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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC COM Technology 2,544.0 $2.9M 0.01% -504.0 -16.5% $1154.48 -22.2%
22 COHR COHERENT CORP COM Technology 3,500.0 $1.4M 0.01% -273K -98.7% $394.57 -32.5%
23 SOXX ISHARES TR ISHARES SEMICDTR 2,140.0 $1.4M 0.01% -76K -97.3% $640.65 -21.8%
24 EWY ISHARES INC MSCI STH KOR ETF 5,000.0 $1.0M 0.01% -5K -50.0% $202.00 -14.6%
25 AMD ADVANCED MICRO DEVICES INC COM Technology 140.0 $81K -72.0 -34.0% $578.57 -21.5%
26 JPM JPMORGAN CHASE & CO COM Financial Services 178.0 $58K -12.0 -6.3% $325.84 +9.5%
27 BAC BANK OF AMER CORP COM Financial Services 705.0 $40K -146.0 -17.2% $56.74 +9.9%
28 XOM EXXON MOBIL CORP COM Energy 291.0 $40K -35.0 -10.7% $137.46 +19.5%
29 AZN ASTRAZENECA PLC ORD Healthcare 206.0 $38K -52.0 -20.2% $184.47 -10.8%
30 HD HOME DEPOT INC COM Consumer Cyclical 106.0 $37K -22.0 -17.2% $349.06 -2.4%
31 SPGI S&P GLOBAL INC COM Financial Services 85.0 $35K -29.0 -25.4% $411.76 +6.1%
32 PH PARKER-HANNIFIN CORP COM Industrials 36.0 $35K -8.0 -18.2% $972.22 +3.8%
33 WAB WABTEC COM Industrials 113.0 $30K -23.0 -16.9% $265.49 +12.6%
34 EMR EMERSON ELEC CO COM Industrials 209.0 $30K -81.0 -27.9% $143.54 +9.6%
35 LIN LINDE PLC SHS Basic Materials 57.0 $30K -21.0 -26.9% $526.32 -7.1%
36 UBER UBER TECHNOLOGIES INC COM Technology 396.0 $29K -82.0 -17.1% $73.23 +7.7%
37 BERKSHIRE HATHAWAY INC DEL CL B NEW 57.0 $29K -12.0 -17.4% $508.77
38 URI UNITED RENTALS INC COM Industrials 26.0 $29K -7.0 -21.2% $1115.38 -1.6%
39 WM WASTE MGMT INC DEL COM Industrials 106.0 $24K -45.0 -29.8% $226.42 +0.3%
40 GOOG ALPHABET INC CAP STK CL C 65.0 $23K -15.0 -18.8% $353.85
Page 2 of 5  ·  90 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%