Arkolith/Funds/Mivtachim The Workers Social Insurance Fund Ltd.

Mivtachim The Workers Social Insurance Fund Ltd.

CIK 1599719
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Mivtachim The Workers Social Insurance Fund Ltd. holds a focused book of 41 stocks worth $759.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Tower Semiconductor Ltd. Their largest long position is SS Technology Select Sector at 13% of the equity book. Cloning the disclosed picks since 2024 would be +59% (+30.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
38
new positions
Added to
1
existing
Trimmed
9
reduced
Sold out
11
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+58.8%
+30.2%/yr · since Nov '24
Their reported book
+59.7%
held from quarter-end
S&P 500
+37.8%
same window
$9K$11K$13K$15K$18KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Mivtachim The Workers Social Insurance Fund Ltd. (copied at disclosure) S&P 500

Growth of $10,000 cloning Mivtachim The Workers Social Insurance Fund Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
59%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Information Technology
26%
Health Care
9%
Utilities
6%
Materials
1%
Financials
1%
Communication Services
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mivtachim The Workers Social Insurance Fund Ltd.

Manager / fundShared namesTheir $ in those
FMR LLC78 / 41$650.4B
JPMORGAN CHASE & CO78 / 41$407.0B
MORGAN STANLEY78 / 41$404.3B
BANK OF AMERICA CORP /DE/78 / 41$299.6B
ROYAL BANK OF CANADA78 / 41$115.7B
WELLS FARGO & COMPANY/MN78 / 41$111.1B
UBS Group AG78 / 41$110.8B
LPL Financial LLC78 / 41$58.2B

Ranked by how many of Mivtachim The Workers Social Insurance Fund Ltd.'s top 41 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

41 positions
#SecurityValueShares% PortLast moveHistory
1Select Sector SPDR TR
TECHNOLOGY
$98.0M514.6K
12.9%
Held
2Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$63.5M1.88M
8.4%
Held
3Tower Semiconductor Ltd
SHS
$54.0M207.0K
7.1%
−54%
Reduced · −241K sh
4Nova Ltd
COM
$45.5M83.9K
6.0%
−29%
Reduced · −35K sh
5First TR Exchange-Traded FD
NASDQ CLN EDGE
$38.0M198.0K
5.0%
Held
6Select Sector SPDR TR
FINANCIAL
$36.1M673.6K
4.8%
Held
7Ishares TR
CORE S&P500 ETF
$30.6M40.9K
4.0%
New
New position
8SPDR S&P 500 ETF TR TR
UNIT
$28.3M37.9K
3.7%
Held
9Select Sector SPDR TR
SBI HEALTHCARE
$28.2M177.8K
3.7%
−28%
Reduced · −68K sh
10Silvercrest Metals Inc
CALL
$26.4M38.5K
3.5%
Held
11Select Sector SPDR TR
SBI INT-UTILS
$25.5M562.0K
3.4%
Held
12Select Sector SPDR TR
COMMUNICATION
$23.7M221.1K
3.1%
Held
13Enlight Renewable Energy Ltd
SHS
$20.9M235.0K
2.8%
Held
14Ormat Technologies Inc
COM
$19.8M181.7K
2.6%
Held
15Nvidia Corporation
COM
$17.8M89.2K
2.4%
+34%
Added · +23K sh
16Solaredge Technologies Inc
COM
$15.9M271.9K
2.1%
−36%
Reduced · −153K sh
17Ishares Inc
MSCI STH KOR ETF
$14.7M73.0K
1.9%
Held
18Micron Technology Inc
COM
$12.6M11.0K
1.7%
−59%
Reduced · −16K sh
19First TR Exchange Traded FD
RBA INDL ETF
$12.3M92.0K
1.6%
Held
20Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$11.8M24.7K
1.6%
Held
21Ishares TR
CHINA LG-CAP ETF
$11.8M372.0K
1.5%
−60%
Reduced · −565K sh
22Invesco Exch Traded FD TR II
PURBTA MSCI US
$11.6M154.6K
1.5%
New
New position
23Ishares TR
RUS 2000 VAL ETF
$11.2M50.5K
1.5%
Held
24SPDR Series Trust
STATE STREET SPD
$10.4M97.0K
1.4%
Held
25SPDR Series Trust
STATE STREET SPD
$10.3M65.3K
1.4%
−50%
Reduced · −65K sh
26First TR Exchange-Traded FD
NAT GAS ETF
$8.4M316.0K
1.1%
New
New position
27Select Sector SPDR TR
SBI CONS DISCR
$7.5M64.2K
1.0%
Held
28Camtek Ltd
ORD
$6.9M42.0K
0.9%
Held
29Nice Ltd
SPONSORED ADR
$6.0M66.1K
0.8%
Held
30Broadcom Inc
COM
$5.7M15.0K
0.7%
−49%
Reduced · −15K sh
31Eli Lilly & Co Com
COM
$5.6M4.7K
0.7%
Held
32Goldman Sachs Group Inc
COM
$5.3M5.2K
0.7%
Held
33Amphenol Corp
CL A
$4.9M28.0K
0.7%
New
New position
34Ati Inc
COM
$4.7M24.0K
0.6%
Held
35Meta Platforms Inc
CL A
$4.5M8.0K
0.6%
New
New position
36Coherent Corp
COM
$4.3M11.0K
0.6%
New
New position
37Carpenter Technology Corp
COM
$4.3M7.0K
0.6%
Held
38Servicenow Inc
COM
$4.1M41.1K
0.5%
New
New position
39Enphase Energy Inc
COM
$3.8M77.0K
0.5%
New
New position
40Vistra Corp
COM
$3.0M19.0K
0.4%
−60%
Reduced · −29K sh
41Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.1M17.9K
0.1%
Held
Showing all 41 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202677$759.1M13F-HR
Q1 2026Mar 31, 2026May 13, 202685$789.3M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202667$721.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202555$685.6M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202559$649.3M13F-HR
Q1 2025Mar 31, 2025May 5, 202565$605.5M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202559$608.6M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202464$729.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.