Latest Mivtachim The Workers Social Insurance Fund Ltd. ( Stock Portfolio
$789Million | No. of Holdings #44
Mivtachim The Workers Social Insurance Fund Ltd. ( Performance
2026 Q1+4.76%
YTD+4.76%
2025+44.98%
About Mivtachim The Workers Social Insurance Fund Ltd. ( and 13F Hedge Fund Stock Holdings
On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) reported an equity portfolio of $789.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) are TSEM, XLB, TEVA. The fund has invested 10% of it's portfolio in TOWER SEMICONDUCTOR LTD and 8.7% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off COHERENT CORP (COHR), KRANESHARES TRUST (BNDD) and FIRST SOLAR INC (FSLR) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR TR (SPY) and SILVERCREST METALS INC (VB). Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), SPDR TR (XLB) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), SELECT SECTOR SPDR TR (XLB) and ISHARES INC (ACWV).
Mivtachim The Workers Social Insurance Fund Ltd. ( Equity Portfolio Value
Last Reported on: 13 May, 2026
$789Million
as of May 13, 2026Mivtachim 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 4.76% in the last quarter. In trailing 12 months, it's portfolio return was 57.21%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange-traded fd | 14,165,700 |
| spdr tr | 13,783,500 |
| spdr series trust | 10,477,000 |
| first tr exchange traded fd | 10,191,800 |
| vaneck etf trust semiconductr | 9,661,680 |
| ishares tr | 9,574,300 |
| broadcom inc | 9,130,540 |
| vistra corp | 7,140,680 |
New stocks bought by Mivtachim The Workers Social Insurance Fund Ltd. (
Additions
| Ticker | % Inc. |
|---|---|
| micron technology inc | 160 |
| select sector spdr tr | 132 |
| ishares inc | 121 |
| invesco exch traded fd tr ii | 111 |
| spdr series trust | 100 |
| alphabet inc | 44.25 |
Additions to existing portfolio by Mivtachim The Workers Social Insurance Fund Ltd. (
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf tr tr | -71.81 |
| silvercrest metals inc | -59.08 |
Mivtachim The Workers Social Insurance Fund Ltd. ( reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kraneshares trust | -7,899,600 |
| coherent corp | -9,228,500 |
| wisdomtree tr | -1,843,340 |
| sea ltd | -4,847,660 |
| first solar inc | -7,575,670 |
| ishares tr | -2,959,600 |
| oracle corp | -2,631,280 |
| meta platforms inc | -5,280,720 |
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 77.4% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Utilities
- Communication Services
- Industrials
| Sector | % |
|---|---|
| Others | 77.4 |
| Technology | 7.9 |
| Healthcare | 7.7 |
| Utilities | 3.5 |
| Communication Services | 1.8 |
| Industrials | 1.2 |
Market Cap. Distribution
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 77.4 |
| LARGE-CAP | 9.9 |
| MEGA-CAP | 6.7 |
| MID-CAP | 6.1 |
Stocks belong to which Index?
About 14.1% 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.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 85.8 |
| S&P 500 | 10 |
| RUSSELL 2000 | 4.1 |
| Top 5 Winners (%) | % | |
|---|---|---|
| SEDG | solaredge technologies inc | 77.0 % |
enlight renewable energy ltd | 50.1 % | |
| TSEM | tower semiconductor ltd | 49.5 % |
| CAMT | camtek ltd | 42.6 % |
| NVMI | nova ltd | 32.3 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| TSEM | tower semiconductor ltd | 26.0 M |
| NVMI | nova ltd | 12.6 M |
| SEDG | solaredge technologies inc | 9.4 M |
enlight renewable energy ltd | 5.4 M | |
| GRID | first tr exchange-traded fd | 2.1 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| XLB | select sector spdr tr | -5.7 M |
| XLB | select sector spdr tr | -3.6 M |
| SPY | spdr s&p 500 etf tr tr | -2.7 M |
| IJR | ishares tr | -2.2 M |
| TEVA | teva pharmaceutical inds ltd | -2.0 M |
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 44 stocks in it's portfolio. About 55.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. TSEM was the most profitable stock for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) last quarter.
$789.35MTotal Value
52.00Positions
13 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 1.14% | 73,000 | $8.98M 1.14% | 121.21%increased 121.21 percentadded | |
ACWV Ishares IncIshares IncACWV | 0.56% | 112,000 | $4.45M 0.56% | Newnew position | |
 AEM Agnico Eagle Mines LtdAgnico Eagle Mines LtdAEM | 0.66% | 25,800 | $5.24M 0.66% | Newnew position | |
 AFK Vaneck Etf Trust SemiconductrVaneck Etf Trust SemiconductrAFK | 1.22% | 25,200 | $9.66M 1.22% | Newnew position | |
 AIRR First Tr Exchange Traded FdFirst Tr Exchange Traded FdAIRR | 1.29% | 92,000 | $10.19M 1.29% | Newnew position | |
| 0.44% | 24,000 | $3.49M 0.44% | Newnew position | ||
 Broadcom Inc Broadcom IncAVGO Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in Broadcom Inc over time | 1.16% | 29,500 | $9.13M 1.16% | Newnew position | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 2.24% | 317,000 | $17.66M 2.24% | 111.33%increased 111.33 percentadded | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 2.11% | 130,306 | $16.64M 2.11% | 100.47%increased 100.47 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 1.33% | 97,000 | $10.48M 1.33% | Newnew position | |
 BNDD Kraneshares TrustKraneshares TrustBNDD | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 CAMT Camtek LtdCamtek LtdCAMT | 0.81% | 42,031 | $6.37M 0.81% | 0%unchanged 0 percentunchanged | |
 CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 1.79% | 226,000 | $14.17M 1.79% | Newnew position | |
 Coherent Corp Coherent CorpCOHR Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in Coherent Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Carpenter Technology Corp Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in Carpenter Technology Corp over time | 0.35% | 7,000 | $2.76M 0.35% | Newnew position | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 1.51% | 72,000 | $11.93M 1.51% | 0%unchanged 0 percentunchanged | |
 Curtiss Wright Corp Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in Curtiss Wright Corp over time | 0.41% | 4,800 | $3.27M 0.41% | Newnew position | |
 First Solar Inc First Solar IncFSLR Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in First Solar Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Alphabet Inc Alphabet IncGOOG Mivtachim The Workers Social Insurance Fund Ltd. ('s holding in Alphabet Inc over time | 1.78% | 48,900 | $14.06M 1.78% | 44.25%increased 44.25 percentadded | |
