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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
SLGL icon
126
Sol-Gel Technologies
SLGL
$264M
$321K ﹤0.01%
7,611
– –
MRK icon
127
Merck
MRK
$323B
$316K ﹤0.01%
+3,000
New +$282K
FLCH icon
128
Franklin FTSE China ETF
FLCH
$335M
$309K ﹤0.01%
13,000
– –
OTIS icon
129
Otis Worldwide
OTIS
$27.9B
$306K ﹤0.01%
3,500
– –
MELI icon
130
Mercado Libre
MELI
$98B
$302K ﹤0.01%
+150
New +$315K
FCX icon
131
Freeport-McMoran
FCX
$96.1B
$254K ﹤0.01%
5,000
-5,000
-50% -$217K
GBLD
132
DELISTED
Invesco MSCI Green Building ETF
GBLD
$245K ﹤0.01%
13,581
+2,611
+24% +$47.5K
EVX icon
133
VanEck Environmental Services ETF
EVX
$102M
$241K ﹤0.01%
6,315
+1,153
+22% +$44.1K
NFRA icon
134
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
$232K ﹤0.01%
+3,837
New +$240K
TBLU
135
Tortoise Global Water ETF
TBLU
$58.5M
$230K ﹤0.01%
+4,532
New +$239K
KROP icon
136
Global X AgTech & Food Innovation ETF
KROP
$9.23M
$228K ﹤0.01%
+7,523
New +$233K
FRNW icon
137
Fidelity Clean Energy ETF
FRNW
$101M
$225K ﹤0.01%
+11,056
New +$230K
PAVE icon
138
Global X US Infrastructure Development ETF
PAVE
$14.4B
$214K ﹤0.01%
+4,471
New +$214K
SHE icon
139
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$336M
$205K ﹤0.01%
+1,554
New +$202K
TBLAW
140
CALL
DELISTED
Taboola.com Ltd Warrant
TBLAW
– –
0
– –
CTV.WS
141
CALL
DELISTED
Innovid Corp. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
CTV.WS
– –
0
– -$7.88K
ARE icon
142
Alexandria Real Estate Equities
ARE
$8.35B
– –
-735,000
Closed -$61.3M
BIRK icon
143
Birkenstock
BIRK
$6.92B
– –
-1,071,000
Closed -$48.5M
BRK.B icon
144
Berkshire Hathaway Class B
BRK.B
$1.11T
– –
-573,501
Closed -$288M
CF icon
145
CF Industries
CF
$17.9B
– –
-3,620
Closed -$325K
HON icon
146
Honeywell
HON
$73.5B
– –
-2,440
Closed -$484K
ICLN icon
147
iShares Global Clean Energy ETF
ICLN
$2.09B
– –
-11,276
Closed -$175K
KMB icon
148
Kimberly-Clark
KMB
$36B
– –
-450,000
Closed -$56M
MS icon
149
Morgan Stanley
MS
$339B
– –
-527,449
Closed -$83.8M
ODFL icon
150
Old Dominion Freight Line
ODFL
$43.6B
– –
-300,000
Closed -$42.2M
3 4 5
6
7

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CB
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MIC
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EWA
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OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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.