BANK HAPOALIM BM
Sector Allocation
- Other53.2%$799.9M
- Consumer Discretionary33.0%$497.0M
- Technology9.8%$147.6M
- Financials2.3%$34.9M
- Healthcare1.2%$18.4M
- Industrials0.2%$3.5M
- Real Estate0.1%$1.6M
- Utilities0.1%$1.5M
- Consumer Staples0.0%$373,000
AUM History
13fpro.ai/research/fund/bank-hapoalim-bm-902528
Conviction and streaks
Concentrating · top 10 = 73.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TSLA
$473.5M- ISHARES$199.2M
SPY
$105.6M- VANGUARD$90.7M
- ISHARES$61.9M
QQQ
$44.0M- SPDR$36.2M
KLAC
$33.1M- ISHARES$31.6M
- ISHARES$31.4M
- VANGUARD$29.4M
- SPDR$26.4M
IVZ
$24.8MGOOG
$21.0MAMZN
$20.8M- SELECT$18.1M
- ISHARES$16.1M
- ISHARES$15.5M
- SELECT$13.4M
MSFT
$12.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bank-hapoalim-bm-902528
BANK HAPOALIM BM 13F holdings — Q2 2026
$1.5B portfolio (+130.8% QoQ) · 117 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio
$473.5M
31.5% of stocks
NewThis quarter+21.8%Since filedNew this quarterHeld- 2
ISHARES TR - CORE S&P500 ETF
$199.2M
13.2% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $105.6M
7.0% of stocks
+31%This quarter-0.6%Since filed2+ qtrsHeld- 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$90.7M
6.0% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - IBOXX INV CP ETF
$61.9M
4.1% of stocks
+90%This quarter—Since filed—HeldAIQuality—Est. buy— $44.0M
2.9% of stocks
-6%This quarter-0.7%Since filed2+ qtrsHeld- 7
SPDR SERIES TRUST - ST STR CORPO ETF
$36.2M
2.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $33.1M
2.2% of stocks
+853%This quarter-22.6%Since filed2+ qtrsHeld- 9
ISHARES TR - ISHARES SEMICDTR
$31.6M
2.1% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MSCI ACWI ETF
$31.4M
2.1% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $473.5M | 31.5% | New | +21.8% | New this quarter | 51.5#1,545 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - CORE S&P500 ETF | $199.2M | 13.2% | New | — | New this quarter | — | — | |
| 3 | $105.6M | 7.0% | +31% | -0.6% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $90.7M | 6.0% | -15% | — | — | — | — | |
| 5 | ISHARES TR - IBOXX INV CP ETF | $61.9M | 4.1% | +90% | — | — | — | — | |
| 6 | $44.0M | 2.9% | -6% | -0.7% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SPDR SERIES TRUST - ST STR CORPO ETF | $36.2M | 2.4% | New | — | New this quarter | — | — | |
| 8 | $33.1M | 2.2% | +853% | -22.6% | 2+ qtrs | 78.7#46 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - ISHARES SEMICDTR | $31.6M | 2.1% | -9% | — | — | — | — | |
| 10 | ISHARES TR - MSCI ACWI ETF | $31.4M | 2.1% | No change | — | — | — | — |
All holdings — BANK HAPOALIM BM (Q2 2026)
117 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $29.4M | 1.9% | 383K | -26% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST INTER BD ETFetf/fund | — | $26.4M | 1.8% | 789K | +51% | — | — | 13F |
| 13 | Invesco Ltd.etf/fund | Financials | $24.8M | 1.6% | 82K | — | 2+ qtrs | — | 13F | |
| 14 | Alphabet Inc. | Technology | $21.0M | 1.4% | 59K | -2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $20.8M | 1.4% | 87K | -2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $18.1M | 1.2% | 95K | +2% | — | — | 13F |
| 17 | — | ISHARES INC - MSCI EURZONE ETFetf/fund | — | $16.1M | 1.1% | 232K | +1% | — | — | 13F |
| 18 | — | ISHARES TR - MSCI UK ETF NEWetf/fund | — | $15.5M | 1.0% | 336K | — | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $13.4M | 0.9% | 249K | -5% | — | — | 13F |
