BANK HAPOALIM BM

Bank

CIK

902528

Location

TEL AVIV, L3

Portfolio Value

Small $233,383,204

Diversification

Diversified

Filing Date

Global Rank

#3,773 / 8,605 ▼ 1219 · as of Mar 2026

Top Industry

Software - Infrastructure 16.2%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.9%

SPY

+76.5%

Annualised alpha

-7.7%

Max drawdown

−20.5%

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

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

Top Position

30.1%

−28.6 pts

Top 5

61.1%

−23.3 pts

Top 10

71.8%

−17.5 pts

HHI

1,293

Diversified−2,441

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.8%	$109,271,663	4
Technology	28.2%	$65,779,051	29
Consumer Cyclical	9.2%	$21,494,459	6
Healthcare	7.9%	$18,449,292	13
Financial Services	3.6%	$8,509,185	6
Communication Services	3.4%	$7,914,007	4
Real Estate	0.6%	$1,466,439	1
Consumer Defensive	0.2%	$499,108	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+50,349	108,126	$70,318,662
PFE	Pfizer Inc	+41,100	109,495	$3,074,619
INTC	Intel Corp	+39,579	45,861	$2,023,845
NVO	Novo Nordisk A S	+6,425	63,995	$2,351,816
MSFT	Microsoft Corp	+3,401	29,165	$10,796,008
NVDA	Nvidia Corp	+2,370	17,200	$2,999,680
CDNS	Cadence Design Systems Inc	+2,227	4,762	$1,323,216
SNPS	Synopsys Inc	+1,976	4,733	$1,876,539
SEDG	Solaredge Technologies, Inc.	+1,920	44,560	$2,274,788
ZS	Zscaler, Inc.	+795	12,500	$1,753,625
EW	Edwards Lifesciences Corp	+450	19,510	$1,562,360
BABA	Alibaba Group Holding Ltd	+338	4,288	$537,972
CVS	CVS HEALTH Corp	+331	4,646	$333,675
DIA	Spdr Dow Jones Industrial Average ETF Trust	+261	4,543	$2,104,272
ABBV	AbbVie Inc.	+205	13,088	$2,846,509
CSCO	Cisco Systems, Inc.	+142	74,983	$5,817,930
JNJ	Johnson & Johnson	+100	1,073	$262,284
EQIX	Equinix Inc	+50	1,496	$1,466,439
GLD	Spdr Gold Trust	+29	567	$243,974
META	Meta Platforms, Inc.	+11	1,906	$1,090,479
BKNG	Booking Holdings Inc.	+1	63	$10,610
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−679,944	2,021	$751,306
TDOC	Teladoc Health, Inc.	−73,643	84,198	$458,879
QQQ	Invesco Qqq Trust, Series 1	−60,652	63,420	$36,604,755
DELL	Dell Technologies Inc.	−12,410	2,100	$344,673
ARRY	Array Technologies, Inc.	−7,400	60,510	$437,487
ZM	Zoom Communications, Inc.	−7,030	47,507	$3,819,087
QCOM	Qualcomm Inc/De	−3,915	15,270	$1,966,470
PATH	UiPath, Inc.	−1,909	15,935	$176,878
CRM	Salesforce, Inc.	−1,743	15,759	$2,941,732
CHKP	Check Point Software Technologies Ltd	−1,237	30,896	$4,413,493
VEEV	Veeva Systems Inc	−1,105	12,423	$2,182,224
NOW	ServiceNow, Inc.	−1,030	13,523	$1,413,829
JPM	Jpmorgan Chase & Co	−986	15,348	$4,514,767
C	Citigroup Inc	−976	7,244	$821,542
MRK	Merck & Co., Inc.	−765	11,519	$1,385,620
KLAC	Kla Corp	−677	11,506	$1,694,154
EPAM	EPAM Systems, Inc.	−661	14,140	$1,914,556
ORCL	Oracle Corp	−568	5,435	$799,542
AVGO	Broadcom Inc.	−311	687	$212,633
UNH	Unitedhealth Group Inc	−277	4,144	$1,121,324
LLY	ELI LILLY & Co	−253	2,276	$2,093,396
ASML	Asml Holding NV	−232	4,671	$6,169,596
GOOGL	Alphabet Inc.	−224	8,962	$2,577,112
MA	Mastercard Inc	−199	806	$402,725
V	Visa Inc.	−54	4,386	$1,325,624
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	89,180	$18,573,518
AAPL	Apple Inc.	24,520	$6,222,930
BIDU	Baidu, Inc.	36,209	$4,034,406
NKE	NIKE, Inc.	30,502	$1,611,115
AMD	Advanced Micro Devices Inc	7,485	$1,522,673
BRK-B	Berkshire Hathaway Inc	2,878	$1,379,137
AMAT	Applied Materials Inc /De	3,576	$1,222,241
ABT	Abbott Laboratories	7,066	$725,466
MU	Micron Technology Inc	1,321	$446,286
PANW	Palo Alto Networks Inc	1,590	$254,908
NFLX	Netflix Inc	2,205	$212,010
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,711	$304,130
LEN	Lennar Corp /New/	2,445	$251,346
SMCI	Super Micro Computer, Inc.	7,861	$230,091
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $233,383,204 total · as of Mar 31, 2026

