Migdal Insurance & Financial Holdings Ltd.
Holding companyRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| CAMT Camtek Ltd | 13G/A | Oct 15, 2026 | 16d | 4,692,885 | 10.06% | Current |
| ENLT Enlight Renewable Energy Ltd. | 13G/A | Jun 30, 2026 | 4mo | 13,904,886 | 9.95% | Current |
| ORA Ormat Technologies, Inc. | 13G/A | Jun 30, 2026 | 4mo | 3,681,980 | 5.99% | Current |
| TATT Tat Technologies Ltd | 13G/A | Jun 30, 2026 | 4mo | 944,049 | 7.27% | Current |
| TSEM Tower Semiconductor Ltd | 13G/A | Jun 30, 2026 | 4mo | 6,744,227 | 5.98% | Current |
| GILT Gilat Satellite Networks Ltd | 13G/A | Feb 5, 2026 | 9mo | 7,800,503 | 10.66% | Current |
| TEVA Teva Pharmaceutical Industries Ltd | 13G | Dec 31, 2025 | 9mo | 61,689,363 | 5.37% | Current |
| NVMI Nova Ltd. | 13G | Sep 30, 2025 | 12mo | 1,981,287 | 6.7% | Current |
| ICL ICL Group Ltd. | 13G | Dec 31, 2023 | 2y | 78,690,320 | 6.1% | Unconfirmed since Dec 31, 2023 |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 4 exited, below-5% or retired stakes
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 66.6%; sector active share 26.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
363 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.7% | $5,275,055,204 |
| Unclassified | 32.0% | $4,995,059,309 |
| Healthcare | 11.5% | $1,790,203,633 |
| Communication Services | 6.9% | $1,085,716,692 |
| Financial Services | 6.1% | $956,796,215 |
| Consumer Cyclical | 4.4% | $686,465,584 |
| Industrials | 2.6% | $408,134,945 |
| Utilities | 2.3% | $357,914,844 |
| Energy | 0.3% | $53,492,545 |
| Basic Materials | 0.1% | $21,187,579 |
| Real Estate | 0.0% | $1,274,107 |
| Consumer Defensive | 0.0% | $1,162,135 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +3,307,435 | 4,589,946 | $243,772,032 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +1,350,351 | 5,647,173 | $1,075,899,399 | |
| TEVA | Teva Pharmaceutical Industries Ltd | +1,020,000 | 38,922,212 | $1,318,684,542 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | +944,499 | 4,955,697 | $917,943,755 | |
| IGV | iShares Expanded Tech-Software Sector ETF | +881,802 | 1,324,838 | $120,030,322 | |
| NOW | ServiceNow, Inc. | +863,801 | 865,892 | $85,965,757 | |
| SEDG | Solaredge Technologies, Inc. | +745,154 | 1,691,340 | $98,841,909 | |
| CAMT | Camtek Ltd | +720,000 | 2,648,396 | $432,006,355 | |
| GOOG | Alphabet Inc. | +693,726 | 2,228,776 | $787,493,424 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | +651,980 | 3,407,164 | $365,009,479 | |
| NVDA | Nvidia Corp | +591,687 | 2,522,968 | $504,820,667 | |
| MSFT | Microsoft Corp | +566,159 | 945,938 | $352,853,792 | |
| KBWB | Invesco Ltd. | +479,000 | 2,642,750 | $245,722,895 | |
| ORCL | Oracle Corp | +456,248 | 456,718 | $66,932,022 | |
| AMZN | Amazon Com Inc | +442,770 | 1,870,900 | $445,910,306 | |
| MRK | Merck & Co., Inc. | +420,033 | 730,035 | $93,809,497 | |
| PANW | Palo Alto Networks Inc | +407,793 | 731,523 | $249,463,973 | |
| QQQM | Invesco Ltd. | +400,000 | 432,731 | $131,104,511 | |
| AZN | Astrazeneca PLC | +390,000 | 676,000 | $128,183,120 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +353,400 | 1,033,549 | $163,982,884 | |
| CEG | Constellation Energy Corp | +324,994 | 325,080 | $80,740,119 | |
| IBM | International Business Machines Corp | +285,000 | 285,327 | $80,236,805 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | +270,687 | 3,231,019 | $378,933,908 | |
| SMH | VanEck Semiconductor ETF | +232,244 | 992,691 | $651,096,099 | |
| V | Visa Inc. | +175,448 | 272,975 | $93,654,992 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | −2,430,800 | 31,669 | $774,940 | ||
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −1,341,535 | 2,110,205 | $95,676,694 | |
| MCHP | Microchip Technology Inc | −449,841 | 7,460 | $680,352 | |
| INTC | Intel Corp | −431,670 | 288,209 | $40,242,622 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −408,182 | 489,910 | $233,966,318 | |
| LRCX | Lam Research Corp | −389,143 | 385,544 | $167,067,781 | |
| EWY | iShares Trust | −374,322 | 1,023,178 | $206,579,638 | |
| TSEM | Tower Semiconductor Ltd | −284,783 | 1,730,723 | $451,095,642 | |
| JPM | Jpmorgan Chase & Co | −193,237 | 375,197 | $122,813,234 | |
