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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
ARRY icon
76
Array Technologies
ARRY
$815M
$804K 0.11%
136,260
– –
TDOC icon
77
Teladoc Health
TDOC
$1.25B
$777K 0.11%
+89,200
New +$647K
SMCI icon
78
Super Micro Computer
SMCI
$20.4B
$748K 0.1%
+15,264
New +$588K
IGSB icon
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
0
– –
C icon
80
Citigroup
C
$228B
$734K 0.1%
8,624
-401
-4% -$29K
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
0
– –
AMAT icon
82
Applied Materials
AMAT
$419B
$708K 0.1%
3,870
+889
+30% +$141K
TSLA icon
83
Tesla
TSLA
$1.32T
$706K 0.1%
2,224
+53
+2% +$16K
QTEC icon
84
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.76B
$645K 0.09%
3,030
-112
-4% -$21K
IYG icon
85
iShares US Financial Services ETF
IYG
$2.22B
$636K 0.09%
7,435
-483
-6% -$38.3K
TDC icon
86
Teradata
TDC
$2.53B
$631K 0.09%
28,293
– –
WBA
87
DELISTED
Walgreens Boots Alliance
WBA
$574K 0.08%
50,000
-1,000
-2% -$11.1K
BABA icon
88
Alibaba
BABA
$307B
$557K 0.08%
4,913
-100
-2% -$11.8K
AGG icon
89
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
0
– –
MA icon
90
Mastercard
MA
$496B
$548K 0.07%
975
-5
-0.5% -$2.77K
ADSK icon
91
Autodesk
ADSK
$53.2B
$523K 0.07%
1,690
– –
KBWB icon
92
Invesco KBW Bank ETF
KBWB
$6.76B
$521K 0.07%
7,270
+821
+13% +$52.1K
DIS icon
93
Walt Disney
DIS
$179B
$456K 0.06%
3,679
-55
-1% -$5.71K
BKNG icon
94
Booking.com
BKNG
$160B
$440K 0.06%
1,900
+225
+13% +$46.1K
IAK icon
95
iShares US Insurance ETF
IAK
$542M
$438K 0.06%
3,260
+50
+2% +$6.64K
PCTY icon
96
Paylocity
PCTY
$7.76B
$435K 0.06%
2,400
– –
IWM icon
97
iShares Russell 2000 ETF
IWM
$81.7B
$409K 0.06%
1,896
+45
+2% +$9.06K
WMT icon
98
Walmart Inc
WMT
$896B
$395K 0.05%
4,040
+113
+3% +$10.8K
PLTR icon
99
Palantir
PLTR
$417B
$393K 0.05%
2,883
+190
+7% +$22.3K
PPH icon
100
VanEck Pharmaceutical ETF
PPH
$997M
$347K 0.05%
3,948
-95
-2% -$8.23K
2 3
4
5 6

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AAM
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SGM
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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.