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

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	108,126	+50,349	$70,318,662	+78.5%	30.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	63,420	-60,652	$36,604,755	−52.0%	15.68%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	89,180	NEW	$18,573,518	NEW	7.96%
MSFT	Microsoft Corp Technology	Added	29,165	+3,401	$10,796,008	−13.4%	4.63%
AAPL	Apple Inc. Technology	NEW	24,520	NEW	$6,222,930	NEW	2.67%
ASML	Asml Holding NV Technology	Reduced	4,671	-232	$6,169,596	+17.6%	2.64%
CSCO	Cisco Systems, Inc. Technology	Added	74,983	+142	$5,817,930	+0.9%	2.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,348	-986	$4,514,767	−14.2%	1.93%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	30,896	-1,237	$4,413,493	−26.0%	1.89%
BIDU	Baidu, Inc. Communication Services	NEW	36,209	NEW	$4,034,406	NEW	1.73%
ZM	Zoom Communications, Inc. Technology	Reduced	47,507	-7,030	$3,819,087	−18.8%	1.64%
PFE	Pfizer Inc Healthcare	Added	109,495	+41,100	$3,074,619	+80.5%	1.32%
NVDA	Nvidia Corp Technology	Added	17,200	+2,370	$2,999,680	+8.5%	1.29%
CRM	Salesforce, Inc. Technology	Reduced	15,759	-1,743	$2,941,732	−36.6%	1.26%
ABBV	AbbVie Inc. Healthcare	Added	13,088	+205	$2,846,509	−3.3%	1.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,962	-224	$2,577,112	−10.4%	1.10%
NVO	Novo Nordisk A S Healthcare	Added	63,995	+6,425	$2,351,816	−19.7%	1.01%
SEDG	Solaredge Technologies, Inc. Technology	Added	44,560	+1,920	$2,274,788	+84.9%	0.97%
VEEV	Veeva Systems Inc Healthcare	Reduced	12,423	-1,105	$2,182,224	−27.7%	0.94%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	4,543	+261	$2,104,272	+2.3%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	2,276	-253	$2,093,396	−23.0%	0.90%
INTC	Intel Corp Technology	Added	45,861	+39,579	$2,023,845	+773.1%	0.87%
QCOM	Qualcomm Inc/De Technology	Reduced	15,270	-3,915	$1,966,470	−40.1%	0.84%
EPAM	EPAM Systems, Inc. Technology	Reduced	14,140	-661	$1,914,556	−36.9%	0.82%
SNPS	Synopsys Inc Technology	Added	4,733	+1,976	$1,876,539	+44.9%	0.80%
ZS	Zscaler, Inc. Technology	Added	12,500	+795	$1,753,625	−33.4%	0.75%
KLAC	Kla Corp Technology	Reduced	11,506	-677	$1,694,154	+14.4%	0.73%
NKE	NIKE, Inc. Consumer Cyclical	NEW	30,502	NEW	$1,611,115	NEW	0.69%
EW	Edwards Lifesciences Corp Healthcare	Added	19,510	+450	$1,562,360	−3.8%	0.67%
AMD	Advanced Micro Devices Inc Technology	NEW	7,485	NEW	$1,522,673	NEW	0.65%
EQIX	Equinix Inc Real Estate	Added	1,496	+50	$1,466,439	+32.4%	0.63%
NOW	ServiceNow, Inc. Technology	Reduced	13,523	-1,030	$1,413,829	−36.6%	0.61%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,519	-765	$1,385,620	+7.2%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	2,878	NEW	$1,379,137	NEW	0.59%
V	Visa Inc. Financial Services	Reduced	4,386	-54	$1,325,624	−14.9%	0.57%
CDNS	Cadence Design Systems Inc Technology	Added	4,762	+2,227	$1,323,216	+67.0%	0.57%
AMAT	Applied Materials Inc /De Technology	NEW	3,576	NEW	$1,222,241	NEW	0.52%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,144	-277	$1,121,324	−23.2%	0.48%
META	Meta Platforms, Inc. Communication Services	Added	1,906	+11	$1,090,479	−12.8%	0.47%
C	Citigroup Inc Financial Services	Reduced	7,244	-976	$821,542	−14.4%	0.35%
ORCL	Oracle Corp Technology	Reduced	5,435	-568	$799,542	−31.7%	0.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,021	-679,944	$751,306	−99.8%	0.32%
ABT	Abbott Laboratories Healthcare	NEW	7,066	NEW	$725,466	NEW	0.31%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	4,288	+338	$537,972	−7.1%	0.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,535	-30	$518,753	+9.1%	0.22%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,016	-9	$499,108	+11.3%	0.21%
TDOC	Teladoc Health, Inc. Healthcare	Reduced	84,198	-73,643	$458,879	−58.5%	0.20%
MU	Micron Technology Inc Technology	NEW	1,321	NEW	$446,286	NEW	0.19%
ARRY	Array Technologies, Inc. Technology	Reduced	60,510	-7,400	$437,487	−30.1%	0.19%
MA	Mastercard Inc Financial Services	Reduced	806	-199	$402,725	−29.8%	0.17%