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Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

Q1 2026 · Filed 2026-05-13
Market Value
$722M
+7.4%
Holdings
50
+14
New Purchases
17
Added To
6
Closed
8
Reduced
2
Top 10 Concentration
57.3%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSEM 10.89% 7.83% +3.06% $79M
XLU 3.57% 1.54% +2.04% $26M
CIBR 1.96% 0.00% +1.96% $14M
XLE 1.91% 0.00% +1.91% $14M
XME 1.45% 0.00% +1.45% $10M
AIRR 1.41% 0.00% +1.41% $10M
TAN 2.45% 1.10% +1.35% $18M
SMH 1.34% 0.00% +1.34% $10M
IWN 1.33% 0.00% +1.33% $10M
AVGO 1.27% 0.00% +1.27% $9M
SEDG 3.01% 1.83% +1.18% $22M
XBI 2.31% 1.18% +1.13% $17M
VST 0.99% 0.00% +0.99% $7M
TTMI 0.85% 0.00% +0.85% $6M
MU 1.25% 0.44% +0.82% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 3.42% 13.66% -10.24% $25M
VOO 3.18% 8.78% -5.59% $23M
XLK 9.48% 11.03% -1.55% $68M
COHR 0.00% 1.37% -1.37% $0
KWEB 0.00% 1.18% -1.18% $0
FSLR 0.00% 1.13% -1.13% $0
TEVA 7.83% 8.71% -0.89% $56M
XLF 4.61% 5.49% -0.88% $33M
META 0.00% 0.79% -0.79% $0
SE 0.00% 0.72% -0.72% $0
FXI 4.66% 5.34% -0.68% $34M
XLV 4.99% 5.66% -0.67% $36M
XLC 3.40% 3.87% -0.48% $25M
IAI 0.00% 0.44% -0.44% $0
ORCL 0.00% 0.39% -0.39% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $109M 15.0%
Large Cap 25 $430M 59.6%
Mid Cap 11 $161M 22.3%
Small Cap 3 $22M 3.1%

Portfolio Analytics

Avg Market Cap
$435.9B
Median Market Cap
$27.4B
Avg P/E
54.5
Median P/E
34.4
Avg Dividend Yield
0.00%
Avg Beta
1.16
# Stocks
25
# ETFs / Funds
25

Top Holdings (50 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSEM 10.89% 447,991 $79M $175.48 $26M
2 XLK 9.48% 514,600 $68M $132.90 -$6M
3 TEVA 7.83% 1,875,521 $56M $30.12 -$2M
4 XLV 4.99% 245,800 $36M $146.61 -$2M
5 FXI 4.66% 937,000 $34M $35.90 -$2M
6 XLF 4.61% 673,600 $33M $49.37 -$4M
7 GRID 4.49% 198,000 $32M $163.58 $2M
8 XLU 3.57% 562,000 $26M $45.89 $15M +320,000 +132.2%
9 SPY 3.42% 37,931 $25M $650.34 -$67M -96,625 -71.8%
10 XLC 3.40% 221,100 $25M $110.86 -$2M
11 VOO 3.18% 38,466 $23M $597.55 -$36M -55,541 -59.1%
12 SEDG 3.01% 424,982 $22M $51.05 $9M
13 ORA 2.82% 181,665 $20M $111.92 $263K
14 TAN 2.45% 317,000 $18M $55.71 $10M +167,000 +111.3%
15 XBI 2.31% 130,306 $17M $127.73 $9M +65,306 +100.5%
16 CIBR 1.96% 226,000 $14M $62.68 +226,000 NEW
17 GOOGL 1.95% 48,900 $14M $287.56 $3M +15,000 +44.2%
18 XLE 1.91% 225,000 $14M $61.26 +225,000 NEW
19 PPA 1.65% 72,000 $12M $165.70 $653K
20 NVDA 1.61% 66,500 $12M $174.40 -$805K
21 XME 1.45% 97,000 $10M $108.01 +97,000 NEW
22 AIRR 1.41% 92,000 $10M $110.78 +92,000 NEW
23 SMH 1.34% 25,200 $10M $383.40 +25,200 NEW
24 IWN 1.33% 50,500 $10M $189.59 +50,500 NEW
25 AVGO 1.27% 29,500 $9M $309.51 +29,500 NEW
26 MU 1.25% 26,755 $9M $337.84 $6M +16,500 +160.9%
27 EWY 1.24% 73,000 $9M $123.01 $6M +40,000 +121.2%
28 TSM 1.16% 24,702 $8M $337.95 $841K
29 NICE 1.01% 66,098 $7M $110.26 -$184K
30 VST 0.99% 47,500 $7M $150.33 +47,500 NEW
31 XLY 0.97% 64,210 $7M $108.98 -$670K
32 CAMT 0.88% 42,031 $6M $151.61 $2M
33 TTMI 0.85% 63,000 $6M $97.42 +63,000 NEW
34 AEM 0.73% 25,800 $5M $202.98 +25,800 NEW
35 PANW 0.67% 30,000 $5M $160.32 +30,000 NEW
36 ECH 0.62% 112,000 $4M $39.76 +112,000 NEW
37 GS 0.61% 5,200 $4M $845.99 +5,200 NEW
38 LLY 0.60% 4,700 $4M $919.77 +4,700 NEW
39 ATI 0.48% 24,000 $3M $145.46 +24,000 NEW
40 CW 0.45% 4,800 $3M $681.12 +4,800 NEW
41 CRS 0.38% 7,000 $3M $394.15 +7,000 NEW
42 VWO 0.13% 17,900 $967K $54.05 $5K
43 META —% -$5M -8,000 -100.0% SOLD
44 COHR —% -$9M -50,000 -100.0% SOLD
45 KWEB —% -$8M -232,000 -100.0% SOLD
46 FSLR —% -$8M -29,000 -100.0% SOLD
47 IAI —% -$3M -16,500 -100.0% SOLD
48 ORCL —% -$3M -13,500 -100.0% SOLD
49 SE —% -$5M -38,000 -100.0% SOLD
50 XSOE —% -$2M -47,241 -100.0% SOLD

New Positions

SymbolValue% Port
CIBR $14M 1.96%
XLE $14M 1.91%
XME $10M 1.45%
AIRR $10M 1.41%
SMH $10M 1.34%
IWN $10M 1.33%
AVGO $9M 1.27%
VST $7M 0.99%
TTMI $6M 0.85%
AEM $5M 0.73%
PANW $5M 0.67%
ECH $4M 0.62%
GS $4M 0.61%
LLY $4M 0.60%
ATI $3M 0.48%

Sold Out Positions

SymbolValue% Port
SE —%
COHR —%
META —%
FSLR —%
KWEB —%
XSOE —%
IAI —%
ORCL —%
View SEC EDGAR Filings for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) →

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