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☆MEITAV INVESTMENT HOUSE LTD

CIK 0001398346 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.290
AUM ($M)
14,867
Positions
299
Turnover
0.43
Top-10 wt
44%
Herfindahl
0.034
History (qtrs)
6
Excess Return
+4.1%

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Holdings · 347 positions · portfolio value $14,867M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS NEW — 11.6% +11.6% 1,718.1 2,501,606 +2,501,606 1 +0.2%
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 7.4% -3.8% 1,096.5 1,468,305 -103,948 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 7.2% +0.5% 1,066.3 3,519,556 +943,410 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 3.5% -0.5% 515.3 699,790 +70,043 5 —
☆IVV funds › ISHARES TR NEW — 2.7% +2.7% 407.2 543,750 +543,750 1 +0.2%
☆SMH funds › VANECK ETF TRUST TRIM — 2.7% -1.1% 402.4 613,486 -291,940 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 2.7% +2.7% 401.9 841,661 +841,661 1 +13.0%
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD NEW — 2.3% +2.3% 336.9 9,947,045 +9,947,045 1 +13.6%
☆AMZN funds › AMAZON COM INC TRIM — 2.1% -1.0% 315.0 1,321,674 -33,891 5 —
☆EWY funds › ISHARES INC NEW — 2.1% +2.1% 310.5 1,537,862 +1,537,862 1 -15.4%
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 NEW — 2.0% +2.0% 290.4 412,840 +412,840 1 +19.6%
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.9% -1.0% 287.3 1,436,796 -99,982 5 —
☆META funds › META PLATFORMS INC ADD — 1.8% -0.9% 274.1 486,597 +42,915 5 —
☆MSFT funds › MICROSOFT CORP NEW — 1.8% +1.8% 266.4 714,255 +714,255 1 +69.1%
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 1.7% -2.1% 258.8 2,416,041 -754,294 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 1.7% -0.7% 249.6 2,127,980 +143,316 5 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 1.7% +1.7% 245.6 720,511 +720,511 1 +496.1%
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 1.6% -0.8% 231.6 1,250,129 -80,538 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 1.3% -1.2% 193.4 1,219,207 -367,590 5 —
☆PAVE funds › GLOBAL X FDS ADD — 1.1% +0.4% 167.0 2,832,025 +1,611,000 5 —
☆AVGO funds › BROADCOM INC ADD — 1.1% -0.2% 160.7 425,578 +56,407 5 —
☆IGV funds › ISHARES TR NEW — 1.1% +1.1% 156.2 1,724,569 +1,724,569 1 +36.3%
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 1.0% -0.7% 156.1 3,442,907 -9,670 5 —
☆V funds › VISA INC ADD — 1.0% -0.4% 155.9 454,559 +5,334 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.0% +0.6% 145.0 406,013 +282,091 5 —
☆EPI funds › WISDOMTREE TR TRIM — 1.0% -0.6% 145.0 3,390,302 -89,733 5 —
☆LLY funds › ELI LILLY & CO NEW — 1.0% +1.0% 143.1 119,333 +119,333 1 +86.0%
☆ZIM funds › ZIM INTEGRATED SHIPPING SERV ADD — 0.9% -0.2% 137.3 5,481,537 +1,575,141 3 +82.1%
☆GOOG funds › ALPHABET INC ADD — 0.9% -0.1% 135.4 383,246 +57,061 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.9% -0.9% 133.1 2,482,473 -819,861 5 —
☆XBI funds › SPDR SERIES TRUST TRIM — 0.8% -0.3% 125.7 794,579 -15,000 5 —
☆ILF funds › ISHARES TR NEW — 0.8% +0.8% 124.2 3,680,000 +3,680,000 1 -33.5%
☆XME funds › SPDR SERIES TRUST ADD — 0.8% -0.1% 111.9 1,046,020 +309,157 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.8% +0.4% 111.8 525,520 +371,713 5 —
☆ITB funds › ISHARES TR NEW — 0.7% +0.7% 110.9 1,061,830 +1,061,830 1 +42.2%
☆GEV funds › GE VERNOVA INC ADD — 0.7% +0.7% 108.8 92,625 +90,635 5 +82.7%
