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Portfolio (Quarterly) Guide ↗

MENORA MIVTACHIM HOLDINGS LTD.

· CIK 0001351917
13F Portfolio $21.1B AUM 157 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 38 Added 38 Reduced 17 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDLZ MONDELEZ INTL INC Consumer Defensive 1,013,270.0 $58.4M 0.28% -167K -14.2% $57.64 +6.7%
22 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 1,656,810.0 $43.7M 0.21% -2.4M -59.4% $26.35 -4.5%
23 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 344,329.0 $33.9M 0.16% -351K -50.5% $98.42 -4.1%
24 XLK SELECT SECTOR SPDR TR 135,870.0 $18.1M 0.09% -1.2M -90.2% $132.90 +34.4%
25 CGDV CAPITAL GROUP DIVIDEND VALUE 330,779.0 $14.1M 0.07% -11K -3.2% $42.54 +12.6%
26 VFVA VANGUARD WELLINGTON FD 93,339.0 $12.6M 0.06% -3K -3.5% $134.61 +4.4%
27 VWO VANGUARD INTL EQUITY INDEX F 226,000.0 $12.2M 0.06% -8K -3.4% $54.05 +8.6%
28 WTV WISDOMTREE TR 112,212.0 $10.6M 0.05% -7K -5.6% $94.73 +6.0%
29 WIX WIX COM LTD Technology 82,200.0 $7.4M 0.04% -6K -6.9% $90.07 -39.2%
30 FFSM FIDELITY COVINGTON TRUST 219,125.0 $7.0M 0.03% -19K -8.2% $31.95 +11.0%
31 FELG FIDELITY COVINGTON TRUST 138,502.0 $5.2M 0.03% -84K -37.8% $37.49 +17.6%
32 IHI ISHARES TR 74,648.0 $4.0M 0.02% -2.5M -97.1% $53.35 -5.3%
33 KBWB INVESCO EXCH TRADED FD TR II 22,000.0 $1.7M 0.01% -3.5M -99.4% $79.12 +8.8%
34 KBWP INVESCO EXCH TRADED FD TR II 4,000.0 $476K 0.00% -4K -50.0% $118.98 +1.9%
35 NFLX NETFLIX INC Communication Services 3,500.0 $337K 0.00% -1.0M -99.7% $96.15 -7.1%
36 XBI SPDR SERIES TRUST 2,500.0 $319K 0.00% -2K -50.0% $127.73 +4.0%
37 ABT ABBOTT LABS Healthcare 2,600.0 $267K 0.00% -1.1M -99.8% $102.67 -14.5%
38 TBLU TORTOISE CAPITAL SERIES TRUS 4,020.0 $203K 0.00% -512.0 -11.3% $50.42 -1.4%
Page 2 of 2  ·  38 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 43.1%
Healthcare 15.4%
Financial Services 10.4%
Consumer Cyclical 10.0%
Communication Services 9.6%
Consumer Defensive 4.8%
Industrials 3.0%
Real Estate 1.9%
Energy 1.8%
Utilities 0.1%