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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
+2.24%
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
$1.15B
AUM Growth
+$338M
Cap. Flow
+$313M
Cap. Flow %
27.18%
Top 10 Hldgs %
65.78%
Holding
130
New
8
Increased
22
Reduced
55
Closed
18

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$301M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$37.6M
3
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$24.5M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$14.7M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.79M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$19M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$15.4M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.1M
4
AAPL icon
Apple
AAPL
+$6.63M
5
BIDU icon
Baidu
BIDU
+$4.58M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.74%
2 Technology 6.66%
3 Communication Services 2.11%
4 Healthcare 1.68%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHB icon
26
Invesco S&P 500 High Beta ETF
SPHB
$926M
$10.1M 0.87%
86,000
– –
XLV icon
27
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$9.66M 0.84%
62,406
+8,403
+16% +$1.26M
IGV icon
28
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$9.59M 0.83%
90,776
-8,204
-8% -$902K
FDN icon
29
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$7.31M 0.64%
27,156
-2,551
-9% -$699K
XLY icon
30
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$7.07M 0.61%
59,207
-3,555
-6% -$422K
XLI icon
31
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$6.39M 0.56%
41,229
+303
+0.7% +$46.6K
CHKP icon
32
Check Point Software Technologies
CHKP
$13.4B
$5.96M 0.52%
32,133
+4,194
+15% +$811K
CSCO icon
33
Cisco
CSCO
$483B
$5.76M 0.5%
74,841
+6,254
+9% +$464K
JPM icon
34
JPMorgan Chase
JPM
$956B
$5.26M 0.46%
16,334
-971
-6% -$301K
ASML icon
35
ASML
ASML
$666B
$5.25M 0.46%
4,903
-510
-9% -$532K
ZM icon
36
Zoom
ZM
$31.4B
$4.71M 0.41%
54,537
-1,405
-3% -$118K
CRM icon
37
Salesforce
CRM
$162B
$4.64M 0.4%
17,502
-412
-2% -$102K
VCIT icon
38
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
0
– –
PAVE icon
39
Global X US Infrastructure Development ETF
PAVE
$14.3B
$4.2M 0.36%
87,842
-2,224
-2% -$107K
VT icon
40
Vanguard Total World Stock ETF
VT
$81.2B
$4.16M 0.36%
29,453
+7,782
+36% +$1.09M
XAR icon
41
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$3.31M 0.29%
13,737
-91
-0.7% -$21.6K
QCOM icon
42
Qualcomm
QCOM
$170B
$3.28M 0.29%
19,185
-1,599
-8% -$274K
EPAM icon
43
EPAM Systems
EPAM
$5.02B
$3.03M 0.26%
14,801
+430
+3% +$76.7K
VEEV icon
44
Veeva Systems
VEEV
$38.1B
$3.02M 0.26%
13,528
-245
-2% -$65K
ABBV icon
45
AbbVie
ABBV
$438B
$2.94M 0.26%
12,883
-264
-2% -$60.1K
NVO
46
Novo Nordisk
NVO
$209B
$2.93M 0.25%
57,570
+24,940
+76% +$1.28M
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$4.37T
$2.88M 0.25%
9,186
-144
-2% -$41.1K
NVDA icon
48
NVIDIA
NVDA
$5.27T
$2.77M 0.24%
14,830
+882
+6% +$164K
LLY icon
49
Eli Lilly
LLY
$1.1T
$2.72M 0.24%
2,529
-172
-6% -$164K
ZS icon
50
Zscaler
ZS
$28.6B
$2.63M 0.23%
11,705
-435
-4% -$123K
1
2
3 4 5

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Bank Hapoalim BM's Q4 2025 Portfolio in Review

As of Q4 2025, Bank Hapoalim BM held 130 positions worth $1.15B, up 42% from $813M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Bank Hapoalim BM deployed $313M of net new capital in Q4 2025, opening 8 new positions and adding to 22 existing holdings. Its largest new stake was First Trust Capital Strength ETF: 159,000 shares worth $14.7M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, up from 2.7% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $15.4M trimmed.

  • Bank Hapoalim BM's largest Q4 2025 buy was First Trust Capital Strength ETF: 159,000 shares worth $14.7M.
  • Bank Hapoalim BM added most to Tesla in Q4 2025, an estimated $301M increase.
  • Bank Hapoalim BM's biggest Q4 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $15.4M.
  • Bank Hapoalim BM fully exited Amazon in Q4 2025, selling an estimated $19M.
  • Bank Hapoalim BM's ten largest holdings make up 66% of its $1.15B portfolio in Q4 2025.
  • Bank Hapoalim BM opened 8 new positions and closed 18 in Q4 2025.
  • Bank Hapoalim BM's portfolio value rose 42% quarter-over-quarter to $1.15B.

Based on Bank Hapoalim BM's 13F filing for Q4 2025, filed 17 Feb 2026.