Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.7%; sector active share 52.2% against the combined 13F book's sector weights.
Over time 20 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
40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 65.1% | $93,574,078 |
| Technology | 17.6% | $25,259,182 |
| Industrials | 4.2% | $5,981,264 |
| Financial Services | 3.6% | $5,236,170 |
| Communication Services | 3.3% | $4,792,947 |
| Consumer Cyclical | 2.7% | $3,942,387 |
| Healthcare | 1.8% | $2,646,705 |
| Energy | 1.6% | $2,289,549 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | +13,042 | 26,245 | $17,213,833 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | 41,100 | $28,227,891 | |
| IVV | iShares Core S&P 500 ETF | 24,607 | $18,427,936 | |
| INTC | Intel Corp | 47,252 | $6,597,796 | |
| PANW | Palo Alto Networks Inc | 14,189 | $4,838,732 | |
| EEM | iShares MSCI Emerging Markets ETF | 68,700 | $4,699,767 | |
| IWM | iShares Russell 2000 ETF | 15,318 | $4,602,293 | |
| AMZN | Amazon Com Inc | 14,898 | $3,550,789 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 5,000 | $2,387,850 | |
| ITA | iShares U.S. Aerospace & Defense ETF | 9,569 | $2,319,716 | |
| MRVL | Marvell Technology, Inc. | 7,153 | $2,130,807 | |
| — | 8,951 | $1,480,316 | ||
| LLY | ELI LILLY & Co | 1,218 | $1,460,905 | |
| PLTR | Palantir Technologies Inc. | 11,832 | $1,380,439 | |
| TEVA | Teva Pharmaceutical Industries Ltd | 35,000 | $1,185,800 | |
| CBRS | Cerebras Systems Inc. | 5,206 | $1,150,526 | |
| MSFT | Microsoft Corp | 2,524 | $941,502 | |
| — | 18,685 | $457,221 | ||
| FXI | iShares China Large-Cap ETF | 12,200 | $385,398 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
NEW | 41,100 | $28,227,891 | 19.64% | |
| IVV |
iShares Core S&P 500 ETF
|
NEW | 24,607 | $18,427,936 | 12.82% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 26,245 | $17,213,833 | 11.98% | |
| INTC |
Intel Corp
Technology
|
NEW | 47,252 | $6,597,796 | 4.59% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 14,189 | $4,838,732 | 3.37% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
NEW | 68,700 | $4,699,767 | 3.27% | |
| IWM |
iShares Russell 2000 ETF
|
NEW | 15,318 | $4,602,293 | 3.20% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 11,043 | $3,901,823 | 2.71% | |
| PAVE |
Global X U.S. Infrastructure Development ETF
|
Held | 62,840 | $3,702,532 | 2.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,001 | $3,682,736 | 2.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 14,898 | $3,550,789 | 2.47% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 4,238 | $3,051,529 | 2.12% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 2,743 | $2,774,187 | 1.93% | |
| MCHI |
iShares MSCI China ETF
|
Held | 53,959 | $2,753,527 | 1.92% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 5,000 | $2,387,850 | 1.66% | |
| ITA |
iShares U.S. Aerospace & Defense ETF
|
NEW | 9,569 | $2,319,716 | 1.61% | |
| SEDG |
Solaredge Technologies, Inc.
Technology
|
Held | 39,197 | $2,290,672 | 1.59% | |
| DK |
Delek US Holdings, Inc.
Energy
|
Held | 45,061 | $2,289,549 | 1.59% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 7,153 | $2,130,807 | 1.48% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Reduced | 9,205 | $1,791,753 | 1.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 3,058 | $1,776,422 | 1.24% | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
Held | 10,867 | $1,719,702 | 1.20% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 16,657 | $1,528,779 | 1.06% | |
| XME |
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
|
Held | 14,200 | $1,518,406 | 1.06% | |
|
|
NEW | 8,951 | $1,480,316 | 1.03% | ||
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 1,218 | $1,460,905 | 1.02% | |
| EPI |
WisdomTree India Earnings Fund
|
Held | 33,076 | $1,414,991 | 0.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 11,832 | $1,380,439 | 0.96% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
NEW | 35,000 | $1,185,800 | 0.83% | |
| CBRS |
Cerebras Systems Inc.
Technology
|
NEW | 5,206 | $1,150,526 | 0.80% | |
| BA |
Boeing Co
Industrials
|
Held | 5,257 | $1,137,982 | 0.79% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,982 | $996,848 | 0.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,296 | $967,813 | 0.67% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 2,524 | $941,502 | 0.66% | |
| V |
Visa Inc.
Financial Services
|
Held | 2,720 | $933,204 | 0.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,582 | $891,124 | 0.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 2,032 | $767,588 | 0.53% | |
|
|
NEW | 18,685 | $457,221 | 0.32% | ||
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 4,080 | $391,598 | 0.27% | |
| FXI |
iShares China Large-Cap ETF
|
NEW | 12,200 | $385,398 | 0.27% |
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.