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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
EPAM icon
51
EPAM Systems
EPAM
$5.02B
$2.53M 0.34%
14,290
+795
+6% +$133K
LLY icon
52
Eli Lilly
LLY
$1.1T
$2.39M 0.33%
3,071
-143
-4% -$111K
EW icon
53
Edwards Lifesciences
EW
$53B
$2.38M 0.32%
30,400
-60
-0.2% -$4.47K
VT icon
54
Vanguard Total World Stock ETF
VT
$81.2B
$2.37M 0.32%
18,473
+2,387
+15% +$286K
NVDA icon
55
NVIDIA
NVDA
$5.27T
$2.27M 0.31%
14,348
-338
-2% -$42.5K
SHLD icon
56
Global X Defense Tech ETF
SHLD
$7.71B
$2.13M 0.29%
35,410
+720
+2% +$38.7K
DIA icon
57
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$2.13M 0.29%
4,835
+46
+1% +$19.1K
DELL icon
58
Dell
DELL
$296B
$1.93M 0.26%
15,731
-1,104
-7% -$113K
NVO
59
Novo Nordisk
NVO
$209B
$1.92M 0.26%
27,750
+5,215
+23% +$355K
VHT icon
60
Vanguard Health Care ETF
VHT
$19B
$1.86M 0.25%
7,511
-782
-9% -$193K
V icon
61
Visa
V
$675B
$1.8M 0.25%
5,062
+182
+4% +$63.4K
MRK icon
62
Merck
MRK
$323B
$1.77M 0.24%
22,354
-4,400
-16% -$350K
ORCL icon
63
Oracle
ORCL
$435B
$1.72M 0.23%
7,852
-920
-10% -$149K
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$4.37T
$1.64M 0.22%
9,294
-28
-0.3% -$4.58K
IEI icon
65
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
0
– –
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.6M 0.22%
3,303
-402
-11% -$204K
ITOT icon
67
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.52M 0.21%
12,444
– –
SEDG icon
68
SolarEdge
SEDG
$1.98B
$1.44M 0.2%
70,475
+29,859
+74% +$494K
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
– –
0
– –
UNH icon
70
UnitedHealth
UNH
$371B
$1.21M 0.17%
3,888
+2,357
+154% +$901K
ABT icon
71
Abbott
ABT
$188B
$1.12M 0.15%
8,260
– –
IHI icon
72
iShares US Medical Devices ETF
IHI
$3.44B
$1.09M 0.15%
17,466
-2,986
-15% -$179K
AMD icon
73
Advanced Micro Devices
AMD
$767B
$1.02M 0.14%
7,165
+142
+2% +$15.5K
SKYY icon
74
First Trust Cloud Computing ETF
SKYY
$3.22B
$912K 0.12%
7,495
-265
-3% -$29K
PATH icon
75
UiPath
PATH
$8.08B
$883K 0.12%
68,963
-10,165
-13% -$122K
1 2
3
4 5

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AAM
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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.