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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
FOR icon
126
Forestar Group
FOR
$1.49B
$7.31M 0.04%
231,000
+73,687
+47% +$2.03M
PATK icon
127
Patrick Industries
PATK
$2.87B
$7.3M 0.04%
81,300
+34,300
+73% +$3.28M
MEDP icon
128
Medpace
MEDP
$16.3B
$7M 0.03%
13,220
-851
-6% -$393K
LOPE icon
129
Grand Canyon Education
LOPE
$3.88B
$6.79M 0.03%
47,427
-348
-0.7% -$55.2K
XLE icon
130
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
$6.68M 0.03%
125,837
-14,949
-11% -$855K
RDVY icon
131
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$6.49M 0.03%
80,000
– –
CBOE icon
132
Cboe Global Markets
CBOE
$30.2B
$6.3M 0.03%
25,968
+1,900
+8% +$581K
ADBE icon
133
Adobe
ADBE
$103B
$5.55M 0.03%
27,068
-3,021
-10% -$716K
SLQD icon
134
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$5.37M 0.03%
106,631
+3,979
+4% +$200K
FDS icon
135
Factset
FDS
$9.77B
$5.2M 0.03%
22,623
+22,193
+5,161% +$5.1M
GOOGM
136
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
$5.11M 0.02%
+100,000
New +$5.02M
CW icon
137
Curtiss-Wright
CW
$26.4B
$5.05M 0.02%
6,665
-234
-3% -$171K
AIRR icon
138
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$4.11M 0.02%
+31,201
New +$3.94M
BBWI icon
139
Bath & Body Works
BBWI
$4.06B
$3.99M 0.02%
+172,500
New +$3.3M
EPOL icon
140
iShares MSCI Poland ETF
EPOL
$753M
$3.98M 0.02%
+103,370
New +$4.06M
HEDJ icon
141
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$3.85M 0.02%
67,460
-605
-0.9% -$33.7K
DLO icon
142
dLocal
DLO
$4.35B
$3.83M 0.02%
+295,000
New +$3.74M
DAX icon
143
Global X DAX Germany ETF
DAX
$234M
$3.73M 0.02%
84,954
+7,044
+9% +$316K
IGV icon
144
iShares Expanded Tech-Software Sector ETF
IGV
$14.1B
$3.71M 0.02%
37,500
+19,230
+105% +$1.71M
EVX icon
145
VanEck Environmental Services ETF
EVX
$102M
$3.51M 0.02%
85,174
+16,625
+24% +$660K
NOW icon
146
ServiceNow
NOW
$121B
$3.51M 0.02%
35,160
+31,515
+865% +$3.12M
TBLU
147
Tortoise Global Water ETF
TBLU
$58.6M
$3.48M 0.02%
67,502
+14,952
+28% +$765K
SDG icon
148
iShares MSCI Global Sustainable Development Goals ETF
SDG
$172M
$3.37M 0.02%
37,715
+5,885
+18% +$526K
ICLN icon
149
iShares Global Clean Energy ETF
ICLN
$2.37B
$3.32M 0.02%
162,178
+18,133
+13% +$376K
PBD icon
150
Invesco Global Clean Energy ETF
PBD
$189M
$3.24M 0.02%
165,087
+16,826
+11% +$344K
4 5
6
7 8

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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.