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Portfolio (Quarterly) Guide ↗

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

· CIK 0001599719
13F Portfolio $759M AUM 77 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 1 Added 9 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSEM TOWER SEMICONDUCTOR LTD Technology 206,991.0 $54.0M 7.11% -241K -53.8% $260.64 -14.6%
2 NOVA LTD 83,865.0 $45.5M 6.00% -35K -29.4% $542.94
3 XLV SELECT SECTOR SPDR TR 177,800.0 $28.2M 3.72% -68K -27.7% $158.66 +10.0%
4 SEDG SOLAREDGE TECHNOLOGIES INC Energy 271,886.0 $15.9M 2.09% -153K -36.0% $58.44 -47.2%
5 MU MICRON TECHNOLOGY INC Technology 10,955.0 $12.6M 1.67% -16K -59.0% $1154.29 -16.2%
6 FXI ISHARES TR 372,000.0 $11.8M 1.55% -565K -60.3% $31.59 +13.6%
7 XBI SPDR SERIES TRUST 65,306.0 $10.3M 1.36% -65K -49.9% $158.25 +4.7%
8 AVGO BROADCOM INC Technology 15,000.0 $5.7M 0.75% -14K -49.1% $377.75 -2.5%
9 VST VISTRA CORP Utilities 19,000.0 $3.0M 0.40% -28K -60.0% $158.63 -14.1%

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 44.7%
Healthcare 24.1%
Financial Services 11.7%
Utilities 7.9%
Energy 6.9%
Industrials 3.2%
Communication Services 1.6%