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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 8 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WMT WALMART INC COM Consumer Defensive 8,406.0 $937K 0.01% NEW $111.47 +18.8%
142 MU MICRON TECHNOLOGY INC COM Technology 3,234.0 $923K 0.01% NEW $285.41 +171.9%
143 RBRK RUBRIK INC. CL A Technology 12,000.0 $918K 0.01% NEW $76.50 -17.9%
144 NEE NEXTERA ENERGY INC COM Utilities 10,946.0 $879K 0.01% NEW $80.30 +19.1%
145 ICICI BANK LIMITED ADR 28,799.0 $860K 0.01% NEW $29.86
146 WFC WELLS FARGO CO NEW COM Financial Services 8,956.0 $839K 0.01% NEW $93.68 -21.2%
147 RTX RTX CORPORATION COM Industrials 4,536.0 $832K 0.01% NEW $183.42 -4.2%
148 TJX TJX COS INC NEW COM Consumer Cyclical 5,302.0 $814K 0.01% NEW $153.53 -4.0%
149 XLE SELECT SECTOR SPDR TR STATE STREET ENE 18,122.0 $810K 0.01% NEW $44.70 +33.0%
150 NOW SERVICENOW INC COM Technology 5,240.0 $806K 0.01% NEW $153.82 -41.2%
151 TENB TENABLE HLDGS INC COM Technology 34,000.0 $800K 0.01% NEW $23.53 -13.1%
152 HYS PIMCO ETF TR 0-5 HIGH YIELD 8,410.0 $797K 0.01% NEW $94.77 -1.8%
153 IWM ISHARES TR RUSSELL 2000 ETF 3,101.0 $763K 0.01% NEW $246.05 +12.8%
154 CAT CATERPILLAR INC COM Industrials 1,327.0 $760K 0.01% NEW $572.72 +55.1%
155 PLD PROLOGIS INC. COM Real Estate 5,859.0 $748K 0.01% NEW $127.67 +11.7%
156 HDB HDFC BANK LTD SPONSORED ADS Financial Services 19,948.0 $727K 0.01% NEW $36.44 -31.8%
157 CDNS CADENCE DESIGN SYSTEM INC COM Technology 2,299.0 $721K 0.01% NEW $313.61 +10.7%
158 CRM SALESFORCE INC COM Technology 2,655.0 $705K 0.01% NEW $265.54 -36.9%
159 SHY ISHARES TR 1 3 YR TREAS BD 8,213.0 $680K 0.01% NEW $82.80 -0.9%
160 TMUS T-MOBILE US INC COM Communication Services 3,329.0 $676K 0.01% NEW $203.06 -7.3%
Page 8 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%