Clal Insurance Enterprises Holdings Ltd

CIK 0001376192 · Q1 2026

13F Equity AUM

$16.6M

-100.0% QoQ

Positions

189

-10 QoQ

AUM Rank

#11,441

Top 92%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,672 · Top 45%

vs S&P -1.8%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 40.8%Top 10: 55.5%Top 20: 69.0%

VOO13.3%

ESLT8.1%

SPY7.8%

TEVA6.9%

ENLT4.7%

TSEM4.1%

MAGS3.3%

NVMI3.1%

QQQM2.1%

KEN2.0%

Others (179)44.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services45.1%

Technology21.7%

Industrials10.0%

Utilities8.2%

Healthcare8.0%

Communication Services2.5%

Other4.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 189Median: 0.03%Avg: 0.53%

0–0.5%

145(13.2%)

0.5–1%

22(15.8%)

1–3%

14(19.7%)

3–5%

4(15.2%)

5%+

4(36.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 177Unique: 12vs 20 funds

2.4%Low

189

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.2%

JPMORGAN CHASE & CO

3.4%

BANK OF AMERICA CORP /DE/

3.4%

BlackRock, Inc.

3.7%

FMR LLC

4.9%

STATE STREET CORP

3.5%

VANGUARD CAPITAL MANAGEMENT LLC

3.4%

GEODE CAPITAL MANAGEMENT, LLC

3.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New19Increased55Decreased85Exited20

New Positions

SHLD0.7%

+1.7M

TAN0.6%

+1.8M

KRE0.5%

+1.3M

COHR0.4%

+277K

TSEM0.1%

+8K

TEVA PHARMACEUTICAL …0.1%

+29K

NVDA0.0%

+5K

ISHARES TR CALL0.0%

+11K

ANET0.0%

+8K

PXE0.0%

+30K

Increased

MAGS3.3%

+4.7M(+101%)

ICL0.7%

+2.5M(+13%)

ENLT4.7%

+1.8M(+18%)

TEVA6.9%

+1.0M(+3%)

KWEB0.4%

+770K(+54%)

ACWI0.8%

+722K(+361%)

KEN2.0%

+591K(+17%)

WDC1.1%

+315K(+94%)

SMH1.3%

+295K(+107%)

SEDG0.3%

+250K(+36%)

Decreased

ZIM0.1%

-3,542,000(-84%)

QQQM2.1%

-1,276,000(-46%)

GILT0.4%

-1,142,528(-21%)

TSEM4.1%

-850,230(-18%)

KBWB0.7%

-841,000(-37%)

IGV0.5%

-805,000(-46%)

BUG0.3%

-800,000(-32%)

EEM1.5%

-529,000(-11%)

AZ0.0%

-421,442(-39%)

ODD0.0%

-370,000(-63%)

Exited

-3,420,060

-89,752

-325,000

-1,146,000

-48,000

-10,000

-20,000

-35,000

-80,000

-5,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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