| Teva Pharmaceutical Industries Ltd. (TEVA) | $1.3B | 8.44% | 38,922,212 | +1,020,000 | Added |
| Technology Select Sector SPDR ETF (XLK) | $1.1B | 6.88% | 5,647,173 | +1,350,351 | Added |
| Select Sector SPDR Trust (XLI) | $917.9M | 5.87% | 4,955,697 | +944,499 | Added |
| Nova Ltd (NVMI) | $879.9M | 5.63% | 1,620,657 | +52,000 | Added |
| Alphabet Inc. (GOOG) | $787.5M | 5.04% | 2,228,776 | +693,726 | Added |
| Vaneck ETF Trust (SMH) | $651.1M | 4.17% | 992,691 | +232,244 | Added |
| NVIDIA Corp. (NVDA) | $504.8M | 3.23% | 2,522,968 | +591,687 | Added |
| Tower Semiconductor Ltd (TSEM) | $451.1M | 2.89% | 1,730,723 | -284,783 | Trimmed |
| Amazon.com Inc. (AMZN) | $445.9M | 2.85% | 1,870,900 | +442,770 | Added |
| Camtek Ltd (CAMT) | $432.0M | 2.76% | 2,648,396 | +720,000 | Added |
| Select Sector SPDR Trust (XLY) | $378.9M | 2.42% | 3,231,019 | +270,687 | Added |
| Select Sector SPDR Trust (XLC) | $365.0M | 2.33% | 3,407,164 | +651,980 | Added |
| Microsoft Corp. (MSFT) | $352.8M | 2.26% | 945,938 | +566,159 | Added |
| Apple Inc. (AAPL) | $309.8M | 1.98% | 1,070,700 | +143,000 | Added |
| Micron Technology Inc. (MU) | $292.2M | 1.87% | 253,106 | -85,201 | Trimmed |
| Meta Platforms, Inc. (META) | $276.4M | 1.77% | 490,773 | +161,190 | Added |
| Applied Materials Inc. (AMAT) | $254.0M | 1.63% | 351,313 | -53,687 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $249.4M | 1.60% | 731,523 | +407,793 | Added |
| Invesco Exch Traded FD Trust II (KBWB) | $245.7M | 1.57% | 2,642,750 | +479,000 | Added |
| Select Sector SPDR Trust (XLE) | $243.8M | 1.56% | 4,589,946 | +3,307,435 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $234.4M | 1.50% | 489,910 | -408,182 | Trimmed |
| iShares Trust (LQD) | $214.3M | 1.37% | 1,965,000 | 0 | Held |
| iShares Inc. (EWY) | $206.6M | 1.32% | 1,023,178 | -374,322 | Trimmed |
| Lam Research Corp. (LRCX) | $167.2M | 1.07% | 385,544 | -389,143 | Trimmed |
| Tesla, Inc. (TSLA) | $164.1M | 1.05% | 390,184 | +97,979 | Added |
| Select Sector SPDR Trust (XLV) | $164.0M | 1.05% | 1,033,549 | +353,400 | Added |
| Enlight Renewable Energy Ltd (ENLT) | $145.2M | 0.93% | 1,630,721 | 0 | Held |
| Invesco Exch Traded FD Trust II (CQQQ) | $144.8M | 0.93% | 2,539,000 | 0 | Held |
| Broadcom Inc. (AVGO) | $144.5M | 0.92% | 382,416 | +96,855 | Added |
| AbbVie Inc. (ABBV) | $141.6M | 0.91% | 562,561 | +150,409 | Added |
| Advanced Micro Devices Inc. (AMD) | $134.2M | 0.86% | 231,000 | +231,000 | New position |
| Invesco Exch Traded FD Trust II (QQQM) | $131.1M | 0.84% | 432,731 | +400,000 | Added |