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.7% -0.0% 106.8 1,480,438 +506,606 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.7% +0.6% 98.2 169,047 +159,755 5 —
☆MS funds › MORGAN STANLEY NEW — 0.6% +0.6% 94.5 452,100 +452,100 1 +44.4%
☆EWT funds › ISHARES INC TRIM — 0.6% -0.1% 88.8 817,470 -79,200 5 —
☆PSI funds › INVESCO EXCHANGE TRADED FD T ADD — 0.6% +0.5% 86.2 458,708 +397,500 5 —
☆KKR funds › KKR & CO INC HOLD — 0.6% -0.4% 86.1 938,212 +0 5 —
☆EWZ funds › ISHARES INC NEW — 0.6% +0.6% 85.5 2,479,247 +2,479,247 1 -49.5%
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.6% -0.2% 82.3 251,402 +14,111 5 —
☆VST funds › VISTRA CORP ADD — 0.5% -0.2% 80.7 508,800 +34,500 4 -46.7%
☆AAXJ funds › ISHARES TR NEW — 0.5% +0.5% 78.3 655,751 +655,751 1 -10.5%
☆NEE funds › NEXTERA ENERGY INC ADD — 0.5% -0.3% 77.1 878,550 +105,150 5 —
☆IAI funds › ISHARES TR NEW — 0.5% +0.5% 77.1 439,719 +439,719 1 +8.7%
☆DXJ funds › WISDOMTREE TR ADD — 0.5% -0.1% 76.7 442,091 +73,000 3 +23.8%
☆GDX funds › VANECK ETF TRUST TRIM — 0.5% -0.7% 72.3 958,200 -253,000 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.5% -0.1% 71.8 180,700 +12,600 2 +4.2%
☆ORCL funds › ORACLE CORP ADD — 0.5% -0.3% 71.3 486,268 +7,074 5 —
☆ORA funds › ORMAT TECHNOLOGIES INC NEW — 0.5% +0.5% 68.1 623,843 +623,843 1 -63.0%
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.5% -0.1% 67.5 354,121 +3,752 5 —
☆CQQQ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.4% -0.1% 60.8 1,065,720 -300 5 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.4% +0.4% 60.1 201,500 +201,500 1 -48.7%
☆MCHI funds › ISHARES TR HOLD — 0.4% -0.3% 60.0 1,175,148 +0 5 —
☆NICE funds › NICE LTD NEW — 0.4% +0.4% 56.1 617,801 +617,801 1 +28.0%
☆SEDG funds › SOLAREDGE TECHNOLOGIES INC TRIM — 0.4% -0.2% 53.0 906,890 -110,661 5 —
☆BA funds › BOEING CO ADD — 0.4% -0.1% 52.7 243,606 +46,000 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.3% -0.3% 48.8 396,668 +47,166 5 —
☆SIL funds › GLOBAL X FDS TRIM — 0.3% -0.4% 48.7 628,000 -125,000 5 —
☆EQT funds › EQT CORP HOLD — 0.3% -0.3% 47.1 885,000 +0 3 -33.9%
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.3% +0.3% 46.4 40,210 +40,210 1 +311.8%
☆EEM funds › ISHARES TR NEW — 0.3% +0.3% 46.3 677,257 +677,257 1 -11.0%
☆MA funds › MASTERCARD INCORPORATED ADD — 0.3% -0.1% 46.0 89,548 +8,626 5 —
☆KBWB funds › INVESCO EXCH TRADED FD TR II ADD — 0.3% +0.3% 45.7 491,375 +426,820 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.2% 45.4 256,977 -18,503 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% +0.3% 45.4 332,023 +330,000 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% -0.1% 45.0 234,602 +23,262 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.3% -0.3% 43.5 109,380 +633 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.3% -0.1% 43.0 253,200 -64,000 4 +22.9%
☆INTC funds › INTEL CORP NEW — 0.3% +0.3% 41.8 299,213 +299,213 1 -44.3%
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% +0.0% 40.3 43,071 +18,658 5 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.3% -0.1% 38.2 596,431 +0 5 —
☆KCE funds › SPDR SERIES TRUST TRIM — 0.2% -0.2% 36.3 246,277 -26,996 5 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.2% 35.8 85,190 +81,913 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.2% -0.3% 35.8 304,130 -117,500 5 —
☆CUSIP:23248VAD7 funds › CYBERARK SOFTWARE LTD NEW — 0.2% +0.2% 33.3 20,000,000 +20,000,000 1 —
