BHB
Bank Hapoalim BM Portfolio holdings
AUM
$1.5B
Turnover
12.9%
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
(+131%)
Cap. Flow
+$665M
Cap. Flow
% of AUM
44.2%
Top 10 Holdings %
Top 10 Hldgs %
73.57%
Holding
124
New
9
Increased
28
Reduced
62
Closed
7
Avg Time Held
5.1
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$447M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$194M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$30.2M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$24.1M |
| 5 |
State Street SPDR Portfolio Corporate Bond ETF
SPBO
|
+$10M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$15.2M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$10.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$2.55M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$2.5M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$2.38M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 55.15% |
| 2 | Consumer Discretionary | 33% |
| 3 | Technology | 7.71% |
| 4 | Communication Services | 1.99% |
| 5 | Healthcare | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$343B
| $263K | 0.02% |
+247
| New | +$217K |
2026 Q2
0 quarters
|
|
102
Booking.com
BKNG
$119B
| $256K | 0.02% |
1,435
-140
| -9% | -$23.9K |
2022 Q4
14 quarters
|
|
103
VanEck Pharmaceutical ETF
PPH
$1.05B
| $251K | 0.02% |
2,299
-174
| -7% | -$18K |
2021 Q4
18 quarters
|
|
104
Goldman Sachs
GS
$253B
| $246K | 0.02% |
+243
| New | +$237K |
2026 Q2
0 quarters
|
|
105
First Trust Cloud Computing ETF
SKYY
$3.33B
| $239K | 0.02% |
1,779
-2,635
| -60% | -$335K |
2013 Q4
50 quarters
|
|
106
State Street Energy Select Sector SPDR ETF
XLE
$43.5B
| $237K | 0.02% |
4,462
-600
| -12% | -$34.3K |
2026 Q1
1 quarter
|
|
107
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
| $223K | 0.01% |
+4,924
| New | +$223K |
2026 Q2
0 quarters
|
|
108
Vanguard Industrials ETF
VIS
$7.95B
| $220K | 0.01% |
610
-42
| -6% | -$14.2K |
2026 Q1
1 quarter
|
|
109
Beta Technologies Inc
BETA
$4.09B
| $218K | 0.01% |
+13,000
| New | +$216K |
2026 Q2
0 quarters
|
|
110
UiPath
PATH
$6.77B
| $171K | 0.01% |
15,755
-180
| -1% | -$1.92K |
2023 Q2
12 quarters
|
|
111
Quantum X Labs
QXL
$85.2M
| $114K | 0.01% |
+20,000
| New | +$75.6K |
2026 Q2
0 quarters
|
|
112
Lloyds Banking Group
LYG
$78.3B
| $76K | 0.01% |
13,000
| – | – |
2021 Q1
21 quarters
|
|
113
GoPro
GPRO
$239M
| $34K | ﹤0.01% |
43,750
| – | – |
2025 Q3
3 quarters
|
|
114
Innoviz Technologies
INVZ
$87M
| $12K | ﹤0.01% |
15,700
| – | – |
2025 Q2
4 quarters
|
|
115
Compugen
CGEN
$187M
| – | – |
-24,000
| Closed | -$51K | – |
|
116
SPDR Gold Trust
GLD
$138B
| – | – |
-567
| Closed | -$244K | – |
|
117
KraneShares CSI China Internet ETF
KWEB
$4.45B
| – | – |
-7,305
| Closed | -$208K | – |
|
118
Netflix
NFLX
$293B
| – | – |
-2,205
| Closed | -$212K | – |
|
119
Invesco NASDAQ Internet ETF
PNQI
$547M
| – | – |
-4,600
| Closed | -$206K | – |
|
120
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
| – | – |
-1,244
| Closed | -$239K | – |
|
121
Teladoc Health
TDOC
$1.04B
| – | – |
-84,198
| Closed | -$459K | – |
|
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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 Miscellaneous at 55% of assets, down from 76% a quarter earlier, followed by Consumer Discretionary and Technology.
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.