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Institutional

Migdal Insurance & Financial Holdings Ltd.

CIK 0001415912
$11.53B
Reported AUM
362
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Migdal Insurance & Financial Holdings Ltd. · Q1 2026

AI · grounded in 13F

Migdal Insurance & Financial Holdings Ltd. significantly increased its position in RSP by 9,517.82%. The fund also accumulated shares in XLI by 22.95% and GOOG by 16%. Conversely, the fund nearly exited its position in CEG, reducing share count by 99.97%, and closed positions in ITB and EXE.

Portfolio · Q1 2026

TEVA$1.14BNVMI$681.2MXLI$648.7MXLKGOOGRSPTSEMNVDAXLYXLCTSMAMZNOther$5.77BML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1TEVATEVA PHARMACEUTICAL INDS LTD$34.19-0.70%92.40%254.30%$1.14B9.90%+500,000+1.3%
2NVMINOVA LTD$475.76-8.58%119.24%386.46%$681.2M5.91%+75,000+5.0%
3XLISELECT SECTOR SPDR TR$174.18-1.12%21.80%81.29%$648.7M5.62%+748,752+23.0%
4XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$571.0M4.95%756,624−15.0%
5GOOGALPHABET INC$365.76-0.95%109.82%172.71%$440.3M3.82%+211,759+16.0%
6RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$364.6M3.16%+1,880,245+9517.8%
7TSEMTOWER SEMICONDUCTOR LTD$235.48-9.88%486.06%745.53%$353.7M3.07%987,300−32.9%
8NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$336.8M2.92%9,205−0.5%
9XLYSELECT SECTOR SPDR TR$114.86-2.05%9.13%32.41%$322.6M2.80%+119,040+4.2%
10XLCSELECT SECTOR SPDR TR$111.67-1.27%9.01%42.30%$305.4M2.65%36,100−1.3%
11TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$304.4M2.64%309,713−25.6%
12AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$297.4M2.58%211,770−12.9%
13CAMTCAMTEK LTD$164.21-9.36%123.45%346.28%$292.4M2.53%+610,000+46.3%
14SMHVANECK ETF TRUST$569.69-9.22%126.12%346.26%$291.5M2.53%+356,995+88.5%
15AAPLAPPLE INC$307.34-1.25%51.31%116.17%$235.4M2.04%+253,000+37.5%
16LQDISHARES TR$108.17-0.62%6.23%-3.50%$214.2M1.86%HELD
17METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$188.6M1.63%211,651−39.1%
18EWYISHARES INC$175.19-14.11%173.18%119.18%$171.9M1.49%+1,394,520+46796.0%
19KBWBINVESCO EXCH TRADED FD TR II$89.56-0.86%36.18%63.18%$171.2M1.48%HELD
20JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$167.2M1.45%+317,010+126.1%
21LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$165.7M1.44%+564,153+268.0%
22XLUSELECT SECTOR SPDR TR$44.350.93%12.36%55.30%$158.4M1.37%5,600,936−61.9%
23MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$140.5M1.22%+2,172+0.6%
24AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$138.4M1.20%109,000−21.2%
25ORAORMAT TECHNOLOGIES INC$140.00-1.72%80.81%106.78%$130.0M1.13%+275,000+31.0%
