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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
TXN icon
151
Texas Instruments
TXN
$257B
– –
-464,887
Closed -$85.4M
XME icon
152
State Street SPDR S&P Metals & Mining ETF
XME
$4.54B
– –
-2,303,550
Closed -$215M
3 4 5 6
7

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CB
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CI Investments Inc
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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.