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CIK: 0001351917
Total reported value
$25.6B
$25.6B
95 檔
17.9%
At the close of Q3 2024, Menora Mivtachim Holdings LTD. disclosed equity holdings valued at approximately $25.6B, spread across 95 reported holdings.
Menora Mivtachim Holdings LTD. executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 10 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 17.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
LLY
市值: $218.7M
Top Position Liquidated / Trimmed
EMXC
前期市值: $215.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.98% | -0.95% | +2.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.35% | -0.42% | +7.10% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.13% | +0.57% | -2.54% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.28% | -1.32% | -4.16% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | -0.70% | +25.54% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 3.36% | +0.60% | -14.56% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.45% | -4.88% | |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 3.27% | -0.38% | — | |
| 9 | FLIN | Franklin Ftse India ETF | ETF-Other | 2.75% | +0.39% | +16.16% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.65% | +0.02% | -17.39% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.44% | -0.41% | -13.39% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -0.08% | -7.20% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.06% | -0.22% | +526.13% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.99% | -0.08% | +46.05% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.99% | +0.08% | -20.33% | |
| 16 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.96% | — | +21.45% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.94% | -0.05% | +1.12% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.79% | +0.20% | +6.26% | |
| 19 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.78% | -0.27% | +54.85% | |
| 20 | NVMI | Nova Ltd. | Stock-Other | 1.70% | +0.16% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.08% | +0.63% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.61% | -0.17% | +57.37% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | — | -31.53% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.50% | -0.11% | -18.53% | |
| 25 | REZ | Ishars Res And Multi Reales | ETF-Other | 1.44% | — | +51461.70% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.44% | -0.98% | +199.18% | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.39% | -0.05% | -10.72% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +0.10% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | — | — | |
| 30 | APO | Apollo Global Management Inc | Stock-Financials | 1.32% | -0.07% | +21.74% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.25% | -0.20% | — | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.21% | -0.29% | -19.65% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.09% | — | +22.14% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.08% | — | +20.40% | |
| 35 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.07% | -0.09% | — | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 1.03% | -0.15% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.16% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.13% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.94% | — | +56.24% | |
| 40 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.92% | — | -25.90% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.91% | +0.21% | +125.28% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.10% | +66.22% | |
| 43 | MTB | M & T Bank CORP | Stock-Financials | 0.82% | -0.05% | -16.48% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | — | +2.46% | |
| 45 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.79% | — | +26.14% | |
| 46 | ROL | Rollins Inc | Stock-Consumer Disc | 0.79% | — | +13.62% | |
| 47 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 0.78% | — | — | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +1.86% | -43.93% | |
| 49 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 50 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.54% | — | +143.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.8% | +526.13% | Add |
| 2 | REZ | Ishars Res And Multi Reales | +1.4% | +51461.70% | Add |
| 3 | LLY | Eli Lilly & Co | +1.4% | NEW | New buy |
| 4 | XOM | Exxon Mobil CORP | +1.4% | NEW | New buy |
| 5 | CAT | Caterpillar Inc | +1% | NEW | New buy |
| 6 | XLP | Ss Consumer Staples Sel Sect | +1% | +199.18% | Add |
| 7 | MCD | Mcdonald's CORP | +1% | NEW | New buy |
| 8 | KBWP | Invesco Kbw Property & Casua | +0.8% | NEW | New buy |
| 9 | HD | Home Depot Inc | +0.7% | +46.05% | Add |
| 10 | AAPL | Apple Inc | +0.7% | +7.10% | Add |
| 11 | XLV | Ss Health Care Select Sector | +0.6% | +57.37% | Add |
| 12 | NICE | Nice LTD - Spon Adr | +0.6% | +54.85% | Add |
| 13 | NVDA | Nvidia CORP | +0.5% | +25.54% | Add |
| 14 | UBER | Uber Technologies Inc | +0.5% | +125.28% | Add |
| 15 | TSLA | Tesla Inc | +0.5% | +66.22% | Add |
| 16 | OTIS | Otis Worldwide CORP | +0.4% | +21.45% | Add |
| 17 | FLIN | Franklin Ftse India ETF | +0.3% | +16.16% | Add |
| 18 | FCX | Freeport-mcmoran Inc | +0.3% | +143.58% | Add |
| 19 | NEE | Nextera Energy Inc | +0.3% | +22.14% | Add |
| 20 | CBRE | Cbre Group Inc - A | +0.2% | — | Unchanged |
| 21 | SHLD | Global X Defense Tech ETF | +0.2% | +20.40% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.2% | +4755.29% | Add |
| 23 | APO | Apollo Global Management Inc | +0.2% | +21.74% | Add |
| 24 | TECK | Teck Resources Ltd-cls B | +0.2% | +26.14% | Add |
| 25 | BA | Boeing Co/the | +0.2% | +56.24% | Add |
| 26 | ABBV | Abbvie Inc | +0.2% | +1.12% | Add |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.63% | Add |
| 29 | SPGI | S&p Global Inc | +0.1% | — | Unchanged |
| 30 | ROL | Rollins Inc | +0.1% | +13.62% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | -4.16% | Trim |
| 32 | PLD | Prologis Inc | 0% | — | Unchanged |
| 33 | SMWB | Similarweb Ltd. | 0% | +58.59% | Add |
| 34 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +61.44% | Add |
| 36 | TXN | Texas Instruments Inc | 0% | +2.46% | Add |
| 37 | TSEM | Tower Semiconductor Ltd. | 0% | — | Unchanged |
| 38 | NYAX | Nayax Ltd. | 0% | +5.26% | Add |
| 39 | ✓ | 0% | — | Unchanged | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +30.19% | Add |
| 41 | XLF | Ss Financial Select Sector | 0% | +12.34% | Add |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | +98.26% | Add |
| 43 | VEGI | Ishares Msci Agriculture Pro | — | EXIT | Sold out |
| 44 | ENLT | Enlight Renewable Energy Ltd | — | — | Unchanged |
| 45 | MBLY | Mobileye Global Inc-a | — | +115.58% | Add |
| 46 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 47 | IYT | Ishares US Transportation Et | — | NEW | New buy |
| 48 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 49 | XLK | Ss Technology Select Sector | — | -33.10% | Trim |
| 50 | KWEB | Kranesh Csi China Internet | — | NEW | New buy |
According to official SEC Form 13F filings, Menora Mivtachim Holdings LTD. reported a total U.S. public equity portfolio value of $25.6B across 95 disclosed positions in Q3 2024.
During Q3 2024, Menora Mivtachim Holdings LTD.'s top holdings by market value included MSFT (8.0%)、AAPL (7.3%)、GOOGL (5.1%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q3 2024, Menora Mivtachim Holdings LTD. made 81 total portfolio adjustments, initiating 9 new buys, adding to 35 positions, trimming 27 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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