Ayalon Insurance Comp Ltd.
Long book
$489.6M
Q1 2026
Positions
61
Top-10 weight
62%
concentration
Last quarter
+16.4%
SPY +14.8%
Turnover
5%
of book per quarter
Strategy in plain words
auto-generated from filingsAyalon Insurance Comp Ltd. is a wealth-management firm allocating client money, specialised in technology (82% of the long book), running a $489.6M US long book across 61 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES MSCI ACWI ETF, SS TECHNOLOGY SELECT SECTOR, SS SPDR S&P 500 ETF TRUST-US, VANGUARD S&P 500 ETF, SS COMM SELECT SECTOR SPDR.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.4%
Q2 2024
+4.5%
Q3 2024
+0.8%
Q4 2024
-3.0%
Q1 2025
+11.3%
Q2 2025
+8.1%
Q3 2025
+3.2%
Q4 2025
-3.0%
Q1 2026
+16.4%
Sector allocation
Technology 82%
Consumer discretionary 13%
Financials 4%
Services media 1%
Long book by quarter
What does Ayalon Insurance own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 39.4K | $10.0M | 2.0% | Held |
| NVDA NVIDIA CORP | Technology | 49.6K | $8.7M | 1.8% | Held |
| MSFT MICROSOFT CORP | Technology | 17.2K | $6.4M | 1.3% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.8K | $5.0M | 1.0% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 17.1K | $4.9M | 1.0% | Held |
| SNOW SNOWFLAKE INC | Technology | 14.2K | $2.1M | 0.4% | Held |
| BAC BANK OF AMERICA CORP | Financials | 30.0K | $1.5M | 0.3% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 6.1K | $437K | 0.1% | Held |
| MBLY MOBILEYE GLOBAL INC-A | Technology | 21.2K | $146K | 0.0% | -75.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 61 | $489.6M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 58 | $412.1M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 58 | $395.5M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 57 | $346.4M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 59 | $309.9M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 62 | $323.8M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 28, 2024 | 63 | $321.1M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 66 | $303.7M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 15, 2024 | 66 | $300.8M | $K fixed canonical | SEC ↗ |