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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
+568.97%
AUM
$20.6B
AUM Growth
+$5.83B
(+40%)
Cap. Flow
+$2.76B
Cap. Flow
% of AUM
13.41%
Top 10 Holdings %
Top 10 Hldgs %
41.1%
Holding
578
New
73
Increased
191
Reduced
151
Closed
44
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Semiconductor ETF
SOXX
|
+$376M |
| 2 |
Cheniere Energy
LNG
|
+$326M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$317M |
| 4 |
GE Vernova
GEV
|
+$306M |
| 5 |
KLA
KLAC
|
+$291M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palo Alto Networks
PANW
|
+$488M |
| 2 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
+$314M |
| 3 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$301M |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$102M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Morgan Stanley
MS
$341B
| $256M | 1.24% |
1,225,291
+1,224,380
| +134,400% | +$242M |
|
27
MongoDB
MDB
$30.6B
| $248M | 1.21% |
739,460
+189,490
| +34% | +$56.8M |
|
|
28
Datadog
DDOG
$103B
| $248M | 1.2% |
950,743
-377,688
| -28% | -$70.2M |
|
29
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $247M | 1.2% |
3,557,848
+412,109
| +13% | +$29.9M |
|
30
GE Aerospace
GE
$391B
| $243M | 1.18% |
651,524
-11,215
| -2% | -$3.51M |
|
31
First Trust Indxx Aerospace & Defense ETF
MISL
$788M
| $243M | 1.18% |
5,312,400
+1,359,400
| +34% | +$62.2M |
|
32
Enlight Renewable Energy
ENLT
$12.7B
| $240M | 1.17% |
2,701,148
| – | – |
|
33
Lam Research
LRCX
$398B
| $232M | 1.13% |
535,573
-196,791
| -27% | -$59.7M |
|
|
ETOR
34
eToro Group
ETOR
$2.96B
| $231M | 1.12% |
5,858,948
+3,870,396
| +195% | +$146M |
|
|
35
VanEck Semiconductor ETF
SMH
$72.3B
| $228M | 1.11% |
347,156
-187,112
| -35% | -$102M |
|
|
36
Palo Alto Networks
PANW
$299B
| $214M | 1.04% |
628,758
-2,133,151
| -77% | -$488M |
|
37
Elbit Systems
ESLT
$39.8B
| $209M | 1.01% |
274,778
+5,179
| +2% | +$4.31M |
|
38
Global X Copper Miners ETF NEW
COPX
$7.79B
| $188M | 0.91% |
2,431,155
+140,800
| +6% | +$11.7M |
|
39
Walmart Inc
WMT
$888B
| $146M | 0.71% |
1,289,594
+148,478
| +13% | +$18.4M |
|
40
Costco
COST
$420B
| $144M | 0.7% |
154,450
| – | – |
|
41
Ormat Technologies
ORA
$6.15B
| $141M | 0.69% |
1,297,863
+150,000
| +13% | +$18.6M |
|
42
iShares US Consumer Discretionary ETF
IYC
$1.21B
| $139M | 0.67% |
1,370,279
+311,538
| +29% | +$31.6M |
|
43
SolarEdge
SEDG
$2.97B
| $138M | 0.67% |
2,356,378
+2,348,836
| +31,143% | +$123M |
|
44
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
| $130M | 0.63% |
1,108,494
-137,851
| -11% | -$16.1M |
|
|
PSUS
45
Pershing Square USA
PSUS
| $128M | 0.62% |
+3,600,000
| New | +$144M |
|
46
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$582M
| $114M | 0.56% |
+2,320,000
| New | +$115M |
|
47
Honeywell
HON
$78.9B
| $107M | 0.52% |
479,884
-242,202
| -34% | -$54M |
|
|
HONA
48
Honeywell Aerospace
HONA
$68.6B
| $106M | 0.52% |
+480,421
| New | +$106M |
|
49
Global E Online
GLBE
$6.98B
| $91.8M | 0.45% |
2,641,841
+600,286
| +29% | +$19M |
|
50
State Street SPDR S&P Metals & Mining ETF
XME
$4.12B
| $87M | 0.42% |
814,000
| – | – |
|
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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.