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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
PM icon
276
Philip Morris
PM
$292B
$353K ﹤0.01%
1,950
+950
+95% +$165K
RGTI icon
277
Rigetti Computing
RGTI
$5.79B
$351K ﹤0.01%
18,155
+2,500
+16% +$48.3K
ZTS icon
278
Zoetis
ZTS
$31.9B
$351K ﹤0.01%
+4,880
New +$459K
CF icon
279
CF Industries
CF
$17B
$349K ﹤0.01%
+3,227
New +$380K
IBIT icon
280
iShares Bitcoin Trust
IBIT
$48.1B
$348K ﹤0.01%
10,449
-66
-0.6% -$2.69K
ABT icon
281
Abbott
ABT
$185B
$341K ﹤0.01%
3,772
– –
KR icon
282
Kroger
KR
$34.5B
$339K ﹤0.01%
+6,100
New +$398K
DKNG icon
283
DraftKings
DKNG
$11.4B
$338K ﹤0.01%
+13,400
New +$331K
EIS icon
284
iShares MSCI Israel ETF
EIS
$907M
$336K ﹤0.01%
2,780
-170
-6% -$21.7K
ARKB icon
285
ARK 21Shares Bitcoin ETF
ARKB
$2.49B
$323K ﹤0.01%
16,611
-104
-0.6% -$2.48K
BITB icon
286
Bitwise Bitcoin ETF
BITB
$2.5B
$323K ﹤0.01%
10,148
-63
-0.6% -$2.46K
BRRR icon
287
Coinshares Bitcoin ETF
BRRR
$411M
$323K ﹤0.01%
19,521
-135
-0.7% -$2.73K
BTCO icon
288
Invesco Galaxy Bitcoin ETF
BTCO
$432M
$323K ﹤0.01%
5,532
-40
-0.7% -$2.86K
BTCW icon
289
WisdomTree Bitcoin Fund
BTCW
$141M
$323K ﹤0.01%
5,210
-31
-0.6% -$2.35K
EZBC icon
290
Franklin Bitcoin ETF
EZBC
$386M
$323K ﹤0.01%
9,525
-62
-0.6% -$2.57K
FBTC icon
291
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$323K ﹤0.01%
6,325
-44
-0.7% -$2.75K
HODL icon
292
VanEck Bitcoin Trust
HODL
$1.09B
$323K ﹤0.01%
19,463
-140
-0.7% -$2.84K
BTC
293
Grayscale Bitcoin Mini Trust ETF
BTC
$3.46B
$323K ﹤0.01%
12,448
-85
-0.7% -$2.7K
AA icon
294
Alcoa
AA
$13.1B
$322K ﹤0.01%
+6,180
New +$414K
PLD icon
295
Prologis
PLD
$132B
$322K ﹤0.01%
2,389
– –
AGG icon
296
iShares Core US Aggregate Bond ETF
AGG
$138B
$320K ﹤0.01%
3,233
+565
+21% +$55.9K
PYPL icon
297
PayPal
PYPL
$50.9B
$320K ﹤0.01%
7,400
+4,742
+178% +$216K
AFRM icon
298
Affirm
AFRM
$25.9B
$319K ﹤0.01%
3,951
+801
+25% +$52.4K
DUK icon
299
Duke Energy
DUK
$96B
$317K ﹤0.01%
2,501
-1,147
-31% -$145K
CVS icon
300
CVS Health
CVS
$122B
$315K ﹤0.01%
3,048
-527
-15% -$47K
10 11
12
13 14

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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.