Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

Wealth advisor Mechanical CIK 1639753
League rank
#718
in Wealth advisor · #2950 overall
Long book
$1.53B
Q1 2026
Positions
55
Top-10 weight
49%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
22%
of book per quarter

Strategy in plain words

auto-generated from filings

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD is a wealth-management firm allocating client money, running a $1.53B US long book across 55 positions.

The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO QQQ TRUST SERIES 1, SS FINANCIAL SELECT SECTOR, AMAZON.COM INC, SS INDUSTRIAL SELECT SECTOR.

Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 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
+2.1%
Q2 2024
+8.4%
Q3 2024
+2.4%
Q4 2024
-4.2%
Q1 2025
+12.8%
Q2 2025
+6.9%
Q3 2025
+1.2%
Q4 2025
-3.7%
Q1 2026
+12.6%

Sector allocation

Technology
42%
Services media
13%
Consumer discretionary
12%
Other
11%
Financials
8%
Industrials
8%
Communications
3%
Utilities
2%

Long book by quarter

$1.15B
Q1 2024
$1.11B
Q2 2024
$1.20B
Q3 2024
$1.27B
Q4 2024
$1.22B
Q1 2025
$1.38B
Q2 2025
$1.48B
Q3 2025
$1.53B
Q4 2025
$1.53B
Q1 2026

What does Kranot Hishtalmut own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary285.7K$59.5M3.9%+69.7%
META META PLATFORMS INC-CLASS ATechnology98.5K$56.3M3.7%+71.3%
NVDA NVIDIA CORPTechnology243.5K$42.5M2.8%+69.7%
SEDG SOLAREDGE TECHNOLOGIES INCTechnology656.8K$33.5M2.2%+498.0%
ICL ICL GROUP LTDOther6.5M$33.4M2.2%+7.8%
V VISA INC-CLASS A SHARESServices media81.2K$24.5M1.6%Held
AVGO BROADCOM INCTechnology75.9K$23.6M1.5%+24.3%
GEV GE VERNOVA INCIndustrials26.1K$22.8M1.5%New
KKR KKR & CO INCFinancials221.3K$20.5M1.3%+91.5%
CLBT CELLEBRITE DI LTDTechnology1.5M$20.0M1.3%+34.6%
APO APOLLO GLOBAL MANAGEMENT INCFinancials174.5K$19.4M1.3%+213.5%
MA MASTERCARD INC - AServices media38.7K$19.3M1.3%+32.8%
SPOT SPOTIFY TECHNOLOGY SACommunications37.4K$18.1M1.2%New
NFLX NETFLIX INCServices media181.0K$17.4M1.1%Held
NVMI NOVA LTDOther39.6K$17.2M1.1%Held
UBER UBER TECHNOLOGIES INCServices media234.5K$16.9M1.1%+107.6%
ONDS ONDAS INCTechnology1.8M$16.6M1.1%New
VRT VERTIV HOLDINGS CO-ATechnology65.5K$16.4M1.1%Held
BWXT BWX TECHNOLOGIES INCIndustrials73.1K$15.0M1.0%New
CPW CHECK POINT SOFTWARE TECH86.6K$12.4M0.8%Held
ETN EATON CORP PLCIndustrials33.8K$12.1M0.8%-26.9%
COST COSTCO WHOLESALE CORPConsumer discretionary11.4K$11.3M0.7%-56.2%
QBTS D-WAVE QUANTUM INCTechnology781.2K$11.3M0.7%+105.4%
AAPL APPLE INCTechnology43.0K$10.9M0.7%Held
BX BLACKSTONE INCFinancials87.6K$10.1M0.7%Held
NEE NEXTERA ENERGY INCUtilities102.1K$9.5M0.6%-33.4%
NOW SERVICENOW INCTechnology85.8K$9.0M0.6%New
GOOGL ALPHABET INC-CL ATechnology21.4K$6.2M0.4%-57.0%
ODYS ODYSIGHT.AI INCTechnology624.7K$4.1M0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202655$1.53B canonicalSEC ↗
Q4 202513F-HRFeb 11, 202659$1.53B canonicalSEC ↗
Q3 202513F-HRNov 5, 202560$1.48B canonicalSEC ↗
Q2 202513F-HRJul 31, 202559$1.38B canonicalSEC ↗
Q1 202513F-HRMay 7, 202563$1.22B canonicalSEC ↗
Q4 202413F-HRFeb 10, 202558$1.27B canonicalSEC ↗
Q3 202413F-HRNov 4, 202457$1.20B canonicalSEC ↗
Q2 202413F-HRJul 29, 202457$1.11B canonicalSEC ↗
Q1 202413F-HRMay 1, 202457$1.15B canonicalSEC ↗