HI
Harel Insurance Investments & Financial Services Ltd.'s 13F Portfolio ($20.6M, Q2 2026)
Harel Insurance Investments & Financial Services Ltd.CIK: 0001429390
Diversified strategyHigh-turnover traderMomentum follower
Total reported value
$20.6M
Reporting period: 2026-06-30 · Number of holdings: 535
Harel Insurance Investments & Financial Services Ltd. disclosed 535 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $20.6M and a quarterly turnover rate of 199.5%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "H"
Personality snowflake
- Concentration
- 10.82
- Portfolio Stability
- 100
- Momentum
- 100
- Sector conviction
- 89.41
- Diversification
- 100
- Sizing Uniformity
- 63.26
Harel Insurance Investments & Financial Services Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 535 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.67), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out CLIP
Trim IAI
-97.3% -$297.2M
Trim PANW
-77.2% -$442.6M
Add ACWI
+6068.8% -$4.4M
Trim TEVA
+4.7% -$1.4B
Sold out HON
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 7.93% | -1.46% | +4.75% | |
| 2 | NVMI | Nova Ltd. | Stock-Other | 5.61% | -0.77% | -1.87% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.29% | +5.44% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | -0.52% | +8.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.17% | +17.10% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.22% | +0.03% | -0.29% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.33% | +25.00% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.91% | -0.31% | +10.39% | |
| 9 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.89% | +0.52% | +14.55% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.80% | -0.02% | +28.04% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | -0.17% | +14.67% | |
| 12 | PAVE | Global X US Infrastructure | ETF-Other | 2.56% | -0.52% | — | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.31% | +2.31% | +59082.15% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.31% | +24.75% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 2.15% | +2.15% | +2093685.71% | |
| 16 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.03% | -0.20% | +50.48% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.82% | +0.67% | +84.54% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.26% | +33.92% | |
| 19 | CAMT | Camtek Ltd. | Stock-Other | 1.76% | -0.61% | -3.32% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 1.71% | +1.71% | +250040.00% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.61% | +1.58% | +6068.80% | |
| 22 | LNG | Cheniere Energy Inc | Stock-Energy | 1.52% | +1.52% | NEW | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.41% | -0.03% | +693.41% | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 1.34% | +0.14% | -7.57% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.29% | +0.01% | -1.38% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.24% | +1.24% | +134399.56% | |
| 27 | MDB | Mongodb Inc | Stock-Tech | 1.21% | +0.30% | +34.45% | |
| 28 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.20% | +0.14% | -28.43% | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.20% | -0.25% | +13.10% | |
| 30 | GE | General Electric | Stock-Industrials | 1.18% | -0.10% | -1.69% | |
| 31 | MISL | First Trust Indxx Aero & Def | ETF-Other | 1.18% | -0.02% | +34.39% | |
| 32 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 1.17% | -0.08% | — | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 1.13% | +0.07% | -26.87% | |
