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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
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXI ISHARES TR 372,000.0 $11.8M 1.55% -565K -60.3% $31.59 +13.5%
22 PBUS INVESCO EXCH TRADED FD TR II 154,592.0 $11.6M 1.52% NEW $74.84 +2.6%
23 IWN ISHARES TR 50,500.0 $11.2M 1.47% $221.20 +1.7%
24 XME SPDR SERIES TRUST 97,000.0 $10.4M 1.37% $106.93 +11.6%
25 XBI SPDR SERIES TRUST 65,306.0 $10.3M 1.36% -65K -49.9% $158.25 +4.3%
26 FCG FIRST TR EXCHANGE-TRADED FD 316,000.0 $8.4M 1.11% NEW $26.61 +18.3%
27 XLY SELECT SECTOR SPDR TR 64,210.0 $7.5M 0.99% $117.28 +0.6%
28 CAMT CAMTEK LTD Technology 42,031.0 $6.9M 0.90% $163.12 -8.7%
29 NICE NICE LTD Technology 66,098.0 $6.0M 0.79% $90.85 +9.9%
30 AVGO BROADCOM INC Technology 15,000.0 $5.7M 0.75% -14K -49.1% $377.75 -3.1%
31 LLY ELI LILLY & CO COM Healthcare 4,700.0 $5.6M 0.74% $1199.43 +4.8%
32 GS GOLDMAN SACHS GROUP INC Financial Services 5,200.0 $5.3M 0.69% $1011.37 +2.4%
33 APH AMPHENOL CORP Technology 28,000.0 $4.9M 0.65% NEW $176.32 -10.7%
34 ATI ATI INC Industrials 24,000.0 $4.7M 0.62% $197.10 +5.3%
35 META META PLATFORMS INC Communication Services 8,000.0 $4.5M 0.59% NEW $563.29 -2.4%
36 COHR COHERENT CORP Technology 11,000.0 $4.3M 0.57% NEW $394.47 -26.9%
37 CRS CARPENTER TECHNOLOGY CORP Industrials 7,000.0 $4.3M 0.57% $616.84 -19.9%
38 NOW SERVICENOW INC Technology 41,105.0 $4.1M 0.54% NEW $99.28 +29.2%
39 ENPH ENPHASE ENERGY INC Energy 77,000.0 $3.8M 0.50% NEW $49.24 -22.1%
40 VST VISTRA CORP Utilities 19,000.0 $3.0M 0.40% -28K -60.0% $158.63 -13.7%
Page 2 of 3  ·  41 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 44.7%
Healthcare 24.1%
Financial Services 11.7%
Utilities 7.9%
Energy 6.9%
Industrials 3.2%
Communication Services 1.6%