26GDXVANECK ETF TRUST$78.84-8.75%53.84%141.98%$124.8M1.08%+1,360,000NEW
27CQQQINVESCO EXCH TRADED FD TR II$51.11-5.05%22.22%-26.99%$116.8M1.01%+713,400+39.1%
28MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$114.3M0.99%+335,073+10360.9%
29LLYELI LILLY & CO$1131.420.55%48.00%387.10%$114.3M0.99%+17,934+16.9%
30ENLTENLIGHT RENEWABLE ENERGY LTD$90.98-4.25%361.83%459.19%$111.3M0.97%HELD
31TSLATESLA INC$391.00-6.56%$108.6M0.94%+130,043+80.2%
32NICENICE LTD$93.14-0.50%$101.6M0.88%725,420−44.1%
33XLVSELECT SECTOR SPDR TR$153.010.61%$99.7M0.86%+359,645+112.2%
34XLFSELECT SECTOR SPDR TR$52.300.21%$93.5M0.81%2,750,865−59.2%
35XMESPDR SERIES TRUST$118.60-7.81%$89.7M0.78%+830,230NEW
36ABBVABBVIE INC$227.231.02%$89.6M0.78%+80,450+24.3%
37AVGOBROADCOM INC$385.73-7.92%$88.4M0.77%104,855−26.9%
38XLBSELECT SECTOR SPDR TR$50.63-1.92%$85.0M0.74%+60,551+3.7%
39XLESELECT SECTOR SPDR TR$57.67-1.84%$78.6M0.68%+1,264,389+6977.1%
40LMTLOCKHEED MARTIN CORP$523.760.91%$75.1M0.65%+123,264+12893.7%
41ETNEATON CORP PLC$395.94-5.42%$74.0M0.64%+155,000+298.1%
42CCJCAMECO CORP$103.44-9.28%$71.6M0.62%85,615−11.5%
43KWEBKRANESHARES TRUST$26.38-2.76%$70.0M0.61%1,160,565−32.0%
44NOCNORTHROP GRUMMAN CORP$544.40-0.14%$68.2M0.59%+97,000+3233.3%
45VRTVERTIV HOLDINGS CO$300.51-7.23%$63.9M0.55%+255,172NEW
46GILDGILEAD SCIENCES INC$129.16-0.02%$61.9M0.54%+185,000+71.4%
47XBISPDR SERIES TRUST$128.67-3.56%$57.5M0.50%+450,000NEW
48AZNASTRAZENECA PLC$185.952.28%$55.9M0.48%+286,000NEW
49PANWPALO ALTO NETWORKS INC$272.05-2.58%$51.9M0.45%+193,357+148.3%
50SNDKSANDISK CORP$1559.32-11.39%$51.5M0.45%+81,000NEW
51SEDGSOLAREDGE TECHNOLOGIES INC$63.17-13.63%$48.3M0.42%+401,340+73.7%
52MRKMERCK & CO INC$120.790.44%$37.6M0.33%+310,002NEW
53BABAALIBABA GROUP HLDG LTD$121.06-3.88%$36.5M0.32%+2,400+0.8%
54WDCWESTERN DIGITAL CORP$511.72-11.08%$36.2M0.31%+134,000NEW
55BACBANK AMERICA CORP$53.83-0.63%$35.6M0.31%HELD
56IGVISHARES TR$95.85-4.21%$35.5M0.31%2,276,536−83.7%
57NTRNUTRIEN LTD$67.20-2.61%$35.2M0.30%+462,500NEW
58UBERUBER TECHNOLOGIES INC$70.71-2.08%$34.5M0.30%+5,000+1.1%
59TERTERADYNE INC$357.93-12.03%$32.7M0.28%+110,043+39441.9%
60STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$31.8M0.28%+81,000NEW
61INTCINTEL CORP$99.17-11.28%$31.8M0.28%+713,000+10364.9%
62BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$31.4M0.27%+500,000NEW
63TXNTEXAS INSTRS INC$285.06-6.65%$30.9M0.27%+158,000+14019.5%
64MSMORGAN STANLEY$211.93-2.90%$29.8M0.26%189−0.1%
65MCHPMICROCHIP TECHNOLOGY INC.$88.34-8.27%$29.5M0.26%+456,430+52403.0%
66VVISA INC$323.571.06%$29.5M0.26%+69+0.1%
67SPIBSPDR SERIES TRUST$33.24-0.45%$28.8M0.25%94,673−9.9%
68CHKPCHECK POINT SOFTWARE TECH LT$135.82-0.47%$28.6M0.25%HELD
69SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$28.2M0.24%3,269−7.0%
70GLBEGLOBAL E ONLINE LTD$32.13-2.31%$27.6M0.24%+120,000+15.5%
71MAMASTERCARD INCORPORATED$491.081.93%$27.5M0.24%+57+0.1%
72ESLTELBIT SYS LTD$823.36-1.74%$27.3M0.24%HELD
73TTTRANE TECHNOLOGIES PLC$456.84-1.49%$20.8M0.18%+50,000NEW
74MELIMERCADOLIBRE INC$1607.80-1.65%$20.7M0.18%+12,000NEW
75TATTTAT TECHNOLOGIES LTD$44.01-4.22%$19.1M0.17%+83,029+21.5%
76QQQINVESCO QQQ TR$705.06-4.80%$18.0M0.16%1,892−5.7%
77NYAXNAYAX LTD$65.00-4.58%$16.8M0.15%HELD
78JEFJEFFERIES FINANCIAL GROUP IN$55.690.81%$16.4M0.14%HELD
79GILTGILAT SATELLITE NETWORKS LTD$14.52-9.08%$16.4M0.14%HELD
80IYWISHARES TR$241.25-5.92%$14.6M0.13%+451+0.6%
81LITELUMENTUM HLDGS INC$863.66-8.62%$14.1M0.12%+20,000NEW
82URGNUROGEN PHARMA LTD$26.85-2.72%$13.9M0.12%HELD
83GLWCORNING INC$177.58-10.18%$13.6M0.12%+99,606+25280.7%
84COHRCOHERENT CORP$376.99-10.64%$13.3M0.12%+55,642+15542.5%
85CIENCIENA CORP$488.21-8.85%$13.2M0.11%+33,286+4661.9%
86PERIPERION NETWORK LTD$7.88-3.08%$12.9M0.11%HELD
87QLTAISHARES TR$47.17-0.55%$12.8M0.11%+6,332+2.4%
88BSJQINVESCO EXCH TRD SLF IDX FD$23.010.00%$12.7M0.11%+8,700+1.6%
89VTVVANGUARD INDEX FDS$212.02-1.36%$10.3M0.09%+3,133+6.3%
90VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$10.0M0.09%+60,169+83.1%
91VOOVANGUARD INDEX FDS$678.00-2.59%$9.3M0.08%625−3.8%
92TLHISHARES TR$98.85-0.62%$8.7M0.08%2,598−2.9%
93QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$7.8M0.07%3,065,316−98.9%
94EEMISHARES TR$64.59-6.53%$5.9M0.05%+50,084+91.6%
95TIPISHARES TR$109.25-0.48%$5.9M0.05%+2,182+4.3%
96MINTPIMCO ETF TR$100.510.01%$5.3M0.05%637−1.2%
97SPMOINVESCO EXCH TRADED FD TR II$144.28-5.59%$5.3M0.05%+3,029+6.8%
98GOOGLALPHABET INC$368.53-0.98%$5.2M0.04%+620+3.5%
99EMXCISHARES INC$93.90-7.65%$4.9M0.04%+62,845NEW
100CEGCONSTELLATION ENERGY CORP$254.83-3.69%$4.8M0.04%+4,800NEW
101ACWIISHARES TR$4.5M0.04%+24,383+309.5%
102LMBSFIRST TR EXCHANGE-TRADED FD$4.0M0.03%1,455−1.8%
103FEZSPDR INDEX SHS FDS$3.9M0.03%53,139−46.1%
104XARSPDR SERIES TRUST$3.8M0.03%7,463−33.0%
105HYGISHARES TR$3.7M0.03%2,124−4.3%
106GRIDFIRST TR EXCHANGE-TRADED FD$3.6M0.03%+341+1.6%
107IEFISHARES TR$3.5M0.03%1,875−4.9%
108VCSHVANGUARD SCOTTSDALE FDS$3.5M0.03%+9,868+28.7%
109ONEQFIDELITY COMWLTH TR$3.4M0.03%2,354−5.5%
110QMMYFIRST TR EXCHNG TRADED FD VI$3.4M0.03%22,374−14.1%
111CSCOCISCO SYS INC$3.2M0.03%9,263−18.4%
112JNKSPDR SERIES TRUST$3.0M0.03%118,197−79.0%
113IYTISHARES TR$2.9M0.02%+38,625NEW
114FTNTFORTINET INC$2.9M0.02%3,550−9.2%
115SOXXISHARES TR$2.8M0.02%+4,199+97.6%
116XRTSPDR SERIES TRUST$2.7M0.02%+33,500NEW
117IGMISHARES TR$2.6M0.02%5,274−19.7%
118NETCLOUDFLARE INC$2.3M0.02%2,700−19.6%
