1y return+39.7%S&P 500 +20.9%
3y return+93.6%S&P 500 +68.5%
5y return+69.9%S&P 500 +74.5%
10y return+256.6%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: $357 against $357 in the S&P 500.2
Migdal Insurance & Financial 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 |
|---|---|---|---|
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $1.3B | 8.4% | +2.7% |
| XLKSelect Sector Spdr Tr | $1.1B | 6.9% | +31.4% |
| XLISelect Sector Spdr Tr | $917.9M | 5.9% | +23.5% |
| Nova LtdCUSIP M7516K103 | $879.9M | 5.6% | +3.3% |
| GOOGAlphabet Inc | $787.5M | 5.0% | +45.2% |
| SMHVaneck Etf Trust | $651.1M | 4.2% | +30.5% |
| NVDANvidia Corporation | $504.8M | 3.2% | +30.6% |
| Tower Semiconductor LtdCUSIP M87915274 | $451.1M | 2.9% | −14.1% |
| AMZNAmazon Com Inc | $445.9M | 2.9% | +31.0% |
| Camtek LtdCUSIP M20791105 | $432.0M | 2.8% | +37.3% |
| XLYSelect Sector Spdr Tr | $378.9M | 2.4% | +9.1% |
| XLCSelect Sector Spdr Tr | $365.0M | 2.3% | +23.7% |
| MSFTMicrosoft Corp | $352.8M | 2.3% | +149.1% |
| AAPLApple Inc | $309.8M | 2.0% | +15.4% |
| MUMicron Technology Inc | $292.2M | 1.9% | −25.2% |
| METAMeta Platforms Inc | $276.4M | 1.8% | +48.9% |
| AMATApplied Matls Inc | $254.0M | 1.6% | −13.3% |
| PANWPalo Alto Networks Inc | $249.4M | 1.6% | +126.0% |
| KBWBInvesco Exch Traded Fd Tr II | $245.7M | 1.6% | +22.1% |
| XLESelect Sector Spdr Tr | $243.8M | 1.6% | +257.9% |
| TSMTaiwan Semiconductor Manufac | $234.4M | 1.5% | −45.4% |
| LQDIshares Tr | $214.3M | 1.4% | |
| EWYIshares Inc | $206.6M | 1.3% | −26.8% |
| LRCXLam Research Corp | $167.2M | 1.1% | −50.2% |
| TSLATesla Inc | $164.1M | 1.0% | +33.5% |
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% | $504.8M |
| Tower Semiconductor LtdCUSIP M87915274 | June 30, 2020 | +1265.3% | $451.1M |
| Camtek LtdCUSIP M20791105 | June 30, 2020 | +1196.7% | $432.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $144.5M |
| Nova LtdCUSIP M7516K103 | June 30, 2020 | +1026.7% | $879.9M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $249.4M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $234.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $167.2M |
| Enlight Renewable Energy LtdCUSIP M4056D110 | September 30, 2023 | +467.4% | $145.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $787.5M |
Sold off last quarter
- RSPInvesco Exchange Traded Fd T was $364.6M
- XBISpdr Series Trust was $57.5M
- WDCWestern Digital Corp was $36.2M
- BACBank America Corp was $35.6M
- UBERUber Technologies Inc was $34.5M
- TERTeradyne Inc was $32.7M
- BSXBoston Scientific Corp was $31.4M
- TXNTexas Instrs Inc was $30.9M
- JEFJefferies Financial Group In was $16.4M
- JNKSpdr Series Trust was $3.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.9% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +6.3% | +2.4% |
| September 30, 2025 | +10.0% | +7.8% |
| June 30, 2025 | +13.8% | +10.5% |
| March 31, 2025 | −9.5% | −4.6% |
| December 31, 2024 | +4.6% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +13.4% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +10.1% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −21.6% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +5.2% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Migdal Insurance & Financial Holdings Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1415912&type=13F-HR&dateb=&owner=include&count=40CIK 1415912
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1415912/000117891326003988/Filed August 10, 2026 · accession 0001178913-26-003988