0001178913-25-001752.txt : 20250513
0001178913-25-001752.hdr.sgml : 20250513
20250513152009
ACCESSION NUMBER: 0001178913-25-001752
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250513
DATE AS OF CHANGE: 20250513
EFFECTIVENESS DATE: 20250513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MENORA MIVTACHIM HOLDINGS LTD.
CENTRAL INDEX KEY: 0001351917
ORGANIZATION NAME:
EIN: 000000000
STATE OF INCORPORATION: L3
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14323
FILM NUMBER: 25939424
BUSINESS ADDRESS:
STREET 1: MENORA HOUSE
STREET 2: 23 JABOTINSKY ST.
CITY: RAMAT GAN
STATE: L3
ZIP: 5251102
BUSINESS PHONE: 972-3-710-7864
MAIL ADDRESS:
STREET 1: MENORA HOUSE
STREET 2: 23 JABOTINSKY ST.
CITY: RAMAT GAN
STATE: L3
ZIP: 5251102
FORMER COMPANY:
FORMER CONFORMED NAME: MENORAH HOLDINGS LTD.
DATE OF NAME CHANGE: 20060201
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001351917
XXXXXXXX
03-31-2025
03-31-2025
false
MENORA MIVTACHIM HOLDINGS LTD.
Menora House
23 Jabotinsky St.
Ramat Gan
L3
5251102
13F HOLDINGS REPORT
028-14323
Y
The securities reported herein are beneficially owned by Menora Mivtachim Holdings Ltd. ("Menora Holdings") and by entities that are direct or indirect, wholly-owned or majority-owned, subsidiaries of Menora Holdings (the "Subsidiaries"), such as Menora Mivtachim Insurance Ltd., Shomera Insurance Company Ltd., Menora Mivtachim Pensions and Gemel Ltd. and Menora Mivtachim Vehistadrut Hamehandesim Nihul Kupot Gemel Ltd. The economic interest or beneficial ownership in a portion of the securities covered by this report (including the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities) is held for the benefit of insurance policy holders or the members of the provident funds or pension funds, as the case may be. This Form 13F shall not be construed as an admission by Menora Holdings or by any of the Subsidiaries that it is the beneficial owner of any of such securities covered by this Form 13F, and each of Menora Holdings and the Subsidiaries disclaims beneficial ownership of any such securities except to the extent of its pecuniary interest therein. Per informal guidance received from the Division of Investment Management, section 13(f) securities that are dual listed on a U.S. stock exchange and the Tel Aviv Stock Exchange were included in this Form 13F only if they were purchased in the U.S.
Lior Yochpaz/Ran Kalmi
Authorized Signatory/Authorized Signatory
972-3-7107802
/s/ Lior Yochpaz /s/ Ran Kalmi
Ramat Gan
L3
05-13-2025
2
126
15423759161
01
0001506486
028-14324
Menora Mivtachim Insurance Ltd.
02
0001506485
028-14326
Menora Mivtachim Pensions & Gemel Ltd.
