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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 18 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 COIN COINBASE GLOBAL INC Financial Services 62.0 $11K NEW $174.61 -6.5%
342 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 612.0 $11K NEW $17.62 +15.3%
343 AXON AXON ENTERPRISE INC Industrials 22.0 $9K NEW $424.68 -0.3%
344 EXP EAGLE MATLS INC Basic Materials 45.0 $9K $189.44 +18.5%
345 HEDJ WISDOMTREE TR 110.0 $6K $52.30 +11.1%
346 HUM HUMANA INC Healthcare 33.0 $6K NEW $173.39 +108.0%
347 ITA ISHARES TR 24.0 $5K $218.75 +9.3%
348 EL LAUDER ESTEE COS INC Consumer Defensive 68.0 $5K NEW $71.76 +18.2%
349 FPE FIRST TR EXCH TRADED FD III 264.0 $5K -1K -79.2% $17.75 +1.4%
350 VZ VERIZON COMMUNICATIONS INC Communication Services 90.0 $5K $50.30 -8.9%
351 U UNITY SOFTWARE INC Technology 200.0 $4K $21.94 +25.3%
352 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 196.0 $3K $16.02 +0.6%
353 ANGL VANECK ETF TRUST 100.0 $3K $28.72 +1.6%
354 BLDR BUILDERS FIRSTSOURCE INC Industrials 31.0 $3K NEW $82.32 -2.1%
355 ARKK ARK ETF TR 37.0 $3K NEW $67.59 +18.6%
356 IBLC ISHARES TR 47.0 $2K NEW $36.53 +45.0%
357 DIS DISNEY WALT CO Communication Services 12.0 $1K NEW $96.42 +7.8%
358 EDEN ISHARES TR 9.0 $942.0 NEW $104.67 +1.6%
359 IYG ISHARES TR 10.0 $828.0 NEW $82.80 +9.5%
360 NKE NIKE INC Consumer Cyclical 12.0 $634.0 $52.83 -14.4%
Page 18 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%