BANK HAPOALIM BM

Bank

CIK

902528

Location

TEL AVIV, L3

Portfolio Value

Small $826,634,658

Diversification

Highly concentrated

Reports for

Peilim Portfolio Management Ltd

Filing Date

Global Rank

#2,107 / 8,517 ▲ 1349

Top Industry

Auto Manufacturers 70.2%

3Y Alpha vs SPY

+24.6%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 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

+207.4%

SPY

+75.3%

Annualised alpha

+24.8%

Max drawdown

−23.0%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

57.3%

+35.0 pts

Top 5

82.3%

+23.6 pts

Top 10

89.1%

+14.7 pts

HHI

3,512

Highly concentrated+2,568

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	60.1%	$496,535,130	6
Unclassified	18.4%	$151,746,735	3
Technology	14.0%	$116,022,726	32
Communication Services	3.6%	$29,911,852	3
Healthcare	2.5%	$20,503,356	11
Financial Services	1.1%	$9,503,558	7
Real Estate	0.2%	$1,557,330	1
Industrials	0.1%	$480,780	2
Consumer Defensive	0.0%	$373,191	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	+1,123,767	1,125,788	$473,506,432
KLAC	Kla Corp	+98,124	109,630	$33,076,467
SPY	Spdr S&P 500 ETF Trust	+33,258	141,384	$105,581,329
NOW	ServiceNow, Inc.	+13,230	26,753	$2,656,037
NKE	NIKE, Inc.	+8,200	38,702	$1,588,717
ZS	Zscaler, Inc.	+6,385	18,885	$2,665,617
NVDA	Nvidia Corp	+6,191	23,391	$4,680,305
ABT	Abbott Laboratories	+5,699	12,765	$1,158,296
MSFT	Microsoft Corp	+5,077	34,242	$12,772,950
EPAM	EPAM Systems, Inc.	+4,653	18,793	$1,491,224
QCOM	Qualcomm Inc/De	+4,086	19,356	$3,576,795
NVO	Novo Nordisk A S	+1,868	65,863	$3,157,472
META	Meta Platforms, Inc.	+1,374	3,280	$1,847,591
BKNG	Booking Holdings Inc.	+1,372	1,435	$255,774
C	Citigroup Inc	+910	8,154	$1,141,233
MU	Micron Technology Inc	+710	2,031	$2,344,362
CVS	CVS HEALTH Corp	+359	5,005	$517,767
JNJ	Johnson & Johnson	+165	1,238	$314,414
CDNS	Cadence Design Systems Inc	+162	4,924	$1,848,075
EW	Edwards Lifesciences Corp	+130	19,640	$1,776,634
MA	Mastercard Inc	+122	928	$476,620
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+83	1,618	$772,708
AVGO	Broadcom Inc.	+18	705	$266,313
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−19,411	26,450	$3,693,213
SEDG	Solaredge Technologies, Inc.	−4,251	40,309	$2,355,657
QQQ	Invesco Qqq Trust, Series 1	−3,713	59,707	$43,968,234
CSCO	Cisco Systems, Inc.	−3,199	71,784	$8,431,748
BIDU	Baidu, Inc.	−3,147	33,062	$3,778,655
AMZN	Amazon Com Inc	−2,073	87,107	$20,761,082
AMD	Advanced Micro Devices Inc	−1,876	5,609	$3,258,324
AAPL	Apple Inc.	−1,100	23,420	$6,776,811
CRM	Salesforce, Inc.	−1,018	14,741	$2,309,325
ASML	Asml Holding NV	−1,003	3,668	$7,297,265
ARRY	Array Technologies, Inc.	−940	59,570	$441,413
AMAT	Applied Materials Inc /De	−915	2,661	$1,923,903
CHKP	Check Point Software Technologies Ltd	−835	30,061	$3,950,917
WMT	Walmart Inc.	−721	3,295	$373,191
ZM	Zoom Communications, Inc.	−696	46,811	$4,040,257
PANW	Palo Alto Networks Inc	−680	910	$310,328
GOOGL	Alphabet Inc.	−680	68,627	$24,285,606
VEEV	Veeva Systems Inc	−553	11,870	$2,106,568
JPM	Jpmorgan Chase & Co	−493	14,855	$4,862,487
DELL	Dell Technologies Inc.	−433	1,667	$719,243
V	Visa Inc.	−375	4,011	$1,376,133
UNH	Unitedhealth Group Inc	−364	3,780	$1,571,081
ORCL	Oracle Corp	−364	5,071	$743,155
PFE	Pfizer Inc	−350	109,145	$2,628,211
DIA	Spdr Dow Jones Industrial Average ETF Trust	−337	4,206	$2,197,172
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	1,368	$384,695
ANET	Arista Networks, Inc.	2,141	$363,713
CAT	Caterpillar Inc	247	$263,030
GS	Goldman Sachs Group Inc	243	$245,762
BETA	BETA Technologies, Inc.	13,000	$217,750
QXL	Quantum X Labs Inc.	20,000	$114,000
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	514,490	$39,708,338
VXUS	Vanguard Total International Stock ETF	119,514	$9,215,724
TDOC	Teladoc Health, Inc.	84,198	$458,879
GLD	Spdr Gold Trust	567	$243,974
NFLX	Netflix Inc	2,205	$212,010
CGEN	Compugen Ltd	24,000	$51,120
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $826,634,658 total · filing declares 122 positions · $1,504,769 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,125,788	+1,123,767	$473,506,432	+62924.4%	57.28%
