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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
ORCL icon
51
Oracle
ORCL
$416B
$86.6M 0.42%
591,063
-1,275
-0.2% -$231K
NICE icon
52
Nice
NICE
$5.82B
$83.2M 0.4%
915,626
-112,546
-11% -$10.9M
ENPH icon
53
Enphase Energy
ENPH
$5.15B
$77.2M 0.38%
1,567,850
+1,562,980
+32,094% +$71.2M
RSPD icon
54
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$334M
$56.6M 0.28%
1,010,429
+138,587
+16% +$7.62M
QQQ icon
55
Invesco QQQ Trust
QQQ
$480B
$55.9M 0.27%
75,878
+365
+0.5% +$251K
VTV icon
56
Vanguard Morningstar Value ETF
VTV
$191B
$47.1M 0.23%
216,309
– –
MBLY icon
57
Mobileye
MBLY
$2.13B
$34.7M 0.17%
3,585,733
– –
PS
58
Pershing Square
PS
$14.5B
$34.4M 0.17%
+1,080,000
New +$39.3M
PERI icon
59
Perion Network
PERI
$378M
$33.8M 0.16%
3,478,513
– –
MU icon
60
Micron Technology
MU
$1.01T
$30.4M 0.15%
26,357
+2,125
+9% +$1.59M
NYAX
61
Nayax
NYAX
$2.5B
$29.8M 0.14%
454,560
+74,560
+20% +$4.94M
DXJ icon
62
WisdomTree Japan Hedged Equity Fund
DXJ
$7.29B
$29.4M 0.14%
169,215
+31,480
+23% +$5.29M
RTX icon
63
RTX Corp
RTX
$300B
$28.5M 0.14%
150,275
+7,529
+5% +$1.38M
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.4T
$27.7M 0.13%
78,301
+36,771
+89% +$13.1M
WTV icon
65
WisdomTree US Value Fund
WTV
$3.36B
$27.1M 0.13%
+266,800
New +$26.7M
ASHR icon
66
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.57B
$26.9M 0.13%
734,945
-668
-0.1% -$23.5K
EWJ icon
67
iShares MSCI Japan ETF
EWJ
$22.5B
$26.7M 0.13%
285,806
+761
+0.3% +$69.1K
NET icon
68
Cloudflare
NET
$104B
$24.7M 0.12%
+100,500
New +$22M
COHR icon
69
Coherent
COHR
$64.2B
$24.3M 0.12%
61,670
+6,070
+11% +$2.15M
BA icon
70
Boeing
BA
$190B
$24.1M 0.12%
111,114
-12,567
-10% -$2.8M
ARM icon
71
Arm
ARM
$293B
$23.5M 0.11%
66,345
+63,495
+2,228% +$16.9M
LMT icon
72
Lockheed Martin
LMT
$133B
$22.6M 0.11%
44,358
+254
+0.6% +$137K
SPY icon
73
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$20.7M 0.1%
27,608
-51,972
-65% -$37.7M
DELL icon
74
Dell
DELL
$299B
$20M 0.1%
46,425
+41,127
+776% +$11.9M
HWM icon
75
Howmet Aerospace
HWM
$117B
$19.4M 0.09%
72,188
-2,826
-4% -$726K
1 2
3
4 5

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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.