Yahav Achim Ve Achayot - Provident Funds Management Co. LTD.
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. is an Israeli private investment firm based in Tel Aviv. The firm operates as a provident fund manager, focusing on the administration and investment of long-term savings and retirement assets for Israeli clients. Established in 1982, it specializes in fund management for individuals and institutions, and is regulated under Israeli financial law. The firm supports its clients with diverse investment solutions aimed at capital preservation and growth, and reports periodic SEC filings as an institutional investment manager.
Investment Strategy
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. manages diversified portfolios mainly comprised of public equities and index funds, focusing on risk-adjusted growth and capital preservation. The fund invests in major global and domestic equities, exchange-traded funds (ETFs), and sector-specific holdings, adopting a long-term growth approach with prudent rebalancing based on market performance. Holdings include technology, financials, communication services, and healthcare sectors, reflecting a balanced and conservative strategy aimed at steady returns for provident fund participants.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 19.28% | $6.0M | 10,779 | $545.83 | $551.64 | +$5.2M |
S SPY | SPDR S&P 500 ETF TR | 15.34% | $4.7M | 7,654 | $591.80 | $617.85 | +$2.8M |
N NVDA | NVIDIA CORPORATION | 11.71% | $3.6M | 22,860 | $97.41 | $157.99 | +$2.3M |
I ICL | ICL GROUP LTD | 9.15% | $2.8M | 412,170 | $5.59 | $6.88 | +$262.4K |
P PAVE | GLOBAL X FDS | 6.67% | $2.1M | 47,110 | $25.41 | $43.58 | +$281.7K |