Harel Insurance Investments & Financial Services Ltd.

CIK

1429390

Location

Ramat Gan, L3

Portfolio Value

Large $20,493,720,048

Diversification

Diversified

Reports for

Harel Insurance Co LTD Harel Mutual Funds Ltd

Filing Date

Global Rank

#353 / 8,818 ▲ 26

Top Industry

Semiconductors 17.6%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.9%, 28.6 effective positions, active share 64.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

58.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 19.5 quarters (12+), a floor since 58.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 64.7%; sector active share 22.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

531 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.0%

−1.6 pts

Top 5

31.7%

−6.8 pts

Top 10

50.9%

−6.3 pts

HHI

350

Diversified−96

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$7,837,014,321	86
Unclassified	26.0%	$5,332,960,305	133
Healthcare	8.2%	$1,678,760,774	46
Communication Services	7.2%	$1,484,706,315	21
Industrials	6.1%	$1,248,673,543	63
Financial Services	5.5%	$1,118,192,609	50
Consumer Cyclical	3.6%	$744,557,539	42
Utilities	1.9%	$386,007,611	33
Energy	1.6%	$331,571,972	15
Consumer Defensive	1.5%	$311,283,410	18
Basic Materials	0.1%	$11,348,403	14
Real Estate	0.0%	$8,643,246	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETOR	eToro Group Ltd.	+3,870,396	5,858,948	$231,252,677
SEDG	Solaredge Technologies, Inc.	+2,348,836	2,356,378	$137,706,730
SHLD	Global X Defense Tech ETF	+2,345,100	6,990,465	$417,400,665
TEVA	Teva Pharmaceutical Industries Ltd	+2,182,091	48,138,805	$1,630,942,713
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,116,095	2,421,267	$289,389,831
ACWI	iShares MSCI ACWI ETF	+2,075,955	2,110,162	$331,232,129
ENPH	Enphase Energy, Inc.	+1,562,980	1,567,850	$77,200,934
KLAC	Kla Corp	+1,465,580	1,465,650	$442,201,261
MISL	First Trust Indxx Aerospace & Defense ETF	+1,359,400	5,312,400	$243,148,548
MS	Morgan Stanley	+1,224,380	1,225,291	$256,134,830
NU	Nu Holdings Ltd.	+864,396	873,746	$11,673,246
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+795,900	3,634,449	$576,641,678
SOXX	iShares Semiconductor ETF	+741,481	742,736	$475,915,519
GLBE	Global-E Online Ltd.	+600,286	2,641,841	$91,751,137
FCOM	Fidelity MSCI Communication Services Index ETF	+412,109	3,557,848	$247,199,279
AAPL	Apple Inc.	+396,888	2,717,869	$786,442,573
NVDA	Nvidia Corp	+343,195	4,421,136	$884,625,102
MSFT	Microsoft Corp	+339,072	1,695,431	$632,429,671
FLIN	Franklin FTSE India ETF	+321,500	330,200	$11,745,214
IYC	iShares U.S. Consumer Discretionary ETF	+311,538	1,370,279	$138,535,206
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+304,552	3,236,426	$599,483,187
GEV	GE Vernova Inc.	+300,048	300,168	$352,655,376
TSEM	Tower Semiconductor Ltd	+289,450	2,279,379	$594,097,342
AMZN	Amazon Com Inc	+286,280	2,237,842	$533,367,262
AVGO	Broadcom Inc.	+249,815	986,349	$372,593,334
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	−2,133,151	628,758	$214,419,053
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	−1,762,036	48,200	$8,450,906
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−653,500	21,505	$975,036
DDOG	Datadog, Inc.	−377,688	950,743	$247,535,447
LYFT	Lyft, Inc.	−349,804	27,000	$394,470
HON	Honeywell International Inc	−242,202	479,884	$107,446,027
LRCX	Lam Research Corp	−196,791	535,573	$232,079,848
SMH	VanEck Semiconductor ETF	−187,112	347,156	$227,696,148
DOCS	Doximity, Inc.	−160,402	15,000	$311,100
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−137,851	1,108,494	$130,004,176
PEGA	Pegasystems Inc	−131,952	5,350	$160,339
NICE	NICE Ltd.	−112,546	915,626	$83,184,622
VEU	Vanguard International Equity Index Funds	−103,479	153,666	$12,869,527
DOCU	Docusign, Inc.	−99,234	16,650	$739,593
SNOW	Snowflake Inc.	−88,730	1,083,103	$275,649,713
CAMT	Camtek Ltd	−76,420	2,225,589	$363,038,077
SLV	iShares Silver Trust	−56,750	6,750	$360,922
SPY	Spdr S&P 500 ETF Trust	−51,972	27,608	$20,616,826
PCTY	Paylocity Holding Corp	−47,876	3,600	$376,308
NVMI	Nova Ltd.	−40,600	2,125,473	$1,154,004,310
GDDY	GoDaddy Inc.	−38,174	8,929	$757,893
RMD	Resmed Inc	−25,894	5,682	$1,107,308
EXEL	Exelixis, Inc.	−24,858	16,890	$918,984
COR	Cencora, Inc.	−20,140	1,500	$424,470
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−19,498	1,397,341	$266,221,407
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	1,308,337	$312,705,626
PSUS	Pershing Square USA, Ltd.	3,600,000	$134,568,000
LONZ		2,320,000	$114,399,200
HONA	Honeywell Aerospace Inc.	480,421	$106,211,474
PS	Pershing Square Inc.	1,080,000	$35,488,800
WTV	WisdomTree U.S. Value Fund	266,800	$27,138,896
NET	Cloudflare, Inc.	100,500	$24,650,640
GFS	GLOBALFOUNDRIES Inc.	196,100	$16,160,601
ON	On Semiconductor Corp	133,220	$12,594,618
XHB	State Street(R) SPDR(R) S&P(R) Homebuilders ETF	102,250	$11,816,010
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	70,565	$11,166,911
HPE	Hewlett Packard Enterprise Co	240,000	$10,826,400
MCHP	Microchip Technology Inc	116,350	$10,611,120
ICL	ICL Group Ltd.	1,909,030	$9,506,969
GOOGM	Alphabet Inc.	100,000	$5,089,000
AIRR	First Trust Exchange-Traded Fund VI	31,201	$4,157,533
EPOL	iShares MSCI Poland ETF	103,370	$3,991,115
BBWI	Bath & Body Works, Inc.	172,500	$3,989,925
DLO	dLocal Ltd	295,000	$3,833,525
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	6,585	$1,262,673
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	3,300	$1,104,477
IWO	iShares Russell 2000 Growth ETF	1,900	$748,524
ZM	Zoom Communications, Inc.	7,000	$604,170
ROST	Ross Stores, Inc.	2,784	$592,574
MAR	Marriott International Inc	1,577	$584,420
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CLIP	Global X 1-3 Month T-Bill ETF	3,000,000	$301,080,000
MRVL	Marvell Technology, Inc.	578,965	$57,346,483
WIX	Wix.com Ltd.	57,989	$5,223,069
KRT	Karat Packaging Inc.	151,181	$4,220,973
PINS	Pinterest, Inc.	214,173	$3,927,932
PPLT	abrdn Platinum ETF Trust	5,330	$949,965
SIL	Global X Silver Miners ETF	7,600	$684,608
SSYS	Stratasys Ltd.	79,225	$618,747
MCFT	MasterCraft Boat Holdings, Inc.	28,000	$574,280
BMY	Bristol Myers Squibb Co	9,100	$551,915
P	Everpure, Inc.	7,000	$413,280
GTLB	Gitlab Inc.	16,496	$356,973
BBEU	JPMorgan BetaBuilders Europe ETF	4,500	$325,845
SYLD	Cambria Shareholder Yield ETF	4,300	$324,263
FOUR	Shift4 Payments, Inc.	7,168	$313,456
ROP	Roper Technologies Inc	809	$286,272
ITA	iShares U.S. Aerospace & Defense ETF	1,280	$280,000
SMCI	Super Micro Computer, Inc.	10,000	$227,700
TXT	Textron Inc	2,500	$218,900
BKR	Baker Hughes Co	3,285	$200,549
—		974	$198,569
MO	Altria Group, Inc.	2,903	$191,568
INSM	INSMED Inc	1,084	$177,255
CHTR	Charter Communications, Inc.	792	$170,976
GLOB	Globant S.A.	3,286	$151,517
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

531 tracked positions · $20,493,720,048 total · filing declares 535 positions · $20,576,632 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 531 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	48,138,805	+2,182,091	$1,630,942,713	+17.8%	26+	before history	7.96%
NVMI	Nova Ltd. Technology	Reduced	2,125,473	-40,600	$1,154,004,310	+22.7%	26+	before history	5.63%
GOOGL	Alphabet Inc. Communication Services	Added	2,617,198	+135,079	$935,308,049	+31.0%	26+	before history	4.56%
NVDA	Nvidia Corp Technology	Added	4,421,136	+343,195	$884,625,102	+24.4%	26+	before history	4.32%
AAPL	Apple Inc. Technology	Added	2,717,869	+396,888	$786,442,573	+33.5%	26+	before history	3.84%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,386,385	-4,074	$662,095,884	+40.9%	6	$241.93	3.23%
MSFT	Microsoft Corp Technology	Added	1,695,431	+339,072	$632,429,671	+26.0%	26+	before history	3.09%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	3,236,426	+304,552	$599,483,187	+26.4%	26+	before history	2.93%
TSEM	Tower Semiconductor Ltd Technology	Added	2,279,379	+289,450	$594,097,342	+70.1%	26+	before history	2.90%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	3,634,449	+795,900	$576,641,678	+38.6%	26+	before history	2.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,237,842	+286,280	$533,367,262	+31.2%	26+	before history	2.60%
PAVE	Global X U.S. Infrastructure Development ETF	Held	8,938,139	0	$526,635,149	+16.0%	20	unpriced	2.57%
SOXX	iShares Semiconductor ETF	Added	742,736	+741,481	$475,915,519	+115282.4%	26+	before history	2.32%
META	Meta Platforms, Inc. Communication Services	Added	835,826	+165,849	$470,812,427	+22.8%	26+	before history	2.30%
KLAC	Kla Corp Technology	Added	1,465,650	+1,465,580	$442,201,261	+428938.4%	2	unpriced	2.16%
SHLD	Global X Defense Tech ETF	Added	6,990,465	+2,345,100	$417,400,665	+26.8%	4	unpriced	2.04%
GS	Goldman Sachs Group Inc Financial Services	Added	371,142	+170,027	$375,361,884	+120.6%	26+	before history	1.83%
AVGO	Broadcom Inc. Technology	Added	986,349	+249,815	$372,593,334	+63.4%	26+	before history	1.82%
CAMT	Camtek Ltd Technology	Reduced	2,225,589	-76,420	$363,038,077	+4.0%	21	$90.37	1.77%
GEV	GE Vernova Inc. Industrials	Added	300,168	+300,048	$352,655,376	+336570.3%	2	$1,020.57	1.72%
ACWI	iShares MSCI ACWI ETF	Added	2,110,162	+2,075,955	$331,232,129	+6898.0%	26+	before history	1.62%
LNG	Cheniere Energy, Inc. Energy	NEW	1,308,337	NEW	$312,705,626	NEW	1	$249.08	1.53%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	2,421,267	+2,116,095	$289,389,831	—	19	unpriced	1.41%
SNOW	Snowflake Inc. Technology	Reduced	1,083,103	-88,730	$275,649,713	+56.0%	23	$213.53	1.35%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	1,397,341	-19,498	$266,221,407	+41.4%	26+	before history	1.30%
MS	Morgan Stanley Financial Services	Added	1,225,291	+1,224,380	$256,134,830	+170744.3%	24	$197.99	1.25%
MDB	MongoDB, Inc. Technology	Added	739,460	+189,490	$248,384,614	+84.5%	25	$315.86	1.21%
DDOG	Datadog, Inc. Technology	Reduced	950,743	-377,688	$247,535,447	+57.8%	22	$145.76	1.21%
FCOM	Fidelity MSCI Communication Services Index ETF	Added	3,557,848	+412,109	$247,199,279	+15.4%	6	$63.22	1.21%
GE	General Electric Co Industrials	Reduced	651,524	-11,215	$243,494,064	+29.5%	6	$304.67	1.19%
MISL	First Trust Indxx Aerospace & Defense ETF	Added	5,312,400	+1,359,400	$243,148,548	+37.6%	3	$44.28	1.19%
ENLT	Enlight Renewable Energy Ltd. Utilities	Held	2,701,148	0	$240,456,194	+30.4%	14	$16.93	1.17%
LRCX	Lam Research Corp Technology	Reduced	535,573	-196,791	$232,079,848	+48.3%	6	$221.26	1.13%
ETOR	eToro Group Ltd. Financial Services	Added	5,858,948	+3,870,396	$231,252,677	+287.3%	3	$36.95	1.13%
SMH	VanEck Semiconductor ETF	Reduced	347,156	-187,112	$227,696,148	+11.2%	10	unpriced	1.11%
PANW	Palo Alto Networks Inc Technology	Reduced	628,758	-2,133,151	$214,419,053	−51.6%	26+	before history	1.05%
ESLT	Elbit Systems Ltd Industrials	Added	274,778	+5,179	$208,479,564	−8.9%	8	$672.95	1.02%
COPX	Global X Copper Miners ETF	Added	2,431,155	+140,800	$187,126,000	+7.0%	3	$76.92	0.91%
WMT	Walmart Inc. Consumer Defensive	Added	1,289,594	+148,478	$146,059,416	+3.0%	26+	before history	0.71%
COST	Costco Wholesale Corp Consumer Defensive	Held	154,450	0	$144,483,341	−6.1%	26+	before history	0.71%
ORA	Ormat Technologies, Inc. Utilities	Added	1,297,863	+150,000	$141,337,280	+10.0%	26+	before history	0.69%
IYC	iShares U.S. Consumer Discretionary ETF	Added	1,370,279	+311,538	$138,535,206	+35.0%	6	unpriced	0.68%
SEDG	Solaredge Technologies, Inc. Technology	Added	2,356,378	+2,348,836	$137,706,730	+35666.2%	26+	before history	0.67%
PSUS	Pershing Square USA, Ltd. Financial Services	NEW	3,600,000	NEW	$134,568,000	NEW	1	$39.97	0.66%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	1,108,494	-137,851	$130,004,176	−4.3%	26+	before history	0.63%
LONZ		NEW	2,320,000	NEW	$114,399,200	NEW	1	$49.42	0.56%
HON	Honeywell International Inc Industrials	Reduced	479,884	-242,202	$107,446,027	−34.2%	26+	before history	0.52%
HONA	Honeywell Aerospace Inc. Industrials	NEW	480,421	NEW	$106,211,474	NEW	1	unpriced	0.52%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	2,641,841	+600,286	$91,751,137	+45.7%	17	$33.05	0.45%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Held	814,000	0	$87,041,020	−1.0%	18	unpriced	0.42%

Showing the top 50 of 531 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.