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BHB

Bank Hapoalim BM Portfolio holdings

AUM $1.5B
1-Year Est. Return 26.39%
This Fund
S&P 500
This Quarter Est. Return
+18.32%
1 Year Est. Return
+26.39%
3 Year Est. Return
+76.65%
5 Year Est. Return
+75.97%
10 Year Est. Return
+307.85%
AUM
$1.5B
AUM Growth
+$853M
Cap. Flow
+$665M
Cap. Flow %
44.2%
Top 10 Hldgs %
73.57%
Holding
124
New
9
Increased
28
Reduced
62
Closed
7

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$447M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$194M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$30.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.1M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$10M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.2M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.1M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.55M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.5M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.38M

Sector Composition

Rank Sector Weight
1 Miscellaneous 55.15%
2 Consumer Discretionary 33%
3 Technology 7.71%
4 Communication Services 1.99%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
1
Tesla
TSLA
$1.38T
$474M 31.47%
1,125,788
+1,123,767
+55,605% +$447M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$898B
$199M 13.24%
+266,000
New +$194M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$106M 7.02%
141,384
+33,258
+31% +$24.1M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.03T
$90.7M 6.03%
132,090
-22,844
-15% -$15.2M
LQD icon
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$61.9M 4.11%
461,300
+277,300
+151% +$30.2M
QQQ icon
6
Invesco QQQ Trust
QQQ
$489B
$44M 2.92%
59,707
-3,713
-6% -$2.55M
SPBO icon
7
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.14B
$36.2M 2.41%
+346,250
New +$10M
KLAC icon
8
KLA
KLAC
$229B
$33.1M 2.2%
109,630
-5,430
-5% -$1.08M
SOXX icon
9
iShares Semiconductor ETF
SOXX
$41.5B
$31.6M 2.1%
49,285
-4,923
-9% -$2.5M
ACWI icon
10
iShares MSCI ACWI ETF
ACWI
$33.3B
$31.4M 2.09%
200,000
– –
BIV icon
11
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$29.4M 1.95%
382,990
-131,500
-26% -$10.1M
SPIB icon
12
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
– –
0
– –
QQQM icon
13
Invesco NASDAQ 100 ETF
QQQM
$104B
$24.8M 1.65%
82,000
– –
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.19T
$21M 1.39%
59,313
-1,032
-2% -$369K
AMZN icon
15
Amazon
AMZN
$2.87T
$20.8M 1.38%
87,107
-2,073
-2% -$520K
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$121B
$18.1M 1.2%
95,087
+1,784
+2% +$305K
EZU icon
17
iShare MSCI Eurozone ETF
EZU
$9.87B
$16.1M 1.07%
232,200
+3,200
+1% +$216K
EWU icon
18
iShares MSCI United Kingdom ETF
EWU
$3.81B
$15.5M 1.03%
335,600
– –
XLF icon
19
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$13.4M 0.89%
249,096
-12,051
-5% -$626K
MSFT icon
20
Microsoft
MSFT
$3.81T
$12.8M 0.85%
34,242
+5,077
+17% +$2.05M
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$12.3M 0.82%
114,535
-20,881
-15% -$2.38M
VXUS icon
22
Vanguard Total International Stock ETF
VXUS
$163B
$9.36M 0.62%
109,499
-10,015
-8% -$839K
CSCO icon
23
Cisco
CSCO
$433B
$8.43M 0.56%
71,784
-3,199
-4% -$335K
XLI icon
24
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$8.11M 0.54%
43,771
+7,088
+19% +$1.23M
XLV icon
25
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$8.06M 0.54%
50,796
-11,021
-18% -$1.64M
1
2 3 4 5

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Bank Hapoalim BM's Q2 2026 Portfolio in Review

As of Q2 2026, Bank Hapoalim BM held 124 positions worth $1.5B, up 131% from $652M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Bank Hapoalim BM deployed $665M of net new capital in Q2 2026, opening 9 new positions and adding to 28 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 266,000 shares worth $199M.

By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, down from 76% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.2M trimmed.

  • Bank Hapoalim BM's largest Q2 2026 buy was iShares Core S&P 500 ETF: 266,000 shares worth $199M.
  • Bank Hapoalim BM added most to Tesla in Q2 2026, an estimated $447M increase.
  • Bank Hapoalim BM's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.2M.
  • Bank Hapoalim BM fully exited Teladoc Health in Q2 2026, selling an estimated $459K.
  • Bank Hapoalim BM's ten largest holdings make up 74% of its $1.5B portfolio in Q2 2026.
  • Bank Hapoalim BM opened 9 new positions and closed 7 in Q2 2026.
  • Bank Hapoalim BM's portfolio value rose 131% quarter-over-quarter to $1.5B.

Based on Bank Hapoalim BM's 13F filing for Q2 2026, filed 5 Aug 2026.