Harel Insurance Investments & Financial Services Ltd.

CIK

1429390

Location

Ramat Gan, L3

Portfolio Value

Large $20,652,672,042

Diversification

Diversified

Reports for

Harel Insurance Co LTD Harel Mutual Funds Ltd

Filing Date

Global Rank

#353 / 8,826 ▲ 25 · as of Jun 2026

Top Industry

Semiconductors 19.5%

Period ended 36 days ago

Filed Nov 2, 2026 · 3d

27 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

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

Company	Schedule	Event date	Filed	Shares	% of class	Change	Status
ESLT Elbit Systems Ltd	13G	Oct 14, 2026	16d	2,424,529	5.2%	—	Current
TEVA Teva Pharmaceutical Industries Ltd	13G/A	Sep 30, 2026	3d	70,418,201	6%	-1,907,354 since Dec 31, 2025	Current
TSEM Tower Semiconductor Ltd	13G/A	Sep 30, 2026	3d	7,164,672	6.3%	+1,464,194 since Jun 10, 2026	Current
BWAY Brainsway Ltd.	13G/A	Jun 30, 2026	3mo	3,265,397	8.3%	+588,280 since Mar 31, 2026	Current
ETOR eToro Group Ltd.	13G/A	Jun 30, 2026	3mo	5,858,948	8.8%	+2,229,968 since Apr 21, 2026	Current
ICL ICL Group Ltd.	13G/A	Jun 30, 2026	3mo	86,377,321	6.7%	+18,608,161 since Mar 2, 2026	Current
ORA Ormat Technologies, Inc.	13G/A	Jun 30, 2026	3mo	4,367,852	7.1%	+1,304,904 since Mar 2, 2026	Current
CAMT Camtek Ltd	13G/A	Mar 31, 2026	6mo	3,632,087	7.8%	+1,222,042 since Dec 19, 2025	Current
NICE NICE Ltd.	13G/A	Mar 31, 2026	6mo	3,795,591	6.5%	+634,801 since Jan 29, 2026	Current
GILT Gilat Satellite Networks Ltd	13G	Feb 17, 2026	8mo	3,873,305	5.2%	—	Current
NVMI Nova Ltd.	13G/A	Feb 5, 2026	9mo	3,153,440	10.6%	+945,433 since Jun 30, 2025	Current
MGIC now RMTHF Magic Software Enterprises Ltd	13G/A	Jun 30, 2025	1y	6,492,758	13.2%	+901,300 since Mar 31, 2025	Current

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 4 exited, below-5% or retired stakes

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, 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

57.4% 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

544 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.0%

−1.0 pts

Top 5

29.8%

−1.9 pts

Top 10

49.8%

−1.1 pts

HHI

342

Diversified−8

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$8,185,587,432	87
Unclassified	24.2%	$4,993,279,155	137
Communication Services	9.3%	$1,919,172,447	20
Healthcare	6.9%	$1,420,318,229	44
Industrials	5.9%	$1,227,692,287	67
Financial Services	4.7%	$977,500,121	54
Consumer Cyclical	4.5%	$928,259,378	41
Energy	1.8%	$367,490,941	15
Utilities	1.5%	$313,104,094	32
Consumer Defensive	1.4%	$298,104,170	21
Basic Materials	0.1%	$13,170,409	17
Real Estate	0.0%	$8,993,379	9

