Migdal Insurance & Financial Holdings Ltd.

CIK 0001415912 · Q1 2026

13F Equity AUM

$11.5B

-99.9% QoQ

Positions

344

+5 QoQ

AUM Rank

#599

Top 5%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,713 · Top 57%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 30.2%Top 10: 44.8%Top 20: 65.0%

TEVA9.9%

NVMI5.9%

XLI5.6%

XLK5.0%

GOOG3.8%

RSP3.2%

TSEM3.1%

NVDA2.9%

XLY2.8%

XLC2.6%

Others (334)55.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.3%

Technology29.7%

Healthcare13.4%

Communication Services5.6%

Consumer Cyclical4.3%

Industrials3.1%

Utilities2.1%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 344Median: 0.00%Avg: 0.29%

0–0.5%

298(12.1%)

0.5–1%

19(14.4%)

1–3%

20(37.1%)

3–5%

4(15.0%)

5%+

3(21.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 336Unique: 8vs 20 funds

4.6%Low

344

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.3%

BANK OF AMERICA CORP /DE/

6.8%

6.4%

9.1%

6.5%

VANGUARD CAPITAL MANAGEMENT LLC

5.2%

GEODE CAPITAL MANAGEMENT, LLC

5.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New91Increased94Decreased107Exited74

New Positions

GDX1.1%

+1.4M

XME0.8%

+830K

VRT0.6%

+255K

XBI0.5%

+450K

AZN0.5%

+286K

SNDK0.5%

+81K

MRK0.3%

+310K

WDC0.3%

+134K

NTR0.3%

+463K

STX0.3%

+81K

Increased

RSP3.2%

+1.9M(+9518%)

EWY1.5%

+1.4M(+46796%)

XLE0.7%

+1.3M(+6977%)

XLI5.6%

+749K(+23%)

CQQQ1.0%

+713K(+39%)

INTC0.3%

+713K(+10365%)

CAMT2.5%

+610K(+46%)

LRCX1.4%

+564K(+268%)

TEVA9.9%

+500K(+1%)

MCHP0.3%

+456K(+52403%)

Decreased

INVZW0.0%

-5,912,991(-81%)

XLU1.4%

-5,600,936(-62%)

QQQM0.1%

-3,065,316(-99%)

XLF0.8%

-2,750,865(-59%)

IGV0.3%

-2,276,536(-84%)

EPI0.0%

-2,050,070(-98%)

KWEB0.6%

-1,160,565(-32%)

XLRE0.0%

-1,148,676(-100%)

TSEM3.1%

-987,300(-33%)

XLK5.0%

-756,624(-15%)

Exited

ITB

-530,000

EXE

-460,000

EQT

-925,000

-140,000

-1,145,000

-43,500

-1,350,000

-3,106,157

-139,009

-1,999,090

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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