Psagot Value Holdings Ltd. / (Israel)
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 Sep 30, 2024, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
Over time 13 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 Trend
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Basic Materials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Energy | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Held | 0 | $0 | — | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Held | 0 | $0 | — | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 0 | $0 | — | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 0 | $0 | — | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 0 | $0 | — | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Held | 0 | $0 | — | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 0 | $0 | — | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Held | 0 | $0 | — | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Held | 0 | $0 | — | |
| GM |
General Motors Co
Consumer Cyclical
|
Held | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
Held | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
Held | 0 | $0 | — | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 0 | $0 | — | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 0 | $0 | — | |
| TT |
Trane Technologies plc
Industrials
|
Held | 0 | $0 | — | |
|
|
Held | 0 | $0 | — | ||
| INCY |
Incyte Corp
Healthcare
|
Held | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 0 | $0 | — | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Held | 0 | $0 | — | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
Held | 0 | $0 | — | |
| XME |
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
|
Held | 0 | $0 | — | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Held | 0 | $0 | — | |
| BKR |
Baker Hughes Co
Energy
|
Held | 0 | $0 | — | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
Held | 0 | $0 | — | |
|
|
Held | 0 | $0 | — | ||
| NI |
Nisource Inc.
Utilities
|
Held | 0 | $0 | — | |
| SLB |
Slb Limited
Energy
|
Held | 0 | $0 | — | |
| QLD |
ProShares Ultra QQQ
|
Held | 0 | $0 | — | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 0 | $0 | — | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 0 | $0 | — | |
| SBAC |
Sba Communications Corp
Real Estate
|
Held | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
Held | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 0 | $0 | — | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Held | 0 | $0 | — | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Held | 0 | $0 | — | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 0 | $0 | — | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Held | 0 | $0 | — | |
| CGEN |
Compugen Ltd
Healthcare
|
Held | 0 | $0 | — | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Held | 0 | $0 | — | |
| BP |
Bp PLC
Energy
|
Held | 0 | $0 | — | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 0 | $0 | — | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 0 | $0 | — | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 0 | $0 | — | |
|
|
Held | 0 | $0 | — | ||
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 0 | $0 | — | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 0 | $0 | — | |
| PODD |
Insulet Corp
Healthcare
|
Held | 0 | $0 | — | |
| FDX |
Fedex Corp
Industrials
|
Held | 0 | $0 | — | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 0 | $0 | — |
Showing the top 50 of 135 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.