Psagot Value Holdings Ltd. / (Israel)
Filing Date
3Y Alpha vs SPY
-13.3%
Period ended 1 year ago
Filed Oct 9, 2024 · 1y
13 quarters · since Sep 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.2%
SPY
+76.3%
Annualised alpha
-13.3%
Max drawdown
−12.1%
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 Trend
13 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
16 positions ·
$0 total
· Technology only
· as of Sep 30, 2024
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
Held | 0 | $0 | — | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 0 | $0 | — | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 0 | $0 | — | |
| GRMN |
Garmin Ltd
Technology
|
Held | 0 | $0 | — | |
| ADBE |
Adobe Inc.
Technology
|
Held | 0 | $0 | — | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 0 | $0 | — | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 0 | $0 | — | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 0 | $0 | — | |
| SNPS |
Synopsys Inc
Technology
|
Held | 0 | $0 | — | |
| PAYC |
Paycom Software, Inc.
Technology
|
Held | 0 | $0 | — | |
| FICO |
Fair Isaac Corp
Technology
|
Held | 0 | $0 | — | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 0 | $0 | — | |
| AAPL |
Apple Inc.
Technology
|
Held | 0 | $0 | — | |
| ORCL |
Oracle Corp
Technology
|
Held | 0 | $0 | — |