Harel Insurance Investments & Financial Services Ltd.
Sector Allocation
- Technology46.1%$9.5B
- Other26.2%$5.4B
- Healthcare8.1%$1.7B
- Industrials5.9%$1.2B
- Financials5.4%$1.1B
- Consumer Discretionary3.0%$606.0M
- Utilities1.9%$386.1M
- Energy1.6%$331.2M
- Consumer Staples1.5%$313.6M
- Materials0.2%$32.5M
AUM History
13fpro.ai/research/fund/harel-insurance-investments-and-financial-services-ltd-1429390
Conviction and streaks
Diversifying · top 10 = 41.1%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
TEVA
$1.6BNVMI
$1.2BGOOGL
$935.3MNVDA
$884.6MAAPL
$786.4MTSM
$662.1MMSFT
$632.4M- SELECT$599.5M
TSEM
$594.1M- SELECT$576.6M
AMZN
$533.4M- GLOBAL$527.3M
- ISHARES$475.9M
META
$470.8MKLAC
$442.2M- GLOBAL$418.4M
GS
$375.4MAVGO
$373.1MCAMT
$363.0MGEV
$352.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/harel-insurance-investments-and-financial-services-ltd-1429390
Harel Insurance Investments & Financial Services Ltd. 13F holdings — Q2 2026
$20.6B portfolio (+39.5% QoQ) · 535 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$1.6B
7.9% of stocks
+5%This quarter+15.1%Since filed10+ qtrsHeld$1.2B
5.6% of stocks
-2%This quarter-13.8%Since filed10+ qtrsHeld$935.3M
4.5% of stocks
+5%This quarter-6.4%Since filed10+ qtrsHeld$884.6M
4.3% of stocks
+8%This quarter+13.7%Since filed10+ qtrsHeld$786.4M
3.8% of stocks
+17%This quarter+1.7%Since filed10+ qtrsHeld$662.1M
3.2% of stocks
-0.3%This quarter+13.3%Since filed6 qtrsHeld$632.4M
3.1% of stocks
+25%This quarter+36.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 8
SELECT SECTOR SPDR TR - ST STR INDL ETF
$599.5M
2.9% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— $594.1M
2.9% of stocks
+15%This quarter-4.8%Since filed10+ qtrsHeld- 10
SELECT SECTOR SPDR TR - ST STR CARE ETF
$576.6M
2.8% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Harel Insurance Investments & Financial Services Ltd. (Q2 2026)
535 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 | AMAZON COM INC | Consumer Discretionary | $533.4M | 2.6% | 2.24M | +15% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | GLOBAL X FDS - US INFR DEV ETFetf/fund | — | $527.3M | 2.6% | 8.94M | — | — | — | 13F |
| 13 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $475.9M | 2.3% | 743K | New | — | — | 13F |
| 14 | Meta Platforms, Inc. | Technology | $470.8M | 2.3% | 836K | +25% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | KLA CORP | Technology | $442.2M | 2.1% | 1.47M | New | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $418.4M | 2.0% | 6.99M | +50% | — | — | 13F |
| 17 | GOLDMAN SACHS GROUP INC | Financials | $375.4M | 1.8% | 371K | +85% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $373.1M | 1.8% | 986K | +34% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CAMTEK LTD | Technology | $363.0M | 1.8% | 2.23M | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GE Vernova Inc. | Industrials | $352.8M | 1.7% | 300K | New | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $331.6M | 1.6% | 2.11M | +6069% | — | — | 13F |
| 22 | Cheniere Energy, Inc. | Energy | $312.7M | 1.5% | 1.31M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $289.4M | 1.4% | 2.42M | +693% | — | — | 13F |
| 24 | Snowflake Inc. | Technology | $275.6M | 1.3% | 1.08M | -8% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $266.2M | 1.3% | 1.40M | -1% | — | — | 13F |