| GLBE | Global-E Online Ltd. | −190,000 | 705,000 | $24,484,650 | |
| NICE | NICE Ltd. | −165,000 | 756,270 | $68,707,129 | |
| CCJ | Cameco Corp | −149,692 | 509,693 | $51,917,328 | |
| NTR | Nutrien Ltd. | −135,000 | 327,500 | $20,616,125 | |
| LLY | ELI LILLY & Co | −122,941 | 1,328 | $1,592,843 | |
| ETN | Eaton Corp plc | −95,000 | 112,000 | $47,725,440 | |
| MU | Micron Technology Inc | −85,201 | 253,106 | $292,157,724 | |
| CHKP | Check Point Software Technologies Ltd | −60,000 | 140,000 | $18,400,200 | |
| MA | Mastercard Inc | −55,110 | 12 | $6,163 | |
| AMAT | Applied Materials Inc | −53,687 | 351,313 | $253,999,299 | |
| SNDK | Sandisk Corp | −51,000 | 30,000 | $68,211,900 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | −48,459 | 14,386 | $1,471,687 | |
| STX | Seagate Technology Holdings plc | −41,500 | 39,500 | $38,117,500 | |
| SOFI | SoFi Technologies, Inc. | −40,035 | 2,750 | $49,307 | |
| TLH | iShares 10-20 Year Treasury Bond ETF | −35,532 | 50,964 | $5,114,237 | |
| CIEN | Ciena Corp | −33,778 | 222 | $108,904 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 231,000 | $134,190,210 | |
| SNOW | Snowflake Inc. | 235,000 | $59,807,500 | |
| PSUS | Pershing Square USA, Ltd. | 1,500,000 | $56,070,000 | |
| CRDO | Credo Technology Group Holding Ltd | 153,000 | $41,608,350 | |
| MDB | MongoDB, Inc. | 119,000 | $39,972,100 | |
| PS | Pershing Square Inc. | 450,000 | $14,787,000 | |
| SPCX | Space Exploration Technologies Corp | 75,000 | $12,814,500 | |
| ITB | iShares U.S. Home Construction ETF | 18,500 | $1,932,880 | |
| KBE | State Street(R) SPDR(R) S&P(R) Bank ETF | 27,250 | $1,858,995 | |
| TBLA | Taboola.com Ltd. | 310,335 | $1,551,675 | |
| PBUS | Invesco Ltd. | 6,540 | $489,453 | |
| AISPW | Airship AI Holdings, Inc. | 573,000 | $435,480 | |
| ILMN | Illumina, Inc. | 1,093 | $192,182 | |
| — | 3,413 | $162,834 | ||
| SPHD | Invesco Ltd. | 3,165 | $160,908 | |
| EUFN | iShares MSCI Europe Financials ETF | 3,788 | $147,694 | |
| LOW | Lowes Companies Inc | 636 | $140,231 | |
| DASH | DoorDash, Inc. | 733 | $135,260 | |
| DAL | Delta Air Lines, Inc. | 1,437 | $134,589 | |
| O | Realty Income Corp | 2,122 | $131,479 | |
| APP | AppLovin Corp | 254 | $130,868 | |
| RMBS | Rambus Inc | 959 | $127,297 | |
| PODD | Insulet Corp | 795 | $121,038 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 746 | $117,890 | |
| DOC | Healthpeak Properties, Inc. | 5,284 | $113,077 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RSP | Victory Portfolios II | 1,900,000 | $364,648,000 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 450,000 | $57,478,500 | |
| WDC | Western Digital Corp | 134,000 | $36,245,660 | |
| BAC | Bank Of America Corp | 730,000 | $35,587,500 | |
| UBER | Uber Technologies, Inc | 480,000 | $34,526,400 | |
| TER | Teradyne, Inc | 110,322 | $32,706,060 | |
| BSX | Boston Scientific Corp | 500,000 | $31,375,000 | |
| TXN | Texas Instruments Inc | 159,127 | $30,892,915 | |
| JEF | Jefferies Financial Group Inc. | 398,000 | $16,425,460 | |
| JNK | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF | 31,450 | $3,010,394 | |
| XRT | State Street(R) SPDR(R) S&P(R) Retail ETF | 33,500 | $2,695,745 | |
| VEA | Vanguard FTSE Developed Markets ETF | 25,633 | $1,642,562 | |
| EPI | WisdomTree India Earnings Fund | 36,249 | $1,478,959 | |
| RSSL | Global X Russell 2000 ETF | 11,250 | $1,092,825 | |
| INVZ | Innoviz Technologies Ltd. | 1,392,740 | $881,604 | |
| WFC | Wells Fargo & Company | 8,464 | $673,819 | |
| VRNS | Varonis Systems Inc | 27,000 | $579,690 | |
| WIT | Wipro Ltd | 103,752 | $219,954 | |
| CRM | Salesforce, Inc. | 920 | $171,736 | |
| SNPS | Synopsys Inc | 409 | $162,160 | |
| — | 1,885 | $154,532 | ||
| PG | PROCTER & GAMBLE Co | 721 | $104,141 | |
| XPO | XPO, Inc. | 508 | $98,831 | |
| MTZ | Mastec Inc | 296 | $95,235 | |
| CRS | Carpenter Technology Corp | 240 | $94,596 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Added | 38,922,212 | $1,318,684,542 | 8.44% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 5,647,173 | $1,075,899,399 | 6.88% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Added | 4,955,697 | $917,943,755 | 5.87% | |
| NVMI |
Nova Ltd.
