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
+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
SHLD icon
51
Global X Defense Tech ETF
SHLD
$7.67B
$2.27M 0.2%
35,118
-8,723
-20% -$574K
NOW icon
52
ServiceNow
NOW
$131B
$2.23M 0.19%
14,553
-967
-6% -$166K
DIA icon
53
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$2.06M 0.18%
4,282
-934
-18% -$442K
ITOT icon
54
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$1.85M 0.16%
12,444
– –
DELL icon
55
Dell
DELL
$286B
$1.83M 0.16%
14,510
-1,365
-9% -$192K
SPMO icon
56
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$1.78M 0.16%
+14,958
New +$1.79M
PFE icon
57
Pfizer
PFE
$152B
$1.7M 0.15%
68,395
-150
-0.2% -$3.78K
IEI icon
58
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
0
– –
EW icon
59
Edwards Lifesciences
EW
$53.9B
$1.63M 0.14%
19,060
-90
-0.5% -$7.39K
V icon
60
Visa
V
$679B
$1.56M 0.14%
4,440
-261
-6% -$88.9K
VHT icon
61
Vanguard Health Care ETF
VHT
$19B
$1.54M 0.13%
5,356
-181
-3% -$50.6K
UNH icon
62
UnitedHealth
UNH
$368B
$1.46M 0.13%
4,421
+458
+12% +$155K
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
0
– –
QTEC icon
64
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$1.3M 0.11%
5,236
+2,374
+83% +$553K
SNPS icon
65
Synopsys
SNPS
$78.7B
$1.29M 0.11%
2,757
+1,218
+79% +$541K
MRK icon
66
Merck
MRK
$321B
$1.29M 0.11%
12,284
+30
+0.2% +$2.82K
META icon
67
Meta Platforms (Facebook)
META
$1.54T
$1.25M 0.11%
1,895
+190
+11% +$127K
SEDG icon
68
SolarEdge
SEDG
$2.02B
$1.23M 0.11%
42,640
-1,635
-4% -$57K
ORCL icon
69
Oracle
ORCL
$417B
$1.17M 0.1%
6,003
-1,783
-23% -$425K
EQIX icon
70
Equinix
EQIX
$103B
$1.11M 0.1%
1,446
+60
+4% +$47K
TDOC icon
71
Teladoc Health
TDOC
$1.25B
$1.1M 0.1%
157,841
+25,100
+19% +$197K
IHI icon
72
iShares US Medical Devices ETF
IHI
$3.47B
$965K 0.08%
15,519
-678
-4% -$41.9K
C icon
73
Citigroup
C
$228B
$959K 0.08%
8,220
-218
-3% -$22.6K
SKYY icon
74
First Trust Cloud Computing ETF
SKYY
$3.23B
$853K 0.07%
6,556
-827
-11% -$110K
IEF icon
75
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
0
– –
1 2
3
4 5

Similar funds

BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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.