Fund Universe

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

CIK 0001599719 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.375
AUM ($M)
759
Positions
41
Turnover
0.23
Top-10 wt
59%
Herfindahl
0.050
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 52 positions · portfolio value $759M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
XLK funds › SELECT SECTOR SPDR TR HOLD 12.9% +4.3% 98.0 514,600 +0 5
TEVA funds › TEVA PHARMACEUTICAL INDS LTD HOLD 8.4% +1.2% 63.5 1,875,521 +0 5
TSEM funds › TOWER SEMICONDUCTOR LTD TRIM 7.1% -2.9% 54.0 206,991 -241,000 5
NVMI funds › NOVA LTD TRIM 6.0% -0.5% 45.5 83,865 -35,000 5
GRID funds › FIRST TR EXCHANGE-TRADED FD HOLD 5.0% +0.9% 38.0 198,000 +0 5
XLF funds › SELECT SECTOR SPDR TR HOLD 4.8% +0.5% 36.1 673,600 +0 5
IVV funds › ISHARES TR NEW 4.0% +4.0% 30.6 40,890 +40,890 1
SPY funds › SPDR S&P 500 ETF TR TR HOLD 3.7% +0.6% 28.3 37,931 +0 5
XLV funds › SELECT SECTOR SPDR TR TRIM 3.7% -0.8% 28.2 177,800 -68,000 5
VOO funds › SILVERCREST METALS INC HOLD 3.5% +0.6% 26.4 38,466 +0 5
XLU funds › SELECT SECTOR SPDR TR HOLD 3.4% +0.1% 25.5 562,000 +0 5
XLC funds › SELECT SECTOR SPDR TR HOLD 3.1% +0.0% 23.7 221,100 +0 5
ENLT funds › ENLIGHT RENEWABLE ENERGY LTD HOLD 2.8% +0.7% 20.9 235,000 +0 5
ORA funds › ORMAT TECHNOLOGIES INC HOLD 2.6% +0.0% 19.8 181,665 +0 5
NVDA funds › NVIDIA CORPORATION ADD 2.4% +0.9% 17.8 89,200 +22,700 5
SEDG funds › SOLAREDGE TECHNOLOGIES INC TRIM 2.1% -0.7% 15.9 271,886 -153,096 5
EWY funds › ISHARES INC HOLD 1.9% +0.8% 14.7 73,000 +0 3
MU funds › MICRON TECHNOLOGY INC TRIM 1.7% +0.5% 12.6 10,955 -15,800 3
AIRR funds › FIRST TR EXCHANGE TRADED FD HOLD 1.6% +0.3% 12.3 92,000 +0 2
TSM funds › TAIWAN SEMICONDUCTOR MFG LTD HOLD 1.6% +0.5% 11.8 24,702 +0 5
FXI funds › ISHARES TR TRIM 1.5% -2.7% 11.8 372,000 -565,000 5
PBUS funds › INVESCO EXCH TRADED FD TR II NEW 1.5% +1.5% 11.6 154,592 +154,592 1
IWN funds › ISHARES TR HOLD 1.5% +0.3% 11.2 50,500 +0 2
XME funds › SPDR SERIES TRUST HOLD 1.4% +0.0% 10.4 97,000 +0 2
XBI funds › SPDR SERIES TRUST TRIM 1.4% -0.7% 10.3 65,306 -65,000 3
FCG funds › FIRST TR EXCHANGE-TRADED FD NEW 1.1% +1.1% 8.4 316,000 +316,000 1
XLY funds › SELECT SECTOR SPDR TR HOLD 1.0% +0.1% 7.5 64,210 +0 5
CAMT funds › CAMTEK LTD HOLD 0.9% +0.1% 6.9 42,031 +0 5
NICE funds › NICE LTD HOLD 0.8% -0.1% 6.0 66,098 +0 5
AVGO funds › BROADCOM INC TRIM 0.7% -0.4% 5.7 15,000 -14,500 2
LLY funds › ELI LILLY & CO COM HOLD 0.7% +0.2% 5.6 4,700 +0 2
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.7% +0.1% 5.3 5,200 +0 2
APH funds › AMPHENOL CORP NEW 0.7% +0.7% 4.9 28,000 +28,000 1
ATI funds › ATI INC HOLD 0.6% +0.2% 4.7 24,000 +0 2
META funds › META PLATFORMS INC NEW 0.6% +0.6% 4.5 8,000 +8,000 1
COHR funds › COHERENT CORP NEW 0.6% +0.6% 4.3 11,000 +11,000 1
CRS funds › CARPENTER TECHNOLOGY CORP HOLD 0.6% +0.2% 4.3 7,000 +0 2
NOW funds › SERVICENOW INC NEW 0.5% +0.5% 4.1 41,105 +41,105 1
ENPH funds › ENPHASE ENERGY INC NEW 0.5% +0.5% 3.8 77,000 +77,000 1
VST funds › VISTRA CORP TRIM 0.4% -0.5% 3.0 19,000 -28,500 2
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% +0.0% 1.1 17,900 +0 5
TAN funds › INVESCO EXCH TRADED FD TR II EXIT 0.0% -2.2% 0.0 0 -317,000 0
CIBR funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -1.8% 0.0 0 -226,000 0
CW funds › CURTISS WRIGHT CORP EXIT 0.0% -0.4% 0.0 0 -4,800 0
TTMI funds › TTM TECHNOLOGIES INC EXIT 0.0% -0.8% 0.0 0 -63,000 0
XLE funds › SPDR TR EXIT 0.0% -1.7% 0.0 0 -225,000 0
SMH funds › VANECK ETF TRUST SEMICONDUCTR EXIT 0.0% -1.2% 0.0 0 -25,200 0
PANW funds › PALO ALTO NETWORKS INC EXIT 0.0% -0.6% 0.0 0 -30,000 0
PPA funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -1.5% 0.0 0 -72,000 0
AEM funds › AGNICO EAGLE MINES LTD EXIT 0.0% -0.7% 0.0 0 -25,800 0
ECH funds › ISHARES INC EXIT 0.0% -0.6% 0.0 0 -112,000 0
GOOGL funds › ALPHABET INC EXIT 0.0% -1.8% 0.0 0 -48,900 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 759 41 0.23 59% 0.050 0.374 in
2026Q1 789 44 0.27 56% 0.044 0.293 in
2025Q4 722 35 0.14 72% 0.063 0.640 in
2025Q3 686 29 0.13 71% 0.065 0.646 in
2025Q2 649 31 0.20 70% 0.066 0.520 entered
2025Q1 605 34 0.00 65% 0.056 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status