Migdal Insurance & Financial Holdings Ltd.
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$11.5B
Holdings
359
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TEVA
TEVA PHARMACEUTICAL INDS LTD
Q4 2025: Exited (was 32.58M shares)
9.9%
02
$NVMI
NOVA LTD
Q4 2025: Exited (was 1.40M shares)
5.9%
03
$XLI
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 3.61M shares)
5.6%
04
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 1.92M shares)
5.0%
05
$GOOG
ALPHABET INC
Q4 2025: Sold 95.0% (1.01M → 50.0k shares)
3.8%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 2.2k shares)
3.2%
07
$TSEM
TOWER SEMICONDUCTOR LTD
Q4 2025: Exited (was 2.98M shares)
3.1%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 1.76M shares)
2.9%
09
$XLY
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 1.21M shares)
2.8%
10
$XLC
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 2.66M shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:55 UTC.