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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WM WASTE MGMT INC DEL COM Industrials 151.0 $35K -5.0 -3.2% $231.79 +4.5%
42 UBER UBER TECHNOLOGIES INC COM Technology 478.0 $34K -25K -98.1% $71.13 +1.9%
43 BERKSHIRE HATHAWAY INC DEL CL B NEW 69.0 $33K -2.0 -2.8% $478.26
44 NEE NEXTERA ENERGY INC COM Utilities 345.0 $32K -83.0 -19.4% $92.75 -4.3%
45 SRE SEMPRA COM Utilities 304.0 $30K -43.0 -12.4% $98.68 -6.5%
46 EQIX EQUINIX INC COM Real Estate 29.0 $28K -5.0 -14.7% $965.52 +5.6%
47 WMT WALMART INC COM Consumer Defensive 228.0 $28K -39.0 -14.6% $122.81 -6.4%
48 SNPS SYNOPSYS INC COM Technology 67.0 $27K -4.0 -5.6% $402.99 -4.6%
49 CRM SALESFORCE INC COM Technology 139.0 $26K -4.0 -2.8% $187.05 -8.7%
50 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 239.0 $24K -8.0 -3.2% $100.42 -7.0%
51 URI UNITED RENTALS INC COM Industrials 33.0 $24K -3.0 -8.3% $727.27 +47.4%
52 GOOG ALPHABET INC CAP STK CL C Communication Services 80.0 $23K -3.0 -3.6% $287.50 +20.4%
53 DHR DANAHER CORP DEL COM Healthcare 117.0 $22K -10.0 -7.9% $188.03 +8.4%
54 PM PHILIP MORRIS INTL INC COM Consumer Defensive 131.0 $22K -4.0 -3.0% $167.94 +14.9%
55 RTX RTX CORPORATION COM Industrials 102.0 $20K -4.0 -3.8% $196.08 -1.3%
56 NFLX NETFLIX INC. COM Communication Services 208.0 $20K -20K -99.0% $96.15 -28.3%
57 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 34.0 $20K -9.0 -20.9% $588.24 -4.4%
58 GM GENERAL MTRS CO COM Consumer Cyclical 238.0 $18K -45.0 -15.9% $75.63 +0.6%
59 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 35.0 $17K -13.0 -27.1% $485.71 +9.6%
60 MCD MCDONALDS CORP COM Consumer Cyclical 47.0 $15K -2.0 -4.1% $319.15 -16.1%
Page 3 of 5  ·  82 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 36.0%
Industrials 17.3%
Financial Services 15.2%
Healthcare 13.9%
Utilities 6.1%
Communication Services 4.4%
Basic Materials 3.2%
Consumer Cyclical 2.9%
Energy 0.5%
Real Estate 0.4%