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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
BND icon
201
Vanguard Total Bond Market
BND
$158B
$832K ﹤0.01%
11,330
+2,438
+27% +$179K
MCD icon
202
McDonald's
MCD
$195B
$831K ﹤0.01%
3,077
+2,340
+318% +$671K
SPGI icon
203
S&P Global
SPGI
$121B
$792K ﹤0.01%
2,013
-267
-12% -$113K
XLRE icon
204
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.64B
$772K ﹤0.01%
17,608
-236
-1% -$10.4K
STRL icon
205
Sterling Infrastructure
STRL
$16.4B
$769K ﹤0.01%
916
-374
-29% -$262K
XLB icon
206
State Street Materials Select Sector SPDR ETF
XLB
$8.63B
$768K ﹤0.01%
15,181
-980
-6% -$50.3K
COP icon
207
ConocoPhillips
COP
$140B
$758K ﹤0.01%
7,294
-834
-10% -$98.8K
GDDY icon
208
GoDaddy
GDDY
$11.6B
$758K ﹤0.01%
8,929
-38,174
-81% -$3.22M
VST icon
209
Vistra
VST
$47.4B
$752K ﹤0.01%
4,741
+1,875
+65% +$291K
IWO icon
210
iShares Russell 2000 Growth ETF
IWO
$14.9B
$749K ﹤0.01%
+1,900
New +$693K
STZ icon
211
Constellation Brands
STZ
$22.3B
$742K ﹤0.01%
5,334
+2,560
+92% +$381K
DOCU
212
DocuSign
DOCU
$11B
$740K ﹤0.01%
16,650
-99,234
-86% -$4.65M
TMO icon
213
Thermo Fisher Scientific
TMO
$214B
$696K ﹤0.01%
1,387
-1,357
-49% -$651K
IWF icon
214
iShares Russell 1000 Growth ETF
IWF
$127B
$695K ﹤0.01%
5,600
– –
SNDK
215
Sandisk
SNDK
$200B
$693K ﹤0.01%
314
+157
+100% +$224K
AJG icon
216
Arthur J. Gallagher & Co
AJG
$64.3B
$687K ﹤0.01%
2,991
-660
-18% -$140K
EZU icon
217
iShare MSCI Eurozone ETF
EZU
$9.84B
$683K ﹤0.01%
9,826
+3,220
+49% +$217K
CCL icon
218
Carnival Corporation Ltd
CCL
$40.6B
$678K ﹤0.01%
23,725
+20,215
+576% +$552K
BX icon
219
Blackstone
BX
$109B
$653K ﹤0.01%
5,550
+4,550
+455% +$547K
FDX icon
220
FedEx
FDX
$73.5B
$641K ﹤0.01%
2,045
+1,398
+216% +$508K
DHR icon
221
Danaher
DHR
$140B
$637K ﹤0.01%
3,340
-2,068
-38% -$375K
GM icon
222
General Motors
GM
$78.2B
$618K ﹤0.01%
8,020
+2,060
+35% +$162K
ZM icon
223
Zoom
ZM
$29.5B
$604K ﹤0.01%
+7,000
New +$662K
EEM icon
224
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$597K ﹤0.01%
8,727
+7,066
+425% +$462K
CNC icon
225
Centene
CNC
$33.1B
$594K ﹤0.01%
9,250
+9,200
+18,400% +$492K
7 8
9
10 11

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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.