BANK HAPOALIM BM

CIK

902528

Location

TEL AVIV, L3

Portfolio Value

Mid $1,362,065,178

Diversification

Moderately concentrated

Reports for

Peilim Portfolio Management Ltd

Filing Date

Global Rank

#2,055 / 8,816 ▲ 1219

Top Industry

Auto Manufacturers 66.3%

Period ended 4 months ago

Filed Aug 5, 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

SIC code

8880

Portfolio style

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

Style

Concentrated

The top 10 positions are 86.6% of the book (60%+)

Turnover

Medium turnover

51.4% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+), a floor since 34.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 81.1%; sector active share 63.7% 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

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

Top Position

34.8%

+18.5 pts

Top 5

75.1%

+18.9 pts

Top 10

86.6%

+10.7 pts

HHI

1,852

Moderately concentrated+1,060

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.6%	$648,395,765	47
Consumer Cyclical	36.5%	$496,535,130	6
Technology	8.5%	$116,022,726	32
Financial Services	3.5%	$48,285,048	10
Communication Services	2.2%	$29,911,852	4
Healthcare	1.5%	$20,503,356	11
Real Estate	0.1%	$1,557,330	1
Industrials	0.0%	$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

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	+1,123,767	1,125,788	$473,506,432
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+277,300	461,300	$50,313,991
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
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+7,088	43,771	$8,107,702
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	+4,086	19,356	$3,576,795
EZU	iShares Trust	+3,200	232,200	$0
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,016	2,304	$275,374
NVO	Novo Nordisk A S	+1,868	65,863	$3,157,472
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,784	95,087	$18,115,975
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
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+600	19,179	$3,010,144
CVS	CVS HEALTH Corp	+359	5,005	$517,767
GOOGL	Alphabet Inc.	+352	9,314	$3,328,544
JNJ	Johnson & Johnson	+165	1,238	$314,414
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Bond Index Funds	−131,500	382,990	$29,375,333
VOO	VANGUARD 500 INDEX FUND	−22,844	132,090	$90,720,732
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−20,881	114,535	$12,270,134
INTC	Intel Corp	−19,411	26,450	$3,693,213
IGV	iShares Expanded Tech-Software Sector ETF	−18,449	32,226	$2,919,675
XLF	State Street Corp	−12,051	249,096	$13,354,036
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−11,021	50,796	$8,059,293
VXUS	Vanguard Total International Stock ETF	−10,015	109,499	$9,361,069
—		−6,883	17,802	$1,599,509
SOXX	iShares Semiconductor ETF	−4,923	49,285	$0
SEDG	Solaredge Technologies, Inc.	−4,251	40,309	$2,355,657
QQQ	Invesco Qqq Trust, Series 1	−3,713	59,707	$43,968,234
—		−3,619	64,989	$2,158,934
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−3,440	42,246	$4,954,610
CSCO	Cisco Systems, Inc.	−3,199	71,784	$8,431,748
BIDU	Baidu, Inc.	−3,147	33,062	$3,778,655
IHI	iShares U.S. Medical Devices ETF	−2,890	10,370	$512,381
—		−2,635	1,779	$239,382
PAVE	Global X U.S. Infrastructure Development ETF	−2,115	115,725	$0
AMZN	Amazon Com Inc	−2,073	87,107	$20,761,082
SHLD	Global X Defense Tech ETF	−1,923	33,566	$0
AMD	Advanced Micro Devices Inc	−1,876	5,609	$3,258,324
AAPL	Apple Inc.	−1,100	23,420	$6,776,811
IYG	iShares U.S. Financial Services ETF	−1,045	5,327	$481,933
GOOG	Alphabet Inc.	−1,032	59,313	$20,957,062
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
IVV	iShares Core S&P 500 ETF	266,000	$199,204,740
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
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	4,924	$223,254
BETA	BETA Technologies, Inc.	13,000	$217,750
QXL	Quantum X Labs Inc.	20,000	$114,000
SPBO	State Street(R) SPDR Portfolio Corporate Bond ETF	346,250	$36,200
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
TDOC	Teladoc Health, Inc.	84,198	$458,879
GLD	Spdr Gold Trust	567	$243,974
RSP	Victory Portfolios II	1,244	$238,748
NFLX	Netflix Inc	2,205	$212,010
—		7,305	$207,681
PNQI	Victory Portfolios II	4,600	$205,758
CGEN	Compugen Ltd	24,000	$51,120
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 tracked positions · $1,362,065,178 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 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,125,788	+1,123,767	$473,506,432	+62924.4%	9	$397.80	34.76%
IVV	iShares Core S&P 500 ETF	NEW	266,000	NEW	$199,204,740	NEW	1	unpriced	14.63%
SPY	Spdr S&P 500 ETF Trust	Added	141,384	+33,258	$105,581,329	+50.1%	26+	before history	7.75%
