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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
OKE icon
551
Oneok
OKE
$54.7B
– –
-700
Closed -$63K
ORLY icon
552
O'Reilly Automotive
ORLY
$75.3B
– –
-85
Closed -$8K
OSCR icon
553
Oscar Health
OSCR
$7.8B
– –
-4,260
Closed -$49K
PEJ icon
554
Invesco Leisure and Entertainment ETF
PEJ
$255M
$0 ﹤0.01%
1
– –
PINS icon
555
Pinterest
PINS
$13.4B
– –
-214,173
Closed -$3.93M
PPLT
556
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
– –
-53,300
Closed -$938K
P
557
Everpure Inc
P
$29.5B
– –
-7,000
Closed -$413K
ROP icon
558
Roper Technologies
ROP
$39.3B
– –
-809
Closed -$286K
SIL icon
559
Global X Silver Miners ETF NEW
SIL
$4.78B
– –
-7,600
Closed -$661K
SMCI icon
560
Super Micro Computer
SMCI
$19.6B
– –
-10,000
Closed -$228K
SPIB icon
561
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$0 ﹤0.01%
+1
New +$33
SPSC icon
562
SPS Commerce
SPSC
$2.66B
– –
-2,259
Closed -$126K
SSYS icon
563
Stratasys
SSYS
$775M
– –
-79,225
Closed -$619K
STKH
564
Steakholder Foods
STKH
$1.44M
$0 ﹤0.01%
117
– –
SYLD icon
565
Cambria Shareholder Yield ETF
SYLD
$1.01B
– –
-4,300
Closed -$324K
TAN icon
566
Invesco Solar ETF
TAN
$1.51B
– –
-15
Closed -$1K
TBLAW
567
DELISTED
Taboola.com Ltd Warrant
TBLAW
– –
-42
Closed –
TER icon
568
Teradyne
TER
$61B
– –
-313
Closed -$93K
TM icon
569
Toyota
TM
$224B
– –
-730
Closed -$150K
TTE icon
570
TotalEnergies
TTE
$190B
– –
-259
Closed -$24K
TXT icon
571
Textron
TXT
$15.2B
– –
-2,500
Closed -$219K
VTR icon
572
Ventas
VTR
$47.5B
– –
-1,697
Closed -$139K
WIX icon
573
WIX.com
WIX
$2.59B
– –
-57,989
Closed -$5.22M
NBFC
574
Neuberger Flexible Credit Income ETF
NBFC
$74.6M
$0 ﹤0.01%
+1
New +$51
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.