☆NOW funds › SERVICENOW INC NEW — 0.2% +0.2% 32.4 326,254 +326,254 1 +88.1%
☆KWEB funds › KRANESHARES TRUST NEW — 0.2% +0.2% 30.9 1,262,928 +1,262,928 1 -38.9%
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.2% +0.2% 30.8 109,638 +109,638 1 +2.8%
☆ICLN funds › ISHARES TR NEW — 0.2% +0.2% 30.8 1,502,000 +1,502,000 1 -71.8%
☆HDB funds › HDFC BANK LTD HOLD — 0.2% -0.1% 29.7 1,150,000 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.2% -0.1% 28.1 53,725 +34 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.2% 26.5 371,477 +2,473 5 —
☆ACWI funds › ISHARES TR NEW — 0.2% +0.2% 25.6 163,021 +163,021 1 +2.2%
☆GRNY funds › TIDAL TRUST I HOLD — 0.2% -0.1% 25.3 913,800 +0 5 —
☆XHB funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 25.2 218,326 +72,167 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.2% +0.2% 24.5 209,597 +209,597 1 +161.5%
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.2% +0.2% 23.3 69,703 +69,703 1 +41.7%
☆NKE funds › NIKE INC TRIM — 0.2% -0.2% 22.9 558,700 -115,175 5 —
☆ITA funds › ISHARES TR NEW — 0.1% +0.1% 21.8 90,081 +90,081 1 +54.7%
☆XSOE funds › WISDOMTREE TR TRIM — 0.1% -0.1% 20.6 418,672 -158,590 5 —
☆WMT funds › WALMART INC NEW — 0.1% +0.1% 20.2 177,961 +177,961 1 -69.6%
☆XLRE funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.1% 19.7 448,499 +0 5 —
☆SHLD funds › GLOBAL X FDS NEW — 0.1% +0.1% 19.6 327,597 +327,597 1 +33.5%
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.1% 19.2 38,368 +1,702 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 17.4 17,157 +5,653 5 —
☆AAPL funds › APPLE INC TRIM — 0.1% -0.1% 17.1 59,091 -22,920 5 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.1% -0.1% 16.0 39,342 +3,109 5 —
☆SOXQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 15.5 137,840 +42,470 5 +85.8%
☆PSUS funds › PERSHING SQUARE USA LTD NEW — 0.1% +0.1% 15.4 410,915 +410,915 1 -33.5%
☆IWM funds › ISHARES TR NEW — 0.1% +0.1% 12.5 41,446 +41,446 1 +28.9%
☆PSX funds › PHILLIPS 66 NEW — 0.1% +0.1% 11.4 47,721 +47,721 1 +172.2%
☆MSCI funds › MSCI INC ADD — 0.1% -0.0% 11.3 20,106 +800 5 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.0% 10.9 49,724 -3,792 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 10.7 89,934 +83,456 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.1% -0.0% 9.8 5,756 +1,251 5 —
☆OKTA funds › OKTA INC NEW — 0.1% +0.1% 9.2 67,770 +67,770 1 +766.8%
☆AIRR funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.1% -0.0% 8.6 64,450 +0 2 -20.2%
☆EMXC funds › ISHARES INC ADD — 0.1% -0.0% 8.3 81,608 +3,500 5 —
☆XLB funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 8.3 162,417 +0 5 —
☆URI funds › UNITED RENTALS INC NEW — 0.1% +0.1% 8.1 7,194 +7,194 1 +106.8%
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 8.0 101,804 +8,888 5 —
☆SOXX funds › ISHARES TR NEW — 0.1% +0.1% 8.0 12,499 +12,499 1 +30.3%
☆GOVT funds › ISHARES TR ADD — 0.1% +0.0% 7.7 339,541 +179,595 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 7.7 87,742 -177 5 +0.1%
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 7.0 49,977 +49,977 1 +50.5%
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.0% -0.0% 6.7 19,696 +0 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 6.3 109,500 +49,500 2 +2.9%
☆MOD funds › MODINE MFG CO NEW — 0.0% +0.0% 5.8 21,838 +21,838 1 -73.9%
☆ASML funds › ASML HLDG NV TRIM — 0.0% -0.0% 5.5 2,756 -822 5 —
☆VRSN funds › VERISIGN INC HOLD — 0.0% -0.0% 5.2 20,786 +0 5 —
