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CI
Clal Insurance Portfolio holdings
AUM
$22.3B
1-Year Est. Return
79.91%
This Fund
S&P 500
This Quarter
Est. Return
+27.4%
1 Year Est. Return
+79.91%
3 Year Est. Return
+201.85%
5 Year Est. Return
+220.25%
10 Year Est. Return
+954.66%
AUM
$22.3B
AUM Growth
+$5.72B
(+34%)
Cap. Flow
+$2.4B
Cap. Flow
% of AUM
10.74%
Top 10 Holdings %
Top 10 Hldgs %
56.3%
Holding
247
New
33
Increased
43
Reduced
102
Closed
24
Avg Time Held Equity + Options
9.2
quarters
Top 10 Avg Time Held Equity + Options
6
quarters
Top 20 Avg Time Held Equity + Options
6.4
quarters
Avg Time Held Equity only
9.3
quarters
Top 10 Avg Time Held Equity only
6
quarters
Top 20 Avg Time Held Equity only
6.4
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$751M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$521M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$446M |
| 4 |
Tower Semiconductor
TSEM
|
+$164M |
| 5 |
Dell
DELL
|
+$149M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
|
+$499M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$319M |
| 3 |
Sandisk
SNDK
|
+$149M |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$120M |
| 5 |
Coherent
COHR
|
+$96.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.41% |
| 2 | Technology | 25.13% |
| 3 | Healthcare | 7.11% |
| 4 | Industrials | 7.1% |
| 5 | Utilities | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
151
Danaher
DHR
$155B
| $25K | ﹤0.01% |
130
+13
| +11% | +$2.36K |
2025 Q1
5 quarters
|
|
152
Waste Management
WM
$84.3B
| $24K | ﹤0.01% |
106
-45
| -30% | -$10K |
2024 Q4
6 quarters
|
|
153
Caesarstone
CSTE
$98.2M
| $23K | ﹤0.01% |
10,743
| – | – |
2017 Q1
37 quarters
|
|
154
Alphabet (Google) Class C
GOOG
$4.29T
| $23K | ﹤0.01% |
65
-15
| -19% | -$5.36K |
2024 Q4
6 quarters
|
|
155
Synopsys
SNPS
$96.4B
| $23K | ﹤0.01% |
52
-15
| -22% | -$7.05K |
2024 Q4
6 quarters
|
|
156
Boston Scientific
BSX
$62.5B
| $22K | ﹤0.01% |
517
+69
| +15% | +$3.75K |
2026 Q1
1 quarter
|
|
157
RTX Corp
RTX
$252B
| $21K | ﹤0.01% |
111
+9
| +9% | +$1.65K |
2024 Q4
6 quarters
|
|
158
Sempra
SRE
$53.3B
| $21K | ﹤0.01% |
228
-76
| -25% | -$7.07K |
2024 Q4
6 quarters
|
|
159
Coca-Cola Europacific Partners
CCEP
$46B
| $20K | ﹤0.01% |
198
-49
| -20% | -$4.67K |
2025 Q1
5 quarters
|
|
160
Robinhood
HOOD
$97.7B
| $20K | ﹤0.01% |
198
+113
| +133% | +$9.46K |
2025 Q4
2 quarters
|
|
161
Walmart Inc
WMT
$891B
| $20K | ﹤0.01% |
173
-55
| -24% | -$6.83K |
2024 Q4
6 quarters
|
|
162
Intercontinental Exchange
ICE
$88B
| $19K | ﹤0.01% |
154
-87
| -36% | -$13.1K |
2024 Q4
6 quarters
|
|
163
Marsh
MRSH
$84.1B
| $19K | ﹤0.01% |
114
-25
| -18% | -$4.18K |
2024 Q4
6 quarters
|
|
164
CBRE Group
CBRE
$38.1B
| $18K | ﹤0.01% |
131
-14
| -10% | -$1.93K |
2025 Q1
5 quarters
|
|
165
Equinix
EQIX
$101B
| $17K | ﹤0.01% |
16
-13
| -45% | -$13.9K |
2025 Q2
4 quarters
|
|
166
Martin Marietta Materials
MLM
$34.3B
| $17K | ﹤0.01% |
30
-4
| -12% | -$2.37K |
2024 Q4
6 quarters
|
|
167
Merck
MRK
$358B
| $17K | ﹤0.01% |
131
-28
| -18% | -$3.28K |
2024 Q4
6 quarters
|
|
168
Texas Instruments
TXN
$258B
| $17K | ﹤0.01% |
57
-17
| -23% | -$4.72K |
2024 Q4
6 quarters
|
|
169
Brookfield
BN
$83.3B
| $16K | ﹤0.01% |
374
-33
| -8% | -$1.48K |
2025 Q1
5 quarters
|
|
170
Chevron
CVX
$422B
| $16K | ﹤0.01% |
96
-34
| -26% | -$6.33K |
2024 Q4
6 quarters
|
|
171
Sunbelt Rentals Holdings
SUNB
$31.2B
| $16K | ﹤0.01% |
216
-48
| -18% | -$3.6K |
2026 Q1
1 quarter
|
|
172
BJs Wholesale Club
BJ
$12.5B
| $15K | ﹤0.01% |
170
-69
| -29% | -$6.32K |
2025 Q3
3 quarters
|
|
173
General Motors
GM
$72.3B
| $15K | ﹤0.01% |
189
-49
| -21% | -$3.85K |
2024 Q4
6 quarters
|
|
174
Procter & Gamble
PG
$355B
| $15K | ﹤0.01% |
99
-15
| -13% | -$2.18K |
2025 Q3
3 quarters
|
|
175
Philip Morris
PM
$314B
| $15K | ﹤0.01% |
82
-49
| -37% | -$8.5K |
2025 Q1
5 quarters
|
|
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Clal Insurance's Q2 2026 Portfolio in Review
As of Q2 2026, Clal Insurance held 247 positions worth $22.3B, up 34% from $16.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Clal Insurance deployed $2.4B of net new capital in Q2 2026, opening 33 new positions and adding to 43 existing holdings. Its largest new stake was Dell: 515,000 shares worth $222M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 45% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Listed Funds Trust Roundhill Magnificent Seven ETF, an estimated $499M trimmed.
- Clal Insurance's largest Q2 2026 buy was Dell: 515,000 shares worth $222M.
- Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $751M increase.
- Clal Insurance's biggest Q2 2026 reduction was Listed Funds Trust Roundhill Magnificent Seven ETF, cutting an estimated $499M.
- Clal Insurance fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $319M.
- Clal Insurance's ten largest holdings make up 56% of its $22.3B portfolio in Q2 2026.
- Clal Insurance opened 33 new positions and closed 24 in Q2 2026.
- Clal Insurance's portfolio value rose 34% quarter-over-quarter to $22.3B.
Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.