Harel Insurance Investments & Financial Services Ltd.
InsuranceCIK
1429390
Location
Ramat Gan, L3
Portfolio Value
Large
$10,590,968,707
Diversification
Diversified
Filing Date
Global Rank
#407
/ 8,616
▲ 136
· as of Mar 2026
Top Industry
Semiconductors
17.4%
3Y Alpha vs SPY
+2.6%
Period ended 4 months ago
Filed May 12, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+84.1%
SPY
+72.4%
Annualised alpha
+2.6%
Max drawdown
−26.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
383 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.1%
−7.4 pts
Top 5
41.0%
−3.9 pts
Top 10
61.8%
−0.3 pts
HHI
519
Diversified−164
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.0% | $5,609,973,414 |
| Healthcare | 13.6% | $1,443,478,125 |
| Communication Services | 10.9% | $1,149,932,051 |
| Industrials | 7.7% | $811,514,571 |
| Consumer Cyclical | 5.2% | $547,845,718 |
| Utilities | 3.0% | $316,967,838 |
| Consumer Defensive | 2.9% | $308,115,401 |
| Financial Services | 2.6% | $270,646,524 |
| Unclassified | 1.0% | $103,623,332 |
| Energy | 0.2% | $22,510,215 |
| Real Estate | 0.0% | $5,132,159 |
| Basic Materials | 0.0% | $1,229,359 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
383 positions ·
$10,590,968,707 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Added | 45,956,714 | $1,384,216,225 | 13.07% | |
| NVMI |
Nova Ltd.
Technology
|
Added | 2,166,073 | $940,682,182 | 8.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,482,119 | $713,758,139 | 6.74% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,077,941 | $711,192,910 | 6.72% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,320,981 | $589,041,767 | 5.56% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,356,359 | $502,083,411 | 4.74% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,390,459 | $469,905,619 | 4.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 2,761,909 | $442,789,250 | 4.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,951,562 | $406,451,817 | 3.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 669,977 | $383,313,941 | 3.62% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 1,989,929 | $349,192,740 | 3.30% | |
| CAMT |
Camtek Ltd
Technology
|
Added | 2,302,009 | $349,007,584 | 3.30% | |
| ESLT |
Elbit Systems Ltd
Industrials
|
Added | 269,599 | $228,913,814 | 2.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 736,534 | $227,964,638 | 2.15% | |
| GE |
General Electric Co
Industrials
|
Added | 662,739 | $188,065,446 | 1.78% | |
| ENLT |
Enlight Renewable Energy Ltd.
Utilities
|
Reduced | 2,701,148 | $184,380,362 | 1.74% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 1,171,833 | $176,735,853 | 1.67% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 722,086 | $171,172,652 | 1.62% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 201,115 | $170,141,278 | 1.61% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 1,328,431 | $156,821,279 | 1.48% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 732,364 | $156,476,892 | 1.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 154,450 | $153,898,613 | 1.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,141,116 | $141,817,896 | 1.34% | |
| MDB |
MongoDB, Inc.
Technology
|
Added | 549,970 | $134,616,156 | 1.27% | |
| ORA |
Ormat Technologies, Inc.
Utilities
|
Added | 1,147,863 | $128,468,826 | 1.21% | |
| NICE |
NICE Ltd.
Technology
|
Added | 1,028,172 | $113,366,244 | 1.07% | |
| ORCL |
Oracle Corp
Technology
|
Added | 592,338 | $87,138,843 | 0.82% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
Held | 2,041,555 | $62,981,971 | 0.59% | |
| ETOR |
eToro Group Ltd.
Financial Services
|
Added | 1,988,552 | $59,716,216 | 0.56% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 578,965 | $57,346,483 | 0.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 79,580 | $51,754,057 | 0.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 75,513 | $43,584,593 | 0.41% | |
| PERI |
Perion Network Ltd.
Communication Services
|
Held | 3,478,513 | $34,750,344 | 0.33% | |
| RTX |
RTX Corp
Industrials
|
Added | 142,746 | $27,535,703 | 0.26% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 44,104 | $26,656,016 | 0.25% | |
| MBLY |
Mobileye Global Inc.
Consumer Cyclical
|
Added | 3,585,733 | $24,633,985 | 0.23% | |
| BA |
Boeing Co
Industrials
|
Added | 123,681 | $24,616,229 | 0.23% | |
| NYAX |
Nayax Ltd.
Technology
|
Held | 380,000 | $21,280,000 | 0.20% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 27,129 | $18,508,488 | 0.17% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 50,839 | $17,448,961 | 0.16% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 75,014 | $17,287,726 | 0.16% | |
| COHR |
Coherent Corp.
Technology
|
Added | 55,600 | $13,244,476 | 0.13% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 10,566 | $12,245,571 | 0.12% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 34,946 | $12,061,611 | 0.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 16,135 | $11,431,002 | 0.11% | |
| ZIM |
ZIM Integrated Shipping Services Ltd.
Industrials
|
Held | 391,770 | $10,323,139 | 0.10% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 60,019 | $10,182,823 | 0.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 27,246 | $10,128,700 | 0.10% | |
| NYT |
New York Times Co
Communication Services
|
Added | 112,499 | $9,419,541 | 0.09% | |
| RNG |
RingCentral, Inc.
Technology
|
Reduced | 248,716 | $9,249,748 | 0.09% |