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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
NFLX icon
101
Netflix
NFLX
$318B
$327K 0.04%
2,440
-470
-16% -$53.1K
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$127B
– –
0
– –
ITB icon
103
iShares US Home Construction ETF
ITB
$2.35B
$302K 0.04%
3,246
-445
-12% -$40.7K
TGT icon
104
Target
TGT
$69B
$295K 0.04%
2,990
+235
+9% +$22.6K
MCD icon
105
McDonald's
MCD
$194B
$292K 0.04%
999
-1,912
-66% -$589K
SLQD icon
106
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
0
– –
NKE icon
107
Nike
NKE
$62.5B
$275K 0.04%
+3,867
New +$232K
PANW icon
108
Palo Alto Networks
PANW
$314B
$275K 0.04%
1,342
– –
RSP icon
109
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$272K 0.04%
1,499
-250
-14% -$43.2K
CVS icon
110
CVS Health
CVS
$122B
$270K 0.04%
3,920
-55
-1% -$3.61K
AVGO icon
111
Broadcom
AVGO
$2.01T
$262K 0.04%
+952
New +$207K
BBY icon
112
Best Buy
BBY
$17.4B
$258K 0.04%
3,840
-4,615
-55% -$314K
XHE icon
113
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$244K 0.03%
2,999
-35
-1% -$2.79K
PNQI icon
114
Invesco NASDAQ Internet ETF
PNQI
$545M
$240K 0.03%
4,600
– –
NVMI
115
Nova
NVMI
$12.2B
$238K 0.03%
866
-255
-23% -$51.9K
LEN icon
116
Lennar Class A
LEN
$20.6B
$223K 0.03%
2,020
+150
+8% +$16.3K
SNPS icon
117
Synopsys
SNPS
$78.8B
$218K 0.03%
+425
New +$198K
CDNS icon
118
Cadence Design Systems
CDNS
$91.4B
$217K 0.03%
+705
New +$205K
MU icon
119
Micron Technology
MU
$972B
$216K 0.03%
+1,755
New +$164K
LYG icon
120
Lloyds Banking Group
LYG
$88.8B
$55K 0.01%
13,000
– –
INVZ icon
121
Innoviz Technologies
INVZ
$114M
$26K ﹤0.01%
+15,700
New +$13.7K
AXP icon
122
American Express
AXP
$229B
– –
-2,778
Closed -$747K
AXSM icon
123
Axsome Therapeutics
AXSM
$11.4B
– –
-1,750
Closed -$204K
INMD icon
124
InMode
INMD
$873M
– –
-37,287
Closed -$661K
INTC icon
125
Intel
INTC
$492B
– –
-46,094
Closed -$1.05M
2 3 4
5
6

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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.