Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec — 13F Holdings & Portfolio

CIK 1599719 · latest 13F-HR filed 2026-05-13

Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec manages $789.3M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSEM (6.01%), XLK (5.16%), TEVA (4.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 8, added to 14, and trimmed 9.

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

$789.3M

Long-equity book

Holdings

85

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+17 / −8 / ↑14 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TOWER SEMICONDUCTOR LTD$26.0M +49.4%
  • SELECT SECTOR SPDR TR$15.5M +149.6%
  • NOVA LTD$12.6M +32.2%
  • INVESCO EXCH TRADED FD TR II$10.3M +139.7%
  • SOLAREDGE TECHNOLOGIES INC$9.4M +76.9%
Show all 14

Top Trims

  • SPDR S&P 500 ETF TR TR-$67.1M -73.1%
  • SILVERCREST METALS INC-$36.0M -61.0%
  • SELECT SECTOR SPDR TR-$5.7M -7.7%
  • SELECT SECTOR SPDR TR-$3.6M -9.9%
  • ISHARES TR-$2.2M -6.2%
Show all 9

New Positions

  • FIRST TR EXCHANGE-TRADED FD$14.2M
  • SPDR TR$13.8M
  • SPDR SERIES TRUST$10.5M
  • FIRST TR EXCHANGE TRADED FD$10.2M
  • VANECK ETF TRUST SEMICONDUCTR$9.7M
Show all 17

Exited Positions

  • COHERENT CORP$9.2M
  • KRANESHARES TRUST$7.9M
  • FIRST SOLAR INC$7.6M
  • META PLATFORMS INC$5.3M
  • SEA LTD$4.8M
Show all 8
All Holdings

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 TOWER SEMICONDUCTOR LTD TSEM M87915274 $47.4M 6.01% 270,195 SH
2 SELECT SECTOR SPDR TR XLK 81369Y803 $40.7M 5.16% 306,302 SH
3 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $33.9M 4.30% 1,126,842 SH
4 NOVA LTD NVMI M7516K103 $31.6M 4.01% 72,861 SH
5 TOWER SEMICONDUCTOR LTD TSEM M87915274 $31.2M 3.95% 177,796 SH
6 SELECT SECTOR SPDR TR XLK 81369Y803 $27.7M 3.51% 208,298 SH
7 SPDR S&P 500 ETF TR TR SPY 78462F103 $24.7M 3.13% 37,931 SH
8 SILVERCREST METALS INC VOO 922908363 $23.0M 2.91% 38,466 SH
9 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $22.6M 2.86% 748,679 SH
10 ISHARES TR FXI 464287184 $21.3M 2.70% 594,105 SH
11 SELECT SECTOR SPDR TR XLV 81369Y209 $21.0M 2.66% 143,333 SH
12 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $20.5M 2.59% 125,105 SH
13 NOVA LTD NVMI M7516K103 $20.0M 2.53% 46,004 SH
14 SELECT SECTOR SPDR TR XLF 81369Y605 $18.8M 2.38% 380,049 SH
15 SELECT SECTOR SPDR TR XLU 81369Y886 $16.7M 2.12% 364,083 SH
16 SELECT SECTOR SPDR TR XLV 81369Y209 $15.0M 1.90% 102,467 SH
17 SELECT SECTOR SPDR TR XLF 81369Y605 $14.5M 1.84% 293,551 SH
18 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $13.2M 1.67% 258,423 SH
19 SELECT SECTOR SPDR TR XLC 81369Y852 $12.8M 1.62% 115,502 SH
20 ISHARES TR FXI 464287184 $12.3M 1.56% 342,895 SH
21 ORMAT TECHNOLOGIES INC ORA 686688102 $12.3M 1.56% 109,693 SH
22 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $11.9M 1.51% 72,895 SH
23 SELECT SECTOR SPDR TR XLC 81369Y852 $11.7M 1.48% 105,598 SH
24 INVESCO EXCH TRADED FD TR II TAN 46138G706 $11.5M 1.45% 205,696 SH
25 SPDR SERIES TRUST XBI 78464A870 $10.8M 1.37% 84,533 SH
26 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $9.8M 1.24% 143,374 SH
27 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $9.2M 1.16% 146,619 SH
28 ALPHABET INC GOOGL 02079K305 $9.1M 1.16% 31,740 SH
29 SELECT SECTOR SPDR TR XLU 81369Y886 $9.1M 1.15% 197,917 SH
30 SPDR TR XLE 81369Y506 $8.9M 1.13% 146,052 SH
31 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $8.5M 1.08% 166,559 SH
32 ORMAT TECHNOLOGIES INC ORA 686688102 $8.1M 1.02% 71,972 SH
33 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $7.7M 0.98% 46,508 SH
34 NVIDIA CORPORATION NVDA 67066G104 $7.1M 0.90% 40,652 SH
35 SPDR SERIES TRUST XME 78464A755 $6.8M 0.86% 62,925 SH
36 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $6.6M 0.84% 59,693 SH
37 VANECK ETF TRUST SEMICONDUCTR SMH 92189F676 $6.3M 0.79% 16,354 SH
38 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $6.3M 0.79% 91,626 SH
39 ISHARES TR IWN 464287630 $6.2M 0.79% 32,768 SH
40 INVESCO EXCH TRADED FD TR II TAN 46138G706 $6.2M 0.79% 111,304 SH
41 BROADCOM INC AVGO 11135F101 $5.9M 0.75% 19,141 SH
42 MICRON TECHNOLOGY INC MU 595112103 $5.9M 0.74% 17,357 SH
43 SPDR SERIES TRUST XBI 78464A870 $5.8M 0.74% 45,773 SH
44 ISHARES INC EWY 464286772 $5.8M 0.74% 47,362 SH
45 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $5.4M 0.68% 15,934 SH
46 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $5.0M 0.63% 79,381 SH
47 ALPHABET INC GOOGL 02079K305 $4.9M 0.63% 17,160 SH
48 SPDR TR XLE 81369Y506 $4.8M 0.61% 78,948 SH
49 VISTRA CORP VST 92840M102 $4.6M 0.59% 30,817 SH
50 NVIDIA CORPORATION NVDA 67066G104 $4.5M 0.57% 25,848 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $789.3M 85 0001178913-26-002599
2025-12-31 2026-01-29 $721.5M 67 0001178913-26-000250
2025-09-30 2025-11-10 $685.6M 55 0001178913-25-003690