AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD

CIK 1670627 · View on SEC EDGAR ↗

Portfolio value
$264K
#9,317 of 9,443 by 13F value · top 98.7%
Positions
22
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: +5.8% 13F does not disclose cash

Top 10 holdings weight
81.35%
Top 25 holdings weight
100.00%
Positions above 1%
19
Effective number of positions
7.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 4.16% Est. buys $10,711 · sells $27,429

New positions
2
Increased
0
Decreased
3
Closed
1
On this page

Sector breakdown

Technology
12.8%
Financial Services
5.6%
Retail
4.6%
Utilities
3.0%
Communication Services
2.2%
Consumer Discretionary
1.0%
Diversified Consumer Services
0.0%
Other/Unmapped
70.8%

Full portfolio 22 positions

Type Streak 8Q trend
SPYM $64,730 24.47% 890,494 $-9,460 Down ×1
IVV $49,982 18.90% 80,500 $4,750
VOO $40,628 15.36% 71,525 $3,871
KWEB $10,711 4.05% 312,000 Up ×1
NVDA NVIDIA Corporation - Common Stock $9,250 3.50% 58,550 $1,854 Down ×1
MA Mastercard Incorporated Common Stock $8,811 3.33% 15,680 $217
TSM Taiwan Semiconductor Manufacturing Company Ltd. $8,290 3.13% 36,600 $2,215
ORA Ormat Technologies, Inc. Common Stock $7,915 2.99% 94,500 $1,228
XLF XLF $7,906 2.99% 150,965 $387
ITB $6,932 2.62% 74,400 $-4,150 Down ×1
AMZN Amazon.com, Inc. - Common Stock $6,505 2.46% 29,650 $864
DXJ $6,342 2.40% 55,500 $228
AVGO Broadcom Inc. - Common Stock $6,119 2.31% 22,200 $2,403
MSFT Microsoft Corporation - Common Stock $6,099 2.31% 12,262 $1,496
V Visa Inc. $5,909 2.23% 16,644 $76
GOOGL Alphabet Inc. - Class A Common Stock $5,793 2.19% 32,870 $710
COST Costco Wholesale Corporation - Common Stock $5,756 2.18% 5,815 $257
AMD Advanced Micro Devices, Inc. - Common Stock $4,053 1.53% 28,565 $1,119
TSLA Tesla, Inc. - Common Stock $2,716 1.03% 8,550 $501
MNDY monday.com Ltd. - Ordinary Shares $20 0.01% 63 $5
FROG JFrog Ltd. - Ordinary shares $7 0.00% 153 $3
UDMY Udemy, Inc. - Common Stock $0 0.00% 31 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
KWEB $10,711 312,000 4.05%
UDMY $0 31 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPYM Trimmed -238K -$9K
IVV Price move only +0 +$5K
ITB Trimmed -42K -$4K
VOO Price move only +0 +$4K
AVGO Price move only +0 +$2K
TSM Price move only +0 +$2K
NVDA Trimmed -10K +$2K
MSFT Price move only +0 +$1K
ORA Price move only +0 +$1K
AMD Price move only +0 +$1K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XLK June 30, 2025 22,787 $4,705 No longer tracked
ASML March 31, 2025 5,730 $3,971 164.8%