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Showing Q3 2024 data
Union Investments & Development Ltd.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Union Investments & Development Ltd.
•CIK: 1885902•Filing: Q3 2024
**Union Investments & Development Ltd.** manages $17M across a concentrated portfolio of 30 positions. The fund exhibits a significant overweighting in IVZ, which commands the largest allocation at $10.2M. Further notable holdings include BLK ($1.2M) and IVV ($0.9M), suggesting a strategic focus on specific sectors and large-cap names. The remaining capital is deployed across diverse technology and financial names, including GOOG ($0.3M) and MSFT ($0.3M).
Total AUM
$16.8M
QoQ Performance
+5.9%
Positions
27
Top 10 Concentration
85.9%
Latest Filing
Q3 2024
Top Holdings Allocation
GLBE
TABO
IVV
GLBE60.7%
TABOOLA.COM7.2%
IVV5.2%
NDQ3.7%
GOOG2.0%
MSFT1.7%
AMZN1.4%
TRGP1.4%
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other86.1%
Technology6.1%
ETF5.2%
Consumer1.4%
Energy1.2%
Changes from Q2 2024
NEW2 new positions
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023