Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd Activity in Q2 2026

Observed Changes in Holdings for Q2 2026

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd demonstrated significant investor activity this quarter, as reflected in the changes to its portfolio holdings. The analysis focuses on observable purchases and sales based on disclosed data.

Prominent Purchases

The investment company notably increased its exposure during Q2 2026 through several strategic additions:

• QQQ (INVESCO QQQ TR): The ETF saw a substantial increase in shares, growing by approximately 5.81% quarter-over-quarter.
• VOO (VANGUARD INDEX FDS): This position appears to be entirely new this quarter, representing a significant allocation of 6.9% within the portfolio.
• PANW (PALO ALTO NETWORKS INC): A brand-new position in Palo Alto Networks Inc., adding exposure to a leading cybersecurity company.
• TSM (TAIWAN SEMICONDUCTOR MANUFAC): The investment vehicle added Taiwan Semiconductor Manufacturing Company Ltd. shares, increasing its Technology sector footprint.
• IGV (ISHARES TR): While not a direct purchase from zero allocation, the existing position in iShares ETF was increased by 100% quarter-over-quarter.

These actions suggest confidence in broad market indices and specific sectors like Technology during this period. The addition of VOO (VOO) indicates an ongoing commitment to low-cost index funds, while the inclusion of PANW (PANW) points towards a more targeted approach within its portfolio.

Significant Sales or Reductions

In contrast to the buying activity, Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd also reduced several positions:

• XLC (SELECT SECTOR SPDR TR): The ETF holding experienced a sharp reduction, with shares decreasing by 61.85% quarter-over-quarter.
• QBTS (D-WAVE QUANTUM INC): This position saw an almost complete exit, reducing its holdings by approximately 51.03% and now representing a very small part of the portfolio.
• XSOE (WISDOMTREE TR): The ETF holding was reduced, although it still maintains some allocation.

The decision to exit holdings like XLC and QBTS warrants attention. While VOO (VOO) became a new addition, other index funds or sector-specific trusts saw reductions during the quarter.

Overall Portfolio Shifts

The observed changes indicate a dynamic portfolio strategy for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd in Q2 2026. The company appears to have bolstered its Technology sector exposure through new positions like PANW (PANW) and TSM (TSM), alongside increasing an existing ETF holding.

Concurrently, there was a reduction in other areas, including the exit of QBTS (QBTS). This suggests portfolio rebalancing or risk management considerations during this period. The overall shift towards Technology is also reflected in its sector allocation data.

Data Source and Further Information

All observations are based on the filing data provided for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd as of June 30, 2026. For more detailed analysis or to view holdings directly, you can refer to Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd's profile on Insiderset. Individual stock details, including VOO (VOO), PANW (PANW), and TSM (TSM) can be found by visiting their respective pages.