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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGK VANGUARD INTL EQUITY INDEX F 6,154.0 $507K 0.00% -55.0 -0.9% $82.43 +7.1%
62 KLAC KLA CORP Technology 328.0 $483K 0.00% -26.0 -7.3% $1472.41 -82.4%
63 HTEC EXCHANGE TRADED CONCEPTS TRU 14,430.0 $476K 0.00% -1K -6.7% $33.02 +6.1%
64 RBRK RUBRIK INC. Technology 9,000.0 $441K 0.00% -3K -25.0% $48.97 +43.4%
65 TENB TENABLE HLDGS INC Technology 25,000.0 $423K 0.00% -9K -26.5% $16.91 +58.9%
66 CDNS CADENCE DESIGN SYSTEM INC Technology 1,484.0 $412K 0.00% -815.0 -35.5% $277.87 +39.4%
67 VCIT VANGUARD SCOTTSDALE FDS 4,802.0 $397K 0.00% -704.0 -12.8% $82.75 -0.3%
68 QLYS QUALYS INC Technology 4,487.0 $394K 0.00% -513.0 -10.3% $87.85 +26.7%
69 IWM ISHARES TR 1,508.0 $374K 0.00% -2K -51.4% $248.00 +19.2%
70 QCOM QUALCOMM INC Technology 2,862.0 $368K 0.00% -740.0 -20.5% $128.63 +75.8%
71 PLTR PALANTIR TECHNOLOGIES INC Technology 2,181.0 $319K 0.00% -461.0 -17.4% $146.28 -12.2%
72 XLG INVESCO EXCHANGE TRADED FD T 5,443.0 $297K 0.00% -106K -95.1% $54.55 +13.2%
73 PYPL PAYPAL HLDGS INC Financial Services 5,429.0 $246K 0.00% -11K -67.5% $45.23 -6.0%
74 WIT WIPRO LTD Technology 103,752.0 $220K 0.00% -110K -51.5% $2.12 +17.0%
75 NOW SERVICENOW INC Technology 2,091.0 $219K 0.00% -3K -60.1% $104.55 -9.1%
76 WMT WALMART INC Consumer Defensive 1,575.0 $195K 0.00% -7K -81.3% $123.64 -4.5%
77 CRM SALESFORCE INC Technology 920.0 $172K 0.00% -2K -65.3% $186.67 -18.7%
78 SNPS SYNOPSYS INC Technology 409.0 $162K 0.00% -102.0 -20.0% $396.48 +14.9%
79 ADBE ADOBE INC Technology 666.0 $162K 0.00% -62K -98.9% $243.08 -19.7%
80 QJUN FIRST TR EXCHNG TRADED FD VI 5,035.0 $157K 0.00% -564.0 -10.1% $31.25 +8.3%
Page 4 of 6  ·  104 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%