Union Investments & Development Ltd.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| XTND Xtend AI Robotics, Inc. | 13G | Sep 3, 2026 | 30d | 35,454,544 | 12.48% | Current |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 88.7%; sector active share 59.9% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
26 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Portfolio Trend
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 65.1% | $10,687,099 |
| Communication Services | 10.8% | $1,776,295 |
| Technology | 8.2% | $1,347,487 |
| Unclassified | 7.6% | $1,251,012 |
| Energy | 3.7% | $608,500 |
| Utilities | 1.4% | $223,126 |
| Basic Materials | 1.3% | $218,466 |
| Healthcare | 1.0% | $158,214 |
| Industrials | 0.9% | $143,025 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
Held | 266,118 | $10,229,575 | 62.33% | |
| TBLA |
Taboola.com Ltd.
Communication Services
|
Held | 360,994 | $1,212,939 | 7.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 10,000 | $622,450 | 3.79% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 770 | $444,151 | 2.71% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 2,000 | $334,380 | 2.04% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 650 | $279,695 | 1.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,300 | $242,229 | 1.48% | |
| TRGP |
Targa Resources Corp.
Energy
|
Held | 1,600 | $236,816 | 1.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 400 | $228,976 | 1.40% | |
| ORA |
Ormat Technologies, Inc.
Utilities
|
Held | 2,900 | $223,126 | 1.36% | |
| PHM |
Pultegroup Inc
Consumer Cyclical
|
Held | 1,500 | $215,295 | 1.31% | |
| SHOP |
Shopify Inc.
Technology
|
NEW | 2,500 | $200,350 | 1.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,700 | $199,274 | 1.21% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 1,000 | $192,810 | 1.17% | |
| WIX |
Wix.com Ltd.
Technology
|
Held | 1,136 | $189,905 | 1.16% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 3,000 | $186,330 | 1.14% | |
| OIH |
VanEck Oil Services ETF
|
Held | 650 | $184,411 | 1.12% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 1,000 | $163,000 | 0.99% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 320 | $158,214 | 0.96% | |
| ABBNY |
Abb Ltd
Industrials
|
Held | 2,500 | $143,025 | 0.87% | |
| SNOW |
Snowflake Inc.
Technology
|
Held | 1,150 | $132,089 | 0.80% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 350 | $95,798 | 0.58% | |
| BP |
Bp PLC
Energy
|
Held | 3,000 | $94,170 | 0.57% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,000 | $93,840 | 0.57% | |
| DVN |
Devon Energy Corp
Energy
|
Held | 2,000 | $78,240 | 0.48% | |
| MOS |
Mosaic Co
Basic Materials
|
Held | 1,200 | $32,136 | 0.20% |
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.