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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
TAN icon
51
Invesco Solar ETF
TAN
$1.38B
$1.87M 0.47%
61,369
– –
CAMT icon
52
Camtek
CAMT
$8.08B
$1.76M 0.44%
29,997
– –
XHE icon
53
State Street SPDR S&P Health Care Equipment ETF
XHE
$170M
$1.7M 0.42%
20,635
– –
ODYS
54
Odysight.ai Inc
ODYS
$73.8M
$1.38M 0.34%
+196,000
New +$1.25M
TSEM icon
55
Tower Semiconductor
TSEM
$29.2B
$1.23M 0.31%
34,492
– –
RSP icon
56
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$1.14M 0.28%
6,595
– –
ENLT icon
57
Enlight Renewable Energy
ENLT
$12.1B
$818K 0.2%
50,630
– –
SEDG icon
58
SolarEdge
SEDG
$1.98B
$637K 0.16%
39,368
– –
PERI icon
59
Perion Network
PERI
$384M
$536K 0.13%
65,880
– –
DIA icon
60
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$482K 0.12%
1,147
– –
EWJ icon
61
iShares MSCI Japan ETF
EWJ
$23.1B
$440K 0.11%
6,423
– –
XLE icon
62
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$346K 0.09%
7,406
– –
URGN icon
63
UroGen Pharma
URGN
$2.4B
$241K 0.06%
21,823
– –
INDA icon
64
iShares MSCI India ETF
INDA
$6.6B
$219K 0.05%
4,248
– –
AZN icon
65
AstraZeneca
AZN
$244B
– –
-26,190
Closed -$3.43M
BIIB icon
66
Biogen
BIIB
$31.3B
– –
-18,715
Closed -$2.86M
1 2
3

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BCM
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RIM
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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 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.