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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 14 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FDX FEDEX CORP COM Industrials 197.0 $57K NEW $289.34 +31.3%
262 PTF INVESCO EXCHANGE TRADED FD T DORSEY WRGT TECH 744.0 $57K NEW $76.61 +56.1%
263 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 317.0 $57K NEW $179.81 -3.4%
264 CORPAY INC COM SHS 190.0 $57K NEW $300.00
265 INTU INTUIT COM Technology 84.0 $56K NEW $666.67 -43.3%
266 IWP ISHARES TR RUS MD CP GR ETF 410.0 $56K NEW $136.59 -0.3%
267 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 40.0 $56K NEW $1400.00 -25.6%
268 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 871.0 $56K NEW $64.29 +50.9%
269 RL RALPH LAUREN CORP CL A Consumer Cyclical 159.0 $56K NEW $352.20 -5.2%
270 CME CME GROUP INC COM Financial Services 203.0 $55K NEW $270.94 +10.3%
271 ULTA ULTA BEAUTY INC COM Consumer Cyclical 91.0 $55K NEW $604.40 -17.6%
272 TER TERADYNE INC COM Technology 279.0 $54K NEW $193.55 +84.2%
273 MOMO HELLO GROUP INC ADS Communication Services 8,140.0 $53K NEW $6.51 -5.1%
274 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 683.0 $52K NEW $76.13 +12.7%
275 NTAP NETAPP INC COM Technology 484.0 $52K NEW $107.44 +11.6%
276 IDXX IDEXX LABS INC COM Healthcare 76.0 $51K NEW $671.05 -20.6%
277 MRSH MARSH & MCLENNAN COS INC COM Financial Services 273.0 $51K NEW $186.81 -14.3%
278 OSPN ONESPAN INC COM Technology 4,000.0 $51K NEW $12.75 -4.5%
279 RMBS RAMBUS INC DEL COM Technology 548.0 $50K NEW $91.24 +43.0%
280 ACSI DAL TRUST I AMEN CUST SATF 735.0 $49K NEW $66.67 +6.5%
Page 14 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%