| 34 | ETOR | eToro Group Ltd. | Stock-Other | 1.12% | +0.72% | +194.63% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.11% | -0.28% | -35.02% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | -1.96% | -77.23% | |
| 37 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 1.01% | -0.54% | +1.92% | |
| 38 | COPX | Global X Copper Miners ETF | ETF-Other | 0.91% | -0.28% | +6.15% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.25% | +13.01% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.34% | — | |
| 41 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.69% | -0.18% | +13.07% | |
| 42 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.67% | -0.03% | +29.43% | |
| 43 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.67% | +0.67% | +31143.41% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.63% | -0.29% | -11.06% | |
| 45 | ✓ | Stock-Other | 0.62% | +0.62% | NEW | ||
| 46 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.56% | +0.56% | NEW | |
| 47 | ✓ | Stock-Other | 0.52% | +0.52% | NEW | ||
| 48 | ✓ | Stock-Other | 0.52% | +0.52% | NEW | ||
| 49 | GLBE | Global-E Online Ltd. | Stock-Other | 0.45% | +0.02% | +29.40% | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.42% | -0.18% | — |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-1.7%
Performance Last 4 Quarters
+35.1%
- Stdev
- +15.4%
- Beta
- +1.11
- Alpha
- -1.1%
- Max Drawdown
- -8.3%
- Annualized Perf
- +22%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +2.8
- Stutzer
- +0.41
- Treynor
- +0.19
- Sterling
- +1.32
- Calmar
- +2.64
- Information Ratio
- +0.22
- Tracking Error
- +5.6%
- Stdev Down
- +7.6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +51.5%
- Worst 12 Months
- +4.3%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.38
- Stdev Sectors
- +13.7%
- Skewness
- +0.13
- Kurtosis
- -0.01
- Upside Potential
- +4.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 535 | $20.6M | 100 | ||
| 2026 Q1 | 509 | $14.7B | 56 | ||
| 2025 Q4 | 435 | $11.5B | 65 | ||
| 2025 Q3 | 469 | $11.1B | 51 | ||
| 2025 Q2 | 437 | $8.7B | 0 | ||
| 2025 Q1 | 481 | $7.6B | 100 | ||
| 2024 Q4 | 474 | $6.1B | 0 | ||
| 2024 Q3 | 493 | $5.8B | 0 | ||
| 2024 Q2 | 547 | $5.3B | 0 | ||
| 2024 Q1 | 539 | $5.2B | 0 | ||
| 2023 Q4 | 606 | $5.7B | 0 | ||
| 2023 Q3 | 683 | $5.1B | 0 | ||
| 2023 Q2 | 686 | $4.1B | 0 | ||
| 2023 Q1 | 698 | $4.9B | 0 | ||
| 2022 Q4 | 683 | $4.6B | 0 | ||
| 2022 Q3 | 699 | $4.1B | 0 | ||
| 2022 Q2 | 707 | $4.8B | 0 | ||
| 2022 Q1 | 700 | $6.1B | 0 | ||
| 2021 Q4 | 744 | $5.3B | 0 | ||
| 2021 Q3 | 675 | $3.8B | 0 | ||
| 2021 Q2 | 766 | $4.5B | 100 | ||
| 2021 Q1 | 730 | $5.3B | 56 | ||
| 2020 Q4 | 713 | $4.2B | 55 | ||
| 2020 Q3 | 614 | $2.9B | 35 | ||
| 2020 Q2 | 511 | $2.9B | 45 | ||
| 2020 Q1 | 434 | $2.1B | 46 | ||
| 2019 Q4 | 466 | $2.3B | 45 | ||
| 2019 Q3 | 489 | $1.6B | 47 | ||
| 2019 Q2 | 458 | $1.9B | 40 | ||
| 2019 Q1 | 447 | $1.7B | 40 | ||
| 2018 Q4 | 459 | $1.6B | 42 | ||
| 2018 Q3 | 472 | $2.0B | 30 | ||
| 2018 Q2 | 457 | $1.9B | 35 | ||
| 2018 Q1 | 440 | $1.8B | 24 | ||
| 2017 Q4 | 460 | $1.6B | 44 | ||
| 2017 Q3 | 420 | $1.2B | 18 | ||
| 2017 Q2 | 422 | $1.2B | 21 | ||
| 2017 Q1 | 417 | $1.1B | 68 | ||
| 2016 Q4 | 374 | $705.7M | 8 | ||
| 2016 Q3 | 467 | $740.5M | 31 | ||
| 2016 Q2 | 693 | $835.7M | 20 | ||
| 2016 Q1 | 446 | $835.2M | 26 | ||
| 2015 Q4 | 323 | $862.9M | — |
Holding changes this quarter
Harel Insurance Investments & Financial Services Ltd.'s most significant position changes for 2026-06-30: Sold out: Global X 1-3 Month T-bill (CLIP); Sold out: Honeywell International Inc (HON); Sold out: Marvell Technology Inc (MRVL); Sold out: Wix.com Ltd. (WIX); Sold out: Karat Packaging Inc (KRT).
