1y return+57.7%S&P 500 +20.9%
3y return+108.8%S&P 500 +68.5%
5y return+88.8%S&P 500 +74.5%
10y return+173.1%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: $273 against $357 in the S&P 500.2
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)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 |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | $98.0M | 12.9% | |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $63.5M | 8.4% | |
| Tower Semiconductor LtdCUSIP M87915274 | $54.0M | 7.1% | −53.8% |
| Nova LtdCUSIP M7516K103 | $45.5M | 6.0% | −29.4% |
| GRIDFirst Tr Exchange-traded Fd | $38.0M | 5.0% | |
| XLFSelect Sector Spdr Tr | $36.1M | 4.8% | |
| IVVIshares Tr | $30.6M | 4.0% | New |
| SPYSpdr S&p 500 Etf Tr Tr | $28.3M | 3.7% | |
| XLVSelect Sector Spdr Tr | $28.2M | 3.7% | −27.7% |
| VOOSilvercrest Metals Inc | $26.4M | 3.5% | |
| XLUSelect Sector Spdr Tr | $25.5M | 3.4% | |
| XLCSelect Sector Spdr Tr | $23.7M | 3.1% | |
| Enlight Renewable Energy LtdCUSIP M4056D110 | $20.9M | 2.8% | |
| ORAOrmat Technologies Inc | $19.8M | 2.6% | |
| NVDANvidia Corporation | $17.8M | 2.4% | +34.1% |
| SEDGSolaredge Technologies Inc | $15.9M | 2.1% | −36.0% |
| EWYIshares Inc | $14.7M | 1.9% | |
| MUMicron Technology Inc | $12.6M | 1.7% | −59.1% |
| AIRRFirst Tr Exchange Traded Fd | $12.3M | 1.6% | |
| TSMTaiwan Semiconductor Mfg Ltd | $11.8M | 1.6% | |
| FXIIshares Tr | $11.8M | 1.5% | −60.3% |
| PBUSInvesco Exch Traded Fd Tr II | $11.6M | 1.5% | New |
| IWNIshares Tr | $11.2M | 1.5% | |
| XMESpdr Series Trust | $10.4M | 1.4% | |
| XBISpdr Series Trust | $10.3M | 1.4% | −49.9% |
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 |
|---|---|---|---|
| Tower Semiconductor LtdCUSIP M87915274 | March 31, 2025 | +630.9% | $54.0M |
| Enlight Renewable Energy LtdCUSIP M4056D110 | March 31, 2023 | +426.1% | $20.9M |
| Nova LtdCUSIP M7516K103 | September 30, 2023 | +382.9% | $45.5M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $98.0M |
| TSMTaiwan Semiconductor Mfg Ltd | March 31, 2025 | +187.7% | $11.8M |
| Camtek LtdCUSIP M20791105 | March 31, 2025 | +178.2% | $6.9M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | June 30, 2020 | +174.8% | $63.5M |
| VOOSilvercrest Metals Inc | June 30, 2020 | +142.3% | $26.4M |
| SPYSpdr S&p 500 Etf Tr Tr | June 30, 2020 | +142.2% | $28.3M |
| EWYIshares Inc | December 31, 2025 | +107.7% | $14.7M |
Sold off last quarter
- TANInvesco Exch Traded Fd Tr II was $17.7M
- CIBRFirst Tr Exchange-traded Fd was $14.2M
- GOOGLAlphabet Inc was $14.1M
- XLESpdr Tr was $13.8M
- PPAInvesco Exchange Traded Fd T was $11.9M
- SMHVaneck Etf Trust Semiconductr was $9.7M
- TTMITtm Technologies Inc was $6.1M
- AEMAgnico Eagle Mines Ltd was $5.2M
- PANWPalo Alto Networks Inc was $4.8M
- ECHIshares Inc was $4.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.6% | +14.8% |
| March 31, 2026 | +4.5% | −4.6% |
| December 31, 2025 | +9.4% | +2.4% |
| September 30, 2025 | +14.4% | +7.8% |
| June 30, 2025 | +15.0% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −5.2% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −8.2% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1599719&type=13F-HR&dateb=&owner=include&count=40CIK 1599719
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1599719/000117891326003895/Filed August 6, 2026 · accession 0001178913-26-003895