| Teva Pharmaceutical Industries Ltd. (TEVA) | $1.6B | 7.96% | 48,138,805 | +2,182,091 | Added |
| Nova Ltd (NVMI) | $1.2B | 5.63% | 2,125,473 | -40,600 | Trimmed |
| Alphabet Inc. (GOOGL) | $935.3M | 4.56% | 2,617,198 | +135,079 | Added |
| NVIDIA Corp. (NVDA) | $884.6M | 4.32% | 4,421,136 | +343,195 | Added |
| Apple Inc. (AAPL) | $786.4M | 3.84% | 2,717,869 | +396,888 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $662.1M | 3.23% | 1,386,385 | -4,074 | Trimmed |
| Microsoft Corp. (MSFT) | $632.4M | 3.09% | 1,695,431 | +339,072 | Added |
| Select Sector SPDR Trust (XLI) | $599.5M | 2.93% | 3,236,426 | +304,552 | Added |
| Tower Semiconductor Ltd (TSEM) | $594.1M | 2.90% | 2,279,379 | +289,450 | Added |
| Select Sector SPDR Trust (XLV) | $576.6M | 2.81% | 3,634,449 | +795,900 | Added |
| Amazon.com Inc. (AMZN) | $533.4M | 2.60% | 2,237,842 | +286,280 | Added |
| Global X Infrastr Development ETF (pave) (PAVE) | $527.3M | 2.57% | 8,938,139 | 0 | Held |
| iShares Trust (SOXX) | $475.9M | 2.32% | 742,736 | +741,481 | Added |
| Meta Platforms, Inc. (META) | $470.8M | 2.30% | 835,826 | +165,849 | Added |
| KLA Corp. (KLAC) | $442.2M | 2.16% | 1,465,650 | +1,464,950 | Added |
| Global X FDS (SHLD) | $418.4M | 2.04% | 6,990,465 | +2,345,100 | Added |
| Goldman Sachs Group Inc. (GS) | $375.4M | 1.83% | 371,142 | +170,027 | Added |
| Broadcom Inc. (AVGO) | $373.1M | 1.82% | 986,349 | +249,815 | Added |
| Camtek Ltd (CAMT) | $363.0M | 1.77% | 2,225,589 | -76,420 | Trimmed |
| GE Vernova Inc. (GEV) | $352.8M | 1.72% | 300,168 | +300,048 | Added |
| iShares Trust (ACWI) | $331.6M | 1.62% | 2,110,162 | +2,075,955 | Added |
| Cheniere Energy, Inc. (LNG) | $312.7M | 1.53% | 1,308,337 | +1,308,337 | New position |
| Vanguard World FD (VGT) | $289.4M | 1.41% | 2,421,267 | -20,109 | Trimmed |
| Snowflake Inc. (SNOW) | $275.6M | 1.34% | 1,083,103 | -88,730 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $266.2M | 1.30% | 1,397,341 | -19,498 | Trimmed |
| Morgan Stanley (MS) | $256.1M | 1.25% | 1,225,291 | +1,224,380 | Added |
| MongoDB, Inc. (MDB) | $248.4M | 1.21% | 739,460 | +189,490 | Added |
| Datadog, Inc. (DDOG) | $247.5M | 1.21% | 950,743 | -377,688 | Trimmed |
| Fidelity Covington Trust (FCOM) | $247.2M | 1.21% | 3,557,848 | +412,109 | Added |
| General Electric Co. (GE) | $243.5M | 1.19% | 651,524 | -11,215 | Trimmed |
| First Trust Exchange Traded FD (MISL) | $243.1M | 1.19% | 5,312,400 | +1,359,400 | Added |
| Enlight Renewable Energy Ltd (ENLT) | $240.5M | 1.17% | 2,701,148 | 0 | Held |
| Lam Research Corp. (LRCX) | $232.2M | 1.13% | 535,573 | -196,791 | Trimmed |
| Etoro Group Ltd (ETOR) | $231.3M | 1.13% | 5,858,948 | +3,870,396 | Added |
| Vaneck ETF Trust (SMH) | $227.7M | 1.11% | 347,156 | -187,112 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $214.4M | 1.05% | 628,758 | -2,133,151 | Trimmed |
| Elbit Sys Ltd (ESLT) | $208.8M | 1.02% | 274,778 | +5,179 | Added |
| Global X FDS (COPX) | $187.6M | 0.92% | 2,431,155 | +140,800 | Added |
| Walmart Inc. (WMT) | $146.1M | 0.71% | 1,289,594 | +148,478 | Added |
| Costco Wholesale Corp. (COST) | $144.5M | 0.70% | 154,450 | 0 | Held |
| Ormat Technologies, Inc. (ORA) | $141.3M | 0.69% | 1,297,863 | +150,000 | Added |
| iShares Trust (IYC) | $138.5M | 0.68% | 1,370,279 | +311,538 | Added |
| Solaredge Technologies, Inc. (SEDG) | $137.7M | 0.67% | 2,356,378 | +2,348,836 | Added |
| Select Sector SPDR Trust (XLY) | $130.0M | 0.63% | 1,108,494 | -137,851 | Trimmed |
| Pershing Square USA Equi (PSUS) | $128.3M | 0.63% | 3,600,000 | +3,600,000 | New position |
| PIMCO ETF Trust (LONZ) | $114.4M | 0.56% | 2,320,000 | +2,320,000 | New position |
| Honeywell International Inc. (HON) | $107.4M | 0.52% | 479,884 | -242,202 | Trimmed |
| Honeywell Aerospace Inc. (HONA) | $106.2M | 0.52% | 480,421 | +480,421 | New position |