| 20 | MICROSOFT CORP | Technology | $12.8M | 0.8% | 34K | +17% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $12.3M | 0.8% | 115K | -15% | — | — | 13F |
| 22 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $9.4M | 0.6% | 109K | -8% | — | — | 13F |
| 23 | CISCO SYSTEMS, INC. | Technology | $8.4M | 0.6% | 72K | -4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $8.1M | 0.5% | 44K | +19% | — | — | 13F |
| 25 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $8.1M | 0.5% | 51K | -18% | — | — | 13F |
| 26 | $ASML | ASML HOLDING NV | Technology | $7.3M | 0.5% | 3,668 | -21% | |||
| 27 | — | GLOBAL X FDS - US INFR DEV ETF | — | $6.8M | 0.5% | 116K | -2% | |||
| 28 | $AAPL | Apple Inc. | Technology | $6.8M | 0.5% | 23K | -4% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $5.0M | 0.3% | 42K | -8% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $4.9M | 0.3% | 15K | -3% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $4.7M | 0.3% | 23K | +36% | |||
| 32 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.3M | 0.3% | 52K | -2% | |||
| 33 | $ZM | Zoom Communications, Inc. | Technology | $4.0M | 0.3% | 47K | -1% | |||
| 34 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $4.0M | 0.3% | 30K | -3% | |||
| 35 | $BIDU | Baidu, Inc. | Technology | $3.8M | 0.3% | 33K | -9% | |||
| 36 | $INTC | INTEL CORP | Technology | $3.7M | 0.3% | 26K | -42% | |||
| 37 | $QCOM | QUALCOMM INC/DE | Technology | $3.6M | 0.2% | 19K | +27% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $3.3M | 0.2% | 9,314 | +4% | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.3M | 0.2% | 5,609 | -25% | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $3.2M | 0.2% | 13K | -2% | |||
| 41 | $NVO | NOVO NORDISK A S | Healthcare | $3.2M | 0.2% | 66K | +3% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $3.1M | 0.2% | 11K | +0.6% | |||
| 43 | $DOV | DOVER Corp | Industrials | $3.0M | 0.2% | 19K | +3% | |||
| 44 | — | ISHARES TR - EXPANDED TECH | — | $2.9M | 0.2% | 32K | -36% | |||
| 45 | $ZS | Zscaler, Inc. | Technology | $2.7M | 0.2% | 19K | +51% | |||
| 46 | $NOW | ServiceNow, Inc. | Technology | $2.7M | 0.2% | 27K | +98% | |||
| 47 | $PFE | PFIZER INC | Healthcare | $2.6M | 0.2% | 109K | -0.3% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $2.6M | 0.2% | 2,173 | -5% | |||
| 49 | $SEDG | SOLAREDGE TECHNOLOGIES, INC. | Technology | $2.4M | 0.2% | 40K | -10% | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $2.3M | 0.2% | 2,031 | +54% | |||
| 51 | $CRM | Salesforce, Inc. | Technology | $2.3M | 0.1% | 15K | -6% | |||
| 52 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.2M | 0.1% | 4,206 | -7% | |||
| 53 | — | ETF SER SOLUTIONS - US GLB JETS | — | $2.2M | 0.1% | 65K | -5% | |||
| 54 | $VEEV | VEEVA SYSTEMS INC | Technology | $2.1M | 0.1% | 12K | -4% | |||
| 55 | $SNPS | SYNOPSYS INC | Technology | $2.1M | 0.1% | 4,655 | -2% | |||
| 56 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $2.0M | 0.1% | 34K | -5% | |||
| 57 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.9M | 0.1% | 2,661 | -26% | |||
| 58 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.8M | 0.1% | 4,924 | +3% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $1.8M | 0.1% | 3,280 | +72% | |||
| 60 | $EW | Edwards Lifesciences Corp | Healthcare | $1.8M | 0.1% | 20K | +0.7% | |||
| 61 | — | ISHARES TR - 3 7 YR TREAS BD | — | $1.6M | 0.1% | 14K | -5% | |||
