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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
+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
CDNS icon
76
Cadence Design Systems
CDNS
$90.2B
$792K 0.07%
2,535
+1,950
+333% +$636K
IGSB icon
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
0
– –
IYG icon
78
iShares US Financial Services ETF
IYG
$2.21B
$639K 0.06%
6,932
-303
-4% -$27K
ARRY icon
79
Array Technologies
ARRY
$824M
$626K 0.05%
67,910
-3,000
-4% -$25.7K
KBWB icon
80
Invesco KBW Bank ETF
KBWB
$6.77B
$605K 0.05%
7,180
-90
-1% -$7.12K
BABA icon
81
Alibaba
BABA
$306B
$579K 0.05%
3,950
-371
-9% -$60.4K
MA icon
82
Mastercard
MA
$492B
$574K 0.05%
1,005
-5
-0.5% -$2.79K
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
0
– –
TSM icon
84
TSMC
TSM
$2.19T
$476K 0.04%
1,565
+568
+57% +$167K
WMT icon
85
Walmart Inc
WMT
$901B
$448K 0.04%
4,025
-165
-4% -$17.7K
IAK icon
86
iShares US Insurance ETF
IAK
$540M
$399K 0.03%
2,930
-290
-9% -$38.4K
AVGO icon
87
Broadcom
AVGO
$1.98T
$345K 0.03%
998
-114
-10% -$40.8K
CVS icon
88
CVS Health
CVS
$120B
$342K 0.03%
4,315
+50
+1% +$3.94K
ITB icon
89
iShares US Home Construction ETF
ITB
$2.4B
$335K 0.03%
3,477
-371
-10% -$37.5K
BKNG icon
90
Booking.com
BKNG
$160B
$332K 0.03%
1,550
-175
-10% -$36K
IWM icon
91
iShares Russell 2000 ETF
IWM
$81.8B
$325K 0.03%
1,321
-253
-16% -$62.2K
VGT icon
92
Vanguard Information Technology ETF
VGT
$147B
$316K 0.03%
+3,352
New +$318K
PLTR icon
93
Palantir
PLTR
$420B
$304K 0.03%
1,711
-100
-6% -$18.1K
NVMI
94
Nova
NVMI
$12.6B
$299K 0.03%
910
– –
PATH icon
95
UiPath
PATH
$8.14B
$292K 0.03%
17,844
-3,825
-18% -$59.5K
RSP icon
96
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$271K 0.02%
1,413
-121
-8% -$23K
PPH icon
97
VanEck Pharmaceutical ETF
PPH
$996M
$268K 0.02%
2,594
-484
-16% -$47.1K
IJH icon
98
iShares Core S&P Mid-Cap ETF
IJH
$127B
– –
0
– –
LEN icon
99
Lennar Class A
LEN
$21.1B
$251K 0.02%
2,445
-40
-2% -$4.83K
PNQI icon
100
Invesco NASDAQ Internet ETF
PNQI
$543M
$248K 0.02%
4,600
– –
2 3
4
5 6

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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.