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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
QBTS icon
126
D-Wave Quantum Inc. Common Stock
QBTS
$7.56B
– –
-10,000
Closed -$76K
SWKS icon
127
Skyworks Solutions
SWKS
$10.5B
– –
-3,264
Closed -$211K
VIS icon
128
Vanguard Industrials ETF
VIS
$8.5B
– –
-942
Closed -$233K
XLE icon
129
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
– –
-4,376
Closed -$204K
XLU icon
130
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
– –
-7,590
Closed -$299K
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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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.