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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXON AXON ENTERPRISE INC Industrials 22.0 $9K NEW $424.68 -0.3%
82 HUM HUMANA INC Healthcare 33.0 $6K NEW $173.39 +108.0%
83 EL LAUDER ESTEE COS INC Consumer Defensive 68.0 $5K NEW $71.76 +18.2%
84 BLDR BUILDERS FIRSTSOURCE INC Industrials 31.0 $3K NEW $82.32 -2.1%
85 ARKK ARK ETF TR 37.0 $3K NEW $67.59 +18.6%
86 IBLC ISHARES TR 47.0 $2K NEW $36.53 +45.0%
87 DIS DISNEY WALT CO Communication Services 12.0 $1K NEW $96.42 +7.8%
88 EDEN ISHARES TR 9.0 $942.0 NEW $104.67 +1.6%
89 IYG ISHARES TR 10.0 $828.0 NEW $82.80 +9.5%
90 MDLZ MONDELEZ INTL INC Consumer Defensive 10.0 $576.0 NEW $57.60 +4.4%
91 DHR DANAHER CORP DEL Healthcare 1.0 $190.0 NEW $190.00 -6.8%
Page 5 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%