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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 11 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FLTW FRANKLIN TEMPLETON ETF TR 4,200.0 $286K 0.00% NEW $68.11 +57.9%
202 ITUB ITAU UNIBANCO HLDG S A Financial Services 32,000.0 $268K 0.00% NEW $8.38 -7.0%
203 XOM EXXON MOBIL CORP Energy 1,477.0 $251K 0.00% $169.66 -17.0%
204 PYPL PAYPAL HLDGS INC Financial Services 5,429.0 $246K 0.00% -11K -67.5% $45.23 -6.0%
205 INCO COLUMBIA ETF TR II 4,280.0 $235K 0.00% $54.97 +9.2%
206 CVX CHEVRON CORPORATION Energy 1,109.0 $229K 0.00% $206.90 -16.1%
207 SHLD GLOBAL X FDS 3,249.0 $223K 0.00% +350.0 +12.1% $68.66 -9.3%
208 SKYY FIRST TR EXCHANGE-TRADED FD 2,095.0 $220K 0.00% $105.19 +25.4%
209 WIT WIPRO LTD Technology 103,752.0 $220K 0.00% -110K -51.5% $2.12 +17.0%
210 NOW SERVICENOW INC Technology 2,091.0 $219K 0.00% -3K -60.1% $104.55 -9.1%
211 VLN VALENS SEMICONDUCTOR LTD Technology 179,616.0 $203K 0.00% $1.13 +115.9%
212 ISRG INTUITIVE SURGICAL INC Healthcare 439.0 $202K 0.00% $460.99 -11.8%
213 WMT WALMART INC Consumer Defensive 1,575.0 $195K 0.00% -7K -81.3% $123.64 -4.5%
214 OEF ISHARES TR 601.0 $191K 0.00% NEW $318.07 +15.9%
215 PLUG PLUG PWR INC Industrials 81,000.0 $183K 0.00% +20K +32.8% $2.26 +26.1%
216 CRM SALESFORCE INC Technology 920.0 $172K 0.00% -2K -65.3% $186.67 -18.7%
217 BITO PROSHARES TR 18,365.0 $171K 0.00% +7K +62.9% $9.31 -8.1%
218 FCX FREEPORT MCMORAN INC Basic Materials 2,885.0 $170K 0.00% NEW $58.78 +16.8%
219 PDD PDD HOLDINGS INC Consumer Cyclical 1,590.0 $162K 0.00% $102.18 -22.1%
220 SNPS SYNOPSYS INC Technology 409.0 $162K 0.00% -102.0 -20.0% $396.48 +14.9%
Page 11 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%