Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

Insurance

CIK

1599719

Location

Tel Aviv, L3

Portfolio Value

Micro $60,813,610

Diversification

Diversified

Filing Date

Global Rank

#3,060 / 8,578 ▲ 92

Top Industry

Semiconductors 33.1%

3Y Alpha vs SPY

+19.8%

Period ended 3 months ago

Filed May 13, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+179.6%

SPY

+77.5%

Annualised alpha

+19.8%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.9%

−4.6 pts

Top 5

61.8%

−10.9 pts

Top 10

80.7%

−7.4 pts

HHI

1,032

Diversified−312

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	57.0%	$214,651,914	11
Healthcare	16.1%	$60,813,610	2
Utilities	11.5%	$43,513,719	3
Unclassified	6.5%	$24,668,046	1
Communication Services	3.7%	$14,061,683	1
Industrials	2.5%	$9,519,463	3
Basic Materials	1.4%	$5,236,883	1
Financial Services	1.2%	$4,399,147	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	+16,500	26,755	$9,038,908
GOOGL	Alphabet Inc.	+15,000	48,900	$14,061,683
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	−96,625	37,931	$24,668,046
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	29,500	$9,130,544
VST	Vistra Corp.	47,500	$7,140,674
TTMI	Ttm Technologies Inc	63,000	$6,137,459
AEM	Agnico Eagle Mines Ltd	25,800	$5,236,883
PANW	Palo Alto Networks Inc	30,000	$4,809,599
GS	Goldman Sachs Group Inc	5,200	$4,399,147
LLY	ELI LILLY & Co	4,700	$4,322,918
ATI	Ati Inc	24,000	$3,491,039
CW	Curtiss Wright Corp	4,800	$3,269,375
CRS	Carpenter Technology Corp	7,000	$2,759,049
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
COHR	Coherent Corp.	50,000	$9,228,499
FSLR	First Solar, Inc.	29,000	$7,575,669
META	Meta Platforms, Inc.	8,000	$5,280,719
SE	Sea Ltd	38,000	$4,847,659
ORCL	Oracle Corp	13,500	$2,631,284
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $60,813,610 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Held	1,875,521	0	$56,490,692	−3.5%	92.89%
LLY	ELI LILLY & Co Healthcare	NEW	4,700	NEW	$4,322,918	NEW	7.11%