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Menora Mivtachim Holdings Portfolio holdings

AUM $25.6B
1-Year Est. Return 50.04%
This Fund
S&P 500
This Quarter Est. Return
+8.61%
1 Year Est. Return
+50.04%
3 Year Est. Return
+139.71%
5 Year Est. Return
+157.02%
10 Year Est. Return
+942.83%
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 Miscellaneous 21.63%
3 Healthcare 12.03%
4 Communication Services 9.86%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TBLA icon
76
Taboola.com
TBLA
$940M
$19.4M 0.09%
4,212,735
– –
NYAX
77
Nayax
NYAX
$1.68B
$15.8M 0.07%
312,182
-3,595
-1% -$162K
TCAF icon
78
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.83B
$14.9M 0.07%
390,873
+36,544
+10% +$1.4M
CGDV icon
79
Capital Group Dividend Value ETF
CGDV
$38.6B
$14.9M 0.07%
341,890
+31,034
+10% +$1.33M
NVO
80
Novo Nordisk
NVO
$171B
$14.1M 0.07%
276,168
+6,000
+2% +$307K
DYNF icon
81
BlackRock US Equity Factor Rotation ETF
DYNF
$42.4B
$13.1M 0.06%
214,615
+17,553
+9% +$1.06M
VFVA icon
82
Vanguard US Value Factor ETF
VFVA
$913M
$12.8M 0.06%
96,723
+7,312
+8% +$944K
VWO icon
83
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$12.6M 0.06%
234,000
+39,320
+20% +$2.14M
QQQ icon
84
Invesco QQQ Trust
QQQ
$502B
$12.5M 0.06%
20,293
+6,800
+50% +$4.17M
WTV icon
85
WisdomTree US Value Fund
WTV
$3.22B
$11.1M 0.05%
118,814
+11,065
+10% +$1.01M
AFLG icon
86
First Trust Active Factor Large Cap ETF
AFLG
$772M
$11.1M 0.05%
282,924
+26,291
+10% +$1.03M
DFEM icon
87
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.63B
$9.48M 0.04%
286,479
+29,626
+12% +$968K
DIHP icon
88
Dimensional International High Profitability ETF
DIHP
$6.43B
$9.34M 0.04%
295,015
+25,594
+9% +$794K
CGGR icon
89
Capital Group Growth ETF
CGGR
$26.2B
$9.32M 0.04%
209,512
+21,767
+12% +$961K
JGRO icon
90
JPMorgan Active Growth ETF
JGRO
$10.2B
$9.28M 0.04%
100,042
+11,193
+13% +$1.05M
FELG icon
91
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.81B
$9.28M 0.04%
222,602
+18,971
+9% +$789K
WIX icon
92
WIX.com
WIX
$3.09B
$9.17M 0.04%
88,252
– –
MBLY icon
93
Mobileye
MBLY
$6.83B
$8.67M 0.04%
830,000
– –
FBCG
94
Fidelity Blue Chip Growth ETF
FBCG
$7.66B
$7.47M 0.04%
136,270
+12,737
+10% +$691K
THRO
95
iShares U.S. Thematic Rotation Active ETF
THRO
$6.92B
$7.44M 0.04%
192,892
+18,224
+10% +$697K
TSPA icon
96
T. Rowe Price US Equity Research ETF
TSPA
$4.57B
$7.43M 0.03%
173,675
+14,942
+9% +$635K
FFSM icon
97
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.51B
$7.32M 0.03%
238,562
+15,552
+7% +$467K
SCHG icon
98
Schwab US Large-Cap Growth ETF
SCHG
$67.4B
$6.42M 0.03%
196,932
– –
RSP icon
99
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
$5.79M 0.03%
30,217
+2,452
+9% +$465K
VOO icon
100
Vanguard S&P 500 ETF
VOO
$1.06T
$5.64M 0.03%
8,987
-1,900
-17% -$1.18M
2 3
4
5 6

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JG
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TWC
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EWA
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NAS
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N
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SAM
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MCM
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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 Miscellaneous and Healthcare.

  • 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.