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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
FDN icon
76
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
$578K 0.09%
2,469
-24,687
-91% -$6.15M
BABA icon
77
Alibaba
BABA
$306B
$538K 0.08%
4,288
+338
+9% +$50.8K
IYG icon
78
iShares US Financial Services ETF
IYG
$2.21B
$528K 0.08%
6,372
-560
-8% -$49.1K
TSM icon
79
TSMC
TSM
$2.19T
$519K 0.08%
1,535
-30
-2% -$10.3K
KBWB icon
80
Invesco KBW Bank ETF
KBWB
$6.77B
$513K 0.08%
6,480
-700
-10% -$58.5K
WMT icon
81
Walmart Inc
WMT
$901B
$499K 0.08%
4,016
-9
-0.2% -$1.1K
SKYY icon
82
First Trust Cloud Computing ETF
SKYY
$3.22B
$483K 0.07%
4,414
-2,142
-33% -$249K
TDOC icon
83
Teladoc Health
TDOC
$1.24B
$459K 0.07%
84,198
-73,643
-47% -$413K
MU icon
84
Micron Technology
MU
$981B
$446K 0.07%
+1,321
New +$517K
ARRY icon
85
Array Technologies
ARRY
$824M
$437K 0.07%
60,510
-7,400
-11% -$68.5K
MA icon
86
Mastercard
MA
$492B
$403K 0.06%
806
-199
-20% -$105K
AGG icon
87
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
0
– –
NVMI
88
Nova
NVMI
$12.6B
$388K 0.06%
893
-17
-2% -$7.49K
IAK icon
89
iShares US Insurance ETF
IAK
$540M
$376K 0.06%
2,930
– –
DELL icon
90
Dell
DELL
$285B
$345K 0.05%
2,100
-12,410
-86% -$1.65M
CVS icon
91
CVS Health
CVS
$120B
$334K 0.05%
4,646
+331
+8% +$25.5K
IWM icon
92
iShares Russell 2000 ETF
IWM
$81.8B
$328K 0.05%
1,321
– –
XLE icon
93
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$310K 0.05%
+5,062
New +$272K
ITB icon
94
iShares US Home Construction ETF
ITB
$2.4B
$307K 0.05%
3,388
-89
-3% -$9.11K
BKNG icon
95
Booking.com
BKNG
$160B
$265K 0.04%
1,575
+25
+2% +$4.6K
JNJ icon
96
Johnson & Johnson
JNJ
$626B
$262K 0.04%
1,073
+100
+10% +$23.3K
PPH icon
97
VanEck Pharmaceutical ETF
PPH
$996M
$257K 0.04%
2,473
-121
-5% -$12.9K
PANW icon
98
Palo Alto Networks
PANW
$313B
$255K 0.04%
+1,590
New +$267K
GLD icon
99
SPDR Gold Trust
GLD
$143B
$244K 0.04%
567
+29
+5% +$13K
RSP icon
100
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$239K 0.04%
1,244
-169
-12% -$33.5K
2 3
4
5 6

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AAM
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RG
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NSGL
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SGM
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KP
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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.