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Portfolio (Quarterly) Guide ↗

Altshuler Shaham Ltd

· CIK 0001324290
13F Portfolio $5.5B AUM 527 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 443 New
Page 18 of 23  ·  443 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UI UBIQUITI INC Technology 5.0 $4K NEW $790.20 -24.2%
342 ROK ROCKWELL AUTOMATION INC Industrials 11.0 $4K NEW $358.91 +21.5%
343 HD HOME DEPOT INC Consumer Cyclical 12.0 $4K NEW $328.92 -4.6%
344 EPAC ENERPAC TOOL GROUP CORP Industrials 108.0 $4K NEW $36.47 -6.3%
345 IDXX IDEXX LABS INC Healthcare 7.0 $4K NEW $561.86 -1.6%
346 V VISA INC Financial Services 13.0 $4K NEW $302.23 +9.4%
347 TTC TORO CO Industrials 42.0 $4K NEW $93.43 -4.6%
348 ODFL OLD DOMINION FREIGHT LINE IN Industrials 20.0 $4K NEW $195.40 +6.3%
349 DECK DECKERS OUTDOOR CORP Consumer Cyclical 39.0 $4K NEW $100.10 +2.5%
350 DCI DONALDSON INC Industrials 46.0 $4K NEW $84.87 -2.7%
351 ITW ILLINOIS TOOL WKS INC Industrials 15.0 $4K NEW $260.27 -4.0%
352 PG PROCTER AND GAMBLE CO Consumer Defensive 27.0 $4K NEW $144.44 -1.4%
353 GGG GRACO INC Industrials 46.0 $4K NEW $84.65 -11.0%
354 MAS MASCO CORP Industrials 64.0 $4K NEW $60.38 +11.2%
355 MANH MANHATTAN ASSOCIATES INC Technology 29.0 $4K NEW $133.10 +1.1%
356 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 98.0 $4K NEW $39.39 -6.8%
357 PH PARKER-HANNIFIN CORP Industrials 68.0 $4K NEW $56.76 +1414.0%
358 GFF GRIFFON CORP Industrials 53.0 $4K NEW $72.68 +16.5%
359 SHW SHERWIN WILLIAMS CO Basic Materials 12.0 $4K NEW $320.58 -4.0%
360 ROL ROLLINS INC Consumer Cyclical 72.0 $4K NEW $53.42 -0.3%
Page 18 of 23  ·  443 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 49.0%
Consumer Cyclical 9.2%
Industrials 8.5%
Healthcare 8.0%
Basic Materials 7.8%
Communication Services 6.2%
Financial Services 6.2%
Utilities 3.9%
Consumer Defensive 0.9%
Energy 0.3%