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KBWB	Invesco Ltd.	+1,677,650	1,678,270	$0
GLBE	Global-E Online Ltd.	+1,053,879	3,695,720	$146,830,955
TSEM	Tower Semiconductor Ltd	+793,478	3,072,857	$698,859,867
SEDG	Solaredge Technologies, Inc.	+680,876	3,037,254	$96,797,284
GOOGL	Alphabet Inc.	+649,542	3,266,740	$1,124,019,899
AMZN	Amazon Com Inc	+631,744	2,869,586	$714,957,351
NVDA	Nvidia Corp	+578,376	4,999,512	$1,141,788,550
FCOM	Fidelity MSCI Communication Services Index ETF	+497,925	4,055,773	$292,056,213
IYC	iShares U.S. Consumer Discretionary ETF	+394,729	1,765,008	$167,287,458
EWJ	iShares MSCI Japan ETF	+278,805	564,611	$55,026,988
LRCX	Lam Research Corp	+276,567	812,140	$266,796,111
GEV	GE Vernova Inc.	+263,453	563,621	$535,716,124
MDB	MongoDB, Inc.	+219,400	958,860	$334,268,184
NTNX	Nutanix, Inc.	+201,000	351,547	$24,752,424
META	Meta Platforms, Inc.	+197,526	1,033,352	$749,366,203
SMH	VanEck Semiconductor ETF	+193,705	540,861	$329,384,349
HPE	Hewlett Packard Enterprise Co	+184,035	424,035	$27,091,596
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+168,935	1,555,320	$709,521,430
BBWI	Bath & Body Works, Inc.	+148,500	321,000	$5,110,320
RSPD	Victory Portfolios II	+147,379	1,157,808	$0
SOXX	iShares Semiconductor ETF	+141,966	884,702	$503,076,945
KLAC	Kla Corp	+130,835	1,596,485	$311,202,821
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+116,457	244,674	$25,000,789
ZIM	ZIM Integrated Shipping Services Ltd.	+114,470	560,240	$16,426,236
CGC	Canopy Growth Corp	+100,000	199,000	$178,343
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	−13,483,390	34,655,415	$1,372,354,434
SHLD	Global X Defense Tech ETF	−1,829,665	5,160,800	$310,060,864
PAVE	Global X U.S. Infrastructure Development ETF	−955,000	7,983,139	$419,114,797
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	−789,500	24,500	$2,537,220
HON	Honeywell International Inc	−479,559	325	$68,555
HONA	Honeywell Aerospace Inc.	−478,857	1,564	$242,373
COPX	Global X Copper Miners ETF	−463,955	1,967,200	$166,621,840
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−360,045	2,876,381	$480,298,099
MSFT	Microsoft Corp	−300,928	1,394,503	$715,240,588
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−222,156	3,412,293	$574,698,387
DXJ	WisdomTree Japan Hedged Equity Fund	−167,622	1,593	$287,615
SNOW	Snowflake Inc.	−159,135	923,968	$313,742,574
ACWI	iShares MSCI ACWI ETF	−142,155	1,968,007	$312,460,471
PANW	Palo Alto Networks Inc	−141,969	486,789	$193,406,137
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−113,771	1,283,570	$251,258,827
RNG	RingCentral, Inc.	−97,730	144,904	$10,824,328
