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MMH

Menora Mivtachim Holdings Portfolio holdings

AUM $21.1B
1-Year Est. Return 40.03%
This Fund
S&P 500
This Quarter Est. Return
+8.61%
1 Year Est. Return
+40.03%
3 Year Est. Return
+110.3%
5 Year Est. Return
+129.3%
10 Year Est. Return
+734.74%
AUM
$21.3B
AUM Growth
+$1.58B
Cap. Flow
+$234M
Cap. Flow %
1.1%
Top 10 Hldgs %
46.72%
Holding
152
New
18
Increased
56
Reduced
21
Closed
11

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$270M
2
IYT icon
iShares US Transportation ETF
IYT
+$226M
3
PGR icon
Progressive
PGR
+$154M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$108M
5
FLIN icon
Franklin FTSE India ETF
FLIN
+$97M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$288M
2
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$215M
3
JPM icon
JPMorgan Chase
JPM
+$117M
4
TSEM icon
Tower Semiconductor
TSEM
+$114M
5
TSM icon
TSMC
TSM
+$99.6M

Sector Composition

Rank Sector Weight
1 Technology 34.45%
2 Healthcare 12.03%
3 Communication Services 9.86%
4 Consumer Discretionary 7.53%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
26
TSMC
TSM
$2.17T
$230M 1.08%
757,344
-339,387
-31% -$99.6M
CAMT icon
27
Camtek
CAMT
$7.38B
$223M 1.05%
2,099,351
– –
HD icon
28
Home Depot
HD
$350B
$216M 1.01%
626,732
– –
XLY icon
29
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$212M 1%
1,776,906
-121,100
-6% -$14.4M
NICE icon
30
Nice
NICE
$6.01B
$210M 0.99%
1,859,269
+220,000
+13% +$26.6M
XLK icon
31
State Street Technology Select Sector SPDR ETF
XLK
$122B
$199M 0.94%
1,384,020
-459,720
-25% -$66.4M
PLD icon
32
Prologis
PLD
$132B
$198M 0.93%
1,551,377
+271,000
+21% +$33.8M
ADBE icon
33
Adobe
ADBE
$109B
$194M 0.91%
555,235
+208,555
+60% +$70.9M
SMH icon
34
VanEck Semiconductor ETF
SMH
$70.1B
$185M 0.87%
514,280
-61,720
-11% -$21.7M
LRCX icon
35
Lam Research
LRCX
$383B
$181M 0.85%
1,059,280
– –
IGV icon
36
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$180M 0.85%
1,706,601
-321,450
-16% -$35.3M
KO icon
37
Coca-Cola
KO
$374B
$180M 0.85%
2,572,750
+700,000
+37% +$48.8M
TMO icon
38
Thermo Fisher Scientific
TMO
$222B
$177M 0.83%
304,632
– –
XLC icon
39
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$167M 0.79%
1,419,825
+256,950
+22% +$29.6M
UNP icon
40
Union Pacific
UNP
$174B
$164M 0.77%
708,200
+221,000
+45% +$50.4M
IHI icon
41
iShares US Medical Devices ETF
IHI
$3.44B
$159M 0.75%
2,561,450
-1,385,000
-35% -$85.5M
APO icon
42
Apollo Global Management
APO
$76B
$159M 0.75%
1,096,396
– –
MTB icon
43
M&T Bank
MTB
$36.3B
$156M 0.73%
773,119
– –
PGR icon
44
Progressive
PGR
$124B
$155M 0.73%
+682,350
New +$154M
ALL icon
45
Allstate
ALL
$68.2B
$155M 0.73%
742,598
– –
XLF icon
46
State Street Financial Select Sector SPDR ETF
XLF
$59B
$152M 0.71%
2,769,442
+365,500
+15% +$19.5M
SPGI icon
47
S&P Global
SPGI
$121B
$151M 0.71%
289,711
+65,700
+29% +$32.5M
XLB icon
48
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$148M 0.7%
3,272,700
– –
GEHC icon
49
GE HealthCare
GEHC
$32.9B
$141M 0.66%
1,715,250
– –
ABT icon
50
Abbott
ABT
$188B
$137M 0.65%
1,095,288
– –
1
2
3 4 5

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Menora Mivtachim Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Menora Mivtachim Holdings held 152 positions worth $21.3B, up 8% from $19.7B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Menora Mivtachim Holdings's Q4 2025 filing shows 18 new, 56 increased, 21 reduced and 11 closed positions. Its largest new stake was Progressive: 682,350 shares worth $155M. The largest sale was Berkshire Hathaway Class B, an estimated $288M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Healthcare and Communication Services.

  • Menora Mivtachim Holdings's largest Q4 2025 buy was Progressive: 682,350 shares worth $155M.
  • Menora Mivtachim Holdings added most to NVIDIA in Q4 2025, an estimated $270M increase.
  • Menora Mivtachim Holdings's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $117M.
  • Menora Mivtachim Holdings fully exited Berkshire Hathaway Class B in Q4 2025, selling an estimated $288M.
  • Menora Mivtachim Holdings's ten largest holdings make up 47% of its $21.3B portfolio in Q4 2025.
  • Menora Mivtachim Holdings opened 18 new positions and closed 11 in Q4 2025.
  • Menora Mivtachim Holdings's portfolio value rose 8% quarter-over-quarter to $21.3B.

Based on Menora Mivtachim Holdings's 13F filing for Q4 2025, filed 12 Feb 2026.