Showing top 200 changes by size (of 580 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +1.6% | +6068.80% | Add |
| 2 | ETOR | eToro Group Ltd. | +0.7% | +194.63% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.7% | +84.54% | Add |
| 4 | TSEM | Tower Semiconductor Ltd. | +0.5% | +14.55% | Add |
| 5 | MDB | Mongodb Inc | +0.3% | +34.45% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +33.92% | Add |
| 7 | SNOW | Snowflake Inc | +0.1% | -7.57% | Trim |
| 8 | DDOG | Datadog Inc - Class A | +0.1% | -28.43% | Trim |
| 9 | MU | Micron Technology Inc | +0.1% | +8.77% | Add |
| 10 | DELL | Dell Technologies -c | +0.1% | +776.27% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +193.20% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -26.87% | Trim |
| 13 | INTC | Intel CORP | +0.1% | +586.32% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +88.54% | Add |
| 15 | ABNB | Airbnb Inc-class A | 0% | +304.05% | Add |
| 16 | C | Citigroup Inc | 0% | +603.07% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.29% | Trim |
| 18 | COHR | Coherent CORP | 0% | +10.92% | Add |
| 19 | GLBE | Global-E Online Ltd. | 0% | +29.40% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | 0% | +64.96% | Add |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +75.05% | Add |
| 22 | XLK | Ss Technology Select Sector | 0% | -1.38% | Trim |
| 23 | FOR | Forestar Group Inc | 0% | +46.84% | Add |
| 24 | ANF | Abercrombie & Fitch Co-cl A | 0% | +101.44% | Add |
| 25 | IGV | Ishares Expanded Tech-softwa | 0% | +105.25% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +105.04% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | +101.56% | Add |
| 28 | MBLY | Mobileye Global Inc-a | — | — | Unchanged |
| 29 | NYAX | Nayax Ltd. | — | +19.62% | Add |
| 30 | CAT | Caterpillar Inc | — | -0.59% | Trim |
| 31 | FFIV | F5 Inc | — | +0.51% | Add |
| 32 | MELI | Mercadolibre Inc | — | +48.07% | Add |
| 33 | RKLB | Rocket Lab CORP | — | +0.29% | Add |
| 34 | AXON | Axon Enterprise Inc | — | -3.06% | Trim |
| 35 | BAC | Bank Of America CORP | — | +9.69% | Add |
| 36 | NTNX | Nutanix Inc - A | — | -2.26% | Trim |
| 37 | PATK | Patrick Industries Inc | — | +72.98% | Add |
| 38 | HEDJ | Wisdomtree Europe Hedged Equ | — | -0.89% | Trim |
| 39 | DAX | Global X Dax Germany ETF | — | +9.04% | Add |
| 40 | SDG | Ish Msci Glob Sust Deve Goal | — | +18.49% | Add |
| 41 | PBD | Invesco Global Clean Energy | — | +11.35% | Add |
| 42 | EVX | Vaneck Environmental Service | — | +24.25% | Add |
| 43 | TBLU | Tortoise Global Water ETF | — | +28.45% | Add |
| 44 | ICLN | Ishares Global Clean Energy | — | +12.59% | Add |
| 45 | FIW | First Trust Water ETF | — | +26.73% | Add |
| 46 | CRM | Salesforce Inc | — | +8.76% | Add |
| 47 | DBEU | Xtrackers Msci Europe Hedged | — | — | Unchanged |
| 48 | XLF | Ss Financial Select Sector | — | -7.95% | Trim |
| 49 | ANET | Arista Networks Inc | — | -4.21% | Trim |
| 50 | MOG-A | Moog Inc-class A | — | -3.90% | Trim |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Harel Insurance Investments & Financial Services Ltd. and what type of investor is it?
Harel Insurance Investments & Financial Services Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $20.6M, spread across 535 disclosed positions.
What are Harel Insurance Investments & Financial Services Ltd.'s largest equity positions?
Based on the latest 13F filing, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value are:
1. Teva Pharmaceutical-sp Adr (TEVA) — $1.6M (7.9%)
2. Nova Ltd. (NVMI) — $1.2M (5.6%)
3. Alphabet Inc-cl A (GOOGL) — $935.3K (4.5%)
4. Nvidia CORP (NVDA) — $884.6K (4.3%)
5. Apple Inc (AAPL) — $786.4K (3.8%)
What changes did Harel Insurance Investments & Financial Services Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Harel Insurance Investments & Financial Services Ltd. made 186 notable position adjustments: 0 new positions were initiated, 81 existing