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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
UNH icon
51
UnitedHealth
UNH
$366B
$135M 0.64%
409,578
– –
CBRE icon
52
CBRE Group
CBRE
$42.9B
$125M 0.59%
776,726
– –
CAT icon
53
Caterpillar
CAT
$389B
$119M 0.56%
207,500
– –
NFLX icon
54
Netflix
NFLX
$312B
$97.4M 0.46%
1,038,650
+413,650
+66% +$44.6M
MCD icon
55
McDonald's
MCD
$193B
$95.4M 0.45%
312,177
– –
HWM icon
56
Howmet Aerospace
HWM
$113B
$90.3M 0.42%
440,450
– –
ZIM icon
57
ZIM Integrated Shipping Services
ZIM
$2.98B
$86.5M 0.41%
+4,075,810
New +$68.4M
ISRG icon
58
Intuitive Surgical
ISRG
$141B
$80.2M 0.38%
+141,600
New +$75.4M
UBER icon
59
Uber
UBER
$159B
$80.1M 0.38%
980,183
– –
RRC icon
60
Range Resources
RRC
$9.49B
$79M 0.37%
2,240,000
+810,000
+57% +$30.2M
GDX icon
61
VanEck Gold Miners ETF
GDX
$27.4B
$78.8M 0.37%
919,250
– –
PG icon
62
Procter & Gamble
PG
$337B
$78.4M 0.37%
547,135
– –
KRE icon
63
State Street SPDR S&P Regional Banking ETF
KRE
$4.6B
$68.7M 0.32%
1,059,500
+532,500
+101% +$33.5M
GLBE icon
64
Global E Online
GLBE
$6.93B
$68M 0.32%
1,730,424
+434,000
+33% +$16.1M
MDLZ icon
65
Mondelez International
MDLZ
$78.5B
$63.5M 0.3%
1,180,270
-833,500
-41% -$48M
BJ icon
66
BJs Wholesale Club
BJ
$12B
$62.6M 0.29%
694,850
+240,600
+53% +$22.1M
SEDG icon
67
SolarEdge
SEDG
$2.03B
$62.5M 0.29%
2,166,521
+63,000
+3% +$2.2M
TSEM icon
68
Tower Semiconductor
TSEM
$28.6B
$61.4M 0.29%
522,592
-1,180,751
-69% -$114M
HLT icon
69
Hilton Worldwide
HLT
$70.7B
$56.5M 0.27%
+196,815
New +$53.6M
PRGO icon
70
Perrigo
PRGO
$1.74B
$49.1M 0.23%
+3,527,000
New +$58.8M
CHKP icon
71
Check Point Software Technologies
CHKP
$13.1B
$40.3M 0.19%
+217,307
New +$42M
ENLT icon
72
Enlight Renewable Energy
ENLT
$11.6B
$40M 0.19%
880,464
-12,300
-1% -$460K
SMWB icon
73
Similarweb
SMWB
$629M
$30.1M 0.14%
4,015,494
+807,100
+25% +$6.51M
URGN icon
74
UroGen Pharma
URGN
$2.27B
$27M 0.13%
1,152,531
– –
ELLO icon
75
Ellomay Capital Ltd
ELLO
$276M
$21.4M 0.1%
945,000
– –
1 2
3
4 5

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OSAM
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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.