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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 8 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BERKSHIRE HATHAWAY INC DEL CL B NEW 69.0 $33K -2.0 -2.8% $478.26
142 NEE NEXTERA ENERGY INC COM Utilities 345.0 $32K -83.0 -19.4% $92.75 -6.2%
143 SRE SEMPRA COM Utilities 304.0 $30K -43.0 -12.4% $98.68 -8.7%
144 BSX BOSTON SCIENTIFIC CORP COM Healthcare 448.0 $28K NEW $62.50 -12.2%
145 EQIX EQUINIX INC COM Real Estate 29.0 $28K -5.0 -14.7% $965.52 +9.6%
146 WMT WALMART INC COM Consumer Defensive 228.0 $28K -39.0 -14.6% $122.81 +7.6%
147 CVX CHEVRON CORPORATION COM Energy 130.0 $27K +14.0 +12.1% $207.69 -6.3%
148 SNPS SYNOPSYS INC COM Technology 67.0 $27K -4.0 -5.6% $402.99 +22.7%
149 CRM SALESFORCE INC COM Technology 139.0 $26K -4.0 -2.8% $187.05 -4.5%
150 APH AMPHENOL CORP CL A Technology 198.0 $25K +91.0 +85.0% $126.26 -3.5%
151 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 239.0 $24K -8.0 -3.2% $100.42 -3.5%
152 MRSH MARSH & MCLENNAN COS INC COM Financial Services 139.0 $24K +14.0 +11.2% $172.66 -4.6%
153 URI UNITED RENTALS INC COM Industrials 33.0 $24K -3.0 -8.3% $727.27 +31.6%
154 GOOG ALPHABET INC CAP STK CL C Communication Services 80.0 $23K -3.0 -3.6% $287.50 +38.5%
155 DHR DANAHER CORP DEL COM Healthcare 117.0 $22K -10.0 -7.9% $188.03 -13.0%
156 PM PHILIP MORRIS INTL INC COM Consumer Defensive 131.0 $22K -4.0 -3.0% $167.94 +13.8%
157 CCEP COCA-COLA EUROPACIFIC PARTNE SHS Consumer Defensive 247.0 $22K +32.0 +14.9% $89.07 +2.6%
158 CBRE CBRE GROUP INC CL A Real Estate 145.0 $20K +17.0 +13.3% $137.93 -5.1%
159 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 34.0 $20K -9.0 -20.9% $588.24 -5.4%
160 NFLX NETFLIX INC. COM Communication Services 208.0 $20K -20K -99.0% $96.15 -7.0%
Page 8 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%