☆XAR funds › SPDR SERIES TRUST TRIM — 0.0% -0.1% 5.0 17,635 -21,670 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.0% -0.0% 4.9 86,721 +4,453 5 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 4.8 18,630 +18,630 1 -49.9%
☆WFC funds › WELLS FARGO & CO NEW — 0.0% +0.0% 4.5 54,877 +54,877 1 +89.7%
☆BIIB funds › BIOGEN INC HOLD — 0.0% -0.0% 4.5 20,972 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.0% -0.0% 4.5 13,500 -2,300 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 4.4 49,135 -11,211 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 4.4 28,071 +28,071 1 +2.8%
☆NOC funds › NORTHROP GRUMMAN CORP NEW — 0.0% +0.0% 4.4 8,634 +8,634 1 +8.1%
☆ACWX funds › ISHARES TR NEW — 0.0% +0.0% 4.4 57,476 +57,476 1 +4.4%
☆VRSK funds › VERISK ANALYTICS INC NEW — 0.0% +0.0% 4.3 24,150 +24,150 1 +4.1%
☆EFIV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 4.3 58,805 +19,215 5 —
☆SCHM funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 4.1 110,000 +110,000 1 +18.4%
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.0% +0.0% 3.9 15,252 +15,252 1 +50.4%
☆NTRA funds › NATERA INC NEW — 0.0% +0.0% 3.9 14,200 +14,200 1 +597.0%
☆AGG funds › ISHARES TR NEW — 0.0% +0.0% 3.8 38,677 +38,677 1 -22.3%
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 3.7 111,670 +28,354 5 —
☆HODL funds › VANECK BITCOIN ETF ADD — 0.0% -0.0% 3.7 220,925 +53,863 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET ADD — 0.0% -0.0% 3.7 141,129 +34,436 5 —
☆BITB funds › BITWISE BITCOIN ETF TR ADD — 0.0% -0.0% 3.7 114,940 +28,056 5 —
☆EZBC funds › FRANKLIN TEMPLETON DIGITAL H ADD — 0.0% -0.0% 3.7 107,964 +26,359 5 —
☆CUSIP:46091J101 funds › INVESCO GALAXY BITCOIN ETF ADD — 0.0% -0.0% 3.7 62,673 +15,305 5 —
☆BRRR funds › COINSHARES BITCOIN ETF ADD — 0.0% -0.0% 3.7 221,127 +54,015 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% -0.0% 3.7 71,677 +17,507 5 —
☆BTCW funds › WISDOMTREE BITCOIN FD ADD — 0.0% -0.0% 3.7 58,993 +14,406 5 —
☆ARKB funds › ARK 21SHARES BITCOIN ETF ADD — 0.0% -0.0% 3.7 187,726 +45,904 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 3.6 12,153 +12,153 1 +186.9%
☆IVOO funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 3.6 27,592 +27,592 1 +20.4%
☆APO funds › APOLLO GLOBAL MGMT INC HOLD — 0.0% -0.0% 3.5 29,931 +0 3 -4.9%
☆AMAT funds › APPLIED MATLS INC TRIM — 0.0% +0.0% 3.5 4,817 -1,132 5 —
☆PLD funds › PROLOGIS INC. TRIM — 0.0% -0.0% 3.4 25,332 -290 5 —
☆CUSIP:33737J190 funds › FIRST TR EXCH TRD ALPHDX FD HOLD — 0.0% -0.0% 3.3 52,000 +0 5 —
☆SCHR funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 3.2 130,790 +130,790 1 -21.4%
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 3.2 54,057 +37,459 5 —
☆IBDZ funds › ISHARES TR ADD — 0.0% -0.0% 3.1 119,534 +21,029 5 —
☆IBDU funds › ISHARES TR ADD — 0.0% -0.0% 3.1 133,260 +41,910 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% -0.0% 3.1 4,238 +0 5 —
☆KSPI funds › KASPI KZ JSC ADD — 0.0% +0.0% 2.9 33,500 +16,100 2 +76.8%
☆INDA funds › ISHARES TR HOLD — 0.0% -0.0% 2.9 58,408 +0 5 —
☆EWJ funds › ISHARES INC HOLD — 0.0% -0.0% 2.8 30,368 +0 5 —
☆NDAQ funds › NASDAQ INC NEW — 0.0% +0.0% 2.8 35,000 +35,000 1 -1.1%
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 2.7 38,158 -13,185 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 2.7 32,758 -1,722 5 —
☆IBDX funds › ISHARES TR ADD — 0.0% -0.0% 2.6 104,670 +39,761 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% -0.0% 2.6 13,091 +1,236 4 -15.3%
