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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
CEG icon
326
Constellation Energy
CEG
$96.4B
$219K ﹤0.01%
881
+439
+99% +$124K
MPC icon
327
Marathon Petroleum
MPC
$84.4B
$217K ﹤0.01%
848
+48
+6% +$11.8K
NUE icon
328
Nucor
NUE
$62.1B
$217K ﹤0.01%
976
+476
+95% +$108K
INTU icon
329
Intuit
INTU
$89.8B
$214K ﹤0.01%
824
-2,094
-72% -$729K
HD icon
330
Home Depot
HD
$353B
$212K ﹤0.01%
600
– –
DLTR icon
331
Dollar Tree
DLTR
$25.3B
$209K ﹤0.01%
1,741
– –
DIS icon
332
Walt Disney
DIS
$181B
$207K ﹤0.01%
2,156
– –
RIOT icon
333
Riot Platforms
RIOT
$7.81B
$207K ﹤0.01%
7,565
-19,060
-72% -$430K
TBBB icon
334
BBB Foods
TBBB
$4.92B
$204K ﹤0.01%
+4,900
New +$187K
PG icon
335
Procter & Gamble
PG
$338B
$201K ﹤0.01%
1,368
– –
CPRT icon
336
Copart
CPRT
$27.5B
$198K ﹤0.01%
7,032
-362
-5% -$11.7K
VTRS icon
337
Viatris
VTRS
$19.3B
$191K ﹤0.01%
+12,000
New +$186K
SOFI icon
338
SoFi Technologies
SOFI
$23.4B
$188K ﹤0.01%
10,573
+3,307
+46% +$56K
TGT icon
339
Target
TGT
$67.5B
$186K ﹤0.01%
1,427
-31
-2% -$3.94K
SRE icon
340
Sempra
SRE
$55.7B
$184K ﹤0.01%
1,983
+1,186
+149% +$110K
AMGN icon
341
Amgen
AMGN
$220B
$181K ﹤0.01%
500
-200
-29% -$68.5K
EXPE icon
342
Expedia Group
EXPE
$36.9B
$179K ﹤0.01%
700
+94
+16% +$22.3K
RCL icon
343
Royal Caribbean
RCL
$85.7B
$177K ﹤0.01%
555
– –
RIVN icon
344
Rivian
RIVN
$23.3B
$176K ﹤0.01%
10,142
– –
T icon
345
AT&T
T
$163B
$172K ﹤0.01%
8,300
– –
IBM icon
346
IBM
IBM
$223B
$169K ﹤0.01%
600
-250
-29% -$63K
IXJ icon
347
iShares Global Healthcare ETF
IXJ
$4.17B
$164K ﹤0.01%
1,667
– –
LNTH icon
348
Lantheus
LNTH
$6.59B
$164K ﹤0.01%
1,477
-832
-36% -$77.5K
PGR icon
349
Progressive
PGR
$125B
$164K ﹤0.01%
750
– –
SLB icon
350
SLB Ltd
SLB
$75.7B
$163K ﹤0.01%
3,500
-3,500
-50% -$188K
12 13
14
15 16

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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.