We are live on ! Find out more
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
Avg Time Held
20.6 quarters
Top 10 Avg Time Held
3.8 quarters
Top 20 Avg Time Held
5.7 quarters

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 Held Since
ASML icon
26
ASML
ASML
$660B
$7.3M 0.48%
3,668
-1,003
-21% -$1.6M
2017 Q4
34 quarters
PAVE icon
27
Global X US Infrastructure Development ETF
PAVE
$13.5B
$6.82M 0.45%
115,725
-2,115
-2% -$119K
2020 Q4
22 quarters
AAPL icon
28
Apple
AAPL
$5.03T
$6.78M 0.45%
23,420
-1,100
-4% -$315K
2026 Q1
1 quarter
XLY icon
29
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
$4.96M 0.33%
42,246
-3,440
-8% -$402K
2013 Q4
50 quarters
JPM icon
30
JPMorgan Chase
JPM
$883B
$4.86M 0.32%
14,855
-493
-3% -$153K
2013 Q4
50 quarters
NVDA icon
31
NVIDIA
NVDA
$5.41T
$4.68M 0.31%
23,391
+6,191
+36% +$1.27M
2017 Q2
36 quarters
VCIT icon
32
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
– –
0
– –
2020 Q2
24 quarters
ZM icon
33
Zoom
ZM
$28.2B
$4.04M 0.27%
46,811
-696
-1% -$65.8K
2022 Q3
15 quarters
CHKP icon
34
Check Point Software Technologies
CHKP
$13.7B
$3.95M 0.26%
30,061
-835
-3% -$109K
2013 Q4
50 quarters
BIDU icon
35
Baidu
BIDU
$27.9B
$3.78M 0.25%
33,062
-3,147
-9% -$390K
2026 Q1
1 quarter
INTC icon
36
Intel
INTC
$532B
$3.69M 0.25%
26,450
-19,411
-42% -$1.96M
2025 Q4
2 quarters
QCOM icon
37
Qualcomm
QCOM
$186B
$3.58M 0.24%
19,356
+4,086
+27% +$764K
2020 Q3
23 quarters
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.33T
$3.33M 0.22%
9,314
+352
+4% +$127K
2015 Q4
42 quarters
AMD icon
39
Advanced Micro Devices
AMD
$953B
$3.26M 0.22%
5,609
-1,876
-25% -$769K
2026 Q1
1 quarter
ABBV icon
40
AbbVie
ABBV
$500B
$3.22M 0.21%
12,788
-300
-2% -$64.5K
2017 Q1
37 quarters
NVO icon
41
Novo Nordisk
NVO
$168B
$3.16M 0.21%
65,863
+1,868
+3% +$80.3K
2017 Q2
36 quarters
XAR icon
42
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.39B
$3.08M 0.2%
10,856
+60
+0.6% +$16.2K
2017 Q4
34 quarters
VT icon
43
Vanguard Total World Stock ETF
VT
$82B
$3.01M 0.2%
19,179
+600
+3% +$91.5K
2019 Q3
27 quarters
IGV icon
44
iShares Expanded Tech-Software Sector ETF
IGV
$14.6B
$2.92M 0.19%
32,226
-18,449
-36% -$1.64M
2019 Q1
29 quarters
ZS icon
45
Zscaler
ZS
$36.9B
$2.67M 0.18%
18,885
+6,385
+51% +$890K
2019 Q3
27 quarters
NOW icon
46
ServiceNow
NOW
$144B
$2.66M 0.18%
26,753
+13,230
+98% +$1.31M
2020 Q1
25 quarters
PFE icon
47
Pfizer
PFE
$165B
$2.63M 0.17%
109,145
-350
-0.3% -$9.15K
2013 Q4
50 quarters
LLY icon
48
Eli Lilly
LLY
$1.07T
$2.61M 0.17%
2,173
-103
-5% -$105K
2016 Q4
38 quarters
SEDG icon
49
SolarEdge
SEDG
$1.92B
$2.36M 0.16%
40,309
-4,251
-10% -$223K
2018 Q4
30 quarters
MU icon
50
Micron Technology
MU
$1.06T
$2.34M 0.16%
2,031
+710
+54% +$532K
2026 Q1
1 quarter
1
2
3 4 5

Similar funds

FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
HTI
Hikari Tsushin Inc Tokyo, Japan $1.51B AUM 13.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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.