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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 15 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VGIT VANGUARD SCOTTSDALE FDS 1,000.0 $60K 0.00% -1K -55.4% $59.55 -1.2%
282 UNP UNION PAC CORP Industrials 241.0 $58K 0.00% NEW $242.62 +5.9%
283 CL COLGATE PALMOLIVE CO Consumer Defensive 679.0 $58K 0.00% NEW $85.23 +5.0%
284 UPS UNITED PARCEL SVCS INC Industrials 569.0 $56K NEW $98.38 +6.6%
285 NSC NORFOLK SOUTHN CORP Industrials 194.0 $56K NEW $287.00 +4.6%
286 AN AUTONATION INC Consumer Cyclical 284.0 $55K NEW $195.26 -3.3%
287 RPD RAPID7 INC Technology 10,000.0 $55K -7K -41.2% $5.51 +22.1%
288 BSJR INVESCO EXCH TRD SLF IDX FD 2,430.0 $54K NEW $22.37 +0.2%
289 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,185.0 $54K NEW $45.30 -33.2%
290 FTCS FIRST TR EXCHANGE-TRADED FD 575.0 $53K -163.0 -22.1% $92.76 +0.2%
291 PTC PTC INC Technology 374.0 $53K NEW $142.49 -19.5%
292 SPGI S&P GLOBAL INC Financial Services 124.0 $53K NEW $425.34 -3.4%
293 KMB KIMBERLY-CLARK CORP Consumer Defensive 534.0 $52K NEW $96.47 +6.3%
294 ON ON SEMICONDUCTOR CORP Technology 816.0 $51K $61.92 +96.4%
295 MANH MANHATTAN ASSOCIATES INC Technology 375.0 $50K NEW $133.12 -0.6%
296 TYL TYLER TECHNOLOGIES INC Technology 143.0 $49K NEW $342.38 -18.5%
297 FSLR FIRST SOLAR INC Energy 248.0 $49K NEW $197.26 +30.6%
298 COF CAPITAL ONE FINL CORP Financial Services 268.0 $49K +10.0 +3.9% $182.43 +10.5%
299 IFRA ISHARES TR 850.0 $49K NEW $57.20 +8.4%
300 MOMO HELLO GROUP INC Communication Services 8,140.0 $47K $5.76 -5.6%
Page 15 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%