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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
DOCS icon
301
Doximity
DOCS
$5.1B
$311K ﹤0.01%
15,000
-160,402
-91% -$3.55M
JBHT icon
302
JB Hunt Transport Services
JBHT
$25.3B
$311K ﹤0.01%
+1,075
New +$276K
TEAM icon
303
Atlassian
TEAM
$37B
$311K ﹤0.01%
4,000
– –
IEUR icon
304
iShares Core MSCI Europe ETF
IEUR
$9.14B
$305K ﹤0.01%
4,066
– –
UEC icon
305
Uranium Energy
UEC
$5.57B
$300K ﹤0.01%
28,100
+5,210
+23% +$69.9K
JETS icon
306
US Global Jets ETF
JETS
$797M
$299K ﹤0.01%
+9,000
New +$249K
IT icon
307
Gartner
IT
$11.9B
$298K ﹤0.01%
2,300
-6,220
-73% -$937K
SPSB icon
308
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$296K ﹤0.01%
+9,875
New +$296K
FLY
309
Firefly Aerospace
FLY
$4.3B
$294K ﹤0.01%
10,000
– –
APH icon
310
Amphenol
APH
$206B
$279K ﹤0.01%
1,580
+880
+126% +$127K
MOS icon
311
The Mosaic Company
MOS
$7.34B
$275K ﹤0.01%
13,000
+1,000
+8% +$23.1K
DFAT icon
312
Dimensional US Targeted Value ETF
DFAT
$14.7B
$266K ﹤0.01%
3,800
– –
VEEV icon
313
Veeva Systems
VEEV
$37B
$264K ﹤0.01%
1,487
+160
+12% +$26.4K
CMG icon
314
Chipotle Mexican Grill
CMG
$42.1B
$262K ﹤0.01%
7,710
-1,356
-15% -$44.3K
SPLV icon
315
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
$257K ﹤0.01%
3,426
+2,925
+584% +$215K
SO icon
316
Southern Company
SO
$107B
$250K ﹤0.01%
2,615
+150
+6% +$14.1K
MNST icon
317
Monster Beverage
MNST
$87.8B
$244K ﹤0.01%
2,534
-643
-20% -$54K
HIPO icon
318
Hippo Holdings
HIPO
$874M
$237K ﹤0.01%
8,400
– –
MSI icon
319
Motorola Solutions
MSI
$77.9B
$236K ﹤0.01%
571
-1,976
-78% -$827K
CASY icon
320
Casey's General Stores
CASY
$30.8B
$232K ﹤0.01%
+292
New +$235K
ICE icon
321
Intercontinental Exchange
ICE
$84.8B
$229K ﹤0.01%
1,859
-391
-17% -$58.7K
ABBV icon
322
AbbVie
ABBV
$432B
$226K ﹤0.01%
900
+100
+13% +$21.5K
AEP icon
323
American Electric Power
AEP
$68.7B
$224K ﹤0.01%
1,634
-3,926
-71% -$517K
XYZ
324
Block Inc
XYZ
$46.9B
$224K ﹤0.01%
2,957
– –
CDRE icon
325
Cadre Holdings
CDRE
$1.44B
$220K ﹤0.01%
7,722
+113
+1% +$3.4K
11 12
13
14 15

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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.