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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
-3.43%
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
$652M
AUM Growth
-$499M
Cap. Flow
-$443M
Cap. Flow %
-68%
Top 10 Hldgs %
57.15%
Holding
129
New
19
Increased
23
Reduced
56
Closed
15

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$40.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$34.2M
3
AMZN icon
Amazon
AMZN
+$19.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$15.5M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$15M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$280M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$37.7M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$29.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$26.4M

Sector Composition

Rank Sector Weight
1 Technology 12.43%
2 Communication Services 3.87%
3 Consumer Discretionary 3.34%
4 Healthcare 2.83%
5 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
26
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$4.98M 0.76%
45,686
-13,521
-23% -$1.58M
JPM icon
27
JPMorgan Chase
JPM
$956B
$4.51M 0.69%
15,348
-986
-6% -$299K
CHKP icon
28
Check Point Software Technologies
CHKP
$13.4B
$4.41M 0.68%
30,896
-1,237
-4% -$207K
VCIT icon
29
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
0
– –
IGV icon
30
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$4.06M 0.62%
50,675
-40,101
-44% -$3.55M
BIDU icon
31
Baidu
BIDU
$37.1B
$4.03M 0.62%
+36,209
New +$4.91M
ZM icon
32
Zoom
ZM
$31.4B
$3.82M 0.59%
47,507
-7,030
-13% -$589K
PFE icon
33
Pfizer
PFE
$154B
$3.08M 0.47%
109,495
+41,100
+60% +$1.09M
NVDA icon
34
NVIDIA
NVDA
$5.27T
$3M 0.46%
17,200
+2,370
+16% +$435K
CRM icon
35
Salesforce
CRM
$162B
$2.94M 0.45%
15,759
-1,743
-10% -$361K
ABBV icon
36
AbbVie
ABBV
$438B
$2.85M 0.44%
13,088
+205
+2% +$45.5K
XAR icon
37
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$2.74M 0.42%
10,796
-2,941
-21% -$805K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.37T
$2.58M 0.4%
8,962
-224
-2% -$70.4K
VT icon
39
Vanguard Total World Stock ETF
VT
$81.2B
$2.57M 0.39%
18,579
-10,874
-37% -$1.56M
SHLD icon
40
Global X Defense Tech ETF
SHLD
$7.71B
$2.51M 0.39%
35,489
+371
+1% +$27.6K
NVO
41
Novo Nordisk
NVO
$209B
$2.35M 0.36%
63,995
+6,425
+11% +$304K
SEDG icon
42
SolarEdge
SEDG
$1.98B
$2.27M 0.35%
44,560
+1,920
+5% +$72.2K
VEEV icon
43
Veeva Systems
VEEV
$38.1B
$2.18M 0.33%
12,423
-1,105
-8% -$217K
DIA icon
44
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$2.1M 0.32%
4,543
+261
+6% +$126K
LLY icon
45
Eli Lilly
LLY
$1.1T
$2.09M 0.32%
2,276
-253
-10% -$256K
INTC icon
46
Intel
INTC
$492B
$2.02M 0.31%
45,861
+39,579
+630% +$1.81M
QCOM icon
47
Qualcomm
QCOM
$170B
$1.97M 0.3%
15,270
-3,915
-20% -$571K
EPAM icon
48
EPAM Systems
EPAM
$5.02B
$1.92M 0.29%
14,140
-661
-4% -$113K
SNPS icon
49
Synopsys
SNPS
$78.8B
$1.88M 0.29%
4,733
+1,976
+72% +$893K
ZS icon
50
Zscaler
ZS
$28.6B
$1.75M 0.27%
12,500
+795
+7% +$141K
1
2
3 4 5

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Bank Hapoalim BM's Q1 2026 Portfolio in Review

As of Q1 2026, Bank Hapoalim BM held 129 positions worth $652M, down 43% from $1.15B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Bank Hapoalim BM withdrew a net $443M in Q1 2026, closing 15 positions and reducing 56 holdings. Its most notable exit was Vanguard FTSE Developed Markets ETF, an estimated $37.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 6.7% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Bank Hapoalim BM opened a new position in Vanguard Intermediate-Term Bond ETF worth $39.6M.

  • Bank Hapoalim BM's largest Q1 2026 buy was Vanguard Intermediate-Term Bond ETF: 514,490 shares worth $39.6M.
  • Bank Hapoalim BM added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $34.2M increase.
  • Bank Hapoalim BM's biggest Q1 2026 reduction was Tesla, cutting an estimated $280M.
  • Bank Hapoalim BM fully exited Vanguard FTSE Developed Markets ETF in Q1 2026, selling an estimated $37.7M.
  • Bank Hapoalim BM's ten largest holdings make up 57% of its $652M portfolio in Q1 2026.
  • Bank Hapoalim BM opened 19 new positions and closed 15 in Q1 2026.
  • Bank Hapoalim BM's portfolio value fell 43% quarter-over-quarter to $652M.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.