119CIBRFIRST TR EXCHANGE-TRADED FD$1.9M0.02%8,270−21.1%
120CRWDCROWDSTRIKE HLDGS INC$1.9M0.02%1,021−17.6%
121FFIVF5 INC$1.6M0.01%1,500−20.8%
122VEAVANGUARD TAX-MANAGED FDS$1.6M0.01%4,420−14.7%
123IBHFISHARES TR$1.6M0.01%HELD
124EPIWISDOMTREE TR$1.5M0.01%2,050,070−98.3%
125ASMLASML HLDG NV$1.3M0.01%930−47.5%
126GDGENERAL DYNAMICS CORP$1.3M0.01%835−18.6%
127OKTAOKTA INC$1.2M0.01%4,000−20.4%
128IGIBISHARES TR$1.2M0.01%HELD
129CCITIGROUP INC$1.1M0.01%285−2.7%
130MRVLMARVELL TECHNOLOGY INC$1.1M0.01%+700+6.3%
131LDOSLEIDOS HOLDINGS INC$1.1M0.01%1,700−19.5%
132RSSLGLOBAL X FDS$1.1M0.01%3,525−23.9%
133SPSBSPDR SERIES TRUST$1.0M0.01%+40+0.1%
134TLTISHARES TR$1.0M0.01%+3,954+52.0%
135TDIVFIRST TR EXCHANGE TRADED FD$996K0.01%839−7.3%
136ZSZSCALER INC$982K0.01%1,490−17.6%
137PAVEGLOBAL X FDS$971K0.01%+19,102NEW
138NEENEXTERA ENERGY INC$969K0.01%512−4.7%
139COPCONOCOPHILLIPS$961K0.01%+370+5.4%
140ILFISHARES TR$945K0.01%+26,600NEW
141RTXRTX CORPORATION$937K0.01%+322+7.1%
142BSCRINVESCO EXCH TRD SLF IDX FD$924K0.01%11,402−19.5%
143FLKRFRANKLIN TEMPLETON ETF TR$917K0.01%+23,000NEW
144BUGGLOBAL X FDS$900K0.01%+21,200+136.8%
145TJXTJX COS INC NEW$893K0.01%+288+5.4%
146INVZINNOVIZ TECHNOLOGIES LTD$881K0.01%5,912,991−80.9%
147INFYINFOSYS LTD$881K0.01%25,000−27.7%
148CATCATERPILLAR INC$870K0.01%99−7.5%
149QTECFIRST TR EXCHANGE-TRADED FD$869K0.01%227−5.3%
150HYSPIMCO ETF TR$829K0.01%+480+5.7%
151PLDPROLOGIS INC.$819K0.01%+335+5.7%
152KRKROGER CO$806K0.01%+11,139NEW
153IBDSISHARES TR$761K0.01%7,888−20.1%
154SHYISHARES TR$757K0.01%+958+11.7%
155CEMBISHARES INC$753K0.01%+1,893+12.8%
156GENGEN DIGITAL INC$753K0.01%10,000−20.0%
157IBNICICI BANK LIMITED$746K0.01%HELD
158BRRRCOINSHARES BITCOIN ETF$732K0.01%+14,711+62.4%
159BTCGRAYSCALE BITCOIN MINI TR ET$728K0.01%+9,203+61.1%
160IBITISHARES BITCOIN TRUST ETF$728K0.01%+7,187+61.2%
161BITBBITWISE BITCOIN ETF TR$727K0.01%+7,494+61.1%
162DELLDELL TECHNOLOGIES INC$713K0.01%11−0.3%
163WMT2WELLS FARGO & CO$663K0.01%492−5.5%
164SOFISOFI TECHNOLOGIES INC$650K0.01%+35,785+511.2%
165BSCQINVESCO EXCH TRD SLF IDX FD$639K0.01%HELD
166SNSHARKNINJA INC$602K0.01%+6,170NEW
167EWTISHARES INC$594K0.01%+4,300+103.1%
168TMUST-MOBILE US INC$581K0.01%561−16.9%
169VRNSVARONIS SYS INC$580K0.01%705,189−96.3%
170QQQEDIREXION SHARES ETF TRUST$556K0.00%470−7.7%
171GEGE AEROSPACE$552K0.00%HELD
172SCHGSCHWAB STRATEGIC TR$552K0.00%17,906−48.6%
173CEGCONSTELLATION ENERGY CORP$254.83-3.69%$532K0.00%+2,700NEW
174NXTGFIRST TR EXCHANGE-TRADED FD$515K0.00%112−2.4%
175VGKVANGUARD INTL EQUITY INDEX F$507K0.00%55−0.9%
176HDBHDFC BANK LTD$496K0.00%HELD
177IEFAISHARES TR$496K0.00%+5,480NEW
178GOVTISHARES TR$488K0.00%HELD
179RDYDR REDDYS LABS LTD$485K0.00%HELD
