| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ELBIT SYS LTD ORD | $303.4M | 364.2K | 11.9% | REDUCED | -37,375 |
| 2 | ENLIGHT RENEWABLE ENERGY LTD SHS | $229.0M | 3.46M | 9.0% | REDUCED | -423,549 |
| 3 | ELBIT SYS LTD ORD | $143.2M | 171.8K | 5.6% | REDUCED | -229,724 |
| 4 | ENLIGHT RENEWABLE ENERGY LTD SHS | $121.4M | 1.83M | 4.8% | REDUCED | -2,051,619 |
| 5 | TOWER SEMICONDUCTOR LTD SHS NEW | $101.0M | 593.2K | 4.0% | ADDED | +533.5K |
| 6 | NOVA LTD COM | $94.1M | 219.3K | 3.7% | ADDED | +83.7K |
| 7 | ICL GROUP LTD SHS | $82.8M | 16.18M | 3.2% | ADDED | +15.71M |
| 8 | PALO ALTO NETWORKS INC COM | $81.8M | 510.5K | 3.2% | ADDED | +446.0K |
| 9 | ORMAT TECHNOLOGIES INC COM | $66.7M | 600.7K | 2.6% | ADDED | +501.0K |
| 10 | NOVA LTD COM | $63.8M | 148.9K | 2.5% | ADDED | +13.3K |
| 11 | CAMTEK LTD ORD | $57.7M | 392.7K | 2.3% | ADDED | +377.9K |
| 12 | CAMTEK LTD ORD | $55.0M | 375.9K | 2.2% | ADDED | +361.1K |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $51.5M | 152.4K | 2.0% | ADDED | +28.9K |
| 14 | TOWER SEMICONDUCTOR LTD SHS NEW | $51.2M | 301.0K | 2.0% | ADDED | +241.4K |
| 15 | ISHARES TR ISHARES SEMICDTR | $47.9M | 145.7K | 1.9% | ADDED | +144.4K |
| 16 | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $46.7M | 1.55M | 1.8% | ADDED | +1.55M |
| 17 | NAYAX LTD SHS | $35.2M | 629.2K | 1.4% | ADDED | +628.8K |
| 18 | ITURAN LOCATION AND CONTROL SHS | $30.2M | 616.4K | 1.2% | —HELD | 0 |
| 19 | L3HARRIS TECHNOLOGIES INC COM | $29.2M | 84.7K | 1.1% | ADDED | +83.7K |
| 20 | AMAZON COM INC COM | $28.5M | 136.8K | 1.1% | ADDED | +18.7K |
| 21 | ZIM INTEGRATED SHIPPING SERV SHS | $26.9M | 1.02M | 1.1% | ADDED | +823.9K |
| 22 | ORMAT TECHNOLOGIES INC NOTE 2.500% 7/1 | $26.1M | 20.15M | 1.0% | —HELD | 0 |
| 23 | TAT TECHNOLOGIES LTD ORD NEW | $26.0M | 660.0K | 1.0% | ADDED | +620.3K |
| 24 | ORMAT TECHNOLOGIES INC COM | $25.7M | 231.6K | 1.0% | ADDED | +131.8K |
| 25 | INVESCO QQQ TR UNIT SER 1 | $25.4M | 44.0K | 1.0% | REDUCED | -40,165 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 4, 2026