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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
AVAV icon
176
AeroVironment
AVAV
$8.75B
$1.51M 0.01%
9,130
-211
-2% -$37.8K
HXL icon
177
Hexcel
HXL
$8.01B
$1.36M 0.01%
13,608
-587
-4% -$53.2K
UNH icon
178
UnitedHealth
UNH
$368B
$1.34M 0.01%
3,229
-1,016
-24% -$377K
ADP icon
179
Automatic Data Processing
ADP
$108B
$1.33M 0.01%
5,957
-1,969
-25% -$421K
MRCY icon
180
Mercury Systems
MRCY
$6.63B
$1.32M 0.01%
10,833
-397
-4% -$37.8K
GRID
181
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$1.24M 0.01%
+6,585
New +$1.24M
AMAT icon
182
Applied Materials
AMAT
$424B
$1.22M 0.01%
1,692
+872
+106% +$402K
NEE icon
183
NextEra Energy
NEE
$178B
$1.21M 0.01%
13,825
+6,966
+102% +$630K
BKNG icon
184
Booking.com
BKNG
$156B
$1.15M 0.01%
6,445
+570
+10% +$97.2K
RMD icon
185
ResMed
RMD
$32.5B
$1.11M 0.01%
5,682
-25,894
-82% -$5.37M
QTEC icon
186
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.79B
$1.1M 0.01%
+3,300
New +$945K
XLP icon
187
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$1.05M 0.01%
12,651
– –
AIR icon
188
AAR Corp
AIR
$6.04B
$1.02M 0.01%
7,174
-231
-3% -$27.3K
PSN icon
189
Parsons
PSN
$5.24B
$1.01M ﹤0.01%
19,301
-721
-4% -$38.9K
VGK icon
190
Vanguard FTSE Europe ETF
VGK
$31.2B
$1M ﹤0.01%
11,322
-145
-1% -$12.7K
SCHI icon
191
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$988K ﹤0.01%
43,648
+9,334
+27% +$211K
XLU icon
192
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$970K ﹤0.01%
21,505
-653,500
-97% -$29.6M
FTNT icon
193
Fortinet
FTNT
$118B
$968K ﹤0.01%
6,321
+1,586
+33% +$183K
CSCO icon
194
Cisco
CSCO
$479B
$953K ﹤0.01%
8,120
+5,220
+180% +$546K
BSCQ icon
195
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
$939K ﹤0.01%
48,096
+10,289
+27% +$201K
BABA icon
196
Alibaba
BABA
$304B
$926K ﹤0.01%
9,640
+7,244
+302% +$907K
EXEL icon
197
Exelixis
EXEL
$13.8B
$919K ﹤0.01%
16,890
-24,858
-60% -$1.21M
LULU icon
198
lululemon athletica
LULU
$14.2B
$882K ﹤0.01%
7,731
-1,092
-12% -$146K
MA icon
199
Mastercard
MA
$499B
$869K ﹤0.01%
1,694
-236
-12% -$118K
UBER icon
200
Uber
UBER
$141B
$838K ﹤0.01%
11,610
+8,510
+275% +$624K
6 7
8
9 10

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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.