180GBILGOLDMAN SACHS ETF TR$483K0.00%+3,800+370.7%
181KLACKLA CORP$483K0.00%26−7.3%
182HTECEXCHANGE TRADED CONCEPTS TRU$476K0.00%1,040−6.7%
183AKAMAKAMAI TECHNOLOGIES INC$459K0.00%HELD
184RBRKRUBRIK INC.$441K0.00%3,000−25.0%
185TENBTENABLE HLDGS INC$423K0.00%9,000−26.5%
186JDJD.COM INC$422K0.00%+1,350+10.4%
187CDNSCADENCE DESIGN SYSTEM INC$412K0.00%815−35.5%
188VCITVANGUARD SCOTTSDALE FDS$397K0.00%704−12.8%
189QLYSQUALYS INC$394K0.00%513−10.3%
190IBDRISHARES TR$393K0.00%HELD
191JNJJOHNSON & JOHNSON$380K0.00%+2+0.1%
192IWMISHARES TR$374K0.00%1,593−51.4%
193IVVISHARES TR$373K0.00%+9+1.6%
194IWBISHARES TR$368K0.00%HELD
195QCOMQUALCOMM INC$368K0.00%740−20.5%
196NFLXNETFLIX INC.$353K0.00%+913+33.1%
197PLTRPALANTIR TECHNOLOGIES INC$319K0.00%461−17.4%
198PBRPETROLEO BRASILEIRO S A$301K0.00%+14,500NEW
199XLGINVESCO EXCHANGE TRADED FD T$297K0.00%105,705−95.1%
200FEMSFIRST TR EXCH TRD ALPHDX FD$296K0.00%+6,500NEW
201FLTWFRANKLIN TEMPLETON ETF TR$286K0.00%+4,200NEW
202ITUBITAU UNIBANCO HLDG S A$268K0.00%+32,000NEW
203XOMEXXON MOBIL CORP$251K0.00%HELD
204PYPLPAYPAL HLDGS INC$246K0.00%11,298−67.5%
205INCOCOLUMBIA ETF TR II$235K0.00%HELD
206CVXCHEVRON CORPORATION$229K0.00%HELD
207SHLDGLOBAL X FDS$223K0.00%+350+12.1%
208SKYYFIRST TR EXCHANGE-TRADED FD$220K0.00%HELD
209WITWIPRO LTD$220K0.00%110,000−51.5%
210NOWSERVICENOW INC$219K0.00%3,149−60.1%
211VLNVALENS SEMICONDUCTOR LTD$203K0.00%HELD
212ISRGINTUITIVE SURGICAL INC$202K0.00%HELD
213WMTWALMART INC$195K0.00%6,831−81.3%
214OEFISHARES TR$191K0.00%+601NEW
215PLUGPLUG PWR INC$183K0.00%+20,000+32.8%
216CRMSALESFORCE INC$172K0.00%1,735−65.3%
217BITOPROSHARES TR$171K0.00%+7,092+62.9%
218FCXFREEPORT MCMORAN INC$170K0.00%+2,885NEW
219PDDPDD HOLDINGS INC$162K0.00%HELD
220SNPSSYNOPSYS INC$162K0.00%102−20.0%
221ADBEADOBE INC$162K0.00%61,814−98.9%
222NEMNEWMONT CORP$160K0.00%+1,480NEW
223UNHUNITEDHEALTH GROUP INC$160K0.00%+1+0.2%
224QJUNFIRST TR EXCHNG TRADED FD VI$157K0.00%564−10.1%
225CMGCHIPOTLE MEXICAN GRILL INC$156K0.00%+335+7.3%
226XLPSELECT SECTOR SPDR TR$155K0.00%+1,091+137.4%
227COSTCOSTCO WHOLESALE CORPORATION$152K0.00%50−24.6%
228FDNFIRST TR EXCHANGE-TRADED FD$151K0.00%301−31.8%
229GSGOLDMAN SACHS GROUP INC$144K0.00%48−22.0%
230VONGVANGUARD SCOTTSDALE FDS$143K0.00%HELD
231STIPISHARES TR$136K0.00%+72+5.8%
232EZUISHARES INC$133K0.00%HELD
233SSENTINELONE INC$129K0.00%8,000−44.4%
234NTCTNETSCOUT SYS INC$127K0.00%HELD
235QUALISHARES TR$122K0.00%16−2.5%
236SAPSAP SE$114K0.00%11−1.6%
237ASHRDBX ETF TR$114K0.00%1,800−34.0%
238BKNGBOOKING HOLDINGS INC$105K0.00%HELD
239PGPROCTER & GAMBLE CO$104K0.00%HELD
240NFTYFIRST TR EXCH TRD ALPHDX FD$103K0.00%HELD
241CFCF INDUSTRIES HOLD$102K0.00%+253+47.2%
242NVONOVO-NORDISK A S$102K0.00%HELD
