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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 14 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSI MOTOROLA SOLUTIONS INC Technology 171.0 $74K 0.00% +46.0 +36.8% $433.97 -8.9%
262 HTHT H WORLD GROUP LTD Consumer Cyclical 1,466.0 $74K 0.00% $50.29 -15.5%
263 XLRE SELECT SECTOR SPDR TR 1,770.0 $72K 0.00% -1.1M -99.8% $40.83 +7.4%
264 FXI ISHARES TR 2,000.0 $72K 0.00% NEW $35.90 -7.2%
265 AIRR FIRST TR EXCHANGE TRADED FD 645.0 $71K 0.00% NEW $110.78 +18.2%
266 ROST ROSS STORES INC Consumer Cyclical 328.0 $71K 0.00% NEW $216.63 +7.5%
267 FVD FIRST TR EXCHANGE-TRADED FD 1,483.0 $70K 0.00% $47.03 +0.8%
268 ORCL ORACLE CORP Technology 470.0 $69K 0.00% -256K -99.8% $147.11 +25.3%
269 GEV GE VERNOVA INC Utilities 75.0 $65K 0.00% NEW $872.91 +27.1%
270 VRTX VERTEX PHARMACEUTICALS INC Healthcare 145.0 $65K 0.00% NEW $446.54 +2.8%
271 MOAT VANECK ETF TRUST 660.0 $64K 0.00% $96.70 +5.6%
272 CSX CSX CORP Industrials 1,540.0 $63K 0.00% NEW $41.05 +11.2%
273 FISV FISERV INC Technology 1,120.0 $62K 0.00% NEW $55.80 -14.2%
274 MO ALTRIA GROUP INC Consumer Defensive 944.0 $62K 0.00% NEW $65.99 +4.7%
275 ZTS ZOETIS INC Healthcare 521.0 $62K 0.00% NEW $118.21 -34.6%
276 EW EDWARDS LIFESCIENCES CORP Healthcare 761.0 $61K 0.00% NEW $80.08 +9.1%
277 RMD RESMED INC Healthcare 270.0 $61K 0.00% NEW $224.48 -16.0%
278 RRX REGAL REXNORD CORPORATION Industrials 321.0 $60K 0.00% NEW $187.26 +21.1%
279 WSM WILLIAMS SONOMA INC Consumer Cyclical 329.0 $60K 0.00% +12.0 +3.8% $182.33 +21.3%
280 STRL STERLING INFRASTRUCTURE INC Industrials 147.0 $60K 0.00% NEW $407.27 +111.6%
Page 14 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%