%
34,492
– –
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
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AF
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KCP
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UM
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AAM
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q2 2025 Portfolio in Review

As of Q2 2025, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 65 positions worth $456M, up 14% from $401M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q2 2025 filing shows 1 new, 13 increased, 10 reduced and 5 closed positions. Its largest new stake was Apollo Global Management: 18,850 shares worth $2.68M. The largest sale was Broadcom, an estimated $4.15M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q2 2025 buy was Apollo Global Management: 18,850 shares worth $2.68M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to State Street Communication Services Select Sector SPDR ETF in Q2 2025, an estimated $7.43M increase.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q2 2025 reduction was Broadcom, cutting an estimated $4.15M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet fully exited Applied Materials in Q2 2025, selling an estimated $2.66M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 50% of its $456M portfolio in Q2 2025.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 1 new position and closed 5 in Q2 2025.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value rose 14% quarter-over-quarter to $456M.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q2 2025, filed 31 Jul 2025.