VOO	VANGUARD 500 INDEX FUND	Reduced	132,090	-22,844	$90,720,732	−2.0%	26+	before history	6.66%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	567,136	+269,270	$50,325,535	+150.8%	4	unpriced	3.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	59,707	-3,713	$43,968,234	+20.1%	26+	before history	3.23%
KLAC	Kla Corp Technology	Added	109,630	+98,124	$33,076,467	+95.2%	26+	before history	2.43%
ACWI	iShares MSCI ACWI ETF	Held	200,000	0	$31,394,000	+13.4%	26+	before history	2.30%
BIV	Vanguard Bond Index Funds	Reduced	382,990	-131,500	$29,375,333	−26.0%	2	$77.85	2.16%
QQQM	Invesco Ltd. Financial Services	Held	82,000	0	$24,843,540	+27.5%	4	$235.73	1.82%
GOOG	Alphabet Inc. Communication Services	Reduced	59,313	-1,032	$20,957,062	+21.1%	26+	before history	1.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	87,107	-2,073	$20,761,082	+11.8%	2	$220.17	1.52%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	95,087	+1,784	$18,115,975	+46.1%	26+	before history	1.33%
EWU	iShares MSCI United Kingdom ETF	Held	335,600	0	$15,484,584	+1.3%	2	unpriced	1.14%
XLF	State Street Corp Financial Services	Reduced	249,096	-12,051	$13,354,036	+3.6%	26+	before history	0.98%
MSFT	Microsoft Corp Technology	Added	34,242	+5,077	$12,772,950	+18.3%	26+	before history	0.94%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	114,535	-20,881	$12,270,134	−18.3%	25	unpriced	0.90%
VXUS	Vanguard Total International Stock ETF	Reduced	109,499	-10,015	$9,361,069	+1.6%	2	$79.39	0.69%
CSCO	Cisco Systems, Inc. Technology	Reduced	71,784	-3,199	$8,431,748	+44.9%	26+	before history	0.62%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	43,771	+7,088	$8,107,702	+36.7%	26+	before history	0.60%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	50,796	-11,021	$8,059,293	−11.1%	26+	before history	0.59%
ASML	Asml Holding NV Technology	Reduced	3,668	-1,003	$7,297,265	+18.3%	26+	before history	0.54%
AAPL	Apple Inc. Technology	Reduced	23,420	-1,100	$6,776,811	+8.9%	2	$260.25	0.50%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	42,246	-3,440	$4,954,610	−0.5%	26+	before history	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,855	-493	$4,862,487	+7.7%	26+	before history	0.36%
NVDA	Nvidia Corp Technology	Added	23,391	+6,191	$4,680,305	+56.0%	26+	before history	0.34%
ZM	Zoom Communications, Inc. Technology	Reduced	46,811	-696	$4,040,257	+5.8%	16	$81.40	0.30%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	30,061	-835	$3,950,917	−10.5%	26+	before history	0.29%
BIDU	Baidu, Inc. Communication Services	Reduced	33,062	-3,147	$3,778,655	−6.3%	2	$135.60	0.28%
INTC	Intel Corp Technology	Reduced	26,450	-19,411	$3,693,213	+82.5%	3	$44.73	0.27%
QCOM	Qualcomm Inc Technology	Added	19,356	+4,086	$3,576,795	+81.9%	24	$148.68	0.26%
GOOGL	Alphabet Inc. Communication Services	Added	9,314	+352	$3,328,544	+29.2%	26+	before history	0.24%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,609	-1,876	$3,258,324	+114.0%	2	$213.52	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	12,788	-300	$3,217,972	+13.0%	26+	before history	0.24%
NVO	Novo Nordisk A S Healthcare	Added	65,863	+1,868	$3,157,472	+34.3%	26+	before history	0.23%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Added	10,856	+60	$3,080,824	+12.4%	26+	before history	0.23%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	19,179	+600	$3,010,144	+17.1%	26+	before history	0.22%
IGV	iShares Expanded Tech-Software Sector ETF	Reduced	32,226	-18,449	$2,919,675	−28.0%	26+	before history	0.21%
ZS	Zscaler, Inc. Technology	Added	18,885	+6,385	$2,665,617	+52.0%	26+	before history	0.20%
NOW	ServiceNow, Inc. Technology	Added	26,753	+13,230	$2,656,037	+87.9%	26+	before history	0.20%
PFE	Pfizer Inc Healthcare	Reduced	109,145	-350	$2,628,211	−14.5%	26+	before history	0.19%
LLY	ELI LILLY & Co Healthcare	Reduced	2,173	-103	$2,606,361	+24.5%	26+	before history	0.19%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	40,309	-4,251	$2,355,657	+3.6%	26+	before history	0.17%
MU	Micron Technology Inc Technology	Added	2,031	+710	$2,344,362	+425.3%	2	$516.93	0.17%
CRM	Salesforce, Inc. Technology	Reduced	14,741	-1,018	$2,309,325	−21.5%	26+	before history	0.17%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,206	-337	$2,197,172	+4.4%	26+	before history	0.16%
		Reduced	64,989	-3,619	$2,158,934	+27.8%	2	$27.70	0.16%
VEEV	Veeva Systems Inc Healthcare	Reduced	11,870	-553	$2,106,568	−3.5%	22	$248.96	0.15%
SNPS	Synopsys Inc Technology	Reduced	4,655	-78	$2,076,455	+10.7%	5	$477.94	0.15%
AMAT	Applied Materials Inc Technology	Reduced	2,661	-915	$1,923,903	+57.4%	2	$336.38	0.14%

Showing the top 50 of 114 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.