CIK: 0001415912
Total reported value
$11.5B
Reporting period: 2026-03-31 · Number of holdings: 362
Migdal Insurance & Financial Holdings Ltd. disclosed 362 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $11.5B and a quarterly turnover rate of 53.4%.
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Migdal Insurance & Financial Holdings Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 362 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.23), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim QQQM
-98.9% -$775.8M
Add RSP
+9517.8% $360.9M
Trim IGV
-83.7% -$252.0M
Trim XLU
-61.9% -$228.1M
Add NVMI
+5.0% $190.7M
Add EWY
+46796.0% $171.6M
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 9.90% | — | +1.34% | |
| 2 | NVMI | Nova Ltd. | Stock-Other | 5.91% | +1.69% | +5.02% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 5.62% | +1.27% | +22.95% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.95% | -1.30% | -14.97% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.82% | — | +16.00% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.16% | +3.13% | +9517.82% | |
| 7 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 3.07% | — | -32.88% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | — | -0.47% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.80% | — | +4.19% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.65% | — | -1.29% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.64% | -0.52% | -25.64% | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.58% | -0.67% | -12.91% | |
| 13 | CAMT | Camtek Ltd. | Stock-Other | 2.53% | +1.33% | +46.27% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.53% | +1.28% | +88.49% | |
| 15 | AAPL | Apple INC | Stock-Tech | 2.04% | +0.46% | +37.50% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.86% | — | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -1.44% | -39.11% | |
| 18 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.49% | +1.49% | +46795.97% | |
| 19 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.48% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.75% | +126.09% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.44% | +1.13% | +267.96% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.37% | -1.95% | -61.87% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.35% | +0.58% | |
| 24 | AMAT | Applied Materials INC | Stock-Tech | 1.20% | — | -21.21% | |
| 25 | ORA | Ormat Technologies INC | Stock-Utilities | 1.13% | — | +31.02% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.08% | +1.08% | NEW | |
| 27 | CQQQ | Invesco China Technology ETF | ETF-Tech | 1.01% | — | +39.08% | |
| 28 | MU | Micron Technology INC | Stock-Tech | 0.99% | +0.98% | +10360.95% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | — | +16.87% | |
| 30 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.97% | +0.33% | — | |
| 31 | TSLA | Tesla INC | Stock-Consumer Disc | 0.94% | +0.31% | +80.19% | |
| 32 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.88% | -0.72% | -44.05% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | +0.43% | +112.21% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -1.38% | -59.23% | |
| 35 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.78% | +0.78% | NEW | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.78% | — | +24.25% | |
| 37 | AVGO | Broadcom INC | Stock-Tech | 0.77% | -0.39% | -26.86% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.74% | — | +3.69% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | +0.67% | +6977.09% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | +0.65% | +12893.72% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.64% | +0.50% | +298.08% | |
| 42 | CCJ | Cameco CORP | Stock-Energy | 0.62% | — | -11.49% | |
| 43 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.61% | -0.45% | -32.03% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.59% | +0.58% | +3233.33% | |
| 45 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.55% | +0.55% | NEW | |
| 46 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.54% | — | +71.43% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.50% | +0.50% | NEW | |
| 48 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.48% | +0.48% | NEW | |
| 49 | PANW | Palo Alto Networks INC | Stock-Tech | 0.45% | — | +148.31% | |
| 50 | SNDK | Sandisk CORP | Stock-Tech | 0.45% | +0.45% | NEW |
Performance for Q3 2026
-0.2%
Performance Last 4 Quarters
+20%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 362 | $11.5B | 53 | |
| 2025-12-31 | 346 | $11.6B | 39 | |
| 2025-09-30 | 325 | $9.3B | 31 | |
| 2025-06-30 | 357 | $8.4B | 43 | |
| 2025-03-31 | 407 | $7.1B | 100 | |
| 2024-12-31 | 388 | $7.0B | 0 | |
| 2024-09-30 | 446 | $6.2B | 0 | |
| 2024-06-30 | 503 | $6.0B | 0 | |
| 2024-03-31 | 399 | $6.2B | 0 | |
| 2023-12-31 | 471 | $5.0B | 0 | |
| 2023-09-30 | 507 | $4.7B | 0 | |
| 2023-06-30 | 506 | $4.3B | 0 | |
| 2023-03-31 | 513 | $4.5B | 0 | |
| 2022-12-31 | 526 | $4.5B | 0 | |
| 2022-09-30 | 521 | $4.4B | 0 | |
| 2022-06-30 | 618 | $4.5B | 0 | |
| 2022-03-31 | 601 | $5.7B | 0 | |
| 2021-12-31 | 682 | $10.4B | 0 | |
| 2021-09-30 | 668 | $9.5B | 0 | |
| 2021-06-30 | 582 | $9.5B | 100 | |
