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Portfolio (Quarterly) Guide ↗

Clal Insurance Enterprises Holdings Ltd

· CIK 0001376192
13F Portfolio $22.3B AUM 224 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 41 Added 90 Reduced 23 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 1,500.0 $532K 0.00% NEW $354.67 -31.4%
22 GS GOLDMAN SACHS GROUP INC COM Financial Services 500.0 $506K 0.00% NEW $1012.00 +2.7%
23 CEG CONSTELLATION ENERGY CORP COM Utilities 2,000.0 $497K 0.00% NEW $248.50 +9.8%
24 STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS Technology 16.0 $15K NEW $937.50 -9.3%
25 RACE FERRARI N V COM Consumer Cyclical 33.0 $12K NEW $363.64 +20.0%
26 CMI CUMMINS INC COM Industrials 16.0 $11K NEW $687.50 -14.5%
27 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 72.0 $8K NEW $111.11 +61.9%
28 MTZ MASTEC INC COM Industrials 14.0 $6K NEW $428.57 -37.9%
29 IDXX IDEXX LABS INC COM Healthcare 11.0 $6K NEW $545.45 +2.1%
30 APG API GROUP CORP COM STK Industrials 108.0 $5K NEW $46.30 -11.1%
31 SNOW SNOWFLAKE INC COM SHS Technology 11.0 $3K NEW $272.73 +22.0%
32 MDB MONGODB INC CL A Technology 8.0 $3K NEW $375.00 +14.9%
33 MOBILITY GLOBAL INC COM SHS ADDED 85.0 $2K NEW $23.53
Page 2 of 2  ·  33 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 42.2%
Financial Services 18.6%
Industrials 12.3%
Healthcare 12.3%
Communication Services 4.5%
Utilities 4.3%
Consumer Cyclical 3.2%
Basic Materials 1.8%
Real Estate 0.4%
Energy 0.4%