243SHMSPDR SERIES TRUST$100K0.00%HELD
244SPYVSPDR SERIES TRUST$100K0.00%+1,765NEW
245KOCOCA COLA CO$99K0.00%+698+114.6%
246XPOXPO INC$99K0.00%+508NEW
247MTZMASTEC INC$95K0.00%+156+111.4%
248CRSCARPENTER TECHNOLOGY CORP$95K0.00%+240NEW
249TWLOTWILIO INC$92K0.00%+730NEW
250TCOMTRIP COM GROUP LTD$88K0.00%HELD
251PHPARKER-HANNIFIN CORP$88K0.00%HELD
252NXTNEXTPOWER INC$86K0.00%+717NEW
253JOYYJOYY INC$86K0.00%HELD
254TKOTKO GROUP HOLDINGS INC$85K0.00%+64+18.0%
255ONTOONTO INNOVATION INC$84K0.00%+410NEW
256MTSIMACOM TECH SOLUTIONS HLDGS I$83K0.00%84−18.3%
257IBMINTERNATIONAL BUSINESS MACHS$79K0.00%+40+13.9%
258MPWRMONOLITHIC PWR SYS INC$79K0.00%HELD
259UCONFIRST TR EXCHNG TRADED FD VI$76K0.00%1,000−24.5%
260IVWISHARES TR$75K0.00%+664NEW
261MSIMOTOROLA SOLUTIONS INC$74K0.00%+46+36.8%
262HTHTH WORLD GROUP LTD$74K0.00%HELD
263XLRESELECT SECTOR SPDR TR$72K0.00%1,148,676−99.8%
264FXIISHARES TR$72K0.00%+2,000NEW
265AIRRFIRST TR EXCHANGE TRADED FD$71K0.00%+645NEW
266ROSTROSS STORES INC$71K0.00%+328NEW
267FVDFIRST TR EXCHANGE-TRADED FD$70K0.00%HELD
268ORCLORACLE CORP$69K0.00%256,117−99.8%
269GEVGE VERNOVA INC$65K0.00%+75NEW
270VRTXVERTEX PHARMACEUTICALS INC$65K0.00%+145NEW
271MOATVANECK ETF TRUST$64K0.00%HELD
272CSXCSX CORP$63K0.00%+1,540NEW
273FISVFISERV INC$62K0.00%+1,120NEW
274MOALTRIA GROUP INC$62K0.00%+944NEW
275ZTSZOETIS INC$62K0.00%+521NEW
276EWEDWARDS LIFESCIENCES CORP$61K0.00%+761NEW
277RMDRESMED INC$61K0.00%+270NEW
278RRXREGAL REXNORD CORPORATION$60K0.00%+321NEW
279WSMWILLIAMS SONOMA INC$60K0.00%+12+3.8%
280STRLSTERLING INFRASTRUCTURE INC$60K0.00%+147NEW
281VGITVANGUARD SCOTTSDALE FDS$60K0.00%1,240−55.4%
282UNPUNION PAC CORP$58K0.00%+241NEW
283CLCOLGATE PALMOLIVE CO$58K0.00%+679NEW
284UPSUNITED PARCEL SVCS INC$56K0.00%+569NEW
285NSCNORFOLK SOUTHN CORP$56K0.00%+194NEW
286ANAUTONATION INC$55K0.00%+284NEW
287RPDRAPID7 INC$55K0.00%7,000−41.2%
288BSJRINVESCO EXCH TRD SLF IDX FD$54K0.00%+2,430NEW
289TSCOTRACTOR SUPPLY CO$54K0.00%+1,185NEW
290FTCSFIRST TR EXCHANGE-TRADED FD$53K0.00%163−22.1%
291PTCPTC INC$53K0.00%+374NEW
292SPGIS&P GLOBAL INC$53K0.00%+124NEW
293KMBKIMBERLY-CLARK CORP$52K0.00%+534NEW
294ONON SEMICONDUCTOR CORP$51K0.00%HELD
295MANHMANHATTAN ASSOCIATES INC$50K0.00%+375NEW
296TYLTYLER TECHNOLOGIES INC$49K0.00%+143NEW
297FSLRFIRST SOLAR INC$49K0.00%+248NEW
298COFCAPITAL ONE FINL CORP$49K0.00%+10+3.9%
299IFRAISHARES TR$49K0.00%+850NEW
300MOMOHELLO GROUP INC$47K0.00%HELD
301FISFIDELITY NATL INFORMATION SV$46K0.00%+979NEW
302DOCUDOCUSIGN INC$45K0.00%+958NEW
303NFGNATIONAL FUEL GAS CO$45K0.00%+236+99.2%
304SOSOUTHERN CO$44K0.00%+97+27.0%
305IGSBISHARES TR$43K0.00%HELD
306RIORIO TINTO PLC$43K0.00%HELD
