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Portfolio (Quarterly) Guide ↗

Migdal Insurance & Financial Holdings Ltd.

· CIK 0001415912
13F Portfolio $11.6B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 346 New
Page 13 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JOYY JOYY INC ADS REPSTG COM A Communication Services 1,479.0 $95K 0.00% NEW $64.23 -10.7%
242 PH PARKER-HANNIFIN CORP COM Industrials 98.0 $86K 0.00% NEW $877.55 +0.3%
243 IBM INTERNATIONAL BUSINESS MACHS COM Technology 287.0 $85K 0.00% NEW $296.17 -26.3%
244 MTSI MACOM TECH SOLUTIONS HLDGS I COM Technology 459.0 $79K 0.00% NEW $172.11 +122.9%
245 EWG ISHARES INC MSCI GERMANY ETF 1,777.0 $75K 0.00% NEW $42.21 -2.0%
246 TKO TKO GROUP HOLDINGS INC CL A Communication Services 356.0 $74K 0.00% NEW $207.87 -7.4%
247 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 989.0 $73K 0.00% NEW $73.81 -1.5%
248 EWZ ISHARES INC MSCI BRAZIL ETF 2,230.0 $71K 0.00% NEW $31.84 +13.9%
249 CMCSA COMCAST CORP NEW CL A Communication Services 2,306.0 $69K 0.00% NEW $29.92 -17.3%
250 HTHT H WORLD GROUP LTD SPONSORED ADS Consumer Cyclical 1,466.0 $69K 0.00% NEW $47.07 -3.5%
251 FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 738.0 $68K 0.00% NEW $92.14 +0.4%
252 FVD FIRST TR EXCHANGE-TRADED FD SHS 1,483.0 $68K 0.00% NEW $45.85 +1.7%
253 MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 660.0 $68K 0.00% NEW $103.03 -3.6%
254 COHR COHERENT CORP COM Technology 358.0 $66K 0.00% NEW $184.36 +119.6%
255 MPWR MONOLITHIC PWR SYS INC COM Technology 72.0 $65K 0.00% NEW $902.78 +78.8%
256 G GENPACT LIMITED SHS Technology 1,364.0 $64K 0.00% NEW $46.92 -38.3%
257 COF CAPITAL ONE FINL CORP COM Financial Services 258.0 $63K 0.00% NEW $244.19 -23.9%
258 XLP SELECT SECTOR SPDR TR STATE STREET CON 794.0 $62K 0.00% NEW $78.09 +8.4%
259 FINX GLOBAL X FDS FINTECH ETF 1,960.0 $58K NEW $29.59 -16.0%
260 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 279.0 $58K NEW $207.89 -41.8%
Page 13 of 18  ·  346 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 44.9%
Healthcare 21.8%
Communication Services 12.8%
Consumer Cyclical 9.3%
Financial Services 4.7%
Utilities 2.9%
Energy 2.1%
Industrials 0.9%
Real Estate 0.5%
Basic Materials 0.0%