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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIRR FIRST TR EXCHANGE TRADED FD 645.0 $71K 0.00% NEW $110.78 +18.2%
42 ROST ROSS STORES INC Consumer Cyclical 328.0 $71K 0.00% NEW $216.63 +7.5%
43 GEV GE VERNOVA INC Utilities 75.0 $65K 0.00% NEW $872.91 +27.1%
44 VRTX VERTEX PHARMACEUTICALS INC Healthcare 145.0 $65K 0.00% NEW $446.54 +2.8%
45 CSX CSX CORP Industrials 1,540.0 $63K 0.00% NEW $41.05 +11.2%
46 FISV FISERV INC Technology 1,120.0 $62K 0.00% NEW $55.80 -14.2%
47 MO ALTRIA GROUP INC Consumer Defensive 944.0 $62K 0.00% NEW $65.99 +4.7%
48 ZTS ZOETIS INC Healthcare 521.0 $62K 0.00% NEW $118.21 -34.6%
49 EW EDWARDS LIFESCIENCES CORP Healthcare 761.0 $61K 0.00% NEW $80.08 +9.1%
50 RMD RESMED INC Healthcare 270.0 $61K 0.00% NEW $224.48 -16.0%
51 RRX REGAL REXNORD CORPORATION Industrials 321.0 $60K 0.00% NEW $187.26 +21.1%
52 STRL STERLING INFRASTRUCTURE INC Industrials 147.0 $60K 0.00% NEW $407.27 +111.6%
53 UNP UNION PAC CORP Industrials 241.0 $58K 0.00% NEW $242.62 +5.9%
54 CL COLGATE PALMOLIVE CO Consumer Defensive 679.0 $58K 0.00% NEW $85.23 +5.0%
55 UPS UNITED PARCEL SVCS INC Industrials 569.0 $56K NEW $98.38 +6.6%
56 NSC NORFOLK SOUTHN CORP Industrials 194.0 $56K NEW $287.00 +4.6%
57 AN AUTONATION INC Consumer Cyclical 284.0 $55K NEW $195.26 -3.3%
58 BSJR INVESCO EXCH TRD SLF IDX FD 2,430.0 $54K NEW $22.37 +0.2%
59 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,185.0 $54K NEW $45.30 -33.2%
60 PTC PTC INC Technology 374.0 $53K NEW $142.49 -19.5%
Page 3 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%