| Ormat Technologies, Inc. (ORA) | $130.8M | 0.84% | 1,201,526 | +40,000 | Added |
| AstraZeneca PLC (AZN) | $127.6M | 0.82% | 676,000 | +390,000 | Added |
| JPMorgan Chase & Co. (JPM) | $122.8M | 0.79% | 375,197 | -193,237 | Trimmed |
| iShares Trust (IGV) | $120.0M | 0.77% | 1,324,838 | +881,802 | Added |
| Vaneck ETF Trust (GDX) | $111.7M | 0.71% | 1,480,000 | +120,000 | Added |
| Vertiv Holdings Co. (VRT) | $107.2M | 0.69% | 320,066 | +64,894 | Added |
| Financial Select Sector SPDR ETF (XLF) | $101.2M | 0.65% | 1,887,945 | -5,864 | Trimmed |
| Solaredge Technologies, Inc. (SEDG) | $98.8M | 0.63% | 1,691,340 | +745,154 | Added |
| Select Sector SPDR Trust (XLU) | $95.7M | 0.61% | 2,110,205 | -1,341,535 | Trimmed |
| Merck & Co., Inc. (MRK) | $94.3M | 0.60% | 730,035 | +420,033 | Added |
| Visa Inc. (V) | $93.7M | 0.60% | 272,975 | +175,448 | Added |
| SPDR Ser Trust (XME) | $88.8M | 0.57% | 830,230 | 0 | Held |
| Select Sector SPDR Trust (XLB) | $86.2M | 0.55% | 1,696,180 | -4,371 | Trimmed |
| ServiceNow, Inc. (NOW) | $86.0M | 0.55% | 865,892 | +863,801 | Added |
| Lockheed Martin Corp. (LMT) | $81.0M | 0.52% | 158,939 | +34,719 | Added |
| Constellation Energy Corp. (CEG) | $80.7M | 0.52% | 325,080 | +324,994 | Added |
| International Business Machines Corp. (IBM) | $80.2M | 0.51% | 285,327 | +285,000 | Added |
| Gilead Sciences, Inc. (GILD) | $76.3M | 0.49% | 604,000 | +160,000 | Added |
| Nice Ltd (NICE) | $68.7M | 0.44% | 756,270 | -165,000 | Trimmed |
| Sandisk Corp. (SNDK) | $68.2M | 0.44% | 30,000 | -51,000 | Trimmed |
| Oracle Corp. (ORCL) | $66.9M | 0.43% | 456,718 | +456,248 | Added |
| Snowflake Inc. (SNOW) | $59.8M | 0.38% | 235,000 | +235,000 | New position |
| Northrop Grumman Corp. (NOC) | $57.0M | 0.36% | 112,000 | +12,000 | Added |
| Pershing Square USA Equi (PSUS) | $56.1M | 0.36% | 1,500,000 | +1,500,000 | New position |
| Cameco Corp. (CCJ) | $51.9M | 0.33% | 509,693 | -149,692 | Trimmed |
| Corning Inc. (GLW) | $51.7M | 0.33% | 202,308 | +102,308 | Added |
| Trane Technologies plc (TT) | $50.1M | 0.32% | 102,000 | +52,000 | Added |
| Eaton Corp. plc (ETN) | $47.7M | 0.30% | 112,000 | -95,000 | Trimmed |
| Credo Technology Group Holding Ltd. (CRDO) | $41.6M | 0.27% | 153,000 | +153,000 | New position |
| Intel Corp. (INTC) | $40.2M | 0.26% | 288,209 | -431,670 | Trimmed |
| MongoDB, Inc. (MDB) | $40.0M | 0.26% | 119,000 | +119,000 | New position |
| Seagate Technology Holdings plc (STX) | $38.2M | 0.24% | 39,500 | -41,500 | Trimmed |
| Morgan Stanley (MS) | $37.9M | 0.24% | 181,083 | -125 | Held |
| Coherent Corp. (COHR) | $32.2M | 0.21% | 81,729 | +25,729 | Added |
| SPDR Ser Trust (SPIB) | $31.0M | 0.20% | 927,502 | +68,431 | Added |
| SPDR S&P 500 (SPY) | $28.9M | 0.18% | 39,470 | -3,944 | Trimmed |
| UroGen Pharma Ltd. (URGN) | $28.4M | 0.18% | 770,909 | 0 | Held |
| Alibaba Group Holding Limited (BABA) | $28.4M | 0.18% | 292,537 | +1,639 | Added |
| Global E Online Ltd (GLBE) | $24.5M | 0.16% | 705,000 | -190,000 | Trimmed |
| Elbit Sys Ltd (ESLT) | $24.4M | 0.16% | 32,100 | 0 | Held |
| Invesco QQQ Trust (QQQ) | $23.6M | 0.15% | 32,139 | +918 | Added |
| Tat Technologies Ltd (TATT) | $22.7M | 0.14% | 470,025 | 0 | Held |
| Nutrien Ltd. (NTR) | $20.8M | 0.13% | 327,500 | -135,000 | Trimmed |
| MercadoLibre, Inc. (MELI) | $20.4M | 0.13% | 12,000 | 0 | Held |
| iShares Trust (IYW) | $20.3M | 0.13% | 80,582 | +231 | Added |
| Nayax Ltd (NYAX) | $19.7M | 0.13% | 300,000 | 0 | Held |
| Check Point Software Technologies Ltd. (CHKP) | $18.4M | 0.12% | 140,000 | -60,000 | Trimmed |
| Pershing Square Inc. (PS) | $14.8M | 0.10% | 450,000 | +450,000 | New position |
| Gilat Satellite Networks Ltd (GILT) | $14.5M | 0.09% | 1,091,053 | 0 | Held |
| iShares Trust (QLTA) | $13.5M | 0.09% | 283,943 | +15,692 | Added |
| Invesco Bulletshares 2026 High Yield Corp. Bond ETF (BSJQ) | $12.9M | 0.08% | 560,867 | +13,007 | Added |
| Space Exploration Technologies Corp. (SPCX) | $12.8M | 0.08% | 75,000 | +75,000 | New position |
| Perion Network Ltd (PERI) | $12.5M | 0.08% | 1,287,102 | 0 | Held |
| Vanguard Value ETF (VTV) | $11.1M | 0.07% | 51,084 | -1,562 | Trimmed |
| Vanguard FTSE All-World ex-US ETF (VEU) | $10.5M | 0.07% | 125,005 | -7,556 | Trimmed |
| PIMCO ETF Trust (MINT) | $7.0M | 0.04% | 69,234 | +16,093 | Added |
| iShares Trust (SOXX) | $6.8M | 0.04% | 11,043 | +2,543 | Added |
| iShares Trust (EEM) | $6.8M | 0.04% | 99,516 | -5,268 | Trimmed |
| Alphabet Inc. (GOOGL) | $6.5M | 0.04% | 18,394 | -141 | Trimmed |
| iShares Barclays Tips Bond (TIP) | $6.3M | 0.04% | 57,153 | +3,691 | Added |
| iShares Trust (TLH) | $5.1M | 0.03% | 50,964 | -35,532 | Trimmed |
| iShares Trust (ACWI) | $5.1M | 0.03% | 32,261 | +1 | Held |
| Vanguard Short-Term Corp. BD Idx (VCSH) | $4.9M | 0.03% | 62,328 | +18,090 | Added |
| Cisco Systems, Inc. (CSCO) | $4.8M | 0.03% | 40,648 | -522 | Trimmed |
| First Trust Exchange Traded FD (GRID) | $4.7M | 0.03% | 25,078 | +3,213 | Added |
| First Trust Exchange-Traded FD (LMBS) | $4.4M | 0.03% | 87,761 | +6,842 | Added |
| iShares Trust (IEI) | $4.3M | 0.03% | 36,351 | +36,224 | Added |
| Invesco Exch Traded FD Trust II (SPMO) | $4.2M | 0.03% | 26,205 | -21,301 | Trimmed |