COHR	Coherent Corp.	−60,770	900	$259,029
YUM	Yum Brands Inc	−49,261	174	$23,723
LNG	Cheniere Energy, Inc.	−42,500	1,265,837	$340,548,128
RTX	RTX Corp	−42,060	108,215	$20,090,114
NICE	NICE Ltd.	−32,857	882,769	$98,225,706
AIRR	First Trust Exchange-Traded Fund VI	−31,200	1	$103
FFIV	F5, Inc.	−30,818	137	$60,989
INTC	Intel Corp	−27,238	96,355	$11,584,761
CBOE	Cboe Global Markets, Inc.	−24,298	1,670	$459,734
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	753,000	$113,597,580
TWLO	Twilio Inc	40,000	$11,698,400
FSLY	Fastly, Inc.	450,000	$11,551,500
AKAM	Akamai Technologies Inc	100,000	$10,635,000
DT	Dynatrace, Inc.	150,000	$8,661,000
SLM	SLM Corp	298,000	$6,743,740
CRAK	VanEck Oil Refiners ETF	85,153	$5,393,591
VIST	Vista Energy, S.A.B. de C.V.	47,480	$3,102,818
ASML	Asml Holding NV	1,214	$2,199,367
SIL	Global X Silver Miners ETF	12,750	$1,096,627
RGLD	Royal Gold Inc	4,450	$1,050,200
COKE	Coca-Cola Consolidated, Inc.	3,520	$666,230
CART	Maplebear Inc.	14,850	$640,332
MDLZ	Mondelez International, Inc.	10,483	$606,127
LIN	Linde PLC	1,210	$574,326
TPR	Tapestry, Inc.	4,750	$546,440
IOT	Samsara Inc.	13,997	$533,705
CSX	Csx Corp	11,376	$529,097
SYLD	Cambria Shareholder Yield ETF	6,000	$483,540
PAYC	Paycom Software, Inc.	2,150	$467,947
SYK	Stryker Corp	1,699	$467,887
NCLH	Norwegian Cruise Line Holdings Ltd.	30,800	$451,528
HLI	Houlihan Lokey, Inc.	3,482	$439,915
DPZ	Dominos Pizza Inc	1,400	$419,454
SSNC	SS&C Technologies Holdings Inc	5,430	$418,490
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MBLY	Mobileye Global Inc.	3,585,733	$34,709,895
PERI	Perion Network Ltd.	3,478,513	$33,776,361
NYAX	Nayax Ltd.	454,560	$29,778,225
XHB	State Street(R) SPDR(R) S&P(R) Homebuilders ETF	102,250	$11,816,010
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	48,200	$8,450,906
ANF	Abercrombie & Fitch Co	83,800	$7,542,838
AJG	Arthur J. Gallagher & Co.	2,991	$686,643
CCL	Carnival Corp Ltd.	23,725	$677,823
MAR	Marriott International Inc	1,577	$584,420
HDB	Hdfc Bank Ltd	21,007	$542,610
CP	Canadian Pacific Kansas City Ltd	6,117	$530,038
—		17,843	$475,694
NTAP	NetApp, Inc.	2,990	$462,732
PCTY	Paylocity Holding Corp	3,600	$376,308
DKNG	DraftKings Inc.	13,400	$338,484
AA	Alcoa Corp	6,180	$322,225
JBHT	Hunt J B Transport Services Inc	1,075	$311,137
DOCS	Doximity, Inc.	15,000	$311,100
—		9,000	$298,980
IT	Gartner Inc	2,300	$298,126
VEEV	Veeva Systems Inc	1,487	$263,897
MNST	Monster Beverage Corp	2,534	$243,568
CASY	Caseys General Stores Inc	292	$232,078
ICE	Intercontinental Exchange, Inc.	1,859	$228,861
LNTH	Lantheus Holdings, Inc.	1,477	$163,858
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

