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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
FIW icon
151
First Trust Water ETF
FIW
$1.94B
$3.22M 0.02%
29,386
+6,198
+27% +$654K
EPI icon
152
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$2.82M 0.01%
66,000
– –
PLTR icon
153
Palantir
PLTR
$381B
$2.69M 0.01%
23,096
-328
-1% -$44.7K
BRK.B icon
154
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.68M 0.01%
5,355
-184
-3% -$88.5K
MOG.A icon
155
Moog Inc Class A
MOG.A
$12.9B
$2.42M 0.01%
5,717
-232
-4% -$79.2K
LDOS icon
156
Leidos
LDOS
$15.9B
$2.34M 0.01%
22,695
-954
-4% -$127K
XLC icon
157
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$2.33M 0.01%
21,853
+446
+2% +$50.8K
ANET icon
158
Arista Networks
ANET
$248B
$2.32M 0.01%
13,635
-600
-4% -$94.2K
DBEU icon
159
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$782M
$2.26M 0.01%
42,114
– –
EWY icon
160
iShares MSCI South Korea ETF
EWY
$24.6B
$2.14M 0.01%
10,820
+10,819
+1,081,900% +$1.91M
DRS icon
161
Leonardo DRS
DRS
$11.9B
$2.05M 0.01%
48,130
-1,605
-3% -$71.3K
HRL icon
162
Hormel Foods
HRL
$13.9B
$2.04M 0.01%
82,393
+18,801
+30% +$418K
XLF icon
163
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$2M 0.01%
37,311
-3,221
-8% -$167K
HII icon
164
Huntington Ingalls Industries
HII
$12.5B
$1.99M 0.01%
7,109
-234
-3% -$78.2K
FSLR icon
165
First Solar
FSLR
$25.4B
$1.98M 0.01%
8,378
+816
+11% +$191K
NFLX icon
166
Netflix
NFLX
$309B
$1.93M 0.01%
27,055
-1,317
-5% -$116K
JNJ icon
167
Johnson & Johnson
JNJ
$621B
$1.92M 0.01%
7,576
+1,608
+27% +$375K
CRM icon
168
Salesforce
CRM
$158B
$1.91M 0.01%
12,203
+983
+9% +$173K
VRTX icon
169
Vertex Pharmaceuticals
VRTX
$123B
$1.91M 0.01%
3,837
+823
+27% +$365K
EW icon
170
Edwards Lifesciences
EW
$51.3B
$1.83M 0.01%
20,280
+3,634
+22% +$304K
LLY icon
171
Eli Lilly
LLY
$1.04T
$1.83M 0.01%
1,528
+450
+42% +$460K
NVS icon
172
Novartis
NVS
$294B
$1.83M 0.01%
11,662
+2,588
+29% +$388K
REGN icon
173
Regeneron Pharmaceuticals
REGN
$79.1B
$1.76M 0.01%
2,822
+718
+34% +$489K
KTOS icon
174
Kratos Defense & Security Solutions
KTOS
$10.4B
$1.69M 0.01%
33,833
-1,109
-3% -$67.1K
KO icon
175
Coca-Cola
KO
$374B
$1.52M 0.01%
18,730
+9,595
+105% +$758K
5 6
7
8 9

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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.