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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 16 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FIS FIDELITY NATL INFORMATION SV Technology 979.0 $46K NEW $46.91 -18.5%
302 DOCU DOCUSIGN INC Technology 958.0 $45K NEW $47.41 -8.3%
303 NFG NATIONAL FUEL GAS CO Energy 474.0 $45K +236.0 +99.2% $93.96 -19.2%
304 SO SOUTHERN CO Utilities 456.0 $44K +97.0 +27.0% $96.52 -3.6%
305 IGSB ISHARES TR 821.0 $43K $52.56 -0.5%
306 RIO RIO TINTO PLC Basic Materials 460.0 $43K $93.29 +7.3%
307 FINX GLOBAL X FDS 1,760.0 $41K -200.0 -10.2% $23.10 +8.1%
308 CAVA CAVA GROUP INC Consumer Cyclical 481.0 $39K NEW $80.90 +10.2%
309 AAXJ ISHARES TR 366.0 $35K $96.29 +28.1%
310 EBND SPDR SERIES TRUST 1,665.0 $34K $20.64 +1.6%
311 DFE WISDOMTREE TR 470.0 $34K $71.73 +3.9%
312 BND VANGUARD BD INDEX FDS 453.0 $33K -536.0 -54.2% $73.64 -0.4%
313 MTUM ISHARES TR 130.0 $31K $239.99 +41.1%
314 BROS DUTCH BROS INC Consumer Cyclical 615.0 $31K NEW $50.66 +39.6%
315 NOBL PROSHARES TR 290.0 $31K $106.01 -48.2%
316 IWP ISHARES TR 224.0 $29K -186.0 -45.4% $128.12 +10.8%
317 DIA STATE STR SPDR DOW JONES IND Financial Services 61.0 $28K $463.20 +11.3%
318 EXI ISHARES TR 147.0 $27K NEW $181.01 +9.9%
319 HYLS FIRST TR EXCHANGE-TRADED FD 620.0 $25K $40.57 +0.8%
320 VWO VANGUARD INTL EQUITY INDEX F 450.0 $24K $54.05 +12.4%
Page 16 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%