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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
LHX icon
101
L3Harris
LHX
$53.9B
$9.77M 0.05%
33,612
-1,334
-4% -$424K
ABNB icon
102
Airbnb
ABNB
$90B
$9.63M 0.05%
67,274
+50,624
+304% +$6.91M
ICL icon
103
ICL Group
ICL
$6.8B
$9.51M 0.05%
+1,909,030
New +$10.9M
RSP icon
104
Invesco S&P 500 Equal Weight ETF
RSP
$98.8B
$9.46M 0.05%
42,463
+16,722
+65% +$3.42M
RNG icon
105
RingCentral
RNG
$5.18B
$9.46M 0.05%
242,634
-6,082
-2% -$246K
V icon
106
Visa
V
$692B
$9.33M 0.05%
27,207
-134
-0.5% -$43K
EME icon
107
Emcor
EME
$35.7B
$9.1M 0.04%
10,968
-71
-0.6% -$60.1K
JPM icon
108
JPMorgan Chase
JPM
$947B
$8.83M 0.04%
26,975
+2,430
+10% +$755K
IAI icon
109
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$8.45M 0.04%
48,200
-1,762,036
-97% -$314M
FEZ icon
110
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.51B
$8.31M 0.04%
120,963
-595
-0.5% -$39.7K
AXON
111
Axon Enterprise
AXON
$42.1B
$8.2M 0.04%
14,622
-461
-3% -$193K
DASH icon
112
DoorDash
DASH
$92.9B
$8.12M 0.04%
44,013
+43,196
+5,287% +$7.14M
MCK icon
113
McKesson
MCK
$102B
$8.1M 0.04%
10,718
+1,430
+15% +$1.13M
CVX icon
114
Chevron
CVX
$371B
$8.03M 0.04%
48,416
+6,638
+16% +$1.24M
XOM icon
115
ExxonMobil
XOM
$642B
$7.95M 0.04%
58,188
-1,831
-3% -$274K
CHE icon
116
Chemed
CHE
$7.18B
$7.94M 0.04%
17,052
-1,563
-8% -$657K
YUM icon
117
Yum! Brands
YUM
$41.6B
$7.9M 0.04%
49,435
-2,027
-4% -$314K
VOO icon
118
Vanguard S&P 500 ETF
VOO
$1.01T
$7.74M 0.04%
11,351
-1,386
-11% -$924K
NTNX icon
119
Nutanix
NTNX
$16.3B
$7.67M 0.04%
150,547
-3,474
-2% -$157K
NYT icon
120
New York Times
NYT
$10.5B
$7.67M 0.04%
109,550
-2,949
-3% -$227K
BAC icon
121
Bank of America
BAC
$441B
$7.65M 0.04%
134,358
+11,868
+10% +$631K
PEP icon
122
PepsiCo
PEP
$189B
$7.65M 0.04%
56,518
+54,406
+2,576% +$8.14M
ANF icon
123
Abercrombie & Fitch
ANF
$4.91B
$7.54M 0.04%
83,800
+42,200
+101% +$3.58M
DECK icon
124
Deckers Outdoor
DECK
$13.3B
$7.37M 0.04%
74,209
-340
-0.5% -$35.8K
VRSN icon
125
VeriSign
VRSN
$26.4B
$7.36M 0.04%
29,270
-3,723
-11% -$1.03M
3 4
5
6 7

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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.