| 26 | $MS | MORGAN STANLEY | Financials | $256.1M | 1.2% | 1.23M | New | |||
| 27 | $MDB | MongoDB, Inc. | Technology | $248.4M | 1.2% | 739K | +34% | |||
| 28 | $DDOG | Datadog, Inc. | Technology | $247.5M | 1.2% | 951K | -28% | |||
| 29 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | — | $247.2M | 1.2% | 3.56M | +13% | |||
| 30 | $GE | GENERAL ELECTRIC CO | Industrials | $243.5M | 1.2% | 652K | -2% | |||
| 31 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | — | $243.1M | 1.2% | 5.31M | +34% | |||
| 32 | $ENLT | Enlight Renewable Energy Ltd. | Utilities | $240.5M | 1.2% | 2.70M | — | |||
| 33 | $LRCX | LAM RESEARCH CORP | Technology | $232.2M | 1.1% | 536K | -27% | |||
| 34 | $ETOR | eToro Group Ltd. | Financials | $231.3M | 1.1% | 5.86M | +195% | |||
| 35 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $227.7M | 1.1% | 347K | -35% | |||
| 36 | $PANW | Palo Alto Networks Inc | Technology | $214.4M | 1.0% | 629K | -77% | |||
| 37 | $ESLT | ELBIT SYSTEMS LTD | Industrials | $208.8M | 1.0% | 275K | +2% | |||
| 38 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $187.6M | 0.9% | 2.43M | +6% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $146.1M | 0.7% | 1.29M | +13% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $144.5M | 0.7% | 154K | — | |||
| 41 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $141.3M | 0.7% | 1.30M | +13% | |||
| 42 | — | ISHARES TR - US CONSUM DISCRE | — | $138.5M | 0.7% | 1.37M | +29% | |||
| 43 | $SEDG | SOLAREDGE TECHNOLOGIES, INC. | Technology | $137.7M | 0.7% | 2.36M | New | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $130.0M | 0.6% | 1.11M | -11% | |||
| 45 | $PSUS | Pershing Square USA, Ltd. | Other | $128.3M | 0.6% | 3.60M | New | |||
| 46 | — | PIMCO ETF TR - SR LN ACTIVE ETF | — | $114.4M | 0.6% | 2.32M | New | |||
| 47 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $107.4M | 0.5% | 480K | -34% | |||
| 48 | $HONA | Honeywell Aerospace Inc. | Industrials | $106.2M | 0.5% | 480K | New | |||
| 49 | $GLBE | Global-E Online Ltd. | Technology | $91.8M | 0.5% | 2.64M | +29% | |||
| 50 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $87.0M | 0.4% | 814K | — | |||
| 51 | $ORCL | ORACLE CORP | Technology | $86.6M | 0.4% | 591K | -0.2% | |||
| 52 | $NICE | NICE Ltd. | Technology | $83.2M | 0.4% | 916K | -11% | |||
| 53 | $ENPH | Enphase Energy, Inc. | Technology | $77.2M | 0.4% | 1.57M | New | |||
| 54 | — | SOLAREDGE TECHNOLOGIES INC - NOTE 2.250% 7/0 | — | $60.8M | 0.3% | 31.20M | — | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $56.6M | 0.3% | 1.01M | +16% | |||
| 56 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $55.9M | 0.3% | 76K | +0.5% | |||
| 57 | — | VANGUARD INDEX FDS - VALUE ETF | — | $47.1M | 0.2% | 216K | — | |||
| 58 | $MBLY | Mobileye Global Inc. | Technology | $34.7M | 0.2% | 3.59M | — | |||
| 59 | $PS | PERSHING SQUARE INC. | Financials | $34.4M | 0.2% | 1.08M | New | |||
| 60 | $PERI | Perion Network Ltd. | Technology | $33.8M | 0.2% | 3.48M | — | |||
| 61 | $MU | MICRON TECHNOLOGY INC | Technology | $30.4M | 0.1% | 26K | +9% | |||
| 62 | $NYAX | Nayax Ltd. | Technology | $29.8M | 0.1% | 455K | +20% | |||