| Global E Online Ltd (GLBE) | $91.8M | 0.45% | 2,641,841 | +600,286 | Added |
| SPDR Ser Trust (XME) | $87.0M | 0.42% | 814,000 | 0 | Held |
| Oracle Corp. (ORCL) | $86.6M | 0.42% | 591,063 | -1,275 | Trimmed |
| Nice Ltd (NICE) | $83.2M | 0.41% | 915,626 | -112,546 | Trimmed |
| Enphase Energy, Inc. (ENPH) | $77.2M | 0.38% | 1,567,850 | +1,562,980 | Added |
| Invesco Exchange Traded FD T (RSPD) | $56.6M | 0.28% | 1,010,429 | +138,587 | Added |
| Invesco QQQ Trust (QQQ) | $55.9M | 0.27% | 75,878 | +365 | Added |
| Vanguard Value ETF (VTV) | $47.1M | 0.23% | 216,309 | 0 | Held |
| Mobileye Global Inc. (MBLY) | $34.7M | 0.17% | 3,585,733 | 0 | Held |
| Pershing Square Inc. (PS) | $34.4M | 0.17% | 1,080,000 | +1,080,000 | New position |
| Perion Network Ltd (PERI) | $33.8M | 0.17% | 3,478,513 | 0 | Held |
| Micron Technology Inc. (MU) | $30.4M | 0.15% | 26,357 | +2,125 | Added |
| Nayax Ltd (NYAX) | $29.8M | 0.14% | 454,560 | +74,560 | Added |
| Wisdomtree Trust (DXJ) | $29.4M | 0.14% | 169,215 | +31,480 | Added |
| RTX Corp. (RTX) | $28.5M | 0.14% | 150,275 | +7,529 | Added |
| Alphabet Inc. (GOOG) | $27.7M | 0.14% | 78,301 | +36,771 | Added |
| Wisdomtree Trust (WTV) | $27.1M | 0.13% | 266,800 | +266,800 | New position |
| DBX ETF Trust (ASHR) | $26.9M | 0.13% | 734,945 | -668 | Held |
| iShares Inc. (EWJ) | $26.7M | 0.13% | 285,806 | +761 | Added |
| Cloudflare, Inc. (NET) | $24.7M | 0.12% | 100,500 | +100,500 | New position |
| Coherent Corp. (COHR) | $24.3M | 0.12% | 61,670 | +6,070 | Added |
| Boeing Co. (BA) | $24.1M | 0.12% | 111,114 | -12,567 | Trimmed |
| Arm Holdings plc (ARM) | $23.5M | 0.12% | 66,345 | +63,495 | Added |
| Lockheed Martin Corp. (LMT) | $22.6M | 0.11% | 44,358 | +254 | Added |
| SPDR S&P 500 (SPY) | $20.7M | 0.10% | 27,608 | -51,972 | Trimmed |
| Dell Technologies Inc. (DELL) | $20.0M | 0.10% | 46,425 | +41,127 | Added |
| Howmet Aerospace Inc. (HWM) | $19.4M | 0.10% | 72,188 | -2,826 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $18.0M | 0.09% | 31,059 | +20,466 | Added |
| General Dynamics Corp. (GD) | $17.9M | 0.09% | 50,397 | -442 | Trimmed |
| Caterpillar Inc. (CAT) | $17.1M | 0.08% | 16,039 | -96 | Trimmed |
| Intel Corp. (INTC) | $17.0M | 0.08% | 123,593 | +105,585 | Added |
| Globalfoundries Inc. (GFS) | $16.2M | 0.08% | 196,100 | +196,100 | New position |
| Texas Instruments Inc. (TXN) | $16.0M | 0.08% | 53,591 | +52,991 | Added |
| iShares Trust (LQD) | $14.0M | 0.07% | 128,217 | 0 | Held |
| TransDigm Group Inc. (TDG) | $13.4M | 0.07% | 10,091 | -475 | Trimmed |
| Northrop Grumman Corp. (NOC) | $13.4M | 0.07% | 26,241 | -888 | Trimmed |
| F5, Inc. (FFIV) | $12.9M | 0.06% | 30,955 | +156 | Added |
| Vanguard FTSE All-World ex-US ETF (VEU) | $12.9M | 0.06% | 153,666 | -103,479 | Trimmed |
| ON Semiconductor Corp. (ON) | $12.6M | 0.06% | 133,220 | +133,220 | New position |
| SPDR Ser Trust (XHB) | $11.8M | 0.06% | 102,250 | +102,250 | New position |
| Tesla, Inc. (TSLA) | $11.8M | 0.06% | 27,945 | +699 | Added |
| Franklin Templeton ETF Trust (FLIN) | $11.7M | 0.06% | 330,200 | +321,500 | Added |
| Nu Holdings Ltd. (NU) | $11.7M | 0.06% | 873,746 | +864,396 | Added |
| Zim Integrated Shipping Serv (ZIM) | $11.6M | 0.06% | 445,770 | +54,000 | Added |
| Analog Devices Inc. (ADI) | $11.4M | 0.06% | 28,700 | +28,300 | Added |
| SPDR Ser Trust (XBI) | $11.2M | 0.05% | 70,565 | +70,565 | New position |
| MercadoLibre, Inc. (MELI) | $10.9M | 0.05% | 6,407 | +2,080 | Added |
| Hewlett Packard Enterprise Co. (HPE) | $10.8M | 0.05% | 240,000 | +240,000 | New position |
| Rocket Lab Corp. (RKLB) | $10.8M | 0.05% | 106,475 | +308 | Added |
| Invesco Exch Traded FD Trust II (SPMO) | $10.8M | 0.05% | 62,282 | +26,702 | Added |
| Microchip Technology Inc. (MCHP) | $10.6M | 0.05% | 116,350 | +116,350 | New position |
| Citigroup Inc. (C) | $9.9M | 0.05% | 70,862 | +60,783 | Added |