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
145289953
1095288
SH
DFND
01,02
1095288
0
0
ABBVIE INC
COM
00287Y109
233575620
1114813
SH
DFND
01,02
1114813
0
0
ADOBE INC
COM
00724F101
132617003
345780
SH
DFND
01,02
345780
0
0
ALLSTATE CORP
COM
020002101
153769768
742598
SH
DFND
01,02
742598
0
0
ALPHABET INC
CAP STK CL A
02079K305
713183597
4611896
SH
DFND
01,02
4611896
0
0
AMAZON COM INC
COM
023135106
598105141
3143620
SH
DFND
01,02
3143620
0
0
AMERICAN CENTY ETF TR
EMERGING MKT VAL
025072372
3964505
84065
SH
DFND
01,02
84065
0
0
AMERICAN CENTY ETF TR
FOCUSED DYNAMIC
025072810
4230442
46560
SH
DFND
01,02
46560
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
150140468
1096396
SH
DFND
01,02
1096396
0
0
APPLE INC
COM
037833100
1060937972
4776203
SH
DFND
01,02
4776203
0
0
APPLIED MATLS INC
COM
038222105
246074760
1695664
SH
DFND
01,02
1695664
0
0
BERKSHIRE HATHAWAY INC DEL
CL B
084670702
238322094
447486
SH
DFND
01,02
447486
0
0
BLACKROCK ETF TRUST
ISHARES US EQUIT
09290C103
6705280
137516
SH
DFND
01,02
137516
0
0
BOEING CO
COM
097023105
62202825
364719
SH
DFND
01,02
364719
0
0
BROADCOM INC
COM
11135F101
232572660
1389074
SH
DFND
01,02
1389074
0
0
CAMTEK LTD
ORD
M20791105
91839967
1566433
SH
DFND
01,02
1566433
0
0
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
6949479
194991
SH
DFND
01,02
194991
0
0
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
3597140
105026
SH
DFND
01,02
105026
0
0
CATERPILLAR INC
COM
149123101
113192967
343217
SH
DFND
01,02
343217
0
0
CBRE GROUP INC
CL A
12504L109
101580226
776726
SH
DFND
01,02
776726
0
0
CF INDS HLDGS INC
COM
125269100
61764602
790334
SH
DFND
01,02
790334
0
0
COCA COLA CO
COM
191216100
134126355
1872750
SH
DFND
01,02
1872750
0
0
ELBIT SYS LTD
ORD
M3760D101
2813909
7334
SH
DFND
01,02
7334
0
0
ELI LILLY & CO
COM
532457108
203421633
246300
SH
DFND
01,02
246300
0
0
ENLIGHT RENEWABLE ENERGY LTD
SHS
M4056D110
14427066
892764
SH
DFND
01,02
892764
0
0
FIDELITY COVINGTON TRUST
BLUE CHIP GRWTH
316092352
2775916
69450
SH
DFND
01,02
69450
0
0
FIDELITY COVINGTON TRUST
ENHANCED LARGE
31609A305
4285921
136061
SH
DFND
01,02
136061
0
0
FIDELITY COVINGTON TRUST
FUNDAMENTAL SMAL
316092295
3681481
145859
SH
DFND
01,02
145859
0
0
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
35473P769
343681686
9329036
SH
DFND
01,02
9329036
0
0
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
35473P827
297713
8000
SH
SOLE
8000
0
0
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
35473P819
1345680
63000
SH
DFND
01
63000
0
0
GLOBAL E ONLINE LTD
SHS
M5216V106
690540
19370
SH
DFND
01
19370
0
0
GLOBAL X FDS
DEFENSE TECH ETF
37960A529
605150
13000
SH
DFND
01
13000
0
0
GLOBAL X FDS
GLOBAL X AGTECH
37954Y178
148046
14879
SH
DFND
01,02
14879
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
327774
600
SH
DFND
01
600
0
0
HOME DEPOT INC
COM
437076102
286496961
781732
SH
DFND
01,02
781732
0
0
HONEYWELL INTL INC
COM
438516106
487025
2300
SH
DFND
01
2300
0
0
HOWMET AEROSPACE INC
COM
443201108
93528843
720950
SH
DFND
01,02
720950
0
0
ICL GROUP LTD
SHS
M53213100
4424379
777571
SH
DFND
01,02
777571
0
0
INNOVID CORP
W EXP 11/30/202
