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Portfolio (Quarterly) Guide ↗

Clal Insurance Enterprises Holdings Ltd

· CIK 0001376192
13F Portfolio $16.6B AUM 214 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 50 Added 82 Reduced 21 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 949,926.0 $48.5M 0.29% +250K +35.7% $51.05 +12.4%
22 PANW PALO ALTO NETWORKS INC COM Technology 232,499.0 $37.3M 0.22% +197K +564.3% $160.32 +48.9%
23 JNJ JOHNSON & JOHNSON COM Healthcare 150,138.0 $36.7M 0.22% +150K +10000.0% $244.44 -7.6%
24 DDOG DATADOG INC CL A COM Technology 310,000.0 $36.6M 0.22% +60K +24.0% $118.05 +73.3%
25 TSLA TESLA INC COM Consumer Cyclical 78,042.0 $29.0M 0.17% +78K +10000.0% $371.75 +12.7%
26 SOXX ISHARES TR ISHARES SEMICDTR 78,477.0 $25.8M 0.15% +72K +1111.6% $328.66 +55.8%
27 CHKP CHECK POINT SOFTWARE TECH LT ORD Technology 170,411.0 $24.3M 0.15% +40K +30.7% $142.85 -13.1%
28 TATT TAT TECHNOLOGIES LTD ORD NEW Industrials 456,640.0 $18.4M 0.11% +96K +26.5% $40.31 -18.9%
29 ILF ISHARES TR LATN AMER 40 ETF 100,000.0 $3.6M 0.02% +20K +25.0% $35.52 -2.7%
30 SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 4,062.0 $101K 0.00% +1K +32.9% $24.86 +8.2%
31 JPM JPMORGAN CHASE & CO COM Financial Services 190.0 $56K +5.0 +2.7% $294.74 +1.4%
32 XOM EXXON MOBIL CORP COM Energy 326.0 $55K +113.0 +53.0% $168.71 -7.8%
33 SPGI S&P GLOBAL INC COM Financial Services 114.0 $48K +29.0 +34.1% $421.05 -3.4%
34 AMD ADVANCED MICRO DEVICES INC COM Technology 212.0 $43K +24.0 +12.8% $202.83 +114.5%
35 WAB WABTEC COM Industrials 136.0 $34K +5.0 +3.8% $250.00 +4.8%
36 CVX CHEVRON CORPORATION COM Energy 130.0 $27K +14.0 +12.1% $207.69 -8.8%
37 APH AMPHENOL CORP CL A Technology 198.0 $25K +91.0 +85.0% $126.26 -3.0%
38 MRSH MARSH & MCLENNAN COS INC COM Financial Services 139.0 $24K +14.0 +11.2% $172.66 -6.1%
39 CCEP COCA-COLA EUROPACIFIC PARTNE SHS Consumer Defensive 247.0 $22K +32.0 +14.9% $89.07 +2.0%
40 CBRE CBRE GROUP INC CL A Real Estate 145.0 $20K +17.0 +13.3% $137.93 -6.1%
Page 2 of 3  ·  50 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 35.5%
Industrials 17.5%
Financial Services 15.4%
Healthcare 14.0%
Utilities 6.1%
Communication Services 4.4%
Basic Materials 3.2%
Consumer Cyclical 3.0%
Real Estate 0.5%
Energy 0.5%