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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
UNP icon
351
Union Pacific
UNP
$174B
$163K ﹤0.01%
600
– –
PEGA icon
352
Pegasystems
PEGA
$5.38B
$160K ﹤0.01%
5,350
-131,952
-96% -$4.72M
IDXX icon
353
Idexx Laboratories
IDXX
$46.2B
$159K ﹤0.01%
304
– –
UTHR icon
354
United Therapeutics
UTHR
$23.1B
$157K ﹤0.01%
+290
New +$163K
PAAS icon
355
Pan American Silver
PAAS
$21.6B
$155K ﹤0.01%
3,462
-2,190
-39% -$117K
GILD icon
356
Gilead Sciences
GILD
$165B
$152K ﹤0.01%
1,200
-1,049
-47% -$138K
XAR icon
357
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
$151K ﹤0.01%
532
– –
BSX icon
358
Boston Scientific
BSX
$71.5B
$150K ﹤0.01%
3,518
+1,086
+45% +$59K
WELL icon
359
Welltower
WELL
$171B
$148K ﹤0.01%
650
– –
DAL icon
360
Delta Air Lines
DAL
$60.1B
$144K ﹤0.01%
1,534
-9,005
-85% -$680K
PWR icon
361
Quanta Services
PWR
$101B
$144K ﹤0.01%
200
– –
NKE icon
362
Nike
NKE
$61.9B
$140K ﹤0.01%
+3,422
New +$151K
OXY icon
363
Occidental Petroleum
OXY
$55.9B
$139K ﹤0.01%
2,876
– –
AZO icon
364
AutoZone
AZO
$51.1B
$137K ﹤0.01%
43
– –
GWW icon
365
W.W. Grainger
GWW
$60.2B
$136K ﹤0.01%
100
– –
LITE icon
366
Lumentum
LITE
$69.3B
$136K ﹤0.01%
+159
New +$142K
TJX icon
367
TJX Companies
TJX
$178B
$136K ﹤0.01%
900
-70
-7% -$11.1K
FLJP icon
368
Franklin FTSE Japan ETF
FLJP
$4.08B
$135K ﹤0.01%
3,400
– –
WFC icon
369
Wells Fargo
WFC
$264B
$132K ﹤0.01%
1,600
-1,100
-41% -$88.4K
BNY
370
Bank of New York Mellon
BNY
$107B
$130K ﹤0.01%
900
-1,689
-65% -$231K
NEM icon
371
Newmont
NEM
$119B
$130K ﹤0.01%
+1,390
New +$151K
CL icon
372
Colgate-Palmolive
CL
$74.4B
$128K ﹤0.01%
1,400
– –
EQIX icon
373
Equinix
EQIX
$103B
$128K ﹤0.01%
123
– –
GLW icon
374
Corning
GLW
$143B
$128K ﹤0.01%
500
– –
TPL icon
375
Texas Pacific Land
TPL
$23.5B
$127K ﹤0.01%
291
-427
-59% -$173K
13 14
15
16 17

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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.