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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
+18.32%
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
$1.5B
AUM Growth
+$853M
Cap. Flow
+$665M
Cap. Flow %
44.2%
Top 10 Hldgs %
73.57%
Holding
124
New
9
Increased
28
Reduced
62
Closed
7

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$447M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$194M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$30.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.1M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$10M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.2M
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.1M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.55M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.5M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.38M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 33%
2 Technology 7.71%
3 Communication Services 1.99%
4 Healthcare 1.36%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
76
TSMC
TSM
$2.17T
$773K 0.05%
1,618
+83
+5% +$33.7K
ORCL icon
77
Oracle
ORCL
$413B
$743K 0.05%
5,071
-364
-7% -$66K
DELL icon
78
Dell
DELL
$283B
$719K 0.05%
1,667
-433
-21% -$125K
IGSB icon
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
– –
0
– –
KBWB icon
80
Invesco KBW Bank ETF
KBWB
$6.86B
$584K 0.04%
6,280
-200
-3% -$17.5K
CVS icon
81
CVS Health
CVS
$123B
$518K 0.03%
5,005
+359
+8% +$32K
IHI icon
82
iShares US Medical Devices ETF
IHI
$3.36B
$512K 0.03%
10,370
-2,890
-22% -$147K
IYG icon
83
iShares US Financial Services ETF
IYG
$2.21B
$482K 0.03%
5,327
-1,045
-16% -$91.7K
MA icon
84
Mastercard
MA
$505B
$477K 0.03%
928
+122
+15% +$60.8K
NVMI
85
Nova
NVMI
$12.1B
$476K 0.03%
877
-16
-2% -$8.22K
ARRY icon
86
Array Technologies
ARRY
$809M
$441K 0.03%
59,570
-940
-2% -$7.49K
BABA icon
87
Alibaba
BABA
$304B
$411K 0.03%
4,284
-4
-0.1% -$501
FDN icon
88
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$409K 0.03%
1,545
-924
-37% -$244K
IWM icon
89
iShares Russell 2000 ETF
IWM
$82.1B
$397K 0.03%
1,321
– –
SMH icon
90
VanEck Semiconductor ETF
SMH
$71.8B
$393K 0.03%
599
-4
-0.7% -$2.18K
IBM icon
91
IBM
IBM
$220B
$385K 0.03%
+1,368
New +$345K
AGG icon
92
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
0
– –
WMT icon
93
Walmart Inc
WMT
$892B
$373K 0.02%
3,295
-721
-18% -$89.5K
ANET icon
94
Arista Networks
ANET
$243B
$364K 0.02%
+2,141
New +$336K
IAK icon
95
iShares US Insurance ETF
IAK
$546M
$354K 0.02%
2,520
-410
-14% -$54.4K
JNJ icon
96
Johnson & Johnson
JNJ
$619B
$314K 0.02%
1,238
+165
+15% +$38.5K
ITB icon
97
iShares US Home Construction ETF
ITB
$2.28B
$313K 0.02%
2,998
-390
-12% -$37K
PANW icon
98
Palo Alto Networks
PANW
$293B
$310K 0.02%
910
-680
-43% -$156K
VGT icon
99
Vanguard Information Technology ETF
VGT
$147B
$275K 0.02%
2,304
– –
AVGO icon
100
Broadcom
AVGO
$2T
$266K 0.02%
705
+18
+3% +$7.22K
1 2 3
4
5

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Bank Hapoalim BM's Q2 2026 Portfolio in Review

As of Q2 2026, Bank Hapoalim BM held 124 positions worth $1.5B, up 131% from $652M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Bank Hapoalim BM deployed $665M of net new capital in Q2 2026, opening 9 new positions and adding to 28 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 266,000 shares worth $199M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 33% of assets, up from 3.3% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.2M trimmed.

  • Bank Hapoalim BM's largest Q2 2026 buy was iShares Core S&P 500 ETF: 266,000 shares worth $199M.
  • Bank Hapoalim BM added most to Tesla in Q2 2026, an estimated $447M increase.
  • Bank Hapoalim BM's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.2M.
  • Bank Hapoalim BM fully exited Teladoc Health in Q2 2026, selling an estimated $459K.
  • Bank Hapoalim BM's ten largest holdings make up 74% of its $1.5B portfolio in Q2 2026.
  • Bank Hapoalim BM opened 9 new positions and closed 7 in Q2 2026.
  • Bank Hapoalim BM's portfolio value rose 131% quarter-over-quarter to $1.5B.

Based on Bank Hapoalim BM's 13F filing for Q2 2026, filed 5 Aug 2026.