457679116
7875
87500
PRN
Call
DFND
01,02
87500
0
0
INVESCO EXCH TRADED FD TR II
KBW BK ETF
46138E628
93401760
1488000
SH
DFND
01,02
1488000
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
3377985
19500
SH
DFND
01
19500
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
5858218
12493
SH
DFND
01,02
12493
0
0
ISHARES INC
MSCI AGRICULTURE
464286350
333787
9000
SH
DFND
01
9000
0
0
ISHARES TR
EXPANDED TECH
464287515
198919436
2235301
SH
DFND
01,02
2235301
0
0
ISHARES TR
MSCI ACWI ETF
464288257
266533
2290
SH
DFND
01
2290
0
0
ISHARES TR
RESIDENTIAL MULT
464288562
734570
8500
SH
DFND
01
8500
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
363618
1007
SH
DFND
01,02
1007
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1984128
9946
SH
DFND
01,02
9946
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
305286689
5072050
SH
DFND
01,02
5072050
0
0
ISHARES TR
US AER DEF ETF
464288760
367440
2400
SH
DFND
01
2400
0
0
ISHARES TR
US HOME CONS ETF
464288752
119774180
1258000
SH
DFND
01,02
1258000
0
0
ISHARES TR
US TRSPRTION
464287192
486628
7600
SH
DFND
01
7600
0
0
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
46654Q609
3606339
48873
SH
DFND
01,02
48873
0
0
JPMORGAN CHASE & CO
COM
46625H100
363562564
1482114
SH
DFND
01,02
1482114
0
0
KRANESHARES TRUST
CSI CHI INTERNET
500767306
1186940
34000
SH
DFND
01
34000
0
0
LAM RESEARCH CORP
COM
512807108
77009656
1059280
SH
DFND
01,02
1059280
0
0
M & T BK CORP
COM
55261F104
138195021
773119
SH
DFND
01,02
773119
0
0
MAGIC SOFTWARE ENTERPRISES L
ORD
559166103
272790
21000
SH
DFND
01
21000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
378180875
689960
SH
DFND
01,02
689960
0
0
MCDONALDS CORP
COM
580135101
127658434
408677
SH
DFND
01,02
408677
0
0
META PLATFORMS INC
CL A
30303M102
548271095
951265
SH
DFND
01,02
951265
0
0
MICRON TECHNOLOGY INC
COM
595112103
96347976
1108850
SH
DFND
01,02
1108850
0
0
MICROSOFT CORP
COM
594918104
1067637314
2844075
SH
DFND
01,02
2844075
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
11947850
830000
SH
DFND
01,02
830000
0
0
MONDELEZ INTL INC
CL A
609207105
136362894
2009770
SH
DFND
01,02
2009770
0
0
MORGAN STANLEY
COM NEW
617446448
124630044
1068227
SH
DFND
01,02
1068227
0
0
NAYAX LTD
SHS
M7S750159
10689051
315777
SH
DFND
01,02
315777
0
0
NEXTERA ENERGY INC
COM
65339F101
50686350
715000
SH
DFND
01,02
715000
0
0
NICE LTD
SPONSORED ADR
653656108
255927904
1660037
SH
DFND
01,02
1660037
0
0
NIKE INC
CL B
654106103
380880
6000
SH
DFND
01
6000
0
0
NOVA LTD
COM
M7516K103
233174316
1264983
SH
DFND
01,02
1264983
0
0
NOVO-NORDISK A S
ADR
670100205
18760466
270168
SH
DFND
01,02
270168
0
0
NUSHARES ETF TR
GET OPP ETF
67092P797
4251931
139225
SH
DFND
01,02
139225
0
0
NVIDIA CORPORATION
COM
67066G104
697835518
6438785
SH
DFND
01,02
6438785
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
82725000
500000
SH
DFND
01,02
500000
0
0
OTIS WORLDWIDE CORP
COM
68902V107
113519587
1099996
SH
DFND
01,02
1099996
0
0
PERION NETWORK LTD
SHS NEW
M78673114
10155920
1247656
SH
DFND
01,02
1247656
0
0
PROCTER AND GAMBLE CO
COM
742718109
93242747
547135
SH
DFND
01,02
547135
0
0
PROLOGIS INC.