544 tracked positions · $20,652,672,042 total · filing declares 552 positions · $21,291,550 · as of Sep 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 544 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	34,655,415	-13,483,390	$1,372,354,434	−15.9%	6.64%
NVDA	Nvidia Corp Technology	Added	4,999,512	+578,376	$1,141,788,550	+29.1%	5.53%
GOOGL	Alphabet Inc. Communication Services	Added	3,266,740	+649,542	$1,124,019,899	+20.2%	5.44%
AAPL	Apple Inc. Technology	Added	2,771,580	+53,711	$922,991,571	+17.4%	4.47%
NVMI	Nova Ltd. Technology	Added	2,186,883	+61,410	$842,387,331	−27.0%	4.08%
META	Meta Platforms, Inc. Communication Services	Added	1,033,352	+197,526	$749,366,203	+59.2%	3.63%
MSFT	Microsoft Corp Technology	Reduced	1,394,503	-300,928	$715,240,588	+13.1%	3.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,869,586	+631,744	$714,957,351	+34.0%	3.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,555,320	+168,935	$709,521,430	+7.2%	3.44%
TSEM	Tower Semiconductor Ltd Technology	Added	3,072,857	+793,478	$698,859,867	+17.6%	3.38%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	3,412,293	-222,156	$574,698,387	−0.3%	2.78%
GEV	GE Vernova Inc. Industrials	Added	563,621	+263,453	$535,716,124	+51.9%	2.59%
SOXX	iShares Semiconductor ETF	Added	884,702	+141,966	$503,076,945	+5.7%	2.44%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	2,876,381	-360,045	$480,298,099	−19.9%	2.33%
PAVE	Global X U.S. Infrastructure Development ETF	Reduced	7,983,139	-955,000	$419,114,797	−20.4%	2.03%
CAMT	Camtek Ltd Technology	Reduced	2,225,529	-60	$345,513,377	−4.8%	1.67%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,265,837	-42,500	$340,548,128	+8.9%	1.65%
AVGO	Broadcom Inc. Technology	Reduced	962,857	-23,492	$338,145,749	−9.2%	1.64%
MDB	MongoDB, Inc. Technology	Added	958,860	+219,400	$334,268,184	+34.6%	1.62%
GS	Goldman Sachs Group Inc Financial Services	Reduced	370,300	-842	$333,403,308	−11.2%	1.61%
SMH	VanEck Semiconductor ETF	Added	540,861	+193,705	$329,384,349	+44.7%	1.59%
SNOW	Snowflake Inc. Technology	Reduced	923,968	-159,135	$313,742,574	+13.8%	1.52%
ACWI	iShares MSCI ACWI ETF	Reduced	1,968,007	-142,155	$312,460,471	−5.7%	1.51%
KLAC	Kla Corp Technology	Added	1,596,485	+130,835	$311,202,821	−29.6%	1.51%
SHLD	Global X Defense Tech ETF	Reduced	5,160,800	-1,829,665	$310,060,864	−25.7%	1.50%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	2,415,622	-5,645	$303,571,216	+4.9%	1.47%
FCOM	Fidelity MSCI Communication Services Index ETF	Added	4,055,773	+497,925	$292,056,213	+18.1%	1.41%
DDOG	Datadog, Inc. Technology	Added	985,110	+34,367	$269,772,373	+9.0%	1.31%
LRCX	Lam Research Corp Technology	Added	812,140	+276,567	$266,796,111	+15.0%	1.29%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	1,283,570	-113,771	$251,258,827	−5.6%	1.22%
MS	Morgan Stanley Financial Services	Added	1,262,091	+36,800	$237,374,075	−7.3%	1.15%
MISL	First Trust Indxx Aerospace & Defense ETF	Held	5,312,400	0	$220,995,840	−9.1%	1.07%
GE	General Electric Co Industrials	Reduced	650,431	-1,093	$203,123,096	−16.6%	0.98%
PANW	Palo Alto Networks Inc Technology	Reduced	486,789	-141,969	$193,406,137	−9.8%	0.94%
ENLT	Enlight Renewable Energy Ltd. Utilities	Reduced	2,700,948	-200	$187,472,800	−22.0%	0.91%
ESLT	Elbit Systems Ltd Industrials	Reduced	274,768	-10	$187,394,523	−10.1%	0.91%
IYC	iShares U.S. Consumer Discretionary ETF	Added	1,765,008	+394,729	$167,287,458	+20.8%	0.81%
COPX	Global X Copper Miners ETF	Reduced	1,967,200	-463,955	$166,621,840	−11.0%	0.81%
ETOR	eToro Group Ltd. Financial Services	Held	5,858,948	0	$150,574,963	−34.9%	0.73%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	3,695,720	+1,053,879	$146,830,955	+60.0%	0.71%
COST	Costco Wholesale Corp Consumer Defensive	Held	154,450	0	$140,602,013	−2.7%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	1,290,257	+663	$134,083,507	−8.2%	0.65%
PSUS	Pershing Square USA, Ltd. Financial Services	Held	3,600,000	0	$133,560,000	−0.7%	0.65%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	1,108,331	-163	$120,630,746	−7.2%	0.58%
ORA	Ormat Technologies, Inc. Utilities	Held	1,297,863	0	$118,741,485	−16.0%	0.57%
LONZ		Held	2,320,000	0	$114,028,000	−0.3%	0.55%
SPCX	Space Exploration Technologies Corp Industrials	NEW	753,000	NEW	$113,597,580	NEW	0.55%
NICE	NICE Ltd. Technology	Reduced	882,769	-32,857	$98,225,706	+18.1%	0.48%
SEDG	Solaredge Technologies, Inc. Technology	Added	3,037,254	+680,876	$96,797,284	−29.7%	0.47%
ORCL	Oracle Corp Technology	Added	684,688	+93,625	$94,007,662	+8.5%	0.46%

Showing the top 50 of 544 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.