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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
HOOD icon
376
Robinhood
HOOD
$84B
$123K ﹤0.01%
+1,228
New +$103K
CMI icon
377
Cummins
CMI
$88.7B
$121K ﹤0.01%
170
– –
IDMO icon
378
Invesco S&P International Developed Momentum ETF
IDMO
$4.23B
$121K ﹤0.01%
2,000
– –
SHW icon
379
Sherwin-Williams
SHW
$89.6B
$121K ﹤0.01%
350
– –
VBR icon
380
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$121K ﹤0.01%
500
– –
FOXA icon
381
Fox Class A
FOXA
$26.8B
$120K ﹤0.01%
+2,300
New +$142K
PFE icon
382
Pfizer
PFE
$152B
$120K ﹤0.01%
5,000
-19,000
-79% -$497K
CIEN icon
383
Ciena
CIEN
$58.1B
$119K ﹤0.01%
243
-42
-15% -$21.4K
CBRS
384
Cerebras Systems
CBRS
$49.7B
$119K ﹤0.01%
+540
New +$127K
JCI icon
385
Johnson Controls International
JCI
$92.6B
$117K ﹤0.01%
804
– –
SPG icon
386
Simon Property Group
SPG
$72.1B
$112K ﹤0.01%
500
– –
CME icon
387
CME Group
CME
$94.7B
$110K ﹤0.01%
500
– –
ACN icon
388
Accenture
ACN
$107B
$108K ﹤0.01%
864
-2,332
-73% -$405K
NRG icon
389
NRG Energy
NRG
$25B
$108K ﹤0.01%
740
+29
+4% +$4.18K
LAES icon
390
SEALSQ Corp
LAES
$575M
$106K ﹤0.01%
33,570
+5,000
+18% +$14.9K
EWH icon
391
iShares MSCI Hong Kong ETF
EWH
$1.22B
$105K ﹤0.01%
5,000
– –
EOG icon
392
EOG Resources
EOG
$70.6B
$104K ﹤0.01%
800
-1,400
-64% -$191K
APP icon
393
Applovin
APP
$115B
$103K ﹤0.01%
200
-204
-50% -$98.5K
USB icon
394
US Bancorp
USB
$99.7B
$103K ﹤0.01%
1,700
– –
SBUX icon
395
Starbucks
SBUX
$122B
$102K ﹤0.01%
1,000
– –
COF icon
396
Capital One
COF
$133B
$100K ﹤0.01%
500
-534
-52% -$102K
EMR icon
397
Emerson Electric
EMR
$88.6B
$100K ﹤0.01%
700
– –
MRSH
398
Marsh
MRSH
$91.3B
$100K ﹤0.01%
600
– –
TFC icon
399
Truist Financial
TFC
$64.2B
$100K ﹤0.01%
2,000
– –
WM icon
400
Waste Management
WM
$90.9B
$100K ﹤0.01%
450
– –
14 15
16
17 18

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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.