MAIMON WEALTH MANAGEMENT LTD.

CIK

1760401

Location

RA'ANANA, L3

Portfolio Value

Micro $30,524,161

Diversification

Diversified

Filing Date

Global Rank

#3,544 / 4,286 ▲ 3716

Top Industry

Medical Devices 14.2%

3Y Alpha vs SPY

-13.2%

Period ended 37 days ago

Filed Jul 24, 2026 · 13d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.5%

SPY

+13.5%

Annualised alpha

-14.3%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

−2.4 pts

Top 5

44.5%

−0.6 pts

Top 10

65.7%

−0.3 pts

HHI

576

Diversified−30

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$8,749,277	8
Consumer Defensive	17.4%	$5,302,588	8
Communication Services	12.9%	$3,948,627	2
Healthcare	12.7%	$3,881,662	1
Unclassified	10.3%	$3,150,855	2
Industrials	7.8%	$2,390,269	4
Consumer Cyclical	4.7%	$1,430,558	3
Financial Services	3.6%	$1,113,360	6
Basic Materials	0.9%	$285,850	1
Energy	0.9%	$271,115	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+765	25,490	$1,924,749
CSCO	Cisco Systems, Inc.	+616	4,716	$553,941
AMZN	Amazon Com Inc	+288	2,871	$684,274
XOM	ExxonMobil Holdings Corp	+281	1,983	$271,115
MSFT	Microsoft Corp	+214	4,120	$1,536,842
GOOGL	Alphabet Inc.	+198	2,312	$826,239
PM	Philip Morris International Inc.	+175	7,252	$1,311,959
QQQ	Invesco Qqq Trust, Series 1	+135	1,665	$1,226,106
NVDA	Nvidia Corp	+96	9,680	$1,936,871
KO	Coca Cola Co	+88	3,206	$260,551
HD	Home Depot, Inc.	+34	1,217	$429,211
WMT	Walmart Inc.	+34	2,878	$325,962
MDLZ	Mondelez International, Inc.	+34	6,617	$382,727
MCD	Mcdonalds Corp	+34	1,173	$317,073
COST	Costco Wholesale Corp /New	+25	1,665	$1,557,557
APD	Air Products & Chemicals, Inc.	+25	975	$285,850
CAT	Caterpillar Inc	+25	525	$559,072
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+24	1,065	$508,612
SYK	Stryker Corp	+10	12,329	$3,881,662
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−782	9,395	$2,718,537
BRK-B	Berkshire Hathaway Inc	−155	648	$324,252
PG	PROCTER & GAMBLE Co	−101	3,901	$572,042
AMD	Advanced Micro Devices Inc	−10	1,358	$788,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
T	At&T Inc.	150,840	$3,122,388
DELL	Dell Technologies Inc.	943	$406,866
PANW	Palo Alto Networks Inc	876	$298,733
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	1,327	$1,220,534
JPM	Jpmorgan Chase & Co	3,016	$887,186
CVX	Chevron Corp	1,000	$206,900
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 tracked positions · $30,524,161 total · as of Jun 30, 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	12,329	+10	$3,881,662	−4.1%	12.72%
T	At&T Inc. Communication Services	NEW	150,840	NEW	$3,122,388	NEW	10.23%
AAPL	Apple Inc. Technology	Reduced	9,395	-782	$2,718,537	+5.3%	8.91%
NVDA	Nvidia Corp Technology	Added	9,680	+96	$1,936,871	+15.9%	6.35%
IAU	Ishares Gold Trust	Added	25,490	+765	$1,924,749	−11.7%	6.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,665	+25	$1,557,557	−4.7%	5.10%
MSFT	Microsoft Corp Technology	Added	4,120	+214	$1,536,842	+6.3%	5.03%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,252	+175	$1,311,959	+12.1%	4.30%
QQQ	Invesco Qqq Trust, Series 1	Added	1,665	+135	$1,226,106	+38.8%	4.02%
GOOGL	Alphabet Inc. Communication Services	Added	2,312	+198	$826,239	+35.9%	2.71%
DE	Deere & Co Industrials	Held	1,250	0	$792,912	+12.6%	2.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,358	-10	$788,875	+183.5%	2.58%
EMR	Emerson Electric Co Industrials	Held	5,500	0	$787,325	+9.3%	2.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,871	+288	$684,274	+27.2%	2.24%
MO	Altria Group, Inc. Consumer Defensive	Held	8,233	0	$592,364	+9.0%	1.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,901	-101	$572,042	−1.0%	1.87%
CAT	Caterpillar Inc Industrials	Added	525	+25	$559,072	+57.8%	1.83%
CSCO	Cisco Systems, Inc. Technology	Added	4,716	+616	$553,941	+74.1%	1.81%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,065	+24	$508,612	+44.6%	1.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,217	+34	$429,211	+10.3%	1.41%
DELL	Dell Technologies Inc. Technology	NEW	943	NEW	$406,866	NEW	1.33%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	6,617	+34	$382,727	+0.9%	1.25%
WMT	Walmart Inc. Consumer Defensive	Added	2,878	+34	$325,962	−7.8%	1.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	648	-155	$324,252	−15.7%	1.06%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,173	+34	$317,073	−10.4%	1.04%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,266	0	$299,426	+7.6%	0.98%
PANW	Palo Alto Networks Inc Technology	NEW	876	NEW	$298,733	NEW	0.98%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	975	+25	$285,850	+3.6%	0.94%
XOM	ExxonMobil Holdings Corp Energy	Added	1,983	+281	$271,115	−6.1%	0.89%
KO	Coca Cola Co Consumer Defensive	Added	3,206	+88	$260,551	+9.9%	0.85%
MMM	3M Co Industrials	Held	1,550	0	$250,960	+11.5%	0.82%
TRV	Travelers Companies, Inc. Financial Services	Held	734	0	$242,308	+13.2%	0.79%
NBB	Nuveen Taxable Municipal Income Fund Financial Services	Held	10,000	0	$157,800	+0.8%	0.52%
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Financial Services	Held	10,000	0	$144,600	−0.3%	0.47%
BLW	BLACKROCK Ltd DURATION INCOME TRUST Financial Services	Held	10,000	0	$124,900	−0.8%	0.41%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Held	10,000	0	$119,500	+0.4%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.