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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
IEI icon
51
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
0
– –
JETS icon
52
US Global Jets ETF
JETS
$829M
$1.69M 0.26%
+68,608
New +$1.9M
NKE icon
53
Nike
NKE
$61.3B
$1.61M 0.25%
+30,502
New +$1.85M
EW icon
54
Edwards Lifesciences
EW
$54B
$1.56M 0.24%
19,510
+450
+2% +$37.1K
CIBR icon
55
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$1.55M 0.24%
24,685
-190,915
-89% -$12.8M
AMD icon
56
Advanced Micro Devices
AMD
$775B
$1.52M 0.23%
+7,485
New +$1.6M
EQIX icon
57
Equinix
EQIX
$102B
$1.47M 0.22%
1,496
+50
+3% +$44.5K
NOW icon
58
ServiceNow
NOW
$132B
$1.41M 0.22%
13,523
-1,030
-7% -$121K
VHT icon
59
Vanguard Health Care ETF
VHT
$19B
$1.4M 0.21%
5,145
-211
-4% -$60.3K
MRK icon
60
Merck
MRK
$322B
$1.39M 0.21%
11,519
-765
-6% -$88.3K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.38M 0.21%
+2,878
New +$1.41M
V icon
62
Visa
V
$676B
$1.33M 0.2%
4,386
-54
-1% -$17.4K
CDNS icon
63
Cadence Design Systems
CDNS
$90.1B
$1.32M 0.2%
4,762
+2,227
+88% +$664K
AMAT icon
64
Applied Materials
AMAT
$417B
$1.22M 0.19%
+3,576
New +$1.2M
UNH icon
65
UnitedHealth
UNH
$365B
$1.12M 0.17%
4,144
-277
-6% -$82.5K
VCSH icon
66
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
0
– –
META icon
67
Meta Platforms (Facebook)
META
$1.53T
$1.09M 0.17%
1,906
+11
+0.6% +$7.05K
IEF icon
68
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
0
– –
C icon
69
Citigroup
C
$228B
$822K 0.13%
7,244
-976
-12% -$111K
ORCL icon
70
Oracle
ORCL
$418B
$799K 0.12%
5,435
-568
-9% -$92.3K
IGSB icon
71
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
0
– –
TSLA icon
72
Tesla
TSLA
$1.31T
$751K 0.12%
2,021
-679,944
-100% -$280M
ABT icon
73
Abbott
ABT
$190B
$725K 0.11%
+7,066
New +$798K
IHI icon
74
iShares US Medical Devices ETF
IHI
$3.48B
$707K 0.11%
13,260
-2,259
-15% -$133K
QTEC icon
75
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$591K 0.09%
2,737
-2,499
-48% -$571K
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.