MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2025
Top Holdings126 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.8M | $1.1B | 6.9% | $228.73 | +64.73% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.8M | $1.1B | 6.9% | $147.04 | +50.15% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.6M | $713.2M | 4.6% | $100.48 | +53.17% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6.4M | $697.8M | 4.5% | $118.80 | -7.71% | 25 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 3.1M | $598.1M | 3.9% | $130.55 | +47.62% | 25 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 951,265 | $548.3M | 3.6% | $273.15 | +110.67% | 20 qtrssince 2020-Q2 | Decreased 0 |
ENERGY SELECT SECTOR SPDR | 5M | $468M | 3.0% | $44.11 | +2.17% | 9 qtrssince 2023-Q1 | Increased 93 |
TEVA PHARMACEUTICAL-SP ADR | 29.2M | $448.6M | 2.9% | $9.66 | +56.18% | 22 qtrssince 2019-Q4 | Increased 55 |
MASTERCARD INC - A | 689,960 | $378.2M | 2.5% | $341.13 | +57.57% | 17 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $363.6M | 2.4% | $146.85 | +62.05% | 7 qtrssince 2023-Q3 | Decreased 0 |
FRANKLIN TEMPLETON ETF TR | 9.3M | $343.7M | 2.2% | $33.47 | +9.01% | 8 qtrssince 2023-Q2 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 2.4M | $315.1M | 2.0% | $129.81 | -0.80% | 6 qtrssince 2023-Q4 | Increased 64 |
ISHARES TR | 5.1M | $305.3M | 2.0% | $59.25 | 0.00% | 1 qtr | New 71 |
HOME DEPOT INC | 781,732 | $286.5M | 1.9% | $309.48 | +13.63% | 25 qtrssince 2019-Q1 | Increased 58 |
HEALTH CARE SELECT SECTOR SPDR | 1.9M | $280.2M | 1.8% | $137.71 | +3.53% | 9 qtrssince 2023-Q1 | Increased 62 |
CONSUMER STAPLES SPDR | 3.3M | $271.6M | 1.8% | $76.33 | +3.10% | 9 qtrssince 2023-Q1 | Decreased 0 |
NICE LTD - SPON ADR | 1.7M | $255.9M | 1.7% | $182.26 | -14.70% | 5 qtrssince 2024-Q1 | Unchanged 0 |
APPLIED MATERIALS INC | 1.7M | $246.1M | 1.6% | $122.44 | +17.33% | 17 qtrssince 2021-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 447,486 | $238.3M | 1.5% | $391.39 | +34.47% | 6 qtrssince 2023-Q4 | Unchanged 0 |
ABBVIE INC | 1.1M | $233.6M | 1.5% | $117.44 | +69.98% | 20 qtrssince 2020-Q2 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $15.4B across 126 positions as of Q1 2025. Top holdings: MSFT (6.9%), AAPL (6.9%), GOOGL (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 32 new positions, 6 exits, 25 increased. Top move: XLE (INCREASED, conviction 93). Portfolio: $15.4B across 126 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer