Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 13F Filings, Portfolio & Analysis

CIK: 0001599719
Tel Aviv 125 Menachem Begin Street
Zip Code: 67021
Latest Portfolio Value
$721.52 M
+5.24%
12/31/2025
Total Holdings
35
6
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
71.53%

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) — Portfolio Overview & Company Profile

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) (CIK: 0001599719) is a financial institution headquartered at 125 Menachem Begin Street, , Tel Aviv, Israel 67021. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $721,523,130, comprising 35 distinct securities. Over its filing history, it has submitted 49 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+8.72%
$721.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
134,556 $91.76 M 12.72%
514,600 $74.09 M 10.27% ▲ 236,800 Add 85.2%
94,007 $58.95 M 8.17%
1.88 M $58.54 M 8.11% ▲ 158,790 Add 9.3%
447,991 $52.6 M 7.29% ▼ 368,343 Reduce -45.1%
118,865 $39.03 M 5.41% ▼ 10,000 Reduce -7.8%
245,800 $38.05 M 5.27% ▲ 69,000 Add 39.0%
673,600 $36.89 M 5.11%
937,000 $35.88 M 4.97%
FIRST TRST NASD CL EDG SGIIF
N/A
198,000 $30.3 M 4.20% ▲ 65,000 Add 48.9%

Historical Portfolio Charts