307FINXGLOBAL X FDS$41K0.00%200−10.2%
308CAVACAVA GROUP INC$39K0.00%+481NEW
309AAXJISHARES TR$35K0.00%HELD
310EBNDSPDR SERIES TRUST$34K0.00%HELD
311DFEWISDOMTREE TR$34K0.00%HELD
312BNDVANGUARD BD INDEX FDS$33K0.00%536−54.2%
313MTUMISHARES TR$31K0.00%HELD
314BROSDUTCH BROS INC$31K0.00%+615NEW
315NOBLPROSHARES TR$31K0.00%HELD
316IWPISHARES TR$29K0.00%186−45.4%
317DIASTATE STR SPDR DOW JONES IND$28K0.00%HELD
318EXIISHARES TR$27K0.00%+147NEW
319HYLSFIRST TR EXCHANGE-TRADED FD$25K0.00%HELD
320VWOVANGUARD INTL EQUITY INDEX F$24K0.00%HELD
321CEGCONSTELLATION ENERGY CORP$254.83-3.69%$24K0.00%250,072−100.0%
322EWUISHARES TR$22K0.00%2,575−84.1%
323OSPNONESPAN INC$21K0.00%2,000−50.0%
324IYZISHARES TR$19K0.00%270−35.3%
325DRUPGRANITESHARES ETF TR$19K0.00%HELD
326ZAPGLOBAL X FDS$18K0.00%+550NEW
327QTUMETF SER SOLUTIONS$16K0.00%+153NEW
328NLRVANECK ETF TRUST$16K0.00%+120NEW
329ROBOEXCHANGE TRADED CONCEPTS TRU$16K0.00%+230NEW
330WHRWHIRLPOOL CORP$16K0.00%+167+134.7%
331HOODROBINHOOD MKTS INC$15K0.00%178−44.8%
332DSIISHARES TR$15K0.00%HELD
333IEIISHARES TR$15K0.00%HELD
334FOURSHIFT4 PMTS INC$15K0.00%+340NEW
335FIWFIRST TR EXCHANGE-TRADED FD$14K0.00%HELD
336VGTVANGUARD WORLD FD$14K0.00%HELD
337FIXCOMFORT SYS USA INC$14K0.00%+10NEW
338VSTVISTRA CORP$13K0.00%+88NEW
339EWGISHARES INC$12K0.00%1,467−82.6%
340EFAISHARES TR$11K0.00%HELD
341COINCOINBASE GLOBAL INC$11K0.00%+62NEW
342CPRICAPRI HOLDINGS LIMITED$11K0.00%+612NEW
343AXONAXON ENTERPRISE INC$9K0.00%+22NEW
344EXPEAGLE MATLS INC$9K0.00%HELD
345HEDJWISDOMTREE TR$6K0.00%HELD
346HUMHUMANA INC$6K0.00%+33NEW
347ITAISHARES TR$5K0.00%HELD
348ELLAUDER ESTEE COS INC$5K0.00%+68NEW
349FPEFIRST TR EXCH TRADED FD III$5K0.00%1,003−79.2%
350VZVERIZON COMMUNICATIONS INC$5K0.00%HELD
351UUNITY SOFTWARE INC$4K0.00%HELD
352SDHYPGIM SHORT DUR HIG YLD OPP F$3K0.00%HELD
353ANGLVANECK ETF TRUST$3K0.00%HELD
354BLDRBUILDERS FIRSTSOURCE INC$3K0.00%+31NEW
355ARKKARK ETF TR$3K0.00%+37NEW
356IBLCISHARES TR$2K0.00%+47NEW
357DISDISNEY WALT CO$1K0.00%+12NEW
358EDENISHARES TR$9420.00%+9NEW
359IYGISHARES TR$8280.00%+10NEW
360NKENIKE INC$6340.00%HELD
361MDLZMONDELEZ INTL INC$5760.00%+10NEW
362DHRDANAHER CORP DEL$1900.00%+1NEW
363ITBISHARES U.S. HOME CONSTRUCTI530,000EXITED
364EXEEXPAND ENERGY CORP460,000EXITED
365EQTEQT CORP925,000EXITED
366HDHOME DEPOT INC140,000EXITED
367FLINFRANKLIN FTSE INDIA ETF1,145,000EXITED
368EQIXEQUINIX INC43,500EXITED
369CLBTCELLEBRITE DI LTD1,350,000EXITED
370SMWBSIMILARWEB LTD3,106,157EXITED
371MBLYMOBILEYE GLOBAL INC-A1,999,090EXITED
372MNDYMONDAY.COM LTD139,009EXITED
373SSYSSTRATASYS LTD2,130,983EXITED
374AZNNASTRAZENECA PLC-SPONS ADR194,000EXITED
375FROGJFROG LTD274,047EXITED
376TBLATABOOLA.COM LTD3,299,179EXITED
