Fund Holdings

Migdal Insurance & Financial Holdings Ltd.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TEVA PHARMACEUTICAL INDS LTD(TEVA)037,902,212+37,902,21201,141,614,6259.90%+1,141,614,625
NOVA LTD(NVMI)01,568,657+1,568,6570681,236,3625.91%+681,236,362
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,011,198+4,011,1980648,701,3055.63%+648,701,305
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,296,822+4,296,8220571,047,6444.95%+571,047,644
ALPHABET INC(GOOG)01,535,050+1,535,0500440,308,0163.82%+440,308,016
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,900,000+1,900,0000364,648,0003.16%+364,648,000
TOWER SEMICONDUCTOR LTD(TSEM)02,015,506+2,015,5060353,680,9933.07%+353,680,993
NVIDIA CORPORATION(NVDA)01,931,281+1,931,2810336,829,3352.92%+336,829,335
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,960,332+2,960,3320322,616,9812.80%+322,616,981
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,755,184+2,755,1840305,439,6982.65%+305,439,698
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0898,092+898,0920304,361,7412.64%+304,361,741
AMAZON COM INC(AMZN)01,428,130+1,428,1300297,436,6352.58%+297,436,635
CAMTEK LTD(CAMT)01,928,396+1,928,3960292,364,1182.54%+292,364,118
VANECK ETF TRUST
SEMICONDUCTR ETF
0760,447+760,4470291,548,0752.53%+291,548,075
APPLE INC(AAPL)0927,700+927,7000235,440,9832.04%+235,440,983
ISHARES TR01,965,000+1,965,0000214,165,3501.86%+214,165,350
META PLATFORMS INC(META)0329,583+329,5830188,551,3451.64%+188,551,345
ISHARES INC01,397,500+1,397,5000171,890,0251.49%+171,890,025
INVESCO EXCH TRADED FD TR II02,163,750+2,163,7500171,195,9001.49%+171,195,900
JPMORGAN CHASE & CO(JPM)0568,434+568,4340167,164,8811.45%+167,164,881
LAM RESEARCH CORP(LRCX)0774,687+774,6870165,679,5241.44%+165,679,524
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,451,740+3,451,7400158,400,3491.37%+158,400,349
MICROSOFT CORP(MSFT)0379,779+379,7790140,495,1531.22%+140,495,153
APPLIED MATLS INC0405,000+405,0000138,424,9501.20%+138,424,950
ORMAT TECHNOLOGIES INC(ORA)01,161,526+1,161,5260129,997,9901.13%+129,997,990
VANECK ETF TRUST
GOLD MINERS ETF
01,360,000+1,360,0000124,807,2001.08%+124,807,200
INVESCO EXCH TRADED FD TR II02,539,000+2,539,0000116,844,7801.01%+116,844,780
MICRON TECHNOLOGY INC(MU)0338,307+338,3070114,343,8870.99%+114,343,887
ELI LILLY & CO(LLY)0124,269+124,2690114,298,8980.99%+114,298,898
ENLIGHT RENEWABLE ENERGY LTD(ENLT)01,630,721+1,630,7210111,313,0150.97%+111,313,015
TESLA INC(TSLA)0292,205+292,2050108,619,4350.94%+108,619,435
NICE LTD(NICE)0921,270+921,2700101,579,2300.88%+101,579,230
SELECT SECTOR SPDR TR
ST STR CARE ETF
0680,149+680,149099,716,6450.87%+99,716,645
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,893,809+1,893,809093,497,3500.81%+93,497,350
SPDR SERIES TRUST
ST STR SP METAL
0830,230+830,230089,673,1420.78%+89,673,142
ABBVIE INC(ABBV)0412,152+412,152089,638,9380.78%+89,638,938
BROADCOM INC(AVGO)0285,561+285,561088,383,9850.77%+88,383,985
SELECT SECTOR SPDR TR
ST STR MATER ETF
01,700,551+1,700,551084,976,5330.74%+84,976,533
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,282,511+1,282,511078,566,6240.68%+78,566,624
LOCKHEED MARTIN CORP(LMT)0124,220+124,220075,072,2330.65%+75,072,233
EATON CORP PLC(ETN)0207,000+207,000074,037,6900.64%+74,037,690
CAMECO CORP(CCJ)0659,385+659,385071,615,8050.62%+71,615,805
KRANESHARES TRUST02,462,469+2,462,469070,007,9940.61%+70,007,994
NORTHROP GRUMMAN CORP(NOC)0100,000+100,000068,224,0000.59%+68,224,000
VERTIV HOLDINGS CO(VRT)0255,172+255,172063,941,0000.55%+63,941,000
GILEAD SCIENCES INC(GILD)0444,000+444,000061,880,2800.54%+61,880,280
SPDR SERIES TRUST
