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Asset Manager ← All Institutions

Migdal Insurance & Financial Holdings Ltd.

Q4 2025 · Filed 2026-01-28
Market Value
$11.5B
+25.3%
Holdings
385
+13
New Purchases
67
Added To
88
Closed
45
Reduced
94
Top 10 Concentration
48.5%
Turnover
29.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 6.81% 0.25% +6.56% $784M
TEVA 10.14% 7.16% +2.98% $1.2B
XLU 3.36% 1.68% +1.67% $386M
GOOG 3.61% 2.67% +0.93% $415M
CQQQ 0.82% 0.00% +0.82% $95M
TSEM 3.06% 2.34% +0.72% $353M
AMAT 1.15% 0.58% +0.57% $132M
ORA 0.85% 0.36% +0.49% $98M
MSFT 1.59% 1.12% +0.46% $183M
EXE 0.44% 0.00% +0.44% $51M
XLK 6.32% 5.88% +0.44% $728M
SMH 1.26% 0.83% +0.43% $145M
EQT 0.43% 0.00% +0.43% $50M
HD 0.42% 0.00% +0.42% $48M
UBER 0.34% 0.00% +0.34% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLI 4.40% 6.05% -1.66% $506M
KBWB 1.58% 3.14% -1.56% $182M
ORCL 0.43% 1.48% -1.04% $50M
XLP 0.00% 0.96% -0.96% $62K
NICE 1.62% 2.57% -0.95% $186M
AAPL 1.59% 2.54% -0.94% $183M
IGV 2.50% 3.40% -0.91% $287M
META 3.10% 3.80% -0.69% $357M
XLE 0.01% 0.64% -0.64% $810K
NVMI 4.26% 4.86% -0.59% $491M
XLV 0.43% 1.01% -0.58% $50M
KWEB 1.07% 1.65% -0.58% $123M
XLC 2.85% 3.43% -0.57% $329M
TSM 3.20% 3.71% -0.51% $368M
LQD 1.88% 2.38% -0.50% $217M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $3.3B 28.4%
Large Cap 179 $6.7B 58.3%
Mid Cap 96 $1.4B 11.8%
Small Cap 39 $167M 1.4%
Micro Cap 14 $9M 0.1%

Portfolio Analytics

Avg Market Cap
$167.5B
Median Market Cap
$18.7B
Avg P/E
39.1
Median P/E
25.6
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
227
# ETFs / Funds
158

