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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
SMH icon
101
VanEck Semiconductor ETF
SMH
$70.6B
$231K 0.04%
603
-60
-9% -$23.8K
AVGO icon
102
Broadcom
AVGO
$1.98T
$213K 0.03%
687
-311
-31% -$102K
NFLX icon
103
Netflix
NFLX
$311B
$212K 0.03%
+2,205
New +$194K
KWEB icon
104
KraneShares CSI China Internet ETF
KWEB
$5.56B
$208K 0.03%
+7,305
New +$239K
PNQI icon
105
Invesco NASDAQ Internet ETF
PNQI
$543M
$206K 0.03%
4,600
– –
VIS icon
106
Vanguard Industrials ETF
VIS
$8.49B
$204K 0.03%
+652
New +$212K
VGT icon
107
Vanguard Information Technology ETF
VGT
$147B
$201K 0.03%
2,304
-1,048
-31% -$96.5K
PATH icon
108
UiPath
PATH
$8.14B
$177K 0.03%
15,935
-1,909
-11% -$24.3K
LYG icon
109
Lloyds Banking Group
LYG
$88.5B
$65K 0.01%
13,000
– –
CGEN icon
110
Compugen
CGEN
$227M
$51K 0.01%
24,000
– –
GPRO icon
111
GoPro
GPRO
$107M
$34K 0.01%
43,750
– –
INVZ icon
112
Innoviz Technologies
INVZ
$115M
$10K ﹤0.01%
15,700
– –
FTCS icon
113
First Trust Capital Strength ETF
FTCS
$7.99B
– –
-159,000
Closed -$14.7M
GRID
114
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
– –
-101,500
Closed -$15.5M
IDEV icon
115
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
– –
-320,400
Closed -$26.4M
ITOT icon
116
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
– –
-12,444
Closed -$1.85M
IVW icon
117
iShares S&P 500 Growth ETF
IVW
$76.9B
– –
-119,500
Closed -$14.7M
LEN icon
118
Lennar Class A
LEN
$21.1B
– –
-2,445
Closed -$251K
PLTR icon
119
Palantir
PLTR
$420B
– –
-1,711
Closed -$304K
SCHF icon
120
Schwab International Equity ETF
SCHF
$68.5B
– –
-422,900
Closed -$10.2M
SMCI icon
121
Super Micro Computer
SMCI
$20.4B
– –
-7,861
Closed -$230K
SPDW icon
122
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-384,000
Closed -$17.1M
SPHB icon
123
Invesco S&P 500 High Beta ETF
SPHB
$931M
– –
-86,000
Closed -$10.1M
SPMO icon
124
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
– –
-14,958
Closed -$1.78M
VEA icon
125
Vanguard FTSE Developed Markets ETF
VEA
$236B
– –
-603,000
Closed -$37.7M
2 3 4
5
6

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AAM
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SGM
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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.