| 63 | $WT | WisdomTree, Inc. | Financials | $29.4M | 0.1% | 169K | +23% | |||
| 64 | $RTX | RTX Corp | Industrials | $28.5M | 0.1% | 150K | +5% | |||
| 65 | $GOOG | Alphabet Inc. | Technology | $27.7M | 0.1% | 78K | +89% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $27.1M | 0.1% | 267K | New | |||
| 67 | — | DBX ETF TR - XTRACK HRVST CSI | — | $26.9M | 0.1% | 735K | -0.1% | |||
| 68 | — | ISHARES INC - MSCI JAPAN ETF | — | $26.7M | 0.1% | 286K | +0.3% | |||
| 69 | $NET | Cloudflare, Inc. | Technology | $24.7M | 0.1% | 101K | New | |||
| 70 | $COHR | COHERENT CORP. | Technology | $24.3M | 0.1% | 62K | +11% | |||
| 71 | $BA | BOEING CO | Industrials | $24.1M | 0.1% | 111K | -10% | |||
| 72 | $ARM | ARM HOLDINGS PLC /UK | Technology | $23.5M | 0.1% | 66K | +2228% | |||
| 73 | $LMT | LOCKHEED MARTIN CORP | Industrials | $22.6M | 0.1% | 44K | +0.6% | |||
| 74 | $SPY | SPDR S&P 500 ETF TRUST | — | $20.7M | 0.1% | 28K | -65% | |||
| 75 | $DELL | Dell Technologies Inc. | Technology | $20.0M | 0.1% | 46K | +776% | |||
| 76 | $HWM | Howmet Aerospace Inc. | Materials | $19.4M | 0.1% | 72K | -4% | |||
| 77 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $18.0M | 0.1% | 31K | +193% | |||
| 78 | $GD | GENERAL DYNAMICS CORP | Industrials | $17.9M | 0.1% | 50K | -0.9% | |||
| 79 | $CAT | CATERPILLAR INC | Industrials | $17.1M | 0.1% | 16K | -0.6% | |||
| 80 | $INTC | INTEL CORP | Technology | $17.0M | 0.1% | 124K | +586% | |||
| 81 | $GFS | GLOBALFOUNDRIES Inc. | Technology | $16.2M | 0.1% | 196K | New | |||
| 82 | $TXN | TEXAS INSTRUMENTS INC | Technology | $16.0M | 0.1% | 54K | +8832% | |||
| 83 | — | ISHARES TR - IBOXX INV CP ETF | — | $14.0M | 0.1% | 128K | — | |||
| 84 | $TDG | TransDigm Group INC | Industrials | $13.4M | 0.1% | 10K | -4% | |||
| 85 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $13.4M | 0.1% | 26K | -3% | |||
| 86 | $FFIV | F5, INC. | Technology | $12.9M | 0.1% | 31K | +0.5% | |||
| 87 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $12.9M | 0.1% | 154K | -40% | |||
| 88 | $ON | ON SEMICONDUCTOR CORP | Technology | $12.6M | 0.1% | 133K | New | |||
| 89 | $UBER | Uber Technologies, Inc | Technology | $12.0M | 0.1% | 10.00M | New | |||
| 90 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $11.8M | 0.1% | 102K | New | |||
| 91 | $TSLA | Tesla, Inc. | Consumer Discretionary | $11.8M | 0.1% | 28K | +3% | |||
| 92 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | — | $11.7M | 0.1% | 330K | +3695% | |||
| 93 | $NU | Nu Holdings Ltd. | Financials | $11.7M | 0.1% | 874K | +9245% | |||
| 94 | $ZIM | ZIM Integrated Shipping Services Ltd. | Industrials | $11.6M | 0.1% | 446K | +14% | |||
| 95 | $ADI | ANALOG DEVICES INC | Technology | $11.4M | 0.1% | 29K | +7075% | |||
| 96 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $11.2M | 0.1% | 71K | New | |||
| 97 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $10.9M | 0.1% | 6,407 | +48% | |||
| 98 | $HPE | Hewlett Packard Enterprise Co | Technology | $10.8M | 0.1% | 240K | New | |||
| 99 | $RKLB | Rocket Lab Corp | Industrials | $10.8M | 0.1% | 106K | +0.3% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $10.8M | 0.1% | 62K | +75% | |||
| 101 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $10.6M | 0.1% | 116K | New | |||
| 102 | $C | CITIGROUP INC | Financials | $9.9M | 0.1% | 71K | +603% | |||
