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HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $20.6B
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
+569.36%
AUM
$20.6B
AUM Growth
+$5.83B
Cap. Flow
+$2.76B
Cap. Flow %
13.41%
Top 10 Hldgs %
41.1%
Holding
578
New
73
Increased
191
Reduced
151
Closed
44

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$376M
2
LNG icon
Cheniere Energy
LNG
+$326M
3
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$317M
4
GEV icon
GE Vernova
GEV
+$306M
5
KLAC icon
KLA
KLAC
+$291M

Top Sells

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$488M
2
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$314M
3
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$301M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$102M
5
DDOG icon
Datadog
DDOG
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 38.09%
2 Healthcare 8.16%
3 Communication Services 7.22%
4 Industrials 6.07%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROST icon
226
Ross Stores
ROST
$81.6B
$593K ﹤0.01%
+2,784
New +$626K
MSCI icon
227
MSCI
MSCI
$41.2B
$589K ﹤0.01%
1,056
-524
-33% -$306K
FANG icon
228
Diamondback Energy
FANG
$53.1B
$587K ﹤0.01%
3,342
+827
+33% +$160K
MAR icon
229
Marriott International
MAR
$93.8B
$584K ﹤0.01%
+1,577
New +$582K
TOL icon
230
Toll Brothers
TOL
$14.1B
$581K ﹤0.01%
3,525
+1,925
+120% +$274K
WDC icon
231
Western Digital
WDC
$156B
$579K ﹤0.01%
906
-593
-40% -$288K
ISRG icon
232
Intuitive Surgical
ISRG
$132B
$577K ﹤0.01%
1,450
– –
MRK icon
233
Merck
MRK
$317B
$577K ﹤0.01%
4,490
-380
-8% -$44.5K
SPAB icon
234
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.75B
$572K ﹤0.01%
22,408
+4,829
+27% +$123K
BLK icon
235
Blackrock
BLK
$175B
$570K ﹤0.01%
593
-193
-25% -$200K
NTRA icon
236
Natera
NTRA
$38B
$569K ﹤0.01%
+2,095
New +$447K
CAH icon
237
Cardinal Health
CAH
$55.7B
$556K ﹤0.01%
2,340
+447
+24% +$92.9K
VFLO icon
238
VictoryShares Free Cash Flow ETF
VFLO
$9.15B
$549K ﹤0.01%
12,000
+1,100
+10% +$47.9K
HDB icon
239
HDFC Bank
HDB
$122B
$543K ﹤0.01%
21,007
-6,108
-23% -$153K
HCA icon
240
HCA Healthcare
HCA
$88.5B
$534K ﹤0.01%
1,370
+750
+121% +$317K
CP icon
241
Canadian Pacific Kansas City
CP
$79.3B
$531K ﹤0.01%
6,117
-2,383
-28% -$204K
VPL icon
242
Vanguard FTSE Pacific ETF
VPL
$8.32B
$519K ﹤0.01%
4,530
+69
+2% +$7.63K
TMUS icon
243
T-Mobile US
TMUS
$193B
$502K ﹤0.01%
2,990
+1,390
+87% +$263K
PCAR icon
244
PACCAR
PCAR
$69.5B
$497K ﹤0.01%
+4,140
New +$489K
SE icon
245
Sea Limited
SE
$68B
$496K ﹤0.01%
+5,180
New +$455K
NVO
246
Novo Nordisk
NVO
$203B
$478K ﹤0.01%
9,962
+2,287
+30% +$98.3K
WBD icon
247
Warner Bros
WBD
$66.2B
$476K ﹤0.01%
17,843
+8,718
+96% +$236K
AXP icon
248
American Express
AXP
$231B
$472K ﹤0.01%
1,401
+98
+8% +$31.4K
AMT icon
249
American Tower
AMT
$79.8B
$468K ﹤0.01%
2,864
+435
+18% +$78.3K
NTAP icon
250
NetApp
NTAP
$37.6B
$463K ﹤0.01%
2,990
+590
+25% +$77.1K
8 9
10
11 12

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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 Healthcare and Communication Services.

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.