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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
USIG icon
501
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$18K ﹤0.01%
360
– –
CAPR icon
502
Capricor Therapeutics
CAPR
$248M
$17K ﹤0.01%
689
– –
BAH icon
503
Booz Allen Hamilton
BAH
$9.02B
$15K ﹤0.01%
250
– –
CAR icon
504
Avis
CAR
$4.94B
$14K ﹤0.01%
94
– –
FDXF
505
FedEx Freight
FDXF
$21.8B
$14K ﹤0.01%
+94
New +$15.4K
BLDR icon
506
Builders FirstSource
BLDR
$8.24B
$13K ﹤0.01%
145
+10
+7% +$799
DNL icon
507
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$500M
$13K ﹤0.01%
290
– –
ACM icon
508
Aecom
ACM
$9.76B
$12K ﹤0.01%
176
+18
+11% +$1.38K
APO icon
509
Apollo Global Management
APO
$74.3B
$12K ﹤0.01%
100
– –
JKHY icon
510
Jack Henry & Associates
JKHY
$11.2B
$12K ﹤0.01%
90
-310
-78% -$44K
CMCSA icon
511
Comcast
CMCSA
$89.9B
$11K ﹤0.01%
468
– –
EQT icon
512
EQT Corp
EQT
$32.4B
$11K ﹤0.01%
+215
New +$12.1K
TEAD
513
Teads Holding Co
TEAD
$66.7M
$10K ﹤0.01%
12,900
– –
GLD icon
514
SPDR Gold Trust
GLD
$141B
$9K ﹤0.01%
+24
New +$9.94K
FORTY
515
Formula Systems
FORTY
$8K ﹤0.01%
75
– –
KEN icon
516
Kenon Holdings
KEN
$3.42B
$8K ﹤0.01%
115
– –
CDNS icon
517
Cadence Design Systems
CDNS
$94.8B
$7K ﹤0.01%
19
– –
JD icon
518
JD.com
JD
$44.3B
$7K ﹤0.01%
292
– –
LBTYK icon
519
Liberty Global Class C
LBTYK
$3.55B
$7K ﹤0.01%
600
– –
VICI icon
520
VICI Properties
VICI
$29.3B
$6K ﹤0.01%
215
– –
VHT icon
521
Vanguard Health Care ETF
VHT
$18.5B
$4K ﹤0.01%
15
-13
-46% -$3.61K
LILA icon
522
Liberty Latin America Class A
LILA
$1.68B
$2K ﹤0.01%
200
-94
-32% -$524
SOLS
523
Solstice Advanced Materials
SOLS
$9.86B
$1K ﹤0.01%
+15
New +$1.24K
VSNT
524
Versant Media Group
VSNT
$5.39B
$1K ﹤0.01%
+18
New +$723
ACMR icon
525
ACM Research
ACMR
$5.57B
– –
-2,040
Closed -$80K
19 20
21
22 23

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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.