Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

CIK 0001639754 · Q1 2026

13F Equity AUM

$505.6M

-0.8% QoQ

Positions

-4 QoQ

AUM Rank

#4,289

Top 35%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #5,655 · Top 69%

vs S&P -4.3%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 31.4%Top 10: 47.7%Top 20: 68.4%

NDQ10.1%

SPY8.0%

XLI4.8%

XLF4.6%

AMZN4.0%

META3.8%

XLC3.5%

SMH3.1%

NVDA3.0%

XLV2.9%

Others (47)52.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services66.2%

Technology12.6%

Communication Services6.7%

Consumer Cyclical4.0%

Industrials2.9%

Basic Materials2.3%

Energy2.3%

Utilities2.2%

Other1.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 57Median: 1.23%Avg: 1.75%

0–0.5%

9(1.7%)

0.5–1%

10(7.5%)

1–3%

30(48.9%)

3–5%

6(23.8%)

5%+

2(18.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 56Unique: 1vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.1%

BANK OF AMERICA CORP /DE/

1.2%

1.1%

1.2%

1.5%

1.1%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased14Decreased12Exited9

New Positions

GEV1.5%

+9K

SPOT1.2%

+13K

ONDS1.1%

+624K

BWXT1.0%

+25K

NOW0.6%

+29K

Increased

SEDG2.3%

+185K(+470%)

ICL2.3%

+158K(+8%)

QBTS0.8%

+137K(+106%)

CLBT1.4%

+126K(+34%)

UBER1.1%

+41K(+108%)

APO1.3%

+40K(+214%)

AMZN4.0%

+40K(+70%)

KKR1.4%

+36K(+92%)

NVDA3.0%

+34K(+66%)

META3.8%

+14K(+71%)

Decreased

XLF4.6%

-66,643(-12%)

RSPN1.8%

-54,811(-26%)

XLV2.9%

-23,787(-19%)

NEE0.7%

-17,421(-32%)

XHB0.7%

-15,092(-28%)

GOOGL0.5%

-9,737(-53%)

COST0.8%

-4,987(-56%)

ETN0.8%

-4,269(-27%)

SPY8.0%

-4,021(-6%)

NDQ10.1%

-2,734(-3%)

Exited

-43,475

-24,187

-92,933

-12,888

-69,111

-29,997

-56,035

-50,630

-65,880

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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