SPY	Spdr S&P 500 ETF Trust	Added	141,384	+33,258	$105,581,329	+50.1%	12.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	59,707	-3,713	$43,968,234	+20.1%	5.32%
KLAC	Kla Corp Technology	Added	109,630	+98,124	$33,076,467	+95.2%	4.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	68,627	-680	$24,285,606	+22.1%	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	87,107	-2,073	$20,761,082	+11.8%	2.51%
MSFT	Microsoft Corp Technology	Added	34,242	+5,077	$12,772,950	+18.3%	1.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	71,784	-3,199	$8,431,748	+44.9%	1.02%
ASML	Asml Holding NV Technology	Reduced	3,668	-1,003	$7,297,265	+18.3%	0.88%
AAPL	Apple Inc. Technology	Reduced	23,420	-1,100	$6,776,811	+8.9%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,855	-493	$4,862,487	+7.7%	0.59%
NVDA	Nvidia Corp Technology	Added	23,391	+6,191	$4,680,305	+56.0%	0.57%
ZM	Zoom Communications, Inc. Technology	Reduced	46,811	-696	$4,040,257	+5.8%	0.49%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	30,061	-835	$3,950,917	−10.5%	0.48%
BIDU	Baidu, Inc. Communication Services	Reduced	33,062	-3,147	$3,778,655	−6.3%	0.46%
INTC	Intel Corp Technology	Reduced	26,450	-19,411	$3,693,213	+82.5%	0.45%
QCOM	Qualcomm Inc/De Technology	Added	19,356	+4,086	$3,576,795	+81.9%	0.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,609	-1,876	$3,258,324	+114.0%	0.39%
ABBV	AbbVie Inc. Healthcare	Reduced	12,788	-300	$3,217,972	+13.0%	0.39%
NVO	Novo Nordisk A S Healthcare	Added	65,863	+1,868	$3,157,472	+34.3%	0.38%
ZS	Zscaler, Inc. Technology	Added	18,885	+6,385	$2,665,617	+52.0%	0.32%
NOW	ServiceNow, Inc. Technology	Added	26,753	+13,230	$2,656,037	+87.9%	0.32%
PFE	Pfizer Inc Healthcare	Reduced	109,145	-350	$2,628,211	−14.5%	0.32%
LLY	ELI LILLY & Co Healthcare	Reduced	2,173	-103	$2,606,361	+24.5%	0.32%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	40,309	-4,251	$2,355,657	+3.6%	0.28%
MU	Micron Technology Inc Technology	Added	2,031	+710	$2,344,362	+425.3%	0.28%
CRM	Salesforce, Inc. Technology	Reduced	14,741	-1,018	$2,309,325	−21.5%	0.28%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,206	-337	$2,197,172	+4.4%	0.27%
VEEV	Veeva Systems Inc Healthcare	Reduced	11,870	-553	$2,106,568	−3.5%	0.25%
SNPS	Synopsys Inc Technology	Reduced	4,655	-78	$2,076,455	+10.7%	0.25%
AMAT	Applied Materials Inc /De Technology	Reduced	2,661	-915	$1,923,903	+57.4%	0.23%
CDNS	Cadence Design Systems Inc Technology	Added	4,924	+162	$1,848,075	+39.7%	0.22%
META	Meta Platforms, Inc. Communication Services	Added	3,280	+1,374	$1,847,591	+69.4%	0.22%
EW	Edwards Lifesciences Corp Healthcare	Added	19,640	+130	$1,776,634	+13.7%	0.21%
NKE	NIKE, Inc. Consumer Cyclical	Added	38,702	+8,200	$1,588,717	−1.4%	0.19%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,780	-364	$1,571,081	+40.1%	0.19%
EQIX	Equinix Inc Real Estate	Reduced	1,494	-2	$1,557,330	+6.2%	0.19%
EPAM	EPAM Systems, Inc. Technology	Added	18,793	+4,653	$1,491,224	−22.1%	0.18%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,273	-246	$1,448,580	+4.5%	0.18%
V	Visa Inc. Financial Services	Reduced	4,011	-375	$1,376,133	+3.8%	0.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,649	-229	$1,325,533	−3.9%	0.16%
ABT	Abbott Laboratories Healthcare	Added	12,765	+5,699	$1,158,296	+59.7%	0.14%
C	Citigroup Inc Financial Services	Added	8,154	+910	$1,141,233	+38.9%	0.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,618	+83	$772,708	+49.0%	0.09%
ORCL	Oracle Corp Technology	Reduced	5,071	-364	$743,155	−7.1%	0.09%
DELL	Dell Technologies Inc. Technology	Reduced	1,667	-433	$719,243	+108.7%	0.09%
CVS	CVS HEALTH Corp Healthcare	Added	5,005	+359	$517,767	+55.2%	0.06%
MA	Mastercard Inc Financial Services	Added	928	+122	$476,620	+18.3%	0.06%
NVMI	Nova Ltd. Technology	Reduced	877	-16	$476,158	+22.8%	0.06%
ARRY	Array Technologies, Inc. Technology	Reduced	59,570	-940	$441,413	+0.9%	0.05%

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.