| 2021-03-31 | 667 | $9.9B | 55 | |
| 2020-12-31 | 647 | $8.5B | 46 | |
| 2020-09-30 | 658 | $7.2B | 39 | |
| 2020-06-30 | 711 | $6.2B | 56 | |
| 2020-03-31 | 685 | $4.3B | 64 | |
| 2019-12-31 | 731 | $5.2B | 37 | |
| 2019-09-30 | 735 | $4.8B | 39 | |
| 2019-06-30 | 731 | $3.9B | 46 | |
| 2019-03-31 | 695 | $4.2B | 54 | |
| 2018-12-31 | 695 | $4.4B | 52 | |
| 2018-09-30 | 775 | $4.8B | 40 | |
| 2018-06-30 | 744 | $4.2B | 31 | |
| 2018-03-31 | 716 | $4.2B | 35 | |
| 2017-12-31 | 558 | $4.0B | 28 | |
| 2017-09-30 | 551 | $4.2B | 40 | |
| 2017-06-30 | 460 | $4.4B | 28 | |
| 2017-03-31 | 459 | $4.2B | 45 | |
| 2016-12-31 | 472 | $3.9B | 51 | |
| 2016-09-30 | 110 | $3.5B | 47 | |
| 2016-06-30 | 131 | $3.6B | 68 | |
| 2016-03-31 | 120 | $3.3B | 43 | |
| 2015-12-31 | 115 | $3.5B | 0 |
Migdal Insurance & Financial Holdings Ltd.'s most significant position changes for 2026-03-31: New buy: Vaneck Gold Miners ETF (GDX); New buy: Ss Spdr S&p Metals Mining (XME); New buy: Vertiv Holdings Co-a (VRT); New buy: Ss Spdr S&p Biotech ETF (XBI); New buy: AstraZeneca PLC (AZN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +3.1% | +9517.82% | Add |
| 2 | NVMI | Nova Ltd. | +1.7% | +5.02% | Add |
| 3 | EWY | Ishares Msci South Korea ETF | +1.5% | +46795.97% | Add |
| 4 | CAMT | Camtek Ltd. | +1.3% | +46.27% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +1.3% | +88.49% | Add |
| 6 | XLI | Ss Industrial Select Sector | +1.3% | +22.95% | Add |
| 7 | LRCX | Lam Research CORP | +1.1% | +267.96% | Add |
| 8 | MU | Micron Technology INC | +1% | +10360.95% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.8% | +126.09% | Add |
| 10 | XLE | Ss Energy Select Sector | +0.7% | +6977.09% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.7% | +12893.72% | Add |
| 12 | NOC | Northrop Grumman CORP | +0.6% | +3233.33% | Add |
| 13 | ETN | Eaton Corporation plc | +0.5% | +298.08% | Add |
| 14 | AAPL | Apple INC | +0.5% | +37.50% | Add |
| 15 | XLV | Ss Health Care Select Sector | +0.4% | +112.21% | Add |
| 16 | ENLT | Enlight Renewable Energy Ltd | +0.3% | — | Unchanged |
| 17 | TSLA | Tesla INC | +0.3% | +80.19% | Add |
| 18 | TER | Teradyne INC | +0.3% | +39441.94% | Add |
| 19 | SEDG | Solaredge Technologies INC | +0.3% | +73.66% | Add |
| 20 | MSFT | Microsoft CORP | -0.4% | +0.58% | Add |
| 21 | AVGO | Broadcom INC | -0.4% | -26.86% | Trim |
| 22 | XLRE | Ss Real Estate Select Sector | -0.4% | -99.85% | Trim |
| 23 | ORCL | Oracle CORP | -0.4% | -99.82% | Trim |
| 24 | KWEB | Kranesh Csi China Internet | -0.5% | -32.03% | Trim |
| 25 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -25.64% | Trim |
| 26 | AMZN | Amazon.com INC | -0.7% | -12.91% | Trim |
| 27 | NICE | Nice LTD - Spon Adr | -0.7% | -44.05% | Trim |
| 28 | CEG | Constellation Energy | -0.8% | -99.97% | Trim |
| 29 | EPI | Wisdomtree India Earnings | -0.8% | -98.26% | Trim |
| 30 | XLK | Ss Technology Select Sector | -1.3% | -14.97% | Trim |
| 31 | XLF | Ss Financial Select Sector | -1.4% | -59.23% | Trim |
| 32 | META | Meta Platforms Inc-class A | -1.4% | -39.11% | Trim |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -2% | -61.87% | Trim |
| 34 | IGV | Ishares Expanded Tech-softwa | -2.2% | -83.71% | Trim |
| 35 | QQQM | Invesco Nasdaq 100 ETF | -6.7% | -98.94% | Trim |
| 36 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 37 | XME | Ss Spdr S&p Metals Mining | — | NEW | New buy |
| 38 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 39 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 40 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 41 | SNDK | Sandisk CORP | — | NEW | New buy |
| 42 | ITB | Ishares U.s. Home Constructi | — | EXIT | Sold out |
| 43 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 44 | EQT | Eqt CORP | — | EXIT | Sold out |
| 45 | HD | Home Depot INC | — | EXIT | Sold out |
| 46 | FLIN | Franklin Ftse India ETF | — | EXIT | Sold out |
| 47 | MRK | Merck & Co. INC. | — | NEW | New buy |
| 48 | WDC | Western Digital CORP | — | NEW | New buy |
| 49 | NTR | Nutrien LTD | — | NEW | New buy |
| 50 | EQIX | Equinix INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-09-15 | Amendment | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-05 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-29 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-01 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-25 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-01 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-23 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-16 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-04 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-04 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-08 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-08 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-01 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-03-16 | Amendment | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-03 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-20 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-18 | Amendment | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
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