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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
ADM icon
526
Archer Daniels Midland
ADM
$37.3B
– –
-1,000
Closed -$73K
ALB icon
527
Albemarle
ALB
$15.2B
– –
-768
Closed -$138K
ASML icon
528
ASML
ASML
$666B
– –
-43
Closed -$55K
AZN icon
529
AstraZeneca
AZN
$249B
– –
-105
Closed -$21K
BBCA icon
530
JPMorgan BetaBuilders Canada ETF
BBCA
$11.2B
– –
-1,300
Closed -$122K
BBEU icon
531
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
– –
-4,500
Closed -$326K
BKR icon
532
Baker Hughes
BKR
$61.9B
– –
-3,285
Closed -$201K
BMY icon
533
Bristol-Myers Squibb
BMY
$131B
– –
-9,100
Closed -$552K
BUG icon
534
Global X Cybersecurity ETF
BUG
$1.46B
$0 ﹤0.01%
1
– –
CHTR icon
535
Charter Communications
CHTR
$18.3B
– –
-792
Closed -$171K
CLIP icon
536
Global X 1-3 Month T-Bill ETF
CLIP
$2.58B
– –
-3,000,000
Closed -$301M
EA
537
DELISTED
Electronic Arts
EA
– –
-974
Closed -$199K
FCX icon
538
Freeport-McMoran
FCX
$97.3B
– –
-660
Closed -$39K
FOUR icon
539
Shift4
FOUR
$3.19B
– –
-7,168
Closed -$313K
GLOB icon
540
Globant
GLOB
$1.6B
– –
-3,286
Closed -$152K
GTLB icon
541
GitLab
GTLB
$6.62B
– –
-16,496
Closed -$357K
HROW icon
542
Harrow
HROW
$1.5B
– –
-460
Closed -$16K
INSM icon
543
Insmed
INSM
$28.1B
– –
-1,084
Closed -$177K
ITA icon
544
iShares US Aerospace & Defense ETF
ITA
$14.6B
– –
-1,280
Closed -$280K
KRT icon
545
Karat Packaging
KRT
$923M
– –
-151,181
Closed -$4.22M
LILAK icon
546
Liberty Latin America Class C
LILAK
$1.64B
$0 ﹤0.01%
53
-5
-9% -$36
MCFT icon
547
MasterCraft Boat Holdings
MCFT
$592M
– –
-28,000
Closed -$574K
MOAT icon
548
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$0 ﹤0.01%
1
-2,800
-100% -$283K
MO icon
549
Altria Group
MO
$114B
– –
-2,903
Closed -$192K
MRVL icon
550
Marvell Technology
MRVL
$195B
– –
-578,965
Closed -$57.3M
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.