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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
CAT icon
101
Caterpillar
CAT
$394B
$263K 0.02%
+247
New +$217K
BKNG icon
102
Booking.com
BKNG
$156B
$256K 0.02%
1,435
-140
-9% -$23.9K
PPH icon
103
VanEck Pharmaceutical ETF
PPH
$934M
$251K 0.02%
2,299
-174
-7% -$18K
GS icon
104
Goldman Sachs
GS
$301B
$246K 0.02%
+243
New +$237K
SKYY icon
105
First Trust Cloud Computing ETF
SKYY
$3.01B
$239K 0.02%
1,779
-2,635
-60% -$335K
XLE icon
106
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
$237K 0.02%
4,462
-600
-12% -$34.3K
XLU icon
107
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$223K 0.01%
+4,924
New +$223K
VIS icon
108
Vanguard Industrials ETF
VIS
$8.36B
$220K 0.01%
610
-42
-6% -$14.2K
BETA
109
Beta Technologies Inc
BETA
$5.24B
$218K 0.01%
+13,000
New +$216K
PATH icon
110
UiPath
PATH
$7.25B
$171K 0.01%
15,755
-180
-1% -$1.92K
QXL
111
Quantum X Labs
QXL
$62.8M
$114K 0.01%
+20,000
New +$75.6K
LYG icon
112
Lloyds Banking Group
LYG
$90B
$76K 0.01%
13,000
– –
GPRO icon
113
GoPro
GPRO
$126M
$34K ﹤0.01%
43,750
– –
INVZ icon
114
Innoviz Technologies
INVZ
$118M
$12K ﹤0.01%
15,700
– –
CGEN icon
115
Compugen
CGEN
$218M
– –
-24,000
Closed -$51K
GLD icon
116
SPDR Gold Trust
GLD
$138B
– –
-567
Closed -$244K
KWEB icon
117
KraneShares CSI China Internet ETF
KWEB
$5.62B
– –
-7,305
Closed -$208K
NFLX icon
118
Netflix
NFLX
$307B
– –
-2,205
Closed -$212K
PNQI icon
119
Invesco NASDAQ Internet ETF
PNQI
$541M
– –
-4,600
Closed -$206K
RSP icon
120
Invesco S&P 500 Equal Weight ETF
RSP
$98.8B
– –
-1,244
Closed -$239K
TDOC icon
121
Teladoc Health
TDOC
$1.21B
– –
-84,198
Closed -$459K
1 2 3 4
5

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SCM
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BFO
Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

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.