Latest Mivtachim The Workers Social Insurance Fund Ltd. ( Stock Portfolio
Mivtachim The Workers Social Insurance Fund Ltd. ( Performance:
2025 Q3: 6.83%YTD: 12.2%2024: 5.65%
Performance for 2025 Q3 is 6.83%, and YTD is 12.2%, and 2024 is 5.65%.
About Mivtachim The Workers Social Insurance Fund Ltd. ( and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) reported an equity portfolio of $685.6 Millions as of 30 Sep, 2025.
The top stock holdings of Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) are SPY, XLB, TSEM. The fund has invested 13.1% of it's portfolio in SPDR S&P 500 ETF TR TR and 11.4% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off VANECK ETF TRUST SEMICONDUCTR (AFK), ALPHABET INC CAP STK (GOOG) and GOLDMAN SACHS GROUP INC (GS) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), META PLATFORMS INC (META) and NOVA LTD. Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) opened new stock positions in KRANESHARES TRUST (BNDD), INVESCO EXCH TRADED FD TR II (CGW) and FIRST SOLAR INC (FSLR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB).
The top stock holdings of Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) are SPY, XLB, TSEM. The fund has invested 13.1% of it's portfolio in SPDR S&P 500 ETF TR TR and 11.4% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off VANECK ETF TRUST SEMICONDUCTR (AFK), ALPHABET INC CAP STK (GOOG) and GOLDMAN SACHS GROUP INC (GS) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), META PLATFORMS INC (META) and NOVA LTD. Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) opened new stock positions in KRANESHARES TRUST (BNDD), INVESCO EXCH TRADED FD TR II (CGW) and FIRST SOLAR INC (FSLR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB).
Mivtachim The Workers Social Insurance Fund Ltd. ( Annual Return Estimates Vs S&P 500
Our best estimate is that Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) made a return of 6.83% in the last quarter. In trailing 12 months, it's portfolio return was 9.88%.
New Buys
| Ticker | $ Bought |
|---|---|
| kraneshares trust | 15,417,700 |
| invesco exch traded fd tr ii | 9,932,670 |
| first solar inc | 6,395,370 |
| eli lilly & co com | 6,104,000 |
New stocks bought by Mivtachim The Workers Social Insurance Fund Ltd. (
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 95.16 |
Additions to existing portfolio by Mivtachim The Workers Social Insurance Fund Ltd. (
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -21.92 |
| select sector spdr tr | -17.88 |
| meta platforms inc | -17.57 |
| nova ltd | -9.8 |
Mivtachim The Workers Social Insurance Fund Ltd. ( reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alphabet inc cap stk | -12,169,000 |
| freeport-mcmoran | -2,948,000 |
| vaneck etf trust semiconductr | -17,096,000 |
| vertiv holdings co | -4,590,000 |
| cheniere energy inc com | -6,976,000 |
| goldman sachs group inc | -11,394,000 |
Mivtachim The Workers Social Insurance Fund Ltd. ( got rid off the above stocks
Sector Distribution
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) has about 82.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.8 |
| Healthcare | 5.9 |
| Technology | 5.3 |
| Utilities | 3.1 |
| Communication Services | 2.8 |
Market Cap. Distribution
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) has about 11.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.8 |
| LARGE-CAP | 6 |
| MEGA-CAP | 5.5 |
| MID-CAP | 3.4 |
| SMALL-CAP | 2.3 |
Stocks belong to which Index?
About 12.1% of the stocks held by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87.9 |
| S&P 500 | 8.7 |
| RUSSELL 2000 | 3.4 |
Mivtachim The Workers Social Insurance Fund Ltd. ( Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Mivtachim The Workers Social Insurance Fund Ltd. (
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) has 29 stocks in it's portfolio. About 70.9% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AFK | vaneck etf trust semiconductr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDD | kraneshares trust | 2.25 | 367,000 | 15,417,700 | new | |||
| CGW | invesco exch traded fd tr ii | 1.45 | 127,000 | 9,932,670 | new | |||
| CSD | invesco exchange traded fd t | 1.63 | 72,000 | 11,192,400 | unchanged | 0.00 | ||
| FCX | freeport-mcmoran | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FSLR | first solar inc | 0.93 | 29,000 | 6,395,370 | new | |||
| GOOG | alphabet inc cap stk | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GRID | first tr exchange-traded fd | 2.93 | 133,000 | 20,093,600 | unchanged | 0.00 | ||
| GS | goldman sachs group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 5.62 | 937,000 | 38,548,200 | unchanged | 0.00 | ||
| JAMF | wisdomtree tr | 0.26 | 47,241 | 1,792,320 | unchanged | 0.00 | ||
| LLY | eli lilly & co com | 0.89 | 8,000 | 6,104,000 | new | |||
| LNG | cheniere energy inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| META | meta platforms inc | 2.76 | 25,800 | 18,947,000 | reduced | -17.57 | ||
| NVDA | nvidia corporation | 1.81 | 66,500 | 12,407,600 | unchanged | 0.00 | ||
| ORA | ormat technologies inc | 3.14 | 223,937 | 21,553,900 | unchanged | 0.00 | ||
| SEDG | solaredge technologies inc | 2.29 | 424,982 | 15,724,300 | unchanged | 0.00 | ||
| SPY | spdr s&p 500 etf tr tr | 13.07 | 134,556 | 89,638,500 | unchanged | 0.00 | ||
| TEVA | teva pharmaceutical inds ltd | 5.06 | 1,716,730 | 34,678,000 | unchanged | 0.00 | ||
| TSEM | tower semiconductor ltd | 8.61 | 816,334 | 59,020,900 | unchanged | 0.00 | ||