ST STR SP BIOT
0450,000+450,000057,478,5000.50%+57,478,500
ASTRAZENECA PLC(AZN)0286,000+286,000055,870,9010.48%+55,870,901
PALO ALTO NETWORKS INC(PANW)0323,730+323,730051,859,9320.45%+51,859,932
SANDISK CORP(SNDK)081,000+81,000051,462,5400.45%+51,462,540
SOLAREDGE TECHNOLOGIES INC(SEDG)0946,186+946,186048,290,5190.42%+48,290,519
MERCK & CO INC(MRK)0310,002+310,002037,553,6410.33%+37,553,641
ALIBABA GROUP HLDG LTD(BABA)0290,898+290,898036,479,1150.32%+36,479,115
WESTERN DIGITAL CORP(WDC)0134,000+134,000036,245,6600.31%+36,245,660
BANK AMERICA CORP0730,000+730,000035,587,5000.31%+35,587,500
ISHARES TR0443,036+443,036035,465,0280.31%+35,465,028
NUTRIEN LTD(NTR)0462,500+462,500035,154,6250.30%+35,154,625
UBER TECHNOLOGIES INC(UBER)0480,000+480,000034,526,4000.30%+34,526,400
TERADYNE INC(TER)0110,322+110,322032,706,0600.28%+32,706,060
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
081,000+81,000031,792,5000.28%+31,792,500
INTEL CORP(INTC)0719,879+719,879031,768,2600.28%+31,768,260
BOSTON SCIENTIFIC CORP(BSX)0500,000+500,000031,375,0000.27%+31,375,000
TEXAS INSTRS INC(TXN)0159,127+159,127030,892,9160.27%+30,892,916
MORGAN STANLEY(MS)0181,208+181,208029,821,4010.26%+29,821,401
MICROCHIP TECHNOLOGY INC.(MCHP)0457,301+457,301029,546,2180.26%+29,546,218
VISA INC(V)097,527+97,527029,475,4530.26%+29,475,453
SPDR SERIES TRUST
ST INTER BD ETF
0859,071+859,071028,813,2410.25%+28,813,241
CHECK POINT SOFTWARE TECH LT
ORD
0200,000+200,000028,570,0000.25%+28,570,000
STATE STR SPDR S&P 500 ETF T(SPY)043,414+43,414028,170,6680.24%+28,170,668
GLOBAL E ONLINE LTD
SHS
0895,000+895,000027,610,7500.24%+27,610,750
MASTERCARD INCORPORATED(MA)055,122+55,122027,542,2590.24%+27,542,259
ELBIT SYS LTD(ESLT)032,100+32,100027,255,7890.24%+27,255,789
TRANE TECHNOLOGIES PLC(TT)050,000+50,000020,837,0000.18%+20,837,000
MERCADOLIBRE INC(MELI)012,000+12,000020,748,2400.18%+20,748,240
TAT TECHNOLOGIES LTD0470,025+470,025019,097,1160.17%+19,097,116
INVESCO QQQ TR031,221+31,221018,001,2370.16%+18,001,237
NAYAX LTD(NYAX)0300,000+300,000016,800,0000.15%+16,800,000
JEFFERIES FINANCIAL GROUP IN(JEF)0398,000+398,000016,425,4600.14%+16,425,460
GILAT SATELLITE NETWORKS LTD(GILT)01,091,053+1,091,053016,387,6160.14%+16,387,616
ISHARES TR080,351+80,351014,577,2780.13%+14,577,278
LUMENTUM HLDGS INC(LITE)020,000+20,000014,055,2000.12%+14,055,200
UROGEN PHARMA LTD(URGN)0770,909+770,909013,860,9440.12%+13,860,944
CORNING INC(GLW)0100,000+100,000013,597,0000.12%+13,597,000
COHERENT CORP(COHR)056,000+56,000013,339,7600.12%+13,339,760
CIENA CORP(CIEN)034,000+34,000013,199,8200.11%+13,199,820
PERION NETWORK LTD01,287,102+1,287,102012,858,1490.11%+12,858,149
ISHARES TR
A RATE CP BD ETF
0268,251+268,251012,766,0650.11%+12,766,065
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
0547,860+547,860012,696,6560.11%+12,696,656
VANGUARD INDEX FDS052,646+52,646010,329,1450.09%+10,329,145
VANGUARD INTL EQUITY INDEX F0132,561+132,56109,955,3310.09%+9,955,331
VANGUARD INDEX FDS015,635+15,63509,342,6940.08%+9,342,694
ISHARES TR086,496+86,49608,711,8770.08%+8,711,877
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
032,731+32,73107,765,8840.07%+7,765,884
ISHARES TR0104,784+104,78405,906,6190.05%+5,906,619
ISHARES TR053,462+53,46205,900,0660.05%+5,900,066
PIMCO ETF TR
ENHAN SHRT MA AC
053,141+53,14105,344,3900.05%+5,344,390
INVESCO EXCH TRADED FD TR II047,506+47,50605,325,8980.05%+5,325,898
ALPHABET INC(GOOG)018,535+18,53505,175,0240.04%+5,175,024
ISHARES INC
MSCI EMRG CHN
062,845+62,84504,943,3880.04%+4,943,388
CONSTELLATION ENERGY CORP(CEG)(Call)04,800+4,80004,752,000+4,752,000
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