MAIMON WEALTH MANAGEMENT LTD.

CIK

1760401

Location

RA'ANANA, L3

Portfolio Value

Micro $26,850,823

Diversification

Diversified

Filing Date

Global Rank

#7,151 / 8,232 ▲ 236

Top Industry

Medical Devices 17.0%

3Y Alpha vs SPY

-24.5%

Period ended 2 months ago

Filed May 7, 2026 · 38d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+1.9%

SPY

+9.1%

Annualised alpha

-24.5%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

−1.1 pts

Top 5

45.1%

−2.5 pts

Top 10

66.0%

−3.7 pts

HHI

606

Diversified−57

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$6,648,369	6
Healthcare	19.6%	$5,268,434	2
Consumer Defensive	19.3%	$5,173,979	8
Unclassified	11.4%	$3,062,841	2
Financial Services	7.6%	$2,032,576	7
Industrials	7.5%	$2,004,071	4
Consumer Cyclical	4.8%	$1,281,026	3
Communication Services	2.3%	$607,901	1
Energy	1.8%	$495,661	2
Basic Materials	1.0%	$275,965	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+921	10,177	$2,582,820
NVDA	Nvidia Corp	+520	9,584	$1,671,449
AMZN	Amazon Com Inc	+284	2,583	$537,961
AMD	Advanced Micro Devices Inc	+265	1,368	$278,292
MSFT	Microsoft Corp	+80	3,906	$1,445,884
GOOGL	Alphabet Inc.	+65	2,114	$607,901
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+41	1,041	$351,805
SYK	Stryker Corp	+21	12,319	$4,047,900
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−3,735	24,725	$2,179,756
PG	PROCTER & GAMBLE Co	−145	4,002	$578,048
KO	Coca Cola Co	−86	3,118	$237,123
HD	Home Depot, Inc.	−15	1,183	$389,076
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	803	$384,797
CVX	Chevron Corp	1,000	$206,900
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $26,850,823 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SYK	Stryker Corp Healthcare	Added	12,319	+21	$4,047,900	−6.4%	15.08%
AAPL	Apple Inc. Technology	Added	10,177	+921	$2,582,820	+2.6%	9.62%
IAU	Ishares Gold Trust	Reduced	24,725	-3,735	$2,179,756	−5.6%	8.12%
NVDA	Nvidia Corp Technology	Added	9,584	+520	$1,671,449	−1.1%	6.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,640	0	$1,634,145	+15.5%	6.09%
MSFT	Microsoft Corp Technology	Added	3,906	+80	$1,445,884	−21.9%	5.38%
LLY	ELI LILLY & Co Healthcare	Held	1,327	0	$1,220,534	−14.4%	4.55%
PM	Philip Morris International Inc. Consumer Defensive	Held	7,077	0	$1,170,111	+3.1%	4.36%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,016	0	$887,186	−8.7%	3.30%
QQQ	Invesco Qqq Trust, Series 1	Held	1,530	0	$883,085	−6.0%	3.29%
EMR	Emerson Electric Co Industrials	Held	5,500	0	$720,610	−1.3%	2.68%
DE	Deere & Co Industrials	Held	1,250	0	$704,125	+21.0%	2.62%
GOOGL	Alphabet Inc. Communication Services	Added	2,114	+65	$607,901	−5.2%	2.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,002	-145	$578,048	−2.7%	2.15%
MO	Altria Group, Inc. Consumer Defensive	Held	8,233	0	$543,295	+14.4%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,583	+284	$537,961	+1.4%	2.00%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,183	-15	$389,076	−5.6%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	803	NEW	$384,797	NEW	1.43%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	6,583	0	$379,444	+7.1%	1.41%
CAT	Caterpillar Inc Industrials	Held	500	0	$354,230	+23.7%	1.32%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,139	0	$353,989	+1.7%	1.32%
WMT	Walmart Inc. Consumer Defensive	Held	2,844	0	$353,452	+11.6%	1.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,041	+41	$351,805	+15.8%	1.31%
CSCO	Cisco Systems, Inc. Technology	Held	4,100	0	$318,119	+0.7%	1.18%
XOM	Exxon Mobil Corp Energy	Held	1,702	0	$288,761	+41.0%	1.08%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,266	0	$278,361	+7.9%	1.04%
AMD	Advanced Micro Devices Inc Technology	Added	1,368	+265	$278,292	+17.8%	1.04%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	950	0	$275,965	+17.6%	1.03%
KO	Coca Cola Co Consumer Defensive	Reduced	3,118	-86	$237,123	+5.9%	0.88%
MMM	3M Co Industrials	Held	1,550	0	$225,106	−9.3%	0.84%
TRV	Travelers Companies, Inc. Financial Services	Held	734	0	$214,093	+0.6%	0.80%
CVX	Chevron Corp Energy	NEW	1,000	NEW	$206,900	NEW	0.77%
NBB	Nuveen Taxable Municipal Income Fund Financial Services	Held	10,000	0	$156,600	−0.9%	0.58%
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Financial Services	Held	10,000	0	$145,000	−2.8%	0.54%
BLW	BLACKROCK Ltd DURATION INCOME TRUST Financial Services	Held	10,000	0	$125,900	−8.4%	0.47%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Held	10,000	0	$119,000	−6.7%	0.44%