☆CWI funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 2.6 64,494 +11,968 4 +5.2%
☆MTZ funds › MASTEC INC NEW — 0.0% +0.0% 2.6 6,180 +6,180 1 -90.1%
☆CDNS funds › CADENCE DESIGN SYSTEM INC NEW — 0.0% +0.0% 2.5 6,750 +6,750 1 -47.3%
☆FCG funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 2.5 92,760 +92,760 1 -37.0%
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 2.4 29,427 +14,869 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 2.4 45,321 -7,780 5 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 2.4 46,402 +0 5 —
☆DK funds › DELEK US HLDGS INC NEW HOLD — 0.0% -0.0% 2.4 47,250 +0 2 +241.8%
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 2.4 6,400 +6,400 1 +163.2%
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 2.4 8,150 +8,150 1 +60.8%
☆APH funds › AMPHENOL CORP TRIM — 0.0% -0.0% 2.4 13,500 -3,000 3 +13.6%
☆CSCO funds › CISCO SYS INC ADD — 0.0% +0.0% 2.4 20,130 +5,000 4 +50.4%
☆VTI funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 2.3 6,350 +6,350 1 +4.3%
☆FTNT funds › FORTINET INC HOLD — 0.0% +0.0% 2.3 14,950 +0 2 +265.8%
☆SPIB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.3 68,791 +39,609 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 2.3 5,300 +5,300 1 +1905.4%
☆S funds › SENTINELONE INC HOLD — 0.0% -0.0% 2.2 133,200 +0 5 —
☆COHR funds › COHERENT CORP ADD — 0.0% +0.0% 2.2 5,585 +1,600 2 +92.4%
☆RVMD funds › REVOLUTION MEDICINES INC NEW — 0.0% +0.0% 2.2 11,500 +11,500 1 +293.2%
☆CBOE funds › CBOE GLOBAL MKTS INC HOLD — 0.0% -0.0% 2.1 8,800 +0 5 +1.9%
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.0% +0.0% 2.1 8,447 +8,447 1 +97.8%
☆CIEN funds › CIENA CORP NEW — 0.0% +0.0% 2.0 4,115 +4,115 1 -80.9%
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 2.0 9,013 -3,896 5 —
☆BND funds › VANGUARD BD INDEX FDS NEW — 0.0% +0.0% 2.0 27,082 +27,082 1 -22.2%
☆USB funds › US BANCORP NEW — 0.0% +0.0% 2.0 32,655 +32,655 1 +115.4%
☆MRNA funds › MODERNA INC HOLD — 0.0% -0.0% 1.9 27,143 +0 5 —
☆FXI funds › ISHARES TR NEW — 0.0% +0.0% 1.9 59,932 +59,932 1 -35.3%
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 1.9 7,000 +7,000 1 +39.3%
☆MRK funds › MERCK & CO INC HOLD — 0.0% -0.0% 1.9 14,516 +0 4 +44.9%
☆CEVA funds › CEVA INC NEW — 0.0% +0.0% 1.9 40,815 +40,815 1 -56.8%
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 1.8 29,956 +12,738 3 -12.2%
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.0% +0.0% 1.8 40,000 +40,000 1 +981.7%
☆BWXT funds › BWX TECHNOLOGIES INC TRIM — 0.0% -0.0% 1.8 9,205 -14,000 4 -21.7%
☆IBDV funds › ISHARES TR ADD — 0.0% -0.0% 1.8 81,888 +18,888 5 —
☆XHE funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.7 20,635 -103 5 —
☆ZM funds › ZOOM COMMUNICATIONS INC ADD — 0.0% +0.0% 1.7 20,000 +10,000 2 +12.7%
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 1.7 7,556 +7,556 1 -104.9%
☆QTUM funds › ETF SER SOLUTIONS NEW — 0.0% +0.0% 1.6 9,511 +9,511 1 +35.5%
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.0% -0.0% 1.6 16,362 +3,318 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 1.5 12,435 +12,435 1 +29.2% re-entry
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.0% -0.0% 1.5 2 +0 5 —
☆IEF funds › ISHARES TR NEW — 0.0% +0.0% 1.5 15,589 +15,589 1 -22.0%
☆IBDT funds › ISHARES TR TRIM — 0.0% -0.0% 1.5 58,123 -7,465 5 —
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 1.5 3,000 +3,000 1 +177.6%