COM
74340W103
81537055
729377
SH
DFND
01,02
729377
0
0
COM
RANGE RES CORP
75281A109
57099900
1430000
PRN
Call
DFND
01,02
1430000
0
0
S&P GLOBAL INC
COM
78409V104
113819989
224011
SH
DFND
01,02
224011
0
0
SAPIENS INTL CORP N V
SHS
G7T16G103
8733843
322401
SH
DFND
01,02
322401
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
4877592
194792
SH
DFND
02
194792
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
141123229
1463175
SH
DFND
01,02
1463175
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
467955547
5007550
SH
DFND
01,02
5007550
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
169849211
3409942
SH
DFND
01,02
3409942
0
0
SELECT SECTOR SPDR TR
INDL
81369Y704
315143397
2404390
SH
DFND
01,02
2404390
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
40150890
959400
SH
DFND
01,02
959400
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
109182150
552933
SH
DFND
01,02
552933
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
271572922
3325247
SH
DFND
01,02
3325247
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
280183261
1918932
SH
DFND
01,02
1918932
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
217877847
2763194
SH
DFND
01,02
2763194
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
169677145
1973449
SH
DFND
01,02
1973449
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
173823123
841840
SH
DFND
01,02
841840
0
0
SIMILARWEB LTD
SHS
M84137104
18578307
2246470
SH
DFND
01,02
2246470
0
0
SOL GEL TECHNOLOGIES
SHS
M8694L103
39579
76114
SH
DFND
01
76114
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
7695532
475620
SH
DFND
01,02
475620
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3378716
6040
SH
DFND
01,02
6040
0
0
SPDR SER TR
S&P BIOTECH
78464A870
405500
5000
SH
DFND
01
5000
0
0
SPDR SER TR
S&P METALS MNG
78464A755
48042219
858050
SH
DFND
01,02
858050
0
0
SPDR SER TR
S&P REGL BKG
78464A698
397950
7000
SH
DFND
01
7000
0
0
T ROWE PRICE ETF INC
CAP APPRECIATION
87283Q867
6811467
211012
SH
DFND
01,02
211012
0
0
T ROWE PRICE ETF INC
US EQUITY RESEAR
87283Q503
3727839
106025
SH
DFND
01,02
106025
0
0
TABOOLA.COM LTD
ORD SHS
M8744T106
12427568
4212735
SH
DFND
01,02
4212735
0
0
TABOOLA.COM LTD
W EXP 99/99/999
M8744T114
34514
213048
PRN
Call
DFND
01,02
213048
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
182057346
1096731
SH
DFND
01,02
1096731
0
0
TECK RESOURCES LTD
CL B
878742204
57619764
1581657
SH
DFND
01,02
1581657
0
0
TESLA INC
COM
88160R101
171495243
661735
SH
DFND
01,02
661735
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
448639787
29189316
SH
DFND
01,02
29189316
0
0
TEXAS INSTRS INC
COM
882508104
83540194
464887
SH
DFND
01,02
464887
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
85553363
171932
SH
DFND
01,02
171932
0
0
TOWER SEMICONDUCTOR LTD
SHS NEW
M87915274
67012522
1879207
SH
DFND
01,02
1879207
0
0
UBER TECHNOLOGIES INC
COM
90353T100
71416133
980183
SH
DFND
01,02
980183
0
0
UNION PAC CORP
COM
907818108
115096128
487200
SH
DFND
01,02
487200
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
177199290
338328
SH
DFND
01,02
338328
0
0
UROGEN PHARMA LTD
COM
M96088105
25471523
2303031
SH
DFND
01,02
2303031
0
0
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
851890
3250
SH
DFND
01
3250
0
0
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
104994855
496500
SH
DFND
01,02
496500
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4618509
8987
SH
DFND
01,02
8987
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5657500
125000
SH
DFND
01
125000
0
0
VANGUARD WELLINGTON FD
US VALUE FACTR
921935805
6764874
59341
SH
DFND
01,02
59341
0
0
VISA INC
COM CL A
92826C839
350460
1000
SH
DFND
01
1000
0
0
WALMART INC
COM
931142103
218758985
2491844
SH
DFND
01,02
2491844
0
0
WIX COM LTD
SHS
M98068105
26736647
163647
SH
DFND
01,02
163647
0
0
ZIM INTEGRATED SHIPPING SERV
SHS
M9T951109
10213000
700000
SH
DFND
01,02
700000
0
0