Provident Co of the Employees of the Hebrew University LTD

Wealth advisor Mechanical CIK 2016961
League rank
#2707
in Wealth advisor · #5548 overall
Long book
$63.4M
Q1 2026
Positions
26
Top-10 weight
67%
concentration
Last quarter
+15.5%
SPY +14.8%
Turnover
43%
of book per quarter

Strategy in plain words

auto-generated from filings

Provident Co of the Employees of the Hebrew University LTD is a wealth-management firm allocating client money, running a $63.4M US long book across 26 positions.

The portfolio is concentrated: the top 10 names carry 67% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: WISDOMTREE INDIA EARNINGS, SS INDUSTRIAL SELECT SECTOR, GLOBAL X US INFRASTRUCTURE, AMAZON.COM INC, VANECK SEMICONDUCTOR ETF.

Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 5 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
+3.0%
Q2 2024
+6.1%
Q3 2024
+0.8%
Q4 2024
-1.7%
Q1 2025
+12.0%
Q2 2025
+4.7%
Q3 2025
+1.3%
Q4 2025
-2.4%
Q1 2026
+15.5%

Sector allocation

Technology
28%
Consumer discretionary
17%
Other
16%
Services media
15%
Energy
11%
Industrials
10%
Financials
4%

Long book by quarter

$94.3M
Q1 2024
$84.0M
Q2 2024
$88.8M
Q3 2024
$85.8M
Q4 2024
$87.1M
Q1 2025
$100.3M
Q2 2025
$100.1M
Q3 2025
$96.3M
Q4 2025
$63.4M
Q1 2026

What does Provident Co own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary23.2K$4.8M7.6%-1.1%
DK DELEK US HOLDINGS INCEnergy72.7K$3.3M5.2%New
SEDG SOLAREDGE TECHNOLOGIES INCTechnology63.6K$3.2M5.1%New
ICL ICL GROUP LTDOther568.0K$2.9M4.6%-1.1%
META META PLATFORMS INC-CLASS ATechnology4.8K$2.8M4.3%Held
V VISA INC-CLASS A SHARESServices media7.6K$2.3M3.6%Held
FLEX FLEX LTDTechnology32.1K$2.1M3.3%-47.6%
BWXT BWX TECHNOLOGIES INCIndustrials9.8K$2.0M3.2%New
NKE NIKE INC -CL BOther33.6K$1.8M2.8%Held
UBER UBER TECHNOLOGIES INCServices media18.2K$1.3M2.1%Held
GS GOLDMAN SACHS GROUP INCFinancials1.4K$1.2M1.8%New
TATT TAT TECHNOLOGIES LTDIndustrials19.9K$809K1.3%Held
MA MASTERCARD INC - AServices media845$422K0.7%-79.1%
ABNB AIRBNB INC-CLASS AServices media2.4K$302K0.5%-77.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 202626$63.4M canonicalSEC ↗
Q4 202513F-HRFeb 11, 202632$96.3M canonicalSEC ↗
Q3 202513F-HRNov 6, 202531$100.1M canonicalSEC ↗
Q2 202513F-HRAug 5, 202531$100.3M canonicalSEC ↗
Q1 202513F-HRApr 28, 202532$87.1M canonicalSEC ↗
Q4 202413F-HRFeb 10, 202529$85.8M canonicalSEC ↗
Q3 202413F-HRNov 12, 202429$88.8M canonicalSEC ↗
Q2 202413F-HRJul 25, 202430$84.0M canonicalSEC ↗
Q1 202413F-HRMay 8, 202432$94.3M canonicalSEC ↗