MAIMON WEALTH MANAGEMENT LTD.

CIK

1760401

Location

RA'ANANA, L3

Portfolio Value

Micro $5,173,979

Diversification

Diversified

Filing Date

Global Rank

#7,505 / 8,588 ▲ 112

Top Industry

Medical Devices 17.0%

3Y Alpha vs SPY

-25.3%

Period ended 3 months ago

Filed May 7, 2026 · 41d

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

+2.9%

SPY

+10.4%

Annualised alpha

-25.3%

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

8 positions · $5,173,979 total · Consumer Defensive only · 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
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,640	0	$1,634,145	+15.5%	31.58%
PM	Philip Morris International Inc. Consumer Defensive	Held	7,077	0	$1,170,111	+3.1%	22.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,002	-145	$578,048	−2.7%	11.17%
MO	Altria Group, Inc. Consumer Defensive	Held	8,233	0	$543,295	+14.4%	10.50%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	6,583	0	$379,444	+7.1%	7.33%
WMT	Walmart Inc. Consumer Defensive	Held	2,844	0	$353,452	+11.6%	6.83%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,266	0	$278,361	+7.9%	5.38%
KO	Coca Cola Co Consumer Defensive	Reduced	3,118	-86	$237,123	+5.9%	4.58%