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Migdal Insurance & Financial Holdings Ltd. — 13F Holdings & Portfolio

CIK 1415912 · latest 13F-HR filed 2026-08-10

Backtest portfolio

Migdal Insurance & Financial Holdings Ltd. manages $15.63B in 13F-reported U.S. long-equity assets across 364 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TEVA (8.44%), XLK (6.88%), XLI (5.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 80 new positions and exited 76; 167 existing positions rose in reported value and 69 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$15.63B

Long-equity book

Holdings
364

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+80 / −76 / ↑167 / ↓69

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TEVA8.4% · +3%XLK6.9% · +31%XLI5.9% · +24%NVMI5.6% · +3%GOOG5.0% · +45%SMH4.2% · +30%NVDA3.2% · +31%TSEM2.9% · -14%AMZN2.9% · +31%CAMT2.8% · +37%XLY2.4% · +9%XLC2.3% · +24%MSFT2.3% · +149%AAPL2.0% · +15%MU1.9% · -25%META1.8% · +49%AMAT1.6% · -13%PANW1.6% · +126%KBWB1.6% · +22%XLE1.6% · +258%TSM1.5% · -45%LQD1.4% · 0%EWY1.3% · -27%LRCX1.1% · -50%TSLA1.1% · +34%XLV1.0% · +52%ENLT0.9% · 0%CQQQ0.9% · 0%AVGO0.9% · +34%ABBV0.9% · +36%AMD0.9% · newQQQM0.8% · +1222%ORA0.8% · +3%AZN0.8% · +136%JPM0.8% · -34%IGV0.8% · +199%GDX0.7% · +9%VRT0.7% · +25%XLF0.6% · -0%SEDG0.6% · +79%XLU0.6% · -39%MRK0.6% · +136%V0.6% · +180%XME0.6% · 0%XLB0.6% · -0%NOW0.6% · +41310%LMT0.5% · +28%CEG0.5% · +377900%IBM0.5% · +87156%GILD0.5% · +36%NICE0.4% · -18%SNDK0.4% · -63%ORCL0.4% · +97074%SNOW0.4% · newNOC0.4% · +12%PSUS0.4% · newCCJ0.3% · -23%GLW0.3% · +102%TT0.3% · +104%ETN0.3% · -46%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Migdal Insurance & Financial Holdings Ltd. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $1.32B 8.44% 38,922,212 SH
2 SELECT SECTOR SPDR TR XLK 81369Y803 $1.08B 6.88% 5,647,173 SH
3 SELECT SECTOR SPDR TR XLI 81369Y704 $917.9M 5.87% 4,955,697 SH
4 NOVA LTD NVMI M7516K103 $879.9M 5.63% 1,620,657 SH
5 ALPHABET INC GOOG 02079K107 $787.5M 5.04% 2,228,776 SH
6 VANECK ETF TRUST SMH 92189F676 $651.1M 4.17% 992,691 SH
7 NVIDIA CORPORATION NVDA 67066G104 $504.8M 3.23% 2,522,968 SH
8 TOWER SEMICONDUCTOR LTD TSEM M87915274 $451.1M 2.89% 1,730,723 SH
9 AMAZON COM INC AMZN 023135106 $445.9M 2.85% 1,870,900 SH
10 CAMTEK LTD CAMT M20791105 $432.0M 2.76% 2,648,396 SH
11 SELECT SECTOR SPDR TR XLY 81369Y407 $378.9M 2.42% 3,231,019 SH
12 SELECT SECTOR SPDR TR XLC 81369Y852 $365.0M 2.34% 3,407,164 SH
13 MICROSOFT CORP MSFT 594918104 $352.8M 2.26% 945,938 SH
14 APPLE INC AAPL 037833100 $309.8M 1.98% 1,070,700 SH
15 MICRON TECHNOLOGY INC MU 595112103 $292.2M 1.87% 253,106 SH
16 META PLATFORMS INC META 30303M102 $276.4M 1.77% 490,773 SH
17 APPLIED MATLS INC AMAT 038222105 $254.0M 1.62% 351,313 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $249.4M 1.60% 731,523 SH
19 INVESCO EXCH TRADED FD TR II KBWB 46138E628 $245.7M 1.57% 2,642,750 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $243.8M 1.56% 4,589,946 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $234.4M 1.50% 489,910 SH
22 ISHARES TR LQD 464287242 $214.3M 1.37% 1,965,000 SH
23 ISHARES INC EWY 464286772 $206.6M 1.32% 1,023,178 SH
24 LAM RESEARCH CORP LRCX 512807306 $167.2M 1.07% 385,544 SH
25 TESLA INC TSLA 88160R101 $164.1M 1.05% 390,184 SH
26 SELECT SECTOR SPDR TR XLV 81369Y209 $164.0M 1.05% 1,033,549 SH
27 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $145.2M 0.93% 1,630,721 SH
28 INVESCO EXCH TRADED FD TR II CQQQ 46138E800 $144.8M 0.93% 2,539,000 SH
29 BROADCOM INC AVGO 11135F101 $144.5M 0.92% 382,416 SH
30 ABBVIE INC ABBV 00287Y109 $141.6M 0.91% 562,561 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $134.2M 0.86% 231,000 SH
32 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $131.1M 0.84% 432,731 SH
33 ORMAT TECHNOLOGIES INC ORA 686688102 $130.8M 0.84% 1,201,526 SH
34 ASTRAZENECA PLC AZN G0593M107 $127.6M 0.82% 676,000 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $122.8M 0.79% 375,197 SH
36 ISHARES TR IGV 464287515 $120.0M 0.77% 1,324,838 SH
37 VANECK ETF TRUST GDX 92189F106 $111.7M 0.71% 1,480,000 SH
38 VERTIV HOLDINGS CO VRT 92537N108 $107.2M 0.69% 320,066 SH
39 SELECT SECTOR SPDR TR XLF 81369Y605 $101.2M 0.65% 1,887,945 SH
40 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $98.8M 0.63% 1,691,340 SH
41 SELECT SECTOR SPDR TR XLU 81369Y886 $95.7M 0.61% 2,110,205 SH
42 MERCK & CO INC MRK 58933Y105 $94.3M 0.60% 730,035 SH
43 VISA INC V 92826C839 $93.7M 0.60% 272,975 SH
44 SPDR SERIES TRUST XME 78464A755 $88.8M 0.57% 830,230 SH
45 SELECT SECTOR SPDR TR XLB 81369Y100 $86.2M 0.55% 1,696,180 SH
46 SERVICENOW INC NOW 81762P102 $86.0M 0.55% 865,892 SH
47 LOCKHEED MARTIN CORP LMT 539830109 $81.0M 0.52% 158,939 SH
48 CONSTELLATION ENERGY CORP CEG 21037T109 $80.7M 0.52% 325,080 SH
49 INTERNATIONAL BUSINESS MACHS IBM 459200101 $80.2M 0.51% 285,327 SH
50 GILEAD SCIENCES INC GILD 375558103 $76.3M 0.49% 604,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $15.63B 364 0001178913-26-003988
2026-03-31 2026-05-14 $11.53B 362 0001178913-26-002681
2025-12-31 2026-01-28 $11.63B 346 0001178913-26-000232
2025-09-30 2025-10-30 $9.29B 325 0001178913-25-003604
Filer Information
Address
4, EF'AL STREET
PETACH TIKVA 4951104
Phone
972-3-9168959
Filing Manager
Migdal Insurance & Financial Holdings Ltd.
Petach Tikva, L3
Signatory
Itai Yanai
CFO