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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+31.28%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$15.6B
AUM Growth
+$4.1B
Cap. Flow
+$1.5B
Cap. Flow %
9.58%
Top 10 Hldgs %
47.76%
Holding
442
New
80
Increased
104
Reduced
97
Closed
78

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$248M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$231M
3
MSFT icon
Microsoft
MSFT
+$229M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$189M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$164M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365M
2
TSM icon
TSMC
TSM
+$166M
3
LLY icon
Eli Lilly
LLY
+$126M
4
LRCX icon
Lam Research
LRCX
+$118M
5
SNDK
Sandisk
SNDK
+$72.8M

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.32%
2 Technology 33.74%
3 Healthcare 11.45%
4 Communication Services 6.95%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTSG icon
351
BrightSpring Health Services
BTSG
$11.7B
$10.4K ﹤0.01%
+149
New +$8.27K
EXP icon
352
Eagle Materials
EXP
$6.06B
$10.1K ﹤0.01%
45
– –
EE icon
353
Excelerate Energy
EE
$1.21B
$8.93K ﹤0.01%
+235
New +$8.09K
TM icon
354
Toyota
TM
$230B
$8.76K ﹤0.01%
+52
New +$9.85K
KFY icon
355
Korn Ferry
KFY
$4.43B
$8.39K ﹤0.01%
+126
New +$8.52K
HEDJ icon
356
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.85B
$6.27K ﹤0.01%
110
– –
MA icon
357
Mastercard
MA
$521B
$6.16K ﹤0.01%
12
-55,110
-100% -$27.5M
BLDR icon
358
Builders FirstSource
BLDR
$7.29B
$6K ﹤0.01%
67
+36
+116% +$2.88K
VICI icon
359
VICI Properties
VICI
$28.5B
$5.89K ﹤0.01%
+222
New +$6.22K
ITA icon
360
iShares US Aerospace & Defense ETF
ITA
$14B
$5.82K ﹤0.01%
24
– –
FPE icon
361
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$4.72K ﹤0.01%
264
– –
SDHY
362
PGIM Short Duration High Yield Opportunities Fund
SDHY
$394M
$3.21K ﹤0.01%
196
– –
ANGL icon
363
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$2.92K ﹤0.01%
100
– –
DHR icon
364
Danaher
DHR
$152B
$1.71K ﹤0.01%
9
+8
+800% +$1.45K
AN icon
365
AutoNation
AN
$6.62B
– –
-284
Closed -$55.5K
ARKK icon
366
ARK Innovation ETF
ARKK
$6.46B
– –
-37
Closed -$2.5K
AXON
367
Axon Enterprise
AXON
$48.8B
– –
-22
Closed -$9.34K
BAC icon
368
Bank of America
BAC
$436B
– –
-730,000
Closed -$35.6M
BROS icon
369
Dutch Bros
BROS
$6.88B
– –
-615
Closed -$31.2K
BSX icon
370
Boston Scientific
BSX
$67.9B
– –
-500,000
Closed -$31.4M
CAVA icon
371
CAVA Group
CAVA
$7.82B
– –
-481
Closed -$38.9K
CEG icon
372
CALL
Constellation Energy
CEG
$98.1B
– –
-4,800
Closed -$4.75M
CEG icon
373
PUT
Constellation Energy
CEG
$98.1B
– –
-2,700
Closed -$532K
CL icon
374
Colgate-Palmolive
CL
$72.3B
– –
-679
Closed -$57.9K
COF icon
375
Capital One
COF
$132B
– –
-268
Closed -$48.9K
13 14
15
16 17

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FGP
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ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
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AIM
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GC
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SP
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Migdal Insurance & Financial Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Migdal Insurance & Financial Holdings held 442 positions worth $15.6B, up 36% from $11.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.5B of net new capital in Q2 2026, opening 80 new positions and adding to 104 existing holdings. Its largest new stake was Advanced Micro Devices: 231,000 shares worth $134M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 38% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $166M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q2 2026 buy was Advanced Micro Devices: 231,000 shares worth $134M.
  • Migdal Insurance & Financial Holdings added most to Alphabet (Google) Class C in Q2 2026, an estimated $248M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2026 reduction was TSMC, cutting an estimated $166M.
  • Migdal Insurance & Financial Holdings fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $365M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $15.6B portfolio in Q2 2026.
  • Migdal Insurance & Financial Holdings opened 80 new positions and closed 78 in Q2 2026.
  • Migdal Insurance & Financial Holdings's portfolio value rose 36% quarter-over-quarter to $15.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.