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.6M | 0.1% | 18K | -28% | |||
| 63 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.6M | 0.1% | 39K | +27% | |||
| 64 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.6M | 0.1% | 3,780 | -9% | |||
| 65 | $EQIX | EQUINIX INC | Real Estate | $1.6M | 0.1% | 1,494 | -0.1% | |||
| 66 | $SO | SOUTHERN CO | Utilities | $1.5M | 0.1% | 1.49M | New | |||
| 67 | $EPAM | EPAM Systems, Inc. | Technology | $1.5M | 0.1% | 19K | +33% | |||
| 68 | — | SOLAREDGE TECHNOLOGIES INC - NOTE 2.250% 7/0 | — | $1.5M | 0.1% | 770K | — | |||
| 69 | $MRK | Merck & Co., Inc. | Healthcare | $1.4M | 0.1% | 11K | -2% | |||
| 70 | $V | VISA INC. | Financials | $1.4M | 0.1% | 4,011 | -9% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.1% | 2,649 | -8% | |||
| 72 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.3M | 0.1% | 4,193 | -19% | |||
| 73 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.2M | 0.1% | 13K | +81% | |||
| 74 | $C | CITIGROUP INC | Financials | $1.1M | 0.1% | 8,154 | +13% | |||
| 75 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.1M | 0.1% | 14K | -1% | |||
| 76 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $874K | 0.1% | 2,612 | -5% | |||
| 77 | — | ISHARES TR - 7-10 YR TRSY BD | — | $830K | 0.1% | 8,777 | -5% | |||
| 78 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $773K | 0.1% | 1,618 | +5% | |||
| 79 | $ORCL | ORACLE CORP | Technology | $743K | 0.1% | 5,071 | -7% | |||
| 80 | $DELL | Dell Technologies Inc. | Technology | $719K | 0.1% | 1,667 | -21% | |||
| 81 | — | ISHARES TR - ISHS 1-5YR INVS | — | $718K | 0.1% | 14K | -9% | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $584K | 0.0% | 6,280 | -3% | |||
| 83 | $CVS | CVS HEALTH Corp | Healthcare | $518K | 0.0% | 5,005 | +8% | |||
| 84 | — | ISHARES TR - U.S. MED DVC ETF | — | $512K | 0.0% | 10K | -22% | |||
| 85 | — | ISHARES TR - U.S. FIN SVC ETF | — | $482K | 0.0% | 5,327 | -16% | |||
| 86 | $MA | Mastercard Inc | Financials | $477K | 0.0% | 928 | +15% | |||
| 87 | $NVMI | NOVA LTD. | Technology | $476K | 0.0% | 877 | -2% | |||
| 88 | $ARRY | Array Technologies, Inc. | Consumer Discretionary | $441K | 0.0% | 60K | -2% | |||
| 89 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $411K | 0.0% | 4,284 | -0.1% | |||
| 90 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $409K | 0.0% | 1,545 | -37% | |||
| 91 | — | ISHARES TR - RUSSELL 2000 ETF | — | $397K | 0.0% | 1,321 | — | |||
| 92 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $393K | 0.0% | 599 | -0.7% | |||
| 93 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $385K | 0.0% | 1,368 | New | |||
| 94 | — | ISHARES TR - CORE US AGGBD ET | — | $380K | 0.0% | 3,836 | -4% | |||
| 95 | $WMT | Walmart Inc. | Consumer Staples | $373K | 0.0% | 3,295 | -18% | |||
| 96 | $ANET | Arista Networks, Inc. | Technology | $364K | 0.0% | 2,141 | New | |||
| 97 | — | ISHARES TR - U.S. INSRNCE ETF | — | $354K | 0.0% | 2,520 | -14% | |||
| 98 | $JNJ | JOHNSON & JOHNSON | Healthcare | $314K | 0.0% | 1,238 | +15% | |||
| 99 | — | ISHARES TR - US HOME CONS ETF | — | $313K | 0.0% | 2,998 | -12% | |||
| 100 | $PANW | Palo Alto Networks Inc | Technology | $310K | 0.0% | 910 | -43% | |||
| 101 | — | VANGUARD WORLD FD - INF TECH ETF | — | $275K | 0.0% | 2,304 | +700% | |||
| 102 | $AVGO | Broadcom Inc. | Technology | $266K | 0.0% | 705 | +3% | |||
| 103 | $CAT | CATERPILLAR INC | Industrials | $263K | 0.0% | 247 | New | |||