Top Holdings (385 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TEVA 10.14% 37,402,212 $1.2B $31.21 $509M +4,820,000 +14.8%
2 QQQM 6.81% 3,098,047 $784M $252.92 $761M +3,005,140 +3234.6%
3 XLK 6.32% 5,053,446 $728M $143.97 $187M +3,135,920 +163.5%
4 XLI 4.40% 3,262,446 $506M $155.12 -$50M -343,110 -9.5%
5 NVMI 4.26% 1,493,657 $491M $328.39 $44M +98,000 +7.0%
6 GOOG 3.61% 1,323,291 $415M $313.80 $170M +314,875 +31.2%
7 XLU 3.36% 9,052,676 $386M $42.69 $232M +7,277,976 +410.1%
8 AMZN 3.29% 1,639,900 $379M $230.82 $67M +222,000 +15.7%
9 TSM 3.20% 1,207,805 $368M $304.68 $27M -8,095 -0.7%
10 NVDA 3.14% 1,940,486 $362M $186.50 $33M +176,819 +10.0%
11 META 3.10% 541,234 $357M $660.09 $8M +66,290 +14.0%
12 TSEM 3.06% 3,002,806 $353M $117.42 $137M +25,000 +0.8%
13 XLY 2.95% 2,841,292 $339M $119.41 $50M +1,634,883 +135.5%
14 XLC 2.85% 2,791,284 $329M $117.72 $14M +129,811 +4.9%
15 IGV 2.50% 2,719,572 $287M $105.69 -$25M
16 XLF 2.21% 4,644,674 $254M $54.77 $58M +997,625 +27.4%
17 LQD 1.88% 1,965,000 $217M $110.19 -$3M
18 NICE 1.62% 1,646,690 $186M $113.04 -$50M +15,000 +0.9%
19 AAPL 1.59% 674,700 $183M $271.86 -$49M -240,000 -26.2%
20 MSFT 1.59% 377,607 $183M $483.69 $79M +178,249 +89.4%
21 KBWB 1.58% 2,163,750 $182M $84.29 -$106M -1,529,250 -41.4%
22 SMH 1.26% 403,452 $145M $360.13 $69M +169,737 +72.6%
23 CAMT 1.22% 1,318,396 $140M $106.35 $16M +140,796 +12.0%
24 AVGO 1.17% 390,416 $135M $346.10 $4M -7,554 -1.9%
25 AMAT 1.15% 514,000 $132M $256.99 $79M +254,000 +97.7%
26 KWEB 1.07% 3,623,034 $123M $34.05 -$28M +12,467 +0.3%
27 LLY 0.99% 106,335 $114M $1,074.68 -$23M -73,705 -40.9%
28 ORA 0.85% 886,526 $98M $110.47 $65M +540,000 +155.8%
29 EPI 0.84% 2,086,319 $97M $46.29 $4M -8,000 -0.4%
30 CQQQ 0.82% 1,825,600 $95M $52.00 +1,825,600 NEW
31 CEG 0.77% 250,158 $88M $353.27 $10M +11,158 +4.7%
32 JPM 0.70% 251,424 $81M $322.24 $2M -114 -0.1%
33 ABBV 0.66% 331,702 $76M $228.49 $16M +75,103 +29.3%
34 XLB 0.65% 1,640,000 $74M $45.35 $886K +820,000 +100.0%
35 TSLA 0.63% 162,162 $73M $449.74 -$2M -5,398 -3.2%
36 CCJ 0.59% 745,000 $68M $91.49 $37M +375,000 +101.3%
37 ITB 0.44% 530,000 $51M $96.30 -$6M
38 EXE 0.44% 460,000 $51M $110.36 +460,000 NEW
39 ORCL 0.43% 256,587 $50M $194.91 -$86M -226,413 -46.9%
40 XLV 0.43% 320,504 $50M $154.80 -$43M -348,496 -52.1%
41 EQT 0.43% 925,000 $50M $53.60 +925,000 NEW
42 HD 0.42% 140,000 $48M $344.10 +140,000 NEW
43 XLRE 0.40% 1,150,446 $46M $40.35 -$2M -34
44 FLIN 0.38% 1,145,000 $44M $38.59 $1M
45 BABA 0.37% 288,498 $42M $146.60 -$9M -450 -0.2%
46 BAC 0.35% 730,000 $40M $55.00 $2M
47 UBER 0.34% 475,000 $39M $81.71 +475,000 NEW
48 CHKP 0.32% 200,000 $37M $185.56 +200,000 NEW
49 LRCX 0.31% 210,534 $36M $171.18 $36M +207,469 +6769.0%
50 V 0.30% 97,458 $34M $350.73 $1M +746 +0.8%
51 EQIX 0.29% 43,500 $33M $766.16 -$743K
52 SPIB 0.28% 953,744 $32M $33.81 $2M +72,078 +8.2%
