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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
HLT icon
401
Hilton Worldwide
HLT
$71.5B
$99K ﹤0.01%
300
-734
-71% -$241K
PH icon
402
Parker-Hannifin
PH
$135B
$98K ﹤0.01%
100
– –
UPS icon
403
United Parcel Service
UPS
$88.9B
$97K ﹤0.01%
900
– –
DE icon
404
Deere & Co
DE
$168B
$95K ﹤0.01%
150
– –
FIX icon
405
Comfort Systems
FIX
$59.6B
$95K ﹤0.01%
48
+5
+12% +$9.07K
ITW icon
406
Illinois Tool Works
ITW
$85.3B
$95K ﹤0.01%
350
– –
UAL icon
407
United Airlines
UAL
$42.1B
$95K ﹤0.01%
700
-2,200
-76% -$228K
AFL icon
408
Aflac
AFL
$63.4B
$94K ﹤0.01%
800
– –
CGC
409
Canopy Growth
CGC
$410M
$94K ﹤0.01%
+99,000
New +$105K
SCHW
410
Charles Schwab
SCHW
$187B
$92K ﹤0.01%
+1,000
New +$91.2K
EFA icon
411
iShares MSCI EAFE ETF
EFA
$80.2B
$91K ﹤0.01%
883
– –
SPMD icon
412
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$91K ﹤0.01%
1,352
– –
DHI icon
413
D.R. Horton
DHI
$42.3B
$90K ﹤0.01%
+550
New +$82.1K
ENZL icon
414
iShares MSCI New Zealand ETF
ENZL
$82.9M
$90K ﹤0.01%
2,000
– –
CARR icon
415
Carrier Global
CARR
$52.8B
$89K ﹤0.01%
1,219
+90
+8% +$5.88K
HYG icon
416
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$88K ﹤0.01%
1,100
– –
IJH icon
417
iShares Core S&P Mid-Cap ETF
IJH
$127B
$86K ﹤0.01%
1,127
-400
-26% -$29.4K
CDW icon
418
CDW
CDW
$17B
$85K ﹤0.01%
605
-1,195
-66% -$150K
AAXJ icon
419
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
$84K ﹤0.01%
708
-44
-6% -$4.96K
IYM icon
420
iShares US Basic Materials ETF
IYM
$1.25B
$83K ﹤0.01%
465
– –
PFGC icon
421
Performance Food Group
PFGC
$18B
$83K ﹤0.01%
+740
New +$70.4K
AIA icon
422
iShares Asia 50 ETF
AIA
$4.73B
$81K ﹤0.01%
575
-110
-16% -$14.4K
D icon
423
Dominion Energy
D
$59.3B
$81K ﹤0.01%
1,184
+112
+10% +$7.28K
ZBH icon
424
Zimmer Biomet
ZBH
$18.4B
$81K ﹤0.01%
945
+145
+18% +$12.7K
SNX icon
425
TD Synnex
SNX
$20.2B
$80K ﹤0.01%
300
-1,200
-80% -$289K
15 16
17
18 19

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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.