☆KBA funds › KRANESHARES TRUST NEW — 0.0% +0.0% 1.4 41,927 +41,927 1 -25.9%
☆MCO funds › MOODYS CORP NEW — 0.0% +0.0% 1.4 3,105 +3,105 1 +22.0%
☆IBDY funds › ISHARES TR ADD — 0.0% -0.0% 1.4 52,641 +1,836 5 —
☆IHI funds › ISHARES TR NEW — 0.0% +0.0% 1.3 27,178 +27,178 1 +36.9%
☆SPSB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.3 43,651 +7,307 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% -0.0% 1.3 26,209 +2,398 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.2% 1.3 8,278 -112,185 5 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 1.3 595 +595 1 +112.8%
☆URTH funds › ISHARES INC NEW — 0.0% +0.0% 1.3 6,257 +6,257 1 +4.0%
☆RSPM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 1.3 32,715 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 1.2 36,684 +36,684 1 +16.6%
☆CBRS funds › CEREBRAS SYSTEMS INC NEW — 0.0% +0.0% 1.2 5,206 +5,206 1 -95.9%
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 1.1 4,138 -366 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 1.1 8,035 +2,090 5 —
☆FITB funds › FIFTH THIRD BANCORP NEW — 0.0% +0.0% 1.1 19,066 +19,066 1 +103.8%
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.0% -0.0% 1.1 1,385 -784 5 —
☆ITOT funds › ISHARES TR NEW — 0.0% +0.0% 1.0 5,967 +5,967 1 +4.0%
☆MCK funds › MCKESSON CORP NEW — 0.0% +0.0% 1.0 1,324 +1,324 1 +36.5%
☆VIAV funds › VIAVI SOLUTIONS INC NEW — 0.0% +0.0% 1.0 20,000 +20,000 1 -66.8%
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.0% +0.0% 0.9 1,100 +1,100 1 -3.5%
☆MOAT funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.9 8,742 +0 5 —
☆NXT funds › NEXTPOWER INC HOLD — 0.0% -0.0% 0.9 7,300 +0 4 +45.7%
☆VIGI funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.8 8,932 +8,932 1 +11.5%
☆GLD funds › SPDR GOLD TR NEW — 0.0% +0.0% 0.8 2,128 +2,128 1 -40.0%
☆HBAN funds › HUNTINGTON BANCSHARES INC NEW — 0.0% +0.0% 0.8 42,644 +42,644 1 +61.3%
☆IGSB funds › ISHARES TR NEW — 0.0% +0.0% 0.7 14,230 +14,230 1 -20.2%
☆FSLR funds › FIRST SOLAR INC NEW — 0.0% +0.0% 0.7 3,159 +3,159 1 -37.9%
☆MTB funds › M & T BK CORP ADD — 0.0% -0.0% 0.7 3,081 +240 5 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% -0.0% 0.7 7,550 +0 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.0% 0.7 34,639 -7,142 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.7 1,055 +1,055 1 +29.7%
☆BIL funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 7,372 -1,476 5 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING ADD — 0.0% -0.0% 0.7 44,486 +2,170 4 -78.8%
☆FETH funds › FIDELITY ETHEREUM FD ADD — 0.0% -0.0% 0.7 42,456 +2,276 4 -79.5%
☆QETH funds › INVESCO GALAXY ETHEREUM ETF ADD — 0.0% -0.0% 0.7 42,450 +2,228 4 -79.5%
☆ETHA funds › ISHARES ETHEREUM TR ADD — 0.0% -0.0% 0.7 56,026 +3,021 4 -79.4%
☆EZET funds › FRANKLIN ETHEREUM TR ADD — 0.0% -0.0% 0.7 55,626 +2,778 4 -79.4%
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.7 11,448 +1,002 4 -19.1%
☆TETH funds › 21SHARES ETHEREUM ETF ADD — 0.0% -0.0% 0.7 84,516 +4,238 4 -79.3%
☆ETHW funds › BITWISE ETHEREUM ETF ADD — 0.0% -0.0% 0.7 58,938 +2,931 4 -79.4%
☆ETHV funds › VANECK ETHEREUM TR ADD — 0.0% -0.0% 0.7 28,838 +1,441 4 -79.4%
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.0% +0.0% 0.6 8,896 +8,896 1 +111.7%
☆IGIB funds › ISHARES TR NEW — 0.0% +0.0% 0.6 11,651 +11,651 1 -22.3%
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.6 6,525 -131 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.5 19,336 -1,289 4 -20.2%