| 103 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $9.8M | 0.1% | 34K | -4% | |||
| 104 | $ABNB | Airbnb, Inc. | Technology | $9.6M | 0.1% | 67K | +304% | |||
| 105 | $ICL | ICL Group Ltd. | Materials | $9.5M | 0.1% | 1.91M | New | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $9.5M | 0.1% | 42K | +65% | |||
| 107 | $RNG | RingCentral, Inc. | Technology | $9.5M | 0.1% | 243K | -2% | |||
| 108 | $V | VISA INC. | Financials | $9.3M | 0.1% | 27K | -0.5% | |||
| 109 | $EME | EMCOR Group, Inc. | Industrials | $9.1M | 0.0% | 11K | -0.6% | |||
| 110 | $SNOW | Snowflake Inc. | Technology | $8.8M | 0.0% | 5.00M | New | |||
| 111 | $JPM | JPMORGAN CHASE & CO | Financials | $8.8M | 0.0% | 27K | +10% | |||
| 112 | — | ISHARES TR - US BR DEL SE ETF | — | $8.5M | 0.0% | 48K | -97% | |||
| 113 | $STT | STATE STREET CORP | Financials | $8.3M | 0.0% | 121K | -0.5% | |||
| 114 | $AXON | AXON ENTERPRISE, INC. | Industrials | $8.2M | 0.0% | 15K | -3% | |||
| 115 | $DASH | DoorDash, Inc. | Consumer Discretionary | $8.1M | 0.0% | 44K | +5287% | |||
| 116 | $MCK | MCKESSON CORP | Consumer Staples | $8.1M | 0.0% | 11K | +15% | |||
| 117 | $CVX | CHEVRON CORP | Energy | $8.0M | 0.0% | 48K | +16% | |||
| 118 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $8.0M | 0.0% | 58K | -3% | |||
| 119 | $CHE | CHEMED CORP | Healthcare | $7.9M | 0.0% | 17K | -8% | |||
| 120 | $YUM | YUM BRANDS INC | Consumer Discretionary | $7.9M | 0.0% | 49K | -4% | |||
| 121 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $7.7M | 0.0% | 11K | -11% | |||
| 122 | $NTNX | Nutanix, Inc. | Technology | $7.7M | 0.0% | 151K | -2% | |||
| 123 | $NYT | NEW YORK TIMES CO | Communication Services | $7.7M | 0.0% | 110K | -3% | |||
| 124 | $PEP | PEPSICO INC | Consumer Staples | $7.7M | 0.0% | 57K | +2576% | |||
| 125 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.7M | 0.0% | 134K | +10% | |||
| 126 | $ANF | ABERCROMBIE & FITCH CO /DE/ | Consumer Discretionary | $7.5M | 0.0% | 84K | +101% | |||
| 127 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $7.4M | 0.0% | 74K | -0.5% | |||
| 128 | $VRSN | VERISIGN INC/CA | Technology | $7.4M | 0.0% | 29K | -11% | |||
| 129 | $FOR | Forestar Group Inc. | Real Estate | $7.3M | 0.0% | 231K | +47% | |||
| 130 | $PATK | PATRICK INDUSTRIES INC | Industrials | $7.3M | 0.0% | 81K | +73% | |||
| 131 | $MEDP | Medpace Holdings, Inc. | Healthcare | $7.0M | 0.0% | 13K | -6% | |||
| 132 | $LOPE | Grand Canyon Education, Inc. | Consumer Discretionary | $6.8M | 0.0% | 47K | -0.7% | |||
| 133 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $6.7M | 0.0% | 126K | -11% | |||
| 134 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $6.5M | 0.0% | 80K | — | |||
| 135 | $CBOE | Cboe Global Markets, Inc. | Financials | $6.3M | 0.0% | 26K | +8% | |||
| 136 | $ADBE | ADOBE INC. | Technology | $5.5M | 0.0% | 27K | -10% | |||
| 137 | — | ISHARES TR - 0-5YR INVT GR CP | — | $5.4M | 0.0% | 107K | +4% | |||
| 138 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $5.2M | 0.0% | 23K | +5161% | |||
| 139 | $GOOG | Alphabet Inc. | Technology | $5.1M | 0.0% | 100K | New | |||
| 140 | $CW | CURTISS WRIGHT CORP | Industrials | $5.0M | 0.0% | 6,665 | -3% | |||
