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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 5 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LITE LUMENTUM HLDGS INC Technology 20,000.0 $14.1M 0.12% NEW $702.76 +21.0%
82 URGN UROGEN PHARMA LTD Healthcare 770,909.0 $13.9M 0.12% $17.98 +86.7%
83 GLW CORNING INC Technology 100,000.0 $13.6M 0.12% +100K +10000.0% $135.97 +43.4%
84 COHR COHERENT CORP Technology 56,000.0 $13.3M 0.12% +56K +10000.0% $238.21 +63.5%
85 CIEN CIENA CORP Technology 34,000.0 $13.2M 0.11% +33K +4661.9% $388.23 +10.3%
86 PERI PERION NETWORK LTD Communication Services 1,287,102.0 $12.9M 0.11% $9.99 -14.8%
87 QLTA ISHARES TR 268,251.0 $12.8M 0.11% +6K +2.4% $47.59 -0.2%
88 BSJQ INVESCO EXCH TRD SLF IDX FD 547,860.0 $12.7M 0.11% +9K +1.6% $23.18 -0.4%
89 VTV VANGUARD INDEX FDS 52,646.0 $10.3M 0.09% +3K +6.3% $196.20 +10.3%
90 VEU VANGUARD INTL EQUITY INDEX F 132,561.0 $10.0M 0.09% +60K +83.1% $75.10 +13.1%
91 VOO VANGUARD INDEX FDS 15,635.0 $9.3M 0.08% -625.0 -3.8% $597.55 +15.2%
92 TLH ISHARES TR 86,496.0 $8.7M 0.08% -3K -2.9% $100.72 -0.2%
93 QQQM INVESCO EXCH TRADED FD TR II 32,731.0 $7.8M 0.07% -3.1M -98.9% $237.26 +28.3%
94 EEM ISHARES TR 104,784.0 $5.9M 0.05% +50K +91.6% $56.37 +25.6%
95 TIP ISHARES TR 53,462.0 $5.9M 0.05% +2K +4.3% $110.36 -0.9%
96 MINT PIMCO ETF TR 53,141.0 $5.3M 0.05% -637.0 -1.2% $100.57 +0.1%
97 SPMO INVESCO EXCH TRADED FD TR II 47,506.0 $5.3M 0.05% +3K +6.8% $112.11 +42.6%
98 GOOGL ALPHABET INC Communication Services 18,535.0 $5.2M 0.04% +620.0 +3.5% $279.20 +31.8%
99 EMXC ISHARES INC 62,845.0 $4.9M 0.04% NEW $78.66 +34.4%
100 CALL CONSTELLATION ENERGY CORP 4,800.0 $4.8M 0.04% NEW $990.00
Page 5 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%