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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 10 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KLAC KLA CORP Technology 328.0 $483K 0.00% -26.0 -7.3% $1472.41 -82.4%
182 HTEC EXCHANGE TRADED CONCEPTS TRU 14,430.0 $476K 0.00% -1K -6.7% $33.02 +6.2%
183 AKAM AKAMAI TECHNOLOGIES INC Technology 4,000.0 $459K 0.00% $114.85 +8.8%
184 RBRK RUBRIK INC. Technology 9,000.0 $441K 0.00% -3K -25.0% $48.97 +43.4%
185 TENB TENABLE HLDGS INC Technology 25,000.0 $423K 0.00% -9K -26.5% $16.91 +58.9%
186 JD JD.COM INC Consumer Cyclical 14,374.0 $422K 0.00% +1K +10.4% $29.33 -6.0%
187 CDNS CADENCE DESIGN SYSTEM INC Technology 1,484.0 $412K 0.00% -815.0 -35.5% $277.87 +39.4%
188 VCIT VANGUARD SCOTTSDALE FDS 4,802.0 $397K 0.00% -704.0 -12.8% $82.75 -0.3%
189 QLYS QUALYS INC Technology 4,487.0 $394K 0.00% -513.0 -10.3% $87.85 +26.7%
190 IBDR ISHARES TR 16,220.0 $393K 0.00% $24.24 -0.1%
191 JNJ JOHNSON & JOHNSON Healthcare 1,553.0 $380K 0.00% $244.44 -6.6%
192 IWM ISHARES TR 1,508.0 $374K 0.00% -2K -51.4% $248.00 +19.2%
193 IVV ISHARES TR 571.0 $373K 0.00% +9.0 +1.6% $653.21 +14.8%
194 IWB ISHARES TR 1,033.0 $368K 0.00% $356.56 +14.5%
195 QCOM QUALCOMM INC Technology 2,862.0 $368K 0.00% -740.0 -20.5% $128.63 +75.8%
196 NFLX NETFLIX INC. Communication Services 3,673.0 $353K 0.00% +913.0 +33.1% $96.15 -19.5%
197 PLTR PALANTIR TECHNOLOGIES INC Technology 2,181.0 $319K 0.00% -461.0 -17.4% $146.28 -12.2%
198 PBR PETROLEO BRASILEIRO S A Energy 14,500.0 $301K 0.00% NEW $20.75 -19.3%
199 XLG INVESCO EXCHANGE TRADED FD T 5,443.0 $297K 0.00% -106K -95.1% $54.55 +13.2%
200 FEMS FIRST TR EXCH TRD ALPHDX FD 6,500.0 $296K 0.00% NEW $45.55 +3.2%
Page 10 of 19  ·  362 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%