| 141 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $4.1M | 0.0% | 31K | New | |||
| 142 | $BBWI | Bath & Body Works, Inc. | Consumer Discretionary | $4.0M | 0.0% | 173K | New | |||
| 143 | — | ISHARES TR - MSCI POLAND ETF | — | $4.0M | 0.0% | 103K | New | |||
| 144 | $WT | WisdomTree, Inc. | Financials | $3.8M | 0.0% | 67K | -0.9% | |||
| 145 | $DLO | dLocal Ltd | Industrials | $3.8M | 0.0% | 295K | New | |||
| 146 | — | CLOUDFLARE INC - NOTE 6/1 | — | $3.8M | 0.0% | 3.00M | New | |||
| 147 | — | GLOBAL X FDS - DAX GERMANY ETF | — | $3.7M | 0.0% | 85K | +9% | |||
| 148 | — | ISHARES TR - EXPANDED TECH | — | $3.7M | 0.0% | 38K | +105% | |||
| 149 | — | VANECK ETF TRUST - ENVIRONMENTAL SR | — | $3.5M | 0.0% | 85K | +24% | |||
| 150 | $NOW | ServiceNow, Inc. | Technology | $3.5M | 0.0% | 35K | +865% |
What changed in Q2 2026
Against the previous quarter's 13F: 65 new, 193 added to, 148 trimmed, 42 sold out. Share-count changes; largest moves by dollar size first.
New positions (65)
$LNGCheniere Energy, Inc.$312.7M
first bought this quarter
$PSUSPershing Square USA, Ltd.$128.3M
first bought this quarter
- PIMCO ETF TR - SR LN ACTIVE ETF$114.4M
first bought this quarter
$HONAHoneywell Aerospace Inc.$106.2M
first bought this quarter
$PSPERSHING SQUARE INC.$34.4M
first bought this quarter
$NETCloudflare, Inc.$24.7M
first bought this quarter
+59 more in the Excel export
Added to (193)
- ISHARES TR - MSCI ACWI ETF+6069%
now $331.6M
- VANGUARD WORLD FD - INF TECH ETF+693%
now $289.4M
now $375.4M · held 10+ qtrs, 3 adds in a row
$ETOReToro Group Ltd.+195%
now $231.3M · held 3 qtrs, 3 adds in a row
- GLOBAL X FDS - DEFENSE TECH ETF+50%
now $418.4M
now $632.4M · held 10+ qtrs, 2 adds in a row
+187 more in the Excel export
Trimmed (148)
$PANWPalo Alto Networks Inc-77%
now $214.4M · held 10+ qtrs
- ISHARES TR - US BR DEL SE ETF-97%
now $8.5M
- VANECK ETF TRUST - SEMICONDUCTR ETF-35%
now $227.7M
$DDOGDatadog, Inc.-28%
now $247.5M · held 10+ qtrs
$LRCXLAM RESEARCH CORP-27%
now $232.2M · held 6 qtrs
$HONHONEYWELL INTERNATIONAL INC-34%
now $107.4M · held 10+ qtrs
+142 more in the Excel export
Holdings by quarter
Every 13F Harel Insurance Investments & Financial Services Ltd. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Harel Insurance Investments & Financial Services Ltd.?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Harel Insurance Investments & Financial Services Ltd.'s top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+6.5%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 59% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
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 2024 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
Harel Insurance Investments & Financial Services Ltd. disclosed 535 positions worth $20.6B in its Form 13F-HR for Q2 2026, led by $TEVA (TEVA PHARMACEUTICAL INDUSTRIES LTD) at 7.9% of the equity portfolio, followed by $NVMI and $GOOGL. During the quarter the fund opened 65 new positions and exited 42 — including a new stake in $LNG. The portfolio is most concentrated in Technology (46.1% of disclosed assets). All figures are sourced directly from Harel Insurance Investments & Financial Services Ltd.’s Form 13F-HR filing with the SEC under CIK 1429390.
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