Technology
|
Added | 1,620,657 | $879,919,511 | 5.63% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,228,776 | $787,493,424 | 5.04% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 992,691 | $651,096,099 | 4.17% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,522,968 | $504,820,667 | 3.23% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 1,730,723 | $451,095,642 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,870,900 | $445,910,306 | 2.85% | |
| CAMT |
Camtek Ltd
Technology
|
Added | 2,648,396 | $432,006,355 | 2.76% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Added | 3,231,019 | $378,933,908 | 2.42% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Added | 3,407,164 | $365,009,479 | 2.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 945,938 | $352,853,792 | 2.26% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,070,700 | $309,817,752 | 1.98% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 253,106 | $292,157,724 | 1.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 490,773 | $276,447,523 | 1.77% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 351,313 | $253,999,299 | 1.62% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 731,523 | $249,463,973 | 1.60% | |
| KBWB |
Invesco Ltd.
Financial Services
|
Added | 2,642,750 | $245,722,895 | 1.57% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 4,589,946 | $243,772,032 | 1.56% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 489,910 | $233,966,318 | 1.50% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Held | 1,965,000 | $214,322,550 | 1.37% | |
| EWY |
iShares Trust
|
Reduced | 1,023,178 | $206,579,638 | 1.32% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 385,544 | $167,067,781 | 1.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 390,184 | $164,111,390 | 1.05% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 1,033,549 | $163,982,884 | 1.05% | |
| ENLT |
Enlight Renewable Energy Ltd.
Utilities
|
Held | 1,630,721 | $145,166,783 | 0.93% | |
| CQQQ |
Invesco Ltd.
Financial Services
|
Held | 2,539,000 | $144,799,170 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 382,416 | $144,457,644 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 562,561 | $141,562,850 | 0.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 231,000 | $134,190,210 | 0.86% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 432,731 | $131,104,511 | 0.84% | |
| ORA |
Ormat Technologies, Inc.
Utilities
|
Added | 1,201,526 | $130,846,181 | 0.84% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Added | 676,000 | $128,183,120 | 0.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 375,197 | $122,813,234 | 0.79% | |
| IGV |
iShares Expanded Tech-Software Sector ETF
|
Added | 1,324,838 | $120,030,322 | 0.77% | |
| GDX |
VanEck Gold Miners ETF
|
Added | 1,480,000 | $111,666,000 | 0.71% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 320,066 | $107,164,498 | 0.69% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 1,887,945 | $101,212,731 | 0.65% | |
| SEDG |
Solaredge Technologies, Inc.
Technology
|
Added | 1,691,340 | $98,841,909 | 0.63% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Reduced | 2,110,205 | $95,676,694 | 0.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 730,035 | $93,809,497 | 0.60% | |
| V |
Visa Inc.
Financial Services
|
Added | 272,975 | $93,654,992 | 0.60% | |
| XME |
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
|
Held | 830,230 | $88,776,493 | 0.57% | |
|
|
Reduced | 1,696,180 | $86,216,829 | 0.55% | ||
| NOW |
ServiceNow, Inc.
Technology
|
Added | 865,892 | $85,965,757 | 0.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 158,939 | $80,973,062 | 0.52% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 325,080 | $80,740,119 | 0.52% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 285,327 | $80,236,805 | 0.51% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 604,000 | $76,309,360 | 0.49% |
Showing the top 50 of 363 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.