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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
SPY icon
101
State Street SPDR S&P 500 ETF Trust
SPY
$808B
$4.12M 0.02%
6,040
– –
IWM icon
102
iShares Russell 2000 ETF
IWM
$81.8B
$4.02M 0.02%
16,346
– –
KWEB icon
103
KraneShares CSI China Internet ETF
KWEB
$5.58B
$2.04M 0.01%
60,000
+31,000
+107% +$1.19M
ICL icon
104
ICL Group
ICL
$6.88B
$2M 0.01%
+350,148
New +$2.03M
SHLD icon
105
Global X Defense Tech ETF
SHLD
$7.67B
$1.43M 0.01%
22,050
– –
FEZ icon
106
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$1.29M 0.01%
20,000
– –
MDWD icon
107
MediWound
MDWD
$180M
$1.2M 0.01%
65,147
-13,392
-17% -$245K
ITB icon
108
iShares US Home Construction ETF
ITB
$2.39B
$1.16M 0.01%
12,000
+4,000
+50% +$404K
V icon
109
Visa
V
$679B
$1.05M ﹤0.01%
3,000
+1,000
+50% +$341K
KBWP icon
110
Invesco KBW Property & Casualty Insurance ETF
KBWP
$270M
$1.02M ﹤0.01%
8,000
+3,000
+60% +$368K
OIH icon
111
VanEck Oil Services ETF
OIH
$1.97B
$926K ﹤0.01%
3,250
– –
NKE icon
112
Nike
NKE
$60.7B
$765K ﹤0.01%
12,000
+6,000
+100% +$391K
REZ icon
113
iShares Residential and Multisector Real Estate ETF
REZ
$847M
$702K ﹤0.01%
8,500
– –
VEGI icon
114
iShares MSCI Agriculture Producers ETF
VEGI
$148M
$694K ﹤0.01%
18,000
– –
XRT icon
115
State Street SPDR S&P Retail ETF
XRT
$647M
$682K ﹤0.01%
8,000
+4,000
+100% +$336K
FLJP icon
116
Franklin FTSE Japan ETF
FLJP
$4.06B
$655K ﹤0.01%
+19,000
New +$670K
FLSW icon
117
Franklin FTSE Switzerland ETF
FLSW
$84.4M
$630K ﹤0.01%
15,200
– –
XBI icon
118
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$610K ﹤0.01%
5,000
– –
BA icon
119
Boeing
BA
$185B
$608K ﹤0.01%
2,800
-308,200
-99% -$63.4M
EWJ icon
120
iShares MSCI Japan ETF
EWJ
$22.7B
$565K ﹤0.01%
7,000
-9,200
-57% -$756K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$127B
$477K ﹤0.01%
4,028
– –
SCHH icon
122
Schwab US REIT ETF
SCHH
$11.2B
$470K ﹤0.01%
+22,500
New +$477K
XHB icon
123
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$412K ﹤0.01%
+4,000
New +$425K
FLCA icon
124
Franklin FTSE Canada ETF
FLCA
$859M
$386K ﹤0.01%
8,000
– –
ACWI icon
125
iShares MSCI ACWI ETF
ACWI
$33.3B
$324K ﹤0.01%
2,290
– –
3 4
5
6 7

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IC
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CB
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MIC
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EWA
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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.