Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. reported 24 positions worth $50.16M for the quarter ended Jun 30, 2026, up 63.3% on the prior quarter. It opened 10 new positions, added to 0, trimmed 2 and exited 4. Its largest holding is Intel Corp at 13.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +47.3K | – | $6.60M | 13.15% |
| PANW Palo Alto Networks Inc | +14.2K | – | $4.84M | 9.65% |
| AMZN Amazon Com Inc | +14.9K | – | $3.55M | 7.08% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5,000 | – | $2.39M | 4.77% |
| MRVL Marvell Technology, Inc. | +7,153 | – | $2.13M | 4.25% |
| LLY ELI LILLY & Co | +1,218 | – | $1.46M | 2.91% |
| PLTR Palantir Technologies Inc. | +11.8K | – | $1.38M | 2.75% |
| TEVA Teva Pharmaceutical Industries Ltd | +35.0K | – | $1.19M | 2.36% |
| CBRS Cerebras Systems Inc. | +5,206 | – | $1.15M | 2.29% |
| MSFT Microsoft Corp | +2,524 | – | $941.50K | 1.88% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSEM Tower Semiconductor Ltd | -27.9K | -100.0% | $4.89M | Exited |
| ICL ICL Group Ltd. | -327.6K | -100.0% | $1.68M | Exited |
| BWXT BWX Technologies, Inc. | -6,000 | -39.5% | $1.17M | 3.57% |
| META Meta Platforms, Inc. | -1,550 | -49.5% | $873.10K | 1.78% |
| UBER Uber Technologies, Inc | -10.4K | -100.0% | $751.24K | Exited |
| NKE NIKE, Inc. | -11.6K | -100.0% | $618.11K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +47.3K | $6.60M | 13.15% |
| PANW Palo Alto Networks Inc | +14.2K | $4.84M | 9.65% |
| AMZN Amazon Com Inc | +14.9K | $3.55M | 7.08% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5,000 | $2.39M | 4.77% |
| MRVL Marvell Technology, Inc. | +7,153 | $2.13M | 4.25% |
| LLY ELI LILLY & Co | +1,218 | $1.46M | 2.91% |
| PLTR Palantir Technologies Inc. | +11.8K | $1.38M | 2.75% |
| TEVA Teva Pharmaceutical Industries Ltd | +35.0K | $1.19M | 2.36% |
| CBRS Cerebras Systems Inc. | +5,206 | $1.15M | 2.29% |
| MSFT Microsoft Corp | +2,524 | $941.50K | 1.88% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC Intel Corp | Technology | 47.3K | $6.60M | 13.15% | +47.3K | – | New | 0% |
| 2 | PANW Palo Alto Networks Inc | Technology | 14.2K | $4.84M | 9.65% | +14.2K | – | New | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 11.0K | $3.90M | 7.78% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 14.9K | $3.55M | 7.08% | +14.9K | – | New | 0% |
| 5 | PWR Quanta Services, Inc. | Industrials | 4,238 | $3.05M | 6.08% | 0 | 0.0% | Unchanged | 0% |
| 6 | GS Goldman Sachs Group Inc | Financial Services | 2,743 | $2.77M | 5.53% | 0 | 0.0% | Unchanged | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,000 | $2.39M | 4.77% | +5,000 | – | New | 0% |
| 8 | SEDG Solaredge Technologies, Inc. | Industrials | 39.2K | $2.29M | 4.57% | 0 | 0.0% | Unchanged | 0.06% |
| 9 | DK Delek US Holdings, Inc. | Energy | 45.1K | $2.29M | 4.56% | 0 | 0.0% | Unchanged | 0.07% |
| 10 | MRVL Marvell Technology, Inc. | Technology | 7,153 | $2.13M | 4.25% | +7,153 | – | New | 0% |
| 11 | BWXT BWX Technologies, Inc. | Industrials | 9,205 | $1.79M | 3.57% | -6,000 | -39.5% | Reduced | 0.01% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 3,058 | $1.78M | 3.54% | 0 | 0.0% | Unchanged | 0% |
| 13 | KKR KKR & Co. Inc. | Financial Services | 16.7K | $1.53M | 3.05% | 0 | 0.0% | Unchanged | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 1,218 | $1.46M | 2.91% | +1,218 | – | New | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 11.8K | $1.38M | 2.75% | +11.8K | – | New | 0% |
Tip. Select a row to see that position’s full history at Yahav Achim Ve Achayot - Provident Funds Management.
As of its Q2 2026 13F filing, Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.’s five largest positions were Intel Corp (INTC) at 13.2%, Palo Alto Networks Inc (PANW) at 9.6%, Alphabet Inc. (GOOG) at 7.8%, Amazon Com Inc (AMZN) at 7.1%, Quanta Services, Inc. (PWR) at 6.1% of the reported portfolio.
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. reported a 13F portfolio worth $50.16M across 24 positions for Q2 2026. That is up 63.3% from the previous quarter.
Its largest purchases by value were Intel Corp ($6.60M), Palo Alto Networks Inc ($4.84M), Amazon Com Inc ($3.55M). It opened 10 new positions.
Its largest sales by value were Tower Semiconductor Ltd ($4.89M), ICL Group Ltd. ($1.68M), BWX Technologies, Inc. ($1.17M). It exited 4 positions entirely.
From the Form 13F-HR reports Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.