377CORPPIMCO INV GRADE CORP BD ETF140,919EXITED
378WIXWIX.COM LTD110,534EXITED
379ODDODDITY TECH LTD-CL A280,764EXITED
380SNPEDBX ETF TR XTRACKRS S&P 500120,788EXITED
381SPTISS SPDR P INT TERM TSY ETF199,019EXITED
382ARBEARBE ROBOTICS LTD1,200,000EXITED
383EWCISHARES INC MSCI CDA ETF11,100EXITED
384KRESPDR SERIES TRUST STATE STREET SPD7,400EXITED
385EWPISHARES INC MSCI SPAIN ETF7,060EXITED
386EPOLISHARES TR MSCI POLAND ETF9,400EXITED
387ICSHISHARES TR ULTRA SHORT DUR5,900EXITED
388MCHIISHARES TR MSCI CHINA ETF4,876EXITED
389RPVINVESCO EXCHANGE TRADED FD T S&P500 PUR VAL2,710EXITED
390EWZISHARES INC MSCI BRAZIL ETF2,230EXITED
391CMCSACOMCAST CORP NEW CL A2,306EXITED
392GGENPACT LIMITED SHS1,364EXITED
393LULULULULEMON ATHLETICA INC COM279EXITED
394PTFINVESCO EXCHANGE TRADED FD T DORSEY WRGT TECH744EXITED
395FDXFEDEX CORP COM197EXITED
396CPAYCORPAY INC COM SHS190EXITED
397INTUINTUIT COM84EXITED
398RLRALPH LAUREN CORP CL A159EXITED
399MTDMETTLER TOLEDO INTERNATIONAL COM40EXITED
400CMECME GROUP INC COM203EXITED
401ULTAULTA BEAUTY INC COM91EXITED
402MNSTMONSTER BEVERAGE CORP NEW COM683EXITED
403NTAPNETAPP INC COM484EXITED
404MRSHMARSH & MCLENNAN COS INC COM273EXITED
405IDXXIDEXX LABS INC COM76EXITED
406RMBSRAMBUS INC DEL COM548EXITED
407ACSIDAL TRUST I AMEN CUST SATF735EXITED
408DXCMDEXCOM INC COM724EXITED
409DASHDOORDASH INC CL A189EXITED
410TLNTALEN ENERGY CORP COM105EXITED
411OCOWENS CORNING NEW COM329EXITED
412FTSLRST TR EXCHANGE-TRADED FD SENIOR LN FD700EXITED
413DKSDICKS SPORTING GOODS INC COM153EXITED
414ENTGENTEGRIS INC COM346EXITED
415ELFE L F BEAUTY INC COM347EXITED
416FIVEFIVE BELOW INC COM126EXITED
417OVVOVINTIV INC COM571EXITED
418PEGPUBLIC SVC ENTERPRISE GRP IN COM266EXITED
419WALWESTERN ALLIANCE BANCORP COM233EXITED
420PNCPNC FINL SVCS GROUP INC COM84EXITED
421CYTKCYTOKINETICS INC COM NEW284EXITED
422UALUNITED AIRLS HLDGS INC COM164EXITED
423USBUS BANCORP DEL COM NEW324EXITED
424CLFCLEVELAND-CLIFFS INC NEW COM1,296EXITED
425CELHCELSIUS HLDGS INC COM NEW361EXITED
426WINGWINGSTOP INC COM64EXITED
427STWDSTARWOOD PPTY TR INC COM806EXITED
428TFCTRUIST FINL CORP COM288EXITED
429IBDTHARES TR IBDS DEC28 ETF500EXITED
430CGDVCAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI236EXITED
431MTBM & T BK CORP COM52EXITED
432CRBNISHARES TR LOW CARBON OPTIM40EXITED
433ITGARTNER INC COM36EXITED
434INDAISHARES TR MSCI INDIA ETF150EXITED
435SWKSTANLEY BLACK & DECKER INC COM78EXITED
436FDRRFIDELITY COVINGTON TRUST DIVID ETF RISI90EXITED
437ERTHINVESCO EXCHANGE TRADED FD T INVESCO MSCI69EXITED

Source: SEC EDGAR · accession 0001178913-26-002681. 13F discloses long positions only — shorts, foreign equities, and options are excluded.