| 104 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $256K | 0.0% | 1,435 | +2178% | |||
| 105 | — | VANECK ETF TRUST - PHARMACEUTCL ETF | — | $251K | 0.0% | 2,299 | -7% | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $246K | 0.0% | 243 | New | |||
| 107 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $239K | 0.0% | 1,779 | -60% | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $237K | 0.0% | 4,462 | -12% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $223K | 0.0% | 4,924 | New | |||
| 110 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $220K | 0.0% | 610 | -6% | |||
| 111 | $BETA | BETA Technologies, Inc. | Industrials | $218K | 0.0% | 13K | New | |||
| 112 | $PATH | UiPath, Inc. | Technology | $171K | 0.0% | 16K | -1% | |||
| 113 | — | RIVIAN AUTOMOTIVE INC - NOTE 3.625%10/1 | — | $161K | 0.0% | 150K | +50% | |||
| 114 | $QXL | QUANTUM X LABS INC. | Technology | $114K | 0.0% | 20K | New | |||
| 115 | $LYG | Lloyds Banking Group plc | Financials | $76K | 0.0% | 13K | — | |||
| 116 | $GPRO | GoPro, Inc. | Technology | $34K | 0.0% | 44K | — | |||
| 117 | $INVZ | Innoviz Technologies Ltd. | Industrials | $12K | 0.0% | 16K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 33 added to, 66 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
- ISHARES TR - CORE S&P500 ETF$199.2M
first bought this quarter
- SPDR SERIES TRUST - ST STR CORPO ETF$36.2M
first bought this quarter
$SOSOUTHERN CO$1.5M
first bought this quarter
$IBMINTERNATIONAL BUSINESS MACHINES CORP$385K
first bought this quarter
$ANETArista Networks, Inc.$364K
first bought this quarter
$CATCATERPILLAR INC$263K
first bought this quarter
+4 more in the Excel export
Added to (33)
$KLACKLA CORP+853%
now $33.1M · held 2+ qtrs
- ISHARES TR - IBOXX INV CP ETF+90%
now $61.9M
$SPYSPDR S&P 500 ETF TRUST+31%
now $105.6M · held 2+ qtrs
- SPDR SERIES TRUST - ST INTER BD ETF+51%
now $26.4M
$MSFTMICROSOFT CORP+17%
now $12.8M · held 2+ qtrs
$NOWServiceNow, Inc.+98%
now $2.7M · held 2+ qtrs
+27 more in the Excel export
Trimmed (66)
- VANGUARD INDEX FDS - S&P 500 ETF SHS-15%
now $90.7M
- VANGUARD BD INDEX FDS - INTERMED TERM-26%
now $29.4M
- ISHARES TR - ISHARES SEMICDTR-9%
now $31.6M
$QQQINVESCO QQQ TRUST, SERIES 1-6%
now $44.0M · held 2+ qtrs
$INTCINTEL CORP-42%
now $3.7M · held 2+ qtrs
- SELECT SECTOR SPDR TR - ST STR SVC ETF-15%
now $12.3M
+60 more in the Excel export
Holdings by quarter
Every 13F BANK HAPOALIM BM has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow BANK HAPOALIM BM?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BANK HAPOALIM BM's top 20 holdings: 56/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+11.6%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BANK HAPOALIM BM disclosed 117 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $TSLA (Tesla, Inc.) at 31.5% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 5 and a full exit from $TDOC. The portfolio is most concentrated in Other (53.2% of disclosed assets). All figures are sourced directly from BANK HAPOALIM BM’s Form 13F-HR filing with the SEC under CIK 902528.
Funds like this
managers whose biggest positions overlap BANK HAPOALIM BM'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: BANK HAPOALIM BM
13F Pro is an AI hedge fund tracker and stock research platform. For BANK HAPOALIM BM (SEC CIK: 902528), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BANK HAPOALIM BM's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.