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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 16 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOBL PROSHARES TR S&P 500 DV ARIST 290.0 $30K NEW $103.45 +2.1%
302 ENTG ENTEGRIS INC COM Technology 346.0 $29K NEW $83.82 +66.2%
303 DIA SPDR DOW JONES INDL AVERAGE UT SER 1 Financial Services 61.0 $29K NEW $475.41 +4.2%
304 ELF E L F BEAUTY INC COM Consumer Defensive 347.0 $26K NEW $74.93 -26.0%
305 HYLS RST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 620.0 $26K NEW $41.94 -2.7%
306 IYZ ISHARES TR US TELECOM ETF 765.0 $26K NEW $33.99 +25.8%
307 FIVE FIVE BELOW INC COM Consumer Cyclical 126.0 $24K NEW $190.48 +12.8%
308 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 450.0 $24K NEW $53.33 +9.6%
309 FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF 1,267.0 $23K NEW $18.15 -0.7%
310 DRUP GRANITESHARES ETF TR NASDAQ SELECT DI 340.0 $23K NEW $67.65 -10.3%
311 OVV OVINTIV INC COM Energy 571.0 $22K NEW $38.53 +51.3%
312 PEG PUBLIC SVC ENTERPRISE GRP IN COM Utilities 266.0 $21K NEW $78.95 -1.5%
313 WAL WESTERN ALLIANCE BANCORP COM Financial Services 233.0 $20K NEW $85.84 -11.5%
314 NFG NATIONAL FUEL GAS CO COM Energy 238.0 $19K NEW $79.83 +2.1%
315 CYTK CYTOKINETICS INC COM NEW Healthcare 284.0 $18K NEW $63.38 +24.1%
316 PNC PNC FINL SVCS GROUP INC COM Financial Services 84.0 $18K NEW $214.29 -0.4%
317 UAL UNITED AIRLS HLDGS INC COM Industrials 164.0 $18K NEW $109.76 -12.5%
318 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 361.0 $17K NEW $47.09 -36.0%
319 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 1,296.0 $17K NEW $13.12 -21.4%
320 USB US BANCORP DEL COM NEW Financial Services 324.0 $17K NEW $52.47 +1.8%
Page 16 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%