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Portfolio (Quarterly) Guide ↗

MENORA MIVTACHIM HOLDINGS LTD.

· CIK 0001351917
13F Portfolio $21.1B AUM 157 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 38 Added 38 Reduced 17 Exited
Page 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HCA HCA HEALTHCARE INC Healthcare 100,000.0 $47.3M 0.22% NEW $473.24 -17.0%
82 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 1,656,810.0 $43.7M 0.21% -2.4M -59.4% $26.35 -4.5%
83 PRGO PERRIGO CO PLC Healthcare 3,872,000.0 $41.6M 0.20% +345K +9.8% $10.74 +3.9%
84 NVO NOVO-NORDISK A S Healthcare 926,168.0 $34.0M 0.16% +650K +235.4% $36.75 +20.8%
85 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 344,329.0 $33.9M 0.16% -351K -50.5% $98.42 -4.1%
86 INMD INMODE LTD Healthcare 2,040,000.0 $27.9M 0.13% NEW $13.68 +1.1%
87 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 198,749.0 $26.5M 0.12% NEW $133.11 -14.4%
88 PANW PALO ALTO NETWORKS INC Technology 163,900.0 $26.3M 0.12% NEW $160.32 +57.8%
89 ELLO ELLOMAY CAPITAL LIMITED Utilities 945,000.0 $21.6M 0.10% $22.91 -0.8%
90 URGN UROGEN PHARMA LTD Healthcare 1,152,531.0 $20.7M 0.10% $17.98 +68.1%
91 XLK SELECT SECTOR SPDR TR 135,870.0 $18.1M 0.09% -1.2M -90.2% $132.90 +34.4%
92 CGDV CAPITAL GROUP DIVIDEND VALUE 330,779.0 $14.1M 0.07% -11K -3.2% $42.54 +12.6%
93 DYNF BLACKROCK ETF TRUST 240,463.0 $14.0M 0.07% +26K +12.0% $58.18 +14.3%
94 VFVA VANGUARD WELLINGTON FD 93,339.0 $12.6M 0.06% -3K -3.5% $134.61 +4.4%
95 QQQ INVESCO QQQ TR Financial Services 21,493.0 $12.4M 0.06% +1K +5.9% $577.18 +23.8%
96 DIHP DIMENSIONAL ETF TRUST 379,557.0 $12.2M 0.06% +85K +28.7% $32.22 +5.9%
97 VWO VANGUARD INTL EQUITY INDEX F 226,000.0 $12.2M 0.06% -8K -3.4% $54.05 +8.6%
98 TGRW T ROWE PRICE ETF INC 293,925.0 $11.9M 0.06% NEW $40.50 +18.0%
99 AVDE AMERICAN CENTY ETF TR 129,560.0 $11.0M 0.05% NEW $84.84 +7.1%
100 WTV WISDOMTREE TR 112,212.0 $10.6M 0.05% -7K -5.6% $94.73 +6.0%
Page 5 of 8  ·  157 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Healthcare 15.4%
Financial Services 10.4%
Consumer Cyclical 10.0%
Communication Services 9.6%
Consumer Defensive 4.8%
Industrials 3.0%
Real Estate 1.9%
Energy 1.8%
Utilities 0.1%