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Harel Insurance Investments & Financial Services Portfolio holdings
AUM
$20.6B
Turnover
20.24%
1-Year Est. Return
59.59%
This Fund
S&P 500
This Quarter
Est. Return
+24.88%
1 Year Est. Return
+59.59%
3 Year Est. Return
+125.92%
5 Year Est. Return
+132.08%
10 Year Est. Return
+568.97%
AUM
$20.6B
AUM Growth
+$5.83B
(+40%)
Cap. Flow
+$2.76B
Cap. Flow
% of AUM
13.41%
Top 10 Holdings %
Top 10 Hldgs %
41.1%
Holding
578
New
73
Increased
191
Reduced
151
Closed
44
Avg Time Held
3
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Semiconductor ETF
SOXX
|
+$376M |
| 2 |
Cheniere Energy
LNG
|
+$326M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$317M |
| 4 |
GE Vernova
GEV
|
+$306M |
| 5 |
KLA
KLAC
|
+$291M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palo Alto Networks
PANW
|
+$488M |
| 2 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
+$314M |
| 3 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$301M |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$102M |
| 5 |
Datadog
DDOG
|
+$70.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 38.09% |
| 2 | Miscellaneous | 27.05% |
| 3 | Healthcare | 8.16% |
| 4 | Communication Services | 7.22% |
| 5 | Industrials | 6.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Teva Pharmaceutical Industries Limited
TEVA
$47.9B
| $1.63B | 7.93% |
48,138,805
+2,182,091
| +5% | +$72.7M |
2019 Q4
26 quarters
|
|
2
Nova
NVMI
$10.5B
| $1.15B | 5.61% |
2,125,473
-40,600
| -2% | -$20.9M |
2017 Q4
34 quarters
|
|
3
Alphabet (Google) Class A
GOOGL
$4.27T
| $935M | 4.55% |
2,617,198
+135,079
| +5% | +$48.6M |
2016 Q1
41 quarters
|
|
4
NVIDIA
NVDA
$5.25T
| $885M | 4.3% |
4,421,136
+343,195
| +8% | +$70.6M |
2016 Q2
40 quarters
|
|
5
Apple
AAPL
$4.99T
| $786M | 3.82% |
2,717,869
+396,888
| +17% | +$114M |
2015 Q4
42 quarters
|
|
6
TSMC
TSM
$2.19T
| $662M | 3.22% |
1,386,385
-4,074
| -0.3% | -$1.65M |
2025 Q1
5 quarters
|
|
7
Microsoft
MSFT
$4.01T
| $632M | 3.07% |
1,695,431
+339,072
| +25% | +$137M |
2015 Q4
42 quarters
|
|
8
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $599M | 2.91% |
3,236,426
+304,552
| +10% | +$52.9M |
2015 Q4
42 quarters
|
|
9
Tower Semiconductor
TSEM
$23.7B
| $594M | 2.89% |
2,279,379
+289,450
| +15% | +$69.4M |
2017 Q4
34 quarters
|
|
10
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
| $577M | 2.8% |
3,634,449
+795,900
| +28% | +$118M |
2016 Q2
40 quarters
|
|
11
Amazon
AMZN
$2.75T
| $533M | 2.59% |
2,237,842
+286,280
| +15% | +$71.9M |
2016 Q4
38 quarters
|
|
12
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $527M | 2.56% |
8,938,139
| – | – |
2021 Q3
19 quarters
|
|
|
13
iShares Semiconductor ETF
SOXX
$42.6B
| $476M | 2.31% |
742,736
+741,481
| +59,082% | +$376M |
2017 Q1
37 quarters
|
|
14
Meta Platforms (Facebook)
META
$1.88T
| $471M | 2.29% |
835,826
+165,849
| +25% | +$101M |
2015 Q4
42 quarters
|
|
|
15
KLA
KLAC
$228B
| $442M | 2.15% |
1,465,650
+1,464,950
| +209,279% | +$291M |
2026 Q1
1 quarter
|
|
16
Global X Defense Tech ETF
SHLD
$6.45B
| $418M | 2.03% |
6,990,465
+2,345,100
| +50% | +$156M |
2025 Q3
3 quarters
|
|
17
Goldman Sachs
GS
$260B
| $375M | 1.82% |
371,142
+170,027
| +85% | +$166M |
2015 Q4
42 quarters
|
|
18
Broadcom
AVGO
$1.64T
| $373M | 1.81% |
986,349
+249,815
| +34% | +$100M |
2019 Q4
26 quarters
|
|
19
Camtek
CAMT
$6.13B
| $363M | 1.76% |
2,225,589
-76,420
| -3% | -$13.5M |
2021 Q2
20 quarters
|
|
|
20
GE Vernova
GEV
$247B
| $353M | 1.71% |
300,168
+300,048
| +250,040% | +$306M |
2026 Q1
1 quarter
|
|
|
21
iShares MSCI ACWI ETF
ACWI
$32.9B
| $332M | 1.61% |
2,110,162
+2,075,955
| +6,069% | +$317M |
2015 Q4
42 quarters
|
|
|
22
Cheniere Energy
LNG
$57.7B
| $313M | 1.52% |
+1,308,337
| New | +$326M |
2026 Q2
0 quarters
|
|
23
Vanguard Information Technology ETF
VGT
$150B
| $289M | 1.41% |
2,421,267
-20,109
| -0.8% | -$2.2M |
2021 Q4
18 quarters
|
|
24
Snowflake
SNOW
$118B
| $276M | 1.34% |
1,083,103
-88,730
| -8% | -$16.3M |
2020 Q4
22 quarters
|
|
25
State Street Technology Select Sector SPDR ETF
XLK
$125B
| $266M | 1.29% |
1,397,341
-19,498
| -1% | -$3.33M |
2015 Q4
42 quarters
|
|
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Harel Insurance Investments & Financial Services's Q2 2026 Portfolio in Review
As of Q2 2026, Harel Insurance Investments & Financial Services held 578 positions worth $20.6B, up 40% from $14.7B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Harel Insurance Investments & Financial Services deployed $2.76B of net new capital in Q2 2026, opening 73 new positions and adding to 191 existing holdings. Its largest new stake was Cheniere Energy: 1,308,337 shares worth $313M.
By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 38% a quarter earlier, followed by Miscellaneous and Healthcare.
On the sell side, the largest reduction was Palo Alto Networks, an estimated $488M trimmed.
- Harel Insurance Investments & Financial Services's largest Q2 2026 buy was Cheniere Energy: 1,308,337 shares worth $313M.
- Harel Insurance Investments & Financial Services added most to iShares Semiconductor ETF in Q2 2026, an estimated $376M increase.
- Harel Insurance Investments & Financial Services's biggest Q2 2026 reduction was Palo Alto Networks, cutting an estimated $488M.
- Harel Insurance Investments & Financial Services fully exited Global X 1-3 Month T-Bill ETF in Q2 2026, selling an estimated $301M.
- Harel Insurance Investments & Financial Services's ten largest holdings make up 41% of its $20.6B portfolio in Q2 2026.
- Harel Insurance Investments & Financial Services opened 73 new positions and closed 44 in Q2 2026.
- Harel Insurance Investments & Financial Services's portfolio value rose 40% quarter-over-quarter to $20.6B.
Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.