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Showing Q1 2024 data
Psagot Value Holdings Ltd. / (Israel)'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Psagot Value Holdings Ltd. / (Israel)
•CIK: 1912576•Filing: Q1 2024
**Psagot Value Holdings Ltd. / (Israel)** maintains a focused, diversified portfolio of 132 positions with $11M in assets under management. The fund exhibits significant exposure to mega-cap technology names, notably holding MSFT ($0.8M), GOOG ($0.7M), and AAPL ($0.6M). Key allocations also include consumer staples (COST at $0.6M) and major growth names like MA and META ($0.4M each). This structure suggests a value-oriented approach targeting established market leaders across technology and consumer sectors.
Total AUM
$11.0M
QoQ Performance
-95.2%
Positions
110
Top 10 Concentration
50.4%
Latest Filing
Q1 2024
Top Holdings Allocation
MSFT
SPIB
GOOG
COST
MA
AAPL
MSFT7.0%
SPIB6.1%
GOOG5.9%
COST5.6%
MA5.4%
AAPL5.3%
VWO4.5%
ITA*3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.8%
Technology28.8%
Financial11.1%
Consumer7.5%
Healthcare4.5%
Industrial3.0%
ETF2.6%
Utilities2.0%
🚪 Exited Positionssold since Q4 2023
+382 more exited positions
Changes from Q4 2023
NEW5 new positions
↑6 increased
↓71 decreased
Historical Filings
Q1 2024Q4 2023