1y return+49.5%S&P 500 +20.9%
3y return+109.1%S&P 500 +68.5%
5y return+81.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $338 against $290 in the S&P 500.2
Clal Insurance Enterprises Holdings LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds S&p 500 Etf Shs | $3.1M | 13.8% | +21.2% |
| SPYState Str Spdr S&p 500 Etf T Tr Unit | $2.3M | 10.2% | +51.7% |
| Teva Pharmaceutical Inds Ltd Sponsored AdsCUSIP 881624209 | $1.4M | 6.1% | +5.6% |
| Elbit Sys Ltd OrdCUSIP M3760D101 | $1.2M | 5.5% | |
| Tower Semiconductor Ltd Shs NewCUSIP M87915274 | $1.2M | 5.4% | +17.3% |
| Enlight Renewable Energy Ltd ShsCUSIP M4056D110 | $986K | 4.4% | −4.5% |
| QQQMInvesco Exch Traded Fd Tr II Nasdaq 100 Etf | $931K | 4.2% | +104.8% |
| Nova Ltd ComCUSIP M7516K103 | $651K | 2.9% | |
| SMHVaneck Etf Trust Semiconductr Etf | $521K | 2.3% | +39.5% |
| EEMIshares Tr Msci Emg Mkt Etf | $343K | 1.5% | +12.8% |
| WDCWestern Digital Corp Com | $334K | 1.5% | −19.3% |
| NVDANvidia Corporation Com | $315K | 1.4% | +60.7% |
| Camtek Ltd OrdCUSIP M20791105 | $302K | 1.4% | |
| METAMeta Platforms Inc Cl A | $292K | 1.3% | +64.4% |
| AMZNAmazon Com Inc Com | $268K | 1.2% | +100.8% |
| Kenon Hldgs Ltd ShsCUSIP Y46717107 | $262K | 1.2% | −3.9% |
| ORAOrmat Technologies Inc Com | $260K | 1.2% | +23.8% |
| MSFTMicrosoft Corp Com | $248K | 1.1% | +73.2% |
| VHTVanguard World Fd Health Car Etf | $243K | 1.1% | −7.0% |
| KLACKla Corp Com New | $235K | 1.1% | +568.9% |
| GOOGLAlphabet Inc Cap Stk Cl A | $227K | 1.0% | |
| MRVLMarvell Technology Inc Com | $225K | 1.0% | −32.0% |
| DELLDell Technologies Inc Cl C | $222K | 1.0% | New |
| DRAMRoundhill Etf Trust Memory Etf Added | $201K | 0.9% | New |
| TSMTaiwan Semiconductor Manufac Sponsored Ads | $200K | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $315K |
| Tower Semiconductor Ltd Shs NewCUSIP M87915274 | June 30, 2020 | +1265.3% | $1.2M |
| Nova Ltd ComCUSIP M7516K103 | June 30, 2020 | +1026.7% | $651K |
| LRCXLam Research Corp Com New | March 31, 2025 | +496.1% | $150K |
| Elbit Sys Ltd OrdCUSIP M3760D101 | June 30, 2020 | +453.7% | $1.2M |
| Enlight Renewable Energy Ltd ShsCUSIP M4056D110 | March 31, 2023 | +426.1% | $986K |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $227K |
| AMATApplied Matls Inc Com | December 31, 2024 | +344.6% | $166K |
| TSMTaiwan Semiconductor Manufac Sponsored Ads | March 31, 2021 | +303.8% | $200K |
| WDCWestern Digital Corp Com | December 31, 2025 | +270.8% | $334K |
Sold off last quarter
- RSPInvesco Exchange Traded Fd T S&p500 Eql Wgt was $319K
- SHLDGlobal X Fds Defense Tech Etf was $120K
- XLESelect Sector Spdr Tr State Street Ene was $54K
- GLDSpdr Gold Tr Gold Shs was $35K
- NKENike Inc Cl B was $34K
- ILFIshares Tr Latn Amer 40 Etf was $3,552
- Oddity Tech Ltd Shs Cl ACUSIP M7518J104 was $2,948
- IBMInternational Business Machs Com was $1,333
- PXEInvesco Exchange Traded Fd T Energy Explorati was $1,176
- BABoeing Co Com was $398
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.7% | +14.8% |
| March 31, 2026 | +5.7% | −4.6% |
| December 31, 2025 | +8.9% | +2.4% |
| September 30, 2025 | +12.3% | +7.8% |
| June 30, 2025 | +16.6% | +10.5% |
| March 31, 2025 | −6.4% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +12.4% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −5.9% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +2.9% | +7.1% |
| September 30, 2022 | −7.7% | −5.3% |
| June 30, 2022 | −18.7% | −16.5% |
| March 31, 2022 | −1.9% | −4.9% |
| December 31, 2021 | +6.4% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clal Insurance Enterprises Holdings Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1376192&type=13F-HR&dateb=&owner=include&count=40CIK 1376192
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1376192/000117891326004082/Filed August 13, 2026 · accession 0001178913-26-004082