1y return+29.4%S&P 500 +20.9%
3y return+76.4%S&P 500 +68.5%
5y return+71.3%S&P 500 +74.5%
10y return+354.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $454 against $357 in the S&P 500.2
Menora Mivtachim Holdings Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.7B | 6.7% | −4.3% |
| AAPLApple Inc | $1.7B | 6.6% | |
| GOOGLAlphabet Inc | $1.4B | 5.3% | +9.4% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $1.4B | 5.3% | |
| AMZNAmazon Com Inc | $825.6M | 3.2% | +23.3% |
| MSFTMicrosoft Corp | $784.3M | 3.1% | −8.1% |
| AVGOBroadcom Inc | $782.0M | 3.1% | |
| MUMicron Technology Inc | $737.2M | 2.9% | |
| XLISelect Sector Spdr Tr | $665.4M | 2.6% | −17.0% |
| Nova LtdCUSIP M7516K103 | $654.7M | 2.6% | +3.5% |
| AMATApplied Matls Inc | $631.9M | 2.5% | −24.4% |
| SMHVaneck Etf Trust | $511.1M | 2.0% | −34.9% |
| MAMastercard Incorporated | $426.1M | 1.7% | +19.8% |
| FLINFranklin Templeton Etf Tr | $370.6M | 1.4% | +54.3% |
| XLESelect Sector Spdr Tr | $366.0M | 1.4% | −20.5% |
| TSMTaiwan Semiconductor Mfg Ltd | $359.1M | 1.4% | |
| LLYEli Lilly & Co | $352.9M | 1.4% | |
| TSLATesla Inc | $343.6M | 1.3% | |
| Camtek LtdCUSIP M20791105 | $342.4M | 1.3% | +1.3% |
| ABBVAbbvie Inc | $286.7M | 1.1% | |
| PGRProgressive Corp | $282.3M | 1.1% | |
| XLVSelect Sector Spdr Tr | $264.9M | 1.0% | −3.7% |
| METAMeta Platforms Inc | $263.8M | 1.0% | −46.1% |
| KOCoca Cola Co | $253.8M | 1.0% | |
| JPMJpmorgan Chase & Co | $252.9M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.7B |
| Nova LtdCUSIP M7516K103 | June 30, 2020 | +1026.7% | $654.7M |
| Camtek LtdCUSIP M20791105 | December 31, 2022 | +642.8% | $342.4M |
| TSMTaiwan Semiconductor Mfg Ltd | December 31, 2022 | +541.1% | $359.1M |
| AMATApplied Matls Inc | March 31, 2021 | +441.2% | $631.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.4B |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $511.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.7B |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $224.4M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | June 30, 2020 | +174.8% | $1.4B |
Sold off last quarter
- GDXVaneck Etf Trust was $84.4M
- CRMSalesforce Inc was $77.9M
- SAPSap Se was $77.7M
- HCAHca Healthcare Inc was $47.3M
- BJBjs Whsl Club Hldgs Inc was $33.9M
- SITESiteone Landscape Supply Inc was $26.5M
- Wix Com LtdCUSIP M98068105 was $7.4M
- VIAVia Transn Inc was $798K
- Honeywell Intl IncCUSIP 438516106 was $520K
- MRKMerck & Co Inc was $361K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +6.4% | +2.4% |
| September 30, 2025 | +10.5% | +7.8% |
| June 30, 2025 | +12.3% | +10.5% |
| March 31, 2025 | −6.9% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +13.0% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −7.9% | −5.3% |
| June 30, 2022 | −21.0% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +10.3% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Menora Mivtachim Holdings Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1351917&type=13F-HR&dateb=&owner=include&count=40CIK 1351917
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1351917/000117891326004102/Filed August 13, 2026 · accession 0001178913-26-004102