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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
+11.42%
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
$733M
AUM Growth
+$43.5M
Cap. Flow
-$4.22M
Cap. Flow %
-0.58%
Top 10 Hldgs %
48.51%
Holding
132
New
8
Increased
30
Reduced
50
Closed
9

Top Buys

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$1.84M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.78M
3
UNH icon
UnitedHealth
UNH
+$901K
4
KLAC icon
KLA
KLAC
+$668K
5
TDOC icon
Teladoc Health
TDOC
+$647K

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.27M
2
INTC icon
Intel
INTC
+$1.05M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$825K
4
AXP icon
American Express
AXP
+$747K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$719K

Sector Composition

Rank Sector Weight
1 Technology 12.71%
2 Healthcare 3.32%
3 Communication Services 2.84%
4 Consumer Discretionary 1.68%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDEV icon
26
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$8.43M 1.15%
122,400
– –
SCHF icon
27
Schwab International Equity ETF
SCHF
$68.3B
$8.37M 1.14%
422,900
– –
FTCS icon
28
First Trust Capital Strength ETF
FTCS
$7.99B
$7.62M 1.04%
85,000
– –
XLG icon
29
Invesco S&P 500 Top 50 ETF
XLG
$11B
$7.58M 1.03%
164,725
– –
CHKP icon
30
Check Point Software Technologies
CHKP
$13.4B
$7.39M 1.01%
33,397
+275
+0.8% +$60.5K
XLY icon
31
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$7.17M 0.98%
65,940
-6,228
-9% -$637K
CRM icon
32
Salesforce
CRM
$162B
$6.34M 0.87%
23,262
-410
-2% -$110K
CSCO icon
33
Cisco
CSCO
$483B
$6.28M 0.86%
90,547
-2,030
-2% -$125K
VEEV icon
34
Veeva Systems
VEEV
$38.1B
$6.02M 0.82%
20,903
+285
+1% +$70.7K
XLI icon
35
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$5.97M 0.81%
40,476
-2,640
-6% -$360K
ZM icon
36
Zoom
ZM
$31.4B
$5.77M 0.79%
73,992
-250
-0.3% -$19.3K
AAPL icon
37
Apple
AAPL
$4.5T
$5.37M 0.73%
26,176
-2,357
-8% -$476K
JPM icon
38
JPMorgan Chase
JPM
$956B
$5.08M 0.69%
17,527
-1,581
-8% -$403K
VCIT icon
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
0
– –
NOW icon
40
ServiceNow
NOW
$132B
$4.56M 0.62%
22,180
-235
-1% -$44.3K
QCOM icon
41
Qualcomm
QCOM
$170B
$4.5M 0.61%
28,248
+12,514
+80% +$1.84M
ASML icon
42
ASML
ASML
$666B
$4.34M 0.59%
5,413
+815
+18% +$585K
CIBR icon
43
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$4.11M 0.56%
54,335
-3,345
-6% -$229K
PAVE icon
44
Global X US Infrastructure Development ETF
PAVE
$14.3B
$4M 0.55%
91,895
-17,975
-16% -$719K
ZS icon
45
Zscaler
ZS
$28.6B
$3.81M 0.52%
12,140
+220
+2% +$54.8K
BIDU icon
46
Baidu
BIDU
$37.1B
$3.69M 0.5%
42,969
+3,734
+10% +$322K
ABBV icon
47
AbbVie
ABBV
$438B
$3.23M 0.44%
17,417
– –
META icon
48
Meta Platforms (Facebook)
META
$1.52T
$2.99M 0.41%
4,052
-90
-2% -$55.6K
XAR icon
49
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$2.92M 0.4%
13,864
-194
-1% -$35.2K
PFE icon
50
Pfizer
PFE
$154B
$2.7M 0.37%
111,255
-5,363
-5% -$125K
1
2
3 4 5

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Bank Hapoalim BM's Q2 2025 Portfolio in Review

As of Q2 2025, Bank Hapoalim BM held 132 positions worth $733M, up 6.3% from $690M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Bank Hapoalim BM's Q2 2025 filing shows 8 new, 30 increased, 50 reduced and 9 closed positions. Its largest new stake was Teladoc Health: 89,200 shares worth $777K. The largest sale was State Street Health Care Select Sector SPDR ETF, an estimated $1.27M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Healthcare and Communication Services.

  • Bank Hapoalim BM's largest Q2 2025 buy was Teladoc Health: 89,200 shares worth $777K.
  • Bank Hapoalim BM added most to Qualcomm in Q2 2025, an estimated $1.84M increase.
  • Bank Hapoalim BM's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $1.27M.
  • Bank Hapoalim BM fully exited Intel in Q2 2025, selling an estimated $1.05M.
  • Bank Hapoalim BM's ten largest holdings make up 49% of its $733M portfolio in Q2 2025.
  • Bank Hapoalim BM opened 8 new positions and closed 9 in Q2 2025.
  • Bank Hapoalim BM's portfolio value rose 6.3% quarter-over-quarter to $733M.

Based on Bank Hapoalim BM's 13F filing for Q2 2025, filed 22 Jul 2025.