53 MS 0.28% 181,397 $32M $177.53 $3M -557 -0.3%
54 SPY 0.28% 46,683 $32M $682.20 $2M +1,263 +2.8%
55 GILD 0.28% 259,000 $32M $122.74 $3M
56 MA 0.27% 55,065 $31M $570.89 $90K -43 -0.1%
57 GLBE 0.26% 775,000 $30M $39.31 $3M
58 JEF 0.21% 398,000 $25M $61.97 -$28M -400,000 -50.1%
59 CLBT 0.21% 1,350,000 $24M $18.03 $5M +300,000 +28.6%
60 PANW 0.21% 130,373 $24M $184.26 -$3M -2,852 -2.1%
61 VRNS 0.21% 732,189 $24M $32.80 $5M +409,966 +127.2%
62 SMWB 0.20% 3,106,157 $23M $7.49 -$6M
63 ADBE 0.19% 62,480 $22M $349.98 -$216K -121 -0.2%
64 MBLY 0.18% 1,999,090 $21M $10.44 -$7M
65 MNDY 0.18% 139,009 $21M $147.56 $5M +60,000 +75.9%
66 QQQ 0.18% 33,113 $20M $614.62 $1M +1,066 +3.3%
67 ESLT 0.16% 32,100 $19M $578.47 $2M
68 SSYS 0.16% 2,130,983 $18M $8.68 -$5M
69 URGN 0.16% 770,909 $18M $23.42 $3M
70 TATT 0.15% 386,996 $17M $44.66 $8M +185,574 +92.1%
71 FROG 0.15% 274,047 $17M $62.46 $4M
72 ETN 0.14% 52,000 $17M $318.52 +52,000 NEW
73 IYW 0.14% 79,900 $16M $199.67 $328K -636 -0.8%
74 SEDG 0.14% 544,846 $16M $28.85 $16M +540,000 +11143.2%
75 TBLA 0.13% 3,299,179 $15M $4.61 $378K -1,050,000 -24.1%
76 JNK 0.13% 149,647 $15M $97.23 $2M +17,549 +13.3%
77 GILT 0.12% 1,091,053 $14M $12.94 -$88K
78 CORP 0.12% 140,919 $14M $98.27 $859K +9,207 +7.0%
79 QLTA 0.11% 261,919 $13M $48.09 $387K +9,360 +3.7%
80 BSJQ 0.11% 539,160 $13M $23.34 $673K +29,241 +5.7%
81 PERI 0.11% 1,287,102 $12M $9.58 -$2M -224,783 -14.9%
82 WIX 0.10% 110,534 $11M $103.89 -$8M
83 VOO 0.09% 16,260 $10M $627.12 -$2M -4,149 -20.3%
84 VTV 0.08% 49,513 $9M $190.98 $3M +15,366 +45.0%
85 TLH 0.08% 89,094 $9M $101.67 $69K +1,738 +2.0%
86 SNPE 0.07% 120,788 $8M $62.45 $2M +31,242 +34.9%
87 FEZ 0.06% 115,241 $7M $64.39 $1M +17,717 +18.2%
88 XLG 0.06% 111,148 $7M $59.28 $6M +105,705 +1942.0%
89 INVZ 0.05% 7,305,731 $6M $0.85 -$9M
90 SPTI 0.05% 199,019 $6M $28.84 $2M +56,519 +39.7%
91 TIP 0.05% 51,280 $6M $109.91 $94K +1,354 +2.7%
92 GOOGL 0.05% 17,915 $6M $313.54 $2M +1,818 +11.3%
93 XAR 0.05% 22,602 $5M $241.26 -$4M -19,198 -45.9%
94 MINT 0.05% 53,778 $5M $100.34 $305K +3,161 +6.2%
95 VEU 0.05% 72,392 $5M $73.56 $612K +6,132 +9.2%
96 SPMO 0.05% 44,477 $5M $119.57 $5M +38,218 +610.6%
97 LMBS 0.04% 82,374 $4M $49.99 $99K +1,411 +1.7%
98 HYG 0.03% 49,093 $4M $80.70 $15K +493 +1.0%
99 CSCO 0.03% 50,433 $4M $77.05 $396K -636 -1.2%
100 ONEQ 0.03% 42,415 $4M $91.41 -$433K -6,483 -13.3%

New Positions

SymbolValue% Port
CQQQ $95M 0.82%
EXE $51M 0.44%
EQT $50M 0.43%
HD $48M 0.42%
UBER $39M 0.34%
CHKP $37M 0.32%
ETN $17M 0.14%
PLD $748K 0.01%
COP $647K 0.01%
IBDR $393K —%
ICSH $298K —%
MCHI $293K —%
RPV $280K —%
SOFI $186K —%
QJUN $178K —%

Sold Out Positions

SymbolValue% Port
TMHC —%
ZTS —%
WU —%
AYI —%
BLDR —%
ONON —%
MO —%
MSCI —%
GM —%
BYD —%
DLB —%
SYK —%
EME —%
ONTO —%
ES —%
View SEC EDGAR Filings for Migdal Insurance & Financial Holdings Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms