Harel Insurance Investments & Financial Services Ltd.

Insurance

CIK

1429390

Location

Ramat Gan, L3

Portfolio Value

Large $10,585,004,363

Diversification

Diversified

Filing Date

Global Rank

#410 / 8,622 ▲ 136 · as of Mar 2026

Top Industry

Semiconductors 17.4%

3Y Alpha vs SPY

+3.0%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.6%

SPY

+67.9%

Annualised alpha

+2.3%

Max drawdown

−26.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

383 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.1%

−7.4 pts

Top 5

41.0%

−3.9 pts

Top 10

61.8%

−0.3 pts

HHI

519

Diversified−165

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.0%	$5,610,066,176	87
Healthcare	13.6%	$1,443,478,125	41
Communication Services	10.9%	$1,149,932,606	18
Industrials	7.6%	$803,599,796	60
Consumer Cyclical	5.2%	$548,795,566	36
Utilities	3.0%	$316,967,838	33
Consumer Defensive	2.9%	$308,115,401	17
Financial Services	2.6%	$270,698,821	40
Unclassified	1.0%	$104,478,301	16
Energy	0.2%	$22,510,215	14
Real Estate	0.0%	$5,132,159	10
Basic Materials	0.0%	$1,229,359	11

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+2,605,433	2,761,909	$442,789,250
NVDA	Nvidia Corp	+2,308,000	4,077,941	$711,192,910
AAPL	Apple Inc.	+1,965,265	2,320,981	$589,041,767
WMT	Walmart Inc.	+1,062,529	1,141,116	$141,817,896
TEVA	Teva Pharmaceutical Industries Ltd	+1,004,941	45,956,714	$1,384,216,225
GOOGL	Alphabet Inc.	+904,076	2,482,119	$713,758,139
MSFT	Microsoft Corp	+788,297	1,356,359	$502,083,411
ETOR	eToro Group Ltd.	+760,654	1,988,552	$59,716,216
LRCX	Lam Research Corp	+720,564	732,364	$156,476,892
MBLY	Mobileye Global Inc.	+705,400	3,585,733	$24,633,985
NVMI	Nova Ltd.	+697,210	2,166,073	$940,682,182
AMZN	Amazon Com Inc	+653,118	1,951,562	$406,451,817
CAMT	Camtek Ltd	+636,773	2,302,009	$349,007,584
SNOW	Snowflake Inc.	+509,230	1,171,833	$176,735,853
META	Meta Platforms, Inc.	+488,007	669,977	$383,313,941
ORCL	Oracle Corp	+309,127	592,338	$87,138,843
ORA	Ormat Technologies, Inc.	+282,583	1,147,863	$128,468,826
AVGO	Broadcom Inc.	+280,124	736,534	$227,964,638
DDOG	Datadog, Inc.	+278,647	1,328,431	$156,821,279
GE	General Electric Co	+204,213	662,739	$188,065,446
MDB	MongoDB, Inc.	+195,250	549,970	$134,616,156
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+183,610	1,390,459	$469,905,619
ESLT	Elbit Systems Ltd	+181,524	269,599	$228,913,814
COST	Costco Wholesale Corp /New	+148,350	154,450	$153,898,613
NICE	NICE Ltd.	+148,113	1,028,172	$113,366,244
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−1,270,715	122,490	$5,971,387
TSEM	Tower Semiconductor Ltd	−328,201	1,989,929	$349,192,740
SNPS	Synopsys Inc	−200,253	878	$348,109
JPM	Jpmorgan Chase & Co	−148,774	24,545	$7,220,157
SSYS	Stratasys Ltd.	−114,052	79,225	$618,747
GTLB	Gitlab Inc.	−39,854	16,496	$356,973
LYFT	Lyft, Inc.	−34,541	376,804	$5,011,493
RNG	RingCentral, Inc.	−31,607	248,716	$9,249,748
NFLX	Netflix Inc	−27,234	28,372	$2,727,967
UBER	Uber Technologies, Inc	−23,360	3,100	$222,983
ENLT	Enlight Renewable Energy Ltd.	−21,462	2,701,148	$184,380,362
ABNB	Airbnb, Inc.	−16,424	16,650	$2,102,562
EXEL	Exelixis, Inc.	−16,380	41,748	$1,790,571
PLTR	Palantir Technologies Inc.	−11,498	23,424	$3,426,462
T	At&T Inc.	−6,000	8,300	$240,617
ADBE	Adobe Inc.	−5,427	30,089	$7,314,034
VRSN	Verisign Inc/Ca	−5,318	32,993	$8,194,141
PINS	Pinterest, Inc.	−4,600	214,173	$3,927,932
MNST	Monster Beverage Corp	−4,547	3,177	$230,205
KKR	KKR & Co. Inc.	−4,300	450	$41,625
XEL	Xcel Energy Inc	−4,177	761	$60,453
ODYS	Odysight.ai Inc.	−4,100	8,000	$55,600
FTNT	Fortinet, Inc.	−3,741	4,735	$386,944
FOUR	Shift4 Payments, Inc.	−3,331	7,168	$313,456
CPRT	Copart Inc	−3,313	7,394	$245,480
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PATK	Patrick Industries Inc	47,000	$5,220,290
FOR	Forestar Group Inc.	157,313	$3,844,729
IT	Gartner Inc	8,520	$1,349,056
PFE	Pfizer Inc	24,000	$673,920
BMY	Bristol Myers Squibb Co	9,100	$551,915
STRL	Sterling Infrastructure, Inc.	1,290	$525,378
QCOM	Qualcomm Inc/De	3,610	$464,895
ARM	Arm Holdings PLC /Uk	2,850	$431,148
WDC	Western Digital Corp	1,499	$405,464
SLB	Slb Limited/Nv	7,000	$359,730
TMUS	T-Mobile US, Inc.	1,600	$336,048
RIOT	Riot Platforms, Inc.	26,625	$329,085
PEP	Pepsico Inc	2,112	$327,972
EOG	Eog Resources Inc	2,200	$318,054
GILD	Gilead Sciences, Inc.	2,249	$313,443
UEC	Uranium Energy Corp	22,890	$309,015
PAAS	Pan American Silver Corp	5,652	$308,768
MOS	Mosaic Co	12,000	$306,000
NVO	Novo Nordisk A S	7,675	$282,056
UAL	United Airlines Holdings, Inc.	2,900	$267,003
SNX	Td Synnex Corp	1,500	$253,065
WBD	Warner Bros. Discovery, Inc.	9,125	$250,572
OMC	Omnicom Group Inc.	3,300	$248,523
NTAP	NetApp, Inc.	2,400	$245,736
SMCI	Super Micro Computer, Inc.	10,000	$227,700
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
INMD	InMode Ltd.	899,991	$13,220,867
RDDT	Reddit, Inc.	13,000	$2,988,310
ESTC	Elastic N.V.	23,500	$1,772,840
GXO	GXO Logistics, Inc.	12,500	$658,000
CWAN	Clearwater Analytics Holdings, Inc.	27,199	$656,039
INVZ	Innoviz Technologies Ltd.	667,260	$569,172
AIG	American International Group, Inc.	6,500	$556,075
LSCC	Lattice Semiconductor Corp	4,503	$331,330
CRWV	CoreWeave, Inc.	4,600	$329,406
JBHT	Hunt J B Transport Services Inc	1,488	$289,177
BRKR	Bruker Corp	5,182	$244,124
CSGP	Costar Group, Inc.	2,755	$185,246
MAR	Marriott International Inc /Md/	120	$37,228
ARCC	Ares Capital Corp	610	$12,340
NCLH	Norwegian Cruise Line Holdings Ltd.	358	$7,990
H	Hyatt Hotels Corp	32	$5,130
WH	Wyndham Hotels & Resorts, Inc.	59	$4,458
TNL	Travel & Leisure Co.	50	$3,526
CHH	Choice Hotels International Inc /De	16	$1,524
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	21	$1,211
GBTG	Global Business Travel Group, Inc.	88	$673
LIND	Lindblad Expeditions Holdings, Inc.	30	$432
SABR	Sabre Corp	310	$421
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

383 tracked positions · $10,585,004,363 total · as of Mar 31, 2026

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

Showing 1–50 of 383 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	45,956,714	+1,004,941	$1,384,216,225	−1.3%	13.08%
NVMI	Nova Ltd. Technology	Added	2,166,073	+697,210	$940,682,182	+95.0%	8.89%
GOOGL	Alphabet Inc. Communication Services	Added	2,482,119	+904,076	$713,758,139	+44.5%	6.74%
NVDA	Nvidia Corp Technology	Added	4,077,941	+2,308,000	$711,192,910	+115.5%	6.72%
AAPL	Apple Inc. Technology	Added	2,320,981	+1,965,265	$589,041,767	+509.1%	5.56%
MSFT	Microsoft Corp Technology	Added	1,356,359	+788,297	$502,083,411	+82.8%	4.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,390,459	+183,610	$469,905,619	+28.1%	4.44%
PANW	Palo Alto Networks Inc Technology	Added	2,761,909	+2,605,433	$442,789,250	+1436.2%	4.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,951,562	+653,118	$406,451,817	+35.6%	3.84%
META	Meta Platforms, Inc. Communication Services	Added	669,977	+488,007	$383,313,941	+219.1%	3.62%
TSEM	Tower Semiconductor Ltd Technology	Reduced	1,989,929	-328,201	$349,192,740	+28.3%	3.30%
CAMT	Camtek Ltd Technology	Added	2,302,009	+636,773	$349,007,584	+97.1%	3.30%
ESLT	Elbit Systems Ltd Industrials	Added	269,599	+181,524	$228,913,814	+349.9%	2.16%
AVGO	Broadcom Inc. Technology	Added	736,534	+280,124	$227,964,638	+44.3%	2.15%
GE	General Electric Co Industrials	Added	662,739	+204,213	$188,065,446	+33.2%	1.78%
ENLT	Enlight Renewable Energy Ltd. Utilities	Reduced	2,701,148	-21,462	$184,380,362	+49.0%	1.74%
SNOW	Snowflake Inc. Technology	Added	1,171,833	+509,230	$176,735,853	+21.6%	1.67%
GS	Goldman Sachs Group Inc Financial Services	Added	201,115	+42,743	$170,141,278	+22.2%	1.61%
HON	Honeywell International Inc Industrials	Added	722,086	+235	$163,213,124	+15.9%	1.54%
DDOG	Datadog, Inc. Technology	Added	1,328,431	+278,647	$156,821,279	+9.8%	1.48%
LRCX	Lam Research Corp Technology	Added	732,364	+720,564	$156,476,892	+7646.7%	1.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	154,450	+148,350	$153,898,613	+2825.7%	1.45%
WMT	Walmart Inc. Consumer Defensive	Added	1,141,116	+1,062,529	$141,817,896	+1519.8%	1.34%
MDB	MongoDB, Inc. Technology	Added	549,970	+195,250	$134,616,156	−9.6%	1.27%
ORA	Ormat Technologies, Inc. Utilities	Added	1,147,863	+282,583	$128,468,826	+34.4%	1.21%
NICE	NICE Ltd. Technology	Added	1,028,172	+148,113	$113,366,244	+14.0%	1.07%
ORCL	Oracle Corp Technology	Added	592,338	+309,127	$87,138,843	+57.9%	0.82%
GLBE	Global-E Online Ltd. Consumer Cyclical	Held	2,041,555	0	$62,981,971	−21.5%	0.60%
ETOR	eToro Group Ltd. Financial Services	Added	1,988,552	+760,654	$59,716,216	+38.4%	0.56%
MRVL	Marvell Technology, Inc. Technology	Held	578,965	0	$57,346,483	+16.6%	0.54%
SPY	Spdr S&P 500 ETF Trust	Added	79,580	+4,721	$51,754,057	+1.4%	0.49%
QQQ	Invesco Qqq Trust, Series 1	Added	75,513	+6,566	$43,584,593	+2.9%	0.41%
PERI	Perion Network Ltd. Communication Services	Held	3,478,513	0	$34,750,344	+4.3%	0.33%
RTX	RTX Corp Industrials	Added	142,746	+43,142	$27,535,703	+50.7%	0.26%
LMT	Lockheed Martin Corp Industrials	Added	44,104	+12,882	$26,656,016	+76.5%	0.25%
MBLY	Mobileye Global Inc. Consumer Cyclical	Added	3,585,733	+705,400	$24,633,985	−18.1%	0.23%
BA	Boeing Co Industrials	Added	123,681	+35,172	$24,616,229	+28.1%	0.23%
NYAX	Nayax Ltd. Technology	Held	380,000	0	$21,280,000	+10.7%	0.20%
NOC	Northrop Grumman Corp /De/ Industrials	Added	27,129	+7,916	$18,508,488	+68.9%	0.17%
GD	General Dynamics Corp Industrials	Added	50,839	+14,474	$17,448,961	+42.5%	0.16%
HWM	Howmet Aerospace Inc. Industrials	Added	75,014	+20,885	$17,287,726	+55.8%	0.16%
COHR	Coherent Corp. Technology	Added	55,600	+43,800	$13,244,476	+508.1%	0.13%
TDG	TransDigm Group INC Industrials	Added	10,566	+2,985	$12,245,571	+21.5%	0.12%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	34,946	+9,764	$12,061,611	+63.2%	0.11%
CAT	Caterpillar Inc Industrials	Added	16,135	+16,094	$11,431,002	+48569.5%	0.11%
ZIM	ZIM Integrated Shipping Services Ltd. Industrials	Held	391,770	0	$10,323,139	+24.1%	0.10%
XOM	ExxonMobil Holdings Corp Energy	Added	60,019	+8,043	$10,182,823	+62.8%	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	27,246	+15,790	$10,128,700	+96.6%	0.10%
NYT	New York Times Co Communication Services	Added	112,499	+32,239	$9,419,541	+69.1%	0.09%
RNG	RingCentral, Inc. Technology	Reduced	248,716	-31,607	$9,249,748	+14.3%	0.09%

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.