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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 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAVE GLOBAL X FDS US INFR DEV ETF 1,871,750.0 $95.1M 0.57% $50.81 +9.1%
42 XLI SELECT SECTOR SPDR TR STATE STREET IND 567,000.0 $91.7M 0.55% $161.73 +6.0%
43 VRT VERTIV HOLDINGS CO COM CL A Industrials 344,000.0 $86.2M 0.52% -43K -11.1% $250.58 +50.1%
44 KRE SPDR SERIES TRUST STATE STREET SPD 1,280,000.0 $83.4M 0.50% NEW $65.15 +2.8%
45 LLY ELI LILLY & CO COM Healthcare 88,051.0 $81.0M 0.49% -10K -10.2% $919.77 +9.5%
46 AMAT APPLIED MATLS INC COM Technology 229,124.0 $78.3M 0.47% -37K -13.9% $341.79 +27.7%
47 IGV ISHARES TR EXPANDED TECH 929,000.0 $74.4M 0.45% -805K -46.4% $80.05 +14.7%
48 LRCX LAM RESEARCH CORP COM NEW Technology 346,061.0 $74.0M 0.45% -203K -37.0% $213.92 +39.8%
49 SANDISK CORP COM 116,000.0 $73.7M 0.44% -223K -65.8% $635.34
50 AER AERCAP HOLDINGS NV SHS Industrials 490,000.0 $67.2M 0.41% $137.18 +1.9%
51 COHR COHERENT CORP COM Technology 276,500.0 $65.9M 0.40% NEW $238.21 +70.0%
52 GILT GILAT SATELLITE NETWORKS LTD SHS NEW Technology 4,413,627.0 $65.5M 0.39% -1.1M -20.6% $14.84 +8.4%
53 PFE PFIZER INC COM Healthcare 2,234,000.0 $62.7M 0.38% -38K -1.7% $28.08 -8.3%
54 MA MASTERCARD INCORPORATED CL A Financial Services 125,047.0 $62.5M 0.38% +48K +62.3% $499.66 -1.9%
55 KWEB KRANESHARES TRUST CSI CHI INTERNET 2,186,516.0 $62.2M 0.37% +770K +54.4% $28.43 -0.9%
56 XBI SPDR SERIES TRUST STATE STREET SPD 484,500.0 $61.9M 0.37% -206K -29.9% $127.73 +2.3%
57 URA GLOBAL X FDS GLOBAL X URANIUM 1,264,000.0 $61.2M 0.37% $48.43 +3.0%
58 V VISA INC COM CL A Financial Services 200,143.0 $60.5M 0.36% +38K +23.4% $302.24 +6.7%
59 DIS DISNEY WALT CO COM Communication Services 623,110.0 $60.1M 0.36% -15K -2.4% $96.38 +9.4%
60 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 450,000.0 $56.5M 0.34% $125.46 +5.7%
Page 3 of 11  ·  214 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%