☆RF funds › REGIONS FINANCIAL CORP NEW ADD — 0.0% -0.0% 0.5 18,089 +1,492 5 —
☆QCOM funds › QUALCOMM INC NEW — 0.0% +0.0% 0.5 2,946 +2,946 1 -81.0%
☆KEY funds › KEYCORP NEW — 0.0% +0.0% 0.5 22,808 +22,808 1 +34.2%
☆SPMO funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.5 3,242 +3,242 1 +16.4%
☆RGLD funds › ROYAL GOLD INC NEW — 0.0% +0.0% 0.5 2,537 +2,537 1 -14.8%
☆ROBO funds › EXCHANGE TRADED CONCEPTS TRU NEW — 0.0% +0.0% 0.5 5,900 +5,900 1 -21.3%
☆EZU funds › ISHARES INC NEW — 0.0% +0.0% 0.5 7,205 +7,205 1 +22.9%
☆FCNCA funds › FIRST CTZNS BANCSHARES INC D ADD — 0.0% -0.0% 0.5 240 +15 5 —
☆HEI funds › HEICO CORP NEW NEW — 0.0% +0.0% 0.5 1,396 +1,396 1 +151.4%
☆IEI funds › ISHARES TR NEW — 0.0% +0.0% 0.5 4,038 +4,038 1 -21.5%
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.5 2,653 +2,561 5 —
☆DRS funds › LEONARDO DRS INC HOLD — 0.0% -0.0% 0.5 10,876 +0 5 —
☆KBE funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.5 6,748 +0 5 —
☆PICK funds › ISHARES INC HOLD — 0.0% -0.0% 0.4 7,692 +0 5 —
☆COIN funds › COINBASE GLOBAL INC HOLD — 0.0% -0.0% 0.4 3,000 +0 2 -52.0% re-entry
☆SGOV funds › ISHARES TR ADD — 0.0% -0.0% 0.4 4,229 +297 5 —
☆IWP funds › ISHARES TR NEW — 0.0% +0.0% 0.4 2,860 +2,860 1 +15.4%
☆EWW funds › ISHARES INC NEW — 0.0% +0.0% 0.4 5,445 +5,445 1 -33.4%
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.0% +0.0% 0.4 796 +796 1 +60.7%
☆DGRW funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.4 4,145 -428 5 —
☆EFG funds › ISHARES TR NEW — 0.0% +0.0% 0.4 3,115 +3,115 1 +9.7%
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.4 6,830 +4,464 5 —
☆RRC funds › RANGE RES CORP HOLD — 0.0% -0.0% 0.4 10,249 +0 5 —
☆EWBC funds › EAST WEST BANCORP INC ADD — 0.0% -0.0% 0.4 2,882 +259 5 —
☆IJK funds › ISHARES TR NEW — 0.0% +0.0% 0.4 3,200 +3,200 1 +17.1%
☆DFJ funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.3 3,170 +0 5 —
☆IBDS funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 13,752 -2,629 5 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.1% 0.3 1,554 -23,259 5 —
☆FHN funds › FIRST HORIZON CORPORATION NEW — 0.0% +0.0% 0.3 11,587 +11,587 1 +31.4%
☆SSB funds › SOUTHSTATE BK CORP ADD — 0.0% -0.0% 0.3 2,962 +380 3 +22.8%
☆WBS funds › WEBSTER FINL CORP NEW — 0.0% +0.0% 0.3 3,860 +3,860 1 -32.5%
☆RIOT funds › RIOT PLATFORMS INC NEW — 0.0% +0.0% 0.3 10,700 +10,700 1 -80.3%
☆FEM funds › FIRST TR EXCH TRD ALPHDX FD HOLD — 0.0% -0.0% 0.3 8,893 +0 5 —
☆IDHQ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.3 6,487 -1,462 5 —
☆QLTA funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 5,075 -1,929 5 —
☆EXPE funds › EXPEDIA GROUP INC HOLD — 0.0% -0.0% 0.2 898 +0 4 +39.8%
☆CHAT funds › TIDAL TRUST II NEW — 0.0% +0.0% 0.2 2,230 +2,230 1 +30.5%
☆HHH funds › HOWARD HUGHES HOLDINGS INC TRIM — 0.0% -0.0% 0.2 3,000 -500 4 -31.8%
☆CUSIP:500767876 funds › KRANESHARES TRUST NEW — 0.0% +0.0% 0.2 8,033 +8,033 1 —
☆BIDU funds › BAIDU INC NEW — 0.0% +0.0% 0.2 1,800 +1,800 1 -93.5%
☆ODYS funds › ODYSIGHT AI INC HOLD — 0.0% -0.0% 0.1 31,296 +0 5 —
☆MDWD funds › MEDIWOUND LTD EXIT — 0.0% -0.1% 0.0 0 -371,868 0 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A EXIT — 0.0% -0.4% 0.0 0 -71,503 0 —
☆ESLT funds › ELBIT SYS LTD EXIT — 0.0% -3.7% 0.0 0 -397,089 0 —
☆TSEM funds › TOWER SEMICONDUCTOR LTD EXIT — 0.0% -3.4% 0.0 0 -1,777,487 0 —
☆LMND funds › LEMONADE INC EXIT — 0.0% -0.0% 0.0 0 -10,970 0 -58.7%
☆ETOR funds › ETORO GROUP LTD EXIT — 0.0% -0.0% 0.0 0 -12,900 0 +93.6% re-entry
☆KRNT funds › KORNIT DIGITAL LTD EXIT — 0.0% -0.0% 0.0 0 -53,000 0 —
☆NRSN funds › NEUROSENSE THERAPEUTICS LTD EXIT — 0.0% -0.0% 0.0 0 -40,000 0 —
☆URGN funds › UROGEN PHARMA LTD EXIT — 0.0% -0.0% 0.0 0 -22,223 0 —
☆IREN funds › IREN LIMITED EXIT — 0.0% -0.1% 0.0 0 -332,860 0 +226.0%
☆TAN funds › NVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -69,810 0 -19.2%
☆OKLO funds › OKLO INC EXIT — 0.0% -0.0% 0.0 0 -14,700 0 -83.4%
☆SMWB funds › SIMILARWEB LTD EXIT — 0.0% -0.0% 0.0 0 -10,000 0 —
☆GILT funds › GILAT SATELLITE NETWORKS LTD EXIT — 0.0% -0.0% 0.0 0 -67,795 0 —
☆TATT funds › TAT TECHNOLOGIES LTD EXIT — 0.0% -0.5% 0.0 0 -1,211,860 0 —
☆NU funds › NU HLDGS LTD EXIT — 0.0% -0.0% 0.0 0 -110,522 0 -111.1%
☆PERI funds › PERION NETWORK LTD EXIT — 0.0% -0.0% 0.0 0 -24,067 0 —
☆FROG funds › JFROG LTD EXIT — 0.0% -0.0% 0.0 0 -13,506 0 —
☆FLEX funds › FLEXTRONICS INTL LTD EXIT — 0.0% -0.1% 0.0 0 -159,055 0 —
☆GLBE funds › GLOBAL E ONLINE LTD EXIT — 0.0% -0.0% 0.0 0 -9,200 0 —
☆FTAI funds › FTAI AVIATION LTD EXIT — 0.0% -0.0% 0.0 0 -3,300 0 -96.6%
☆INMD funds › INMODE LTD EXIT — 0.0% -0.0% 0.0 0 -10,150 0 —
☆INCY funds › INCYTE CORP EXIT — 0.0% -0.0% 0.0 0 -8,500 0 -41.2%
☆NVMI funds › NOVA LTD EXIT — 0.0% -2.7% 0.0 0 -572,189 0 —
☆CAMT funds › CAMTEK LTD EXIT — 0.0% -0.6% 0.0 0 -349,773 0 —
☆SPGM funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.1% 0.0 0 -143,590 0 —
☆TLN funds › TALEN ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -1,000 0 -47.4%
☆ENLT funds › ENLIGHT RENEWABLE ENERGY LTD EXIT — 0.0% -2.7% 0.0 0 -3,686,566 0 —
☆WIX funds › WIX COM LTD EXIT — 0.0% -0.2% 0.0 0 -182,667 0 —
☆NBIS funds › NEBIUS GROUP N.V. EXIT — 0.0% -0.0% 0.0 0 -5,930 0 +267.5%
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -2,200 0 -35.1%
☆CLBT funds › CELLEBRITE DI LTD EXIT — 0.0% -0.3% 0.0 0 -1,954,846 0 —
☆CCJ funds › CAMECO CORP EXIT — 0.0% -0.0% 0.0 0 -14,509 0 —
☆SLQD funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -4,775 0 —
☆LNG funds › CHENIERE ENERGY INC EXIT — 0.0% -0.5% 0.0 0 -158,200 0 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT EXIT — 0.0% -0.2% 0.0 0 -136,690 0 —
☆KMDA funds › KAMADA LTD EXIT — 0.0% -0.0% 0.0 0 -37,651 0 —
☆KTOS funds › KRATOS DEFENSE & SEC SOLUTIO EXIT — 0.0% -0.0% 0.0 0 -10,000 0 -65.1%
☆INVZ funds › INNOVIZ TECHNOLOGIES LTD EXIT — 0.0% -0.0% 0.0 0 -138,000 0 —
☆AVAV funds › AEROVIRONMENT INC EXIT — 0.0% -0.0% 0.0 0 -2,000 0 -64.3%
☆TRGP funds › TARGA RES CORP EXIT — 0.0% -0.0% 0.0 0 -10,983 0 +148.0%
☆ICL funds › ICL GROUP LTD EXIT — 0.0% -1.7% 0.0 0 -29,770,104 0 —
☆BDX funds › BECTON DICKINSON & CO EXIT — 0.0% -0.0% 0.0 0 -738 0 -97.1%
☆ETN funds › ATON CORP PLC EXIT — 0.0% -0.6% 0.0 0 -159,758 0 —
☆KEN funds › KENON HLDGS LTD EXIT — 0.0% -0.0% 0.0 0 -10,656 0 —
☆ITRN funds › ITURAN LOCATION AND CONTROL EXIT — 0.0% -0.0% 0.0 0 -16,291 0 +109.7%
☆VLN funds › VALENS SEMICONDUCTOR LTD EXIT — 0.0% -0.0% 0.0 0 -1,074,243 0 —
☆ABNB funds › AIRBNB INC EXIT — 0.0% -0.0% 0.0 0 -2,390 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 14,867 299 0.43 44% 0.034 0.286 — in
2026Q1 9,120 232 0.16 45% 0.033 0.775 — in
2025Q4 8,662 241 0.16 44% 0.031 0.703 — in
2025Q3 7,567 236 0.13 42% 0.032 0.732 — in
2025Q2 7,418 217 0.21 46% 0.034 0.665 — entered
2025Q1 5,425 216 0.00 40% 0.026 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status