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Portfolio (Quarterly) Guide ↗

Migdal Insurance & Financial Holdings Ltd.

· CIK 0001415912
13F Portfolio $11.5B AUM 362 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New 89 Added 104 Reduced 75 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLKR FRANKLIN TEMPLETON ETF TR 23,000.0 $917K 0.01% NEW $39.87 +79.8%
22 KR KROGER CO Consumer Defensive 11,139.0 $806K 0.01% NEW $72.36 -21.8%
23 SN SHARKNINJA INC Consumer Cyclical 6,170.0 $602K 0.01% NEW $97.62 +44.3%
24 PUT CONSTELLATION ENERGY CORP 2,700.0 $532K 0.01% NEW $197.00
25 IEFA ISHARES TR 5,480.0 $496K 0.00% NEW $90.53 +7.5%
26 PBR PETROLEO BRASILEIRO S A Energy 14,500.0 $301K 0.00% NEW $20.75 -19.3%
27 FEMS FIRST TR EXCH TRD ALPHDX FD 6,500.0 $296K 0.00% NEW $45.55 +3.2%
28 FLTW FRANKLIN TEMPLETON ETF TR 4,200.0 $286K 0.00% NEW $68.11 +57.9%
29 ITUB ITAU UNIBANCO HLDG S A Financial Services 32,000.0 $268K 0.00% NEW $8.38 -7.0%
30 OEF ISHARES TR 601.0 $191K 0.00% NEW $318.07 +15.9%
31 FCX FREEPORT MCMORAN INC Basic Materials 2,885.0 $170K 0.00% NEW $58.78 +16.8%
32 NEM NEWMONT CORP Basic Materials 1,480.0 $160K 0.00% NEW $108.25 -4.1%
33 SPYV SPDR SERIES TRUST 1,765.0 $100K 0.00% NEW $56.58 +7.6%
34 XPO XPO INC Industrials 508.0 $99K 0.00% NEW $194.55 +3.7%
35 CRS CARPENTER TECHNOLOGY CORP Industrials 240.0 $95K 0.00% NEW $394.15 +48.8%
36 TWLO TWILIO INC Communication Services 730.0 $92K 0.00% NEW $125.82 +48.0%
37 NXT NEXTPOWER INC Technology 717.0 $86K 0.00% NEW $120.55 +4.4%
38 ONTO ONTO INNOVATION INC Technology 410.0 $84K 0.00% NEW $205.07 +62.8%
39 IVW ISHARES TR 664.0 $75K 0.00% NEW $113.11 +22.0%
40 FXI ISHARES TR 2,000.0 $72K 0.00% NEW $35.90 -7.2%
Page 2 of 5  ·  91 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 47.6%
Healthcare 22.0%
Communication Services 9.2%
Consumer Cyclical 7.0%
Financial Services 5.1%
Industrials 5.0%
Utilities 1.9%
Energy 1.7%
Basic Materials 0.5%
Consumer Defensive 0.0%