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

CIK 0001599719 · Q1 2026

13F Equity AUM

$789.3M

+9.4% QoQ

Positions

+9 QoQ

AUM Rank

#3,268

Top 26%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #4,421 · Top 54%

vs S&P -5.8%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 36.9%Top 10: 55.9%Top 20: 78.9%

TSEM10.0%

XLK8.7%

TEVA7.2%

NOVA LTD6.5%

XLV4.6%

FXI4.3%

XLF4.2%

GRID4.1%

XLU3.3%

SPY3.1%

Others (34)44.1%

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

Sector Allocation

Financial Services55.9%

Technology24.4%

Healthcare7.7%

Utilities5.5%

Energy2.8%

Other3.7%

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

Position Sizing

Positions: 44Median: 1.40%Avg: 2.27%

0–0.5%

4(1.3%)

0.5–1%

10(7.2%)

1–3%

19(32.5%)

3–5%

7(26.6%)

5%+

4(32.3%)

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

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Portfolio Overlap

Shared: 43Unique: 1vs 20 funds

0.6%Low

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)

JPMORGAN CHASE & CO

0.9%

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.9%

FMR LLC

1.2%

BlackRock, Inc.

0.9%

STATE STREET CORP

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

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

New17Increased6Decreased2Exited8

New Positions

CIBR1.8%

+226K

XLE1.8%

+225K

XME1.3%

+97K

AIRR1.3%

+92K

SMH1.2%

+25K

IWN1.2%

+51K

AVGO1.2%

+30K

VST0.9%

+48K

TTMI0.8%

+63K

AEM0.7%

+26K

Increased

XLU3.3%

+320K(+132%)

TAN2.2%

+167K(+111%)

XBI2.1%

+65K(+100%)

EWY1.1%

+40K(+121%)

MU1.1%

+17K(+161%)

GOOGL1.8%

+15K(+44%)

Decreased

SPY3.1%

-96,625(-72%)

VOO2.9%

-55,541(-59%)

Exited

COHR

-50,000

KWEB

-232,000

FSLR

-29,000

Holdings

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