Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Psagot Value Holdings Ltd. / (Israel) (CIK 1912576) reported $11.0M across 136 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: MSFT ($772,000, 7.02%), SPIB ($666,000, 6.05%), GOOG ($652,000, 5.93%), COST ($619,000, 5.63%), MA ($595,000, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $772,000 | 7.02% | 1,835 | Trimmed |
| 2 | SPIB | SPDR SER TR | $666,000 | 6.05% | 20,368 | Added |
| 3 | GOOG | ALPHABET INC | $652,000 | 5.93% | 4,282 | Trimmed |
| 4 | COST | COSTCO WHSL CORP NEW | $619,000 | 5.63% | 845 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $595,000 | 5.41% | 1,235 | Trimmed |
| 6 | AAPL | APPLE INC | $582,000 | 5.29% | 3,396 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $498,000 | 4.53% | 11,933 | Trimmed |
| 8 | ITA | ISHARES TR | $419,000 | 3.81% | 3,179 | Trimmed |
| 9 | ADBE | ADOBE INC | $377,000 | 3.43% | 748 | Trimmed |
| 10 | META | META PLATFORMS INC | $368,000 | 3.34% | 758 | Trimmed |
| 11 | SOXX | ISHARES TR | $359,000 | 3.26% | 1,587 | Added |
| 12 | ORCL | ORACLE CORP | $358,000 | 3.25% | 2,849 | Trimmed |
| 13 | WFC | WELLS FARGO CO NEW | $334,000 | 3.04% | 5,757 | Trimmed |
| 14 | HON | HONEYWELL INTL INC | $316,000 | 2.87% | 1,542 | Trimmed |
| 15 | IHI | ISHARES TR | $294,000 | 2.67% | 5,019 | Hold |
| 16 | SPY | SPDR S&P 500 ETF TR | $285,000 | 2.59% | 545 | Trimmed |
| 17 | BAC | BANK AMERICA CORP | $272,000 | 2.47% | 7,165 | Trimmed |
| 18 | BP | BP PLC | $228,000 | 2.07% | 6,049 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $221,000 | 2.01% | 3,459 | Trimmed |
| 20 | IEI | ISHARES TR | $196,000 | 1.78% | 1,696 | Hold |
| 21 | AMZN | AMAZON COM INC | $193,000 | 1.75% | 1,070 | Trimmed |
| 22 | BMY | BRISTOL-MYERS SQUIBB CO | $184,000 | 1.67% | 3,398 | Trimmed |
| 23 | UNH | UNITEDHEALTH GROUP INC | $172,000 | 1.56% | 348 | Trimmed |
| 24 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $167,000 | 1.52% | 11,996 | Trimmed |
| 25 | DG | DOLLAR GEN CORP NEW | $162,000 | 1.47% | 1,041 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31