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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 7 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FFIV F5 INC Technology 5,700.0 $1.6M 0.01% -2K -20.8% $289.33 +33.2%
122 VEA VANGUARD TAX-MANAGED FDS 25,633.0 $1.6M 0.01% -4K -14.7% $64.08 +12.8%
123 IBHF ISHARES TR 70,840.0 $1.6M 0.01% $22.93 -1.2%
124 EPI WISDOMTREE TR 36,249.0 $1.5M 0.01% -2.1M -98.3% $40.79 +5.5%
125 ASML ASML HLDG NV Technology 1,027.0 $1.3M 0.01% -930.0 -47.5% $1289.58 +49.6%
126 GD GENERAL DYNAMICS CORP Industrials 3,665.0 $1.3M 0.01% -835.0 -18.6% $343.22 +2.0%
127 OKTA OKTA INC Technology 15,600.0 $1.2M 0.01% -4K -20.4% $78.71 +49.7%
128 IGIB ISHARES TR 22,229.0 $1.2M 0.01% $53.22 -0.3%
129 C CITIGROUP INC Financial Services 10,250.0 $1.1M 0.01% -285.0 -2.7% $108.71 +31.6%
130 MRVL MARVELL TECHNOLOGY INC Technology 11,747.0 $1.1M 0.01% +700.0 +6.3% $93.57 +231.9%
131 LEIDOS HOLDINGS INC 7,000.0 $1.1M 0.01% -2K -19.5% $155.52
132 RSSL GLOBAL X FDS 11,250.0 $1.1M 0.01% -4K -23.9% $94.17 +22.9%
133 SPSB SPDR SERIES TRUST 34,851.0 $1.0M 0.01% $30.07 -0.4%
134 TLT ISHARES TR 11,554.0 $1.0M 0.01% +4K +52.0% $86.69 +0.1%
135 TDIV FIRST TR EXCHANGE TRADED FD 10,633.0 $996K 0.01% -839.0 -7.3% $93.66 +25.9%
136 ZS ZSCALER INC Technology 7,000.0 $982K 0.01% -1K -17.6% $140.29 -11.0%
137 PAVE GLOBAL X FDS 19,102.0 $971K 0.01% NEW $50.81 +15.2%
138 NEE NEXTERA ENERGY INC Utilities 10,434.0 $969K 0.01% -512.0 -4.7% $92.88 -6.6%
139 COP CONOCOPHILLIPS Energy 7,282.0 $961K 0.01% +370.0 +5.3% $132.00 -18.4%
140 ILF ISHARES TR 26,600.0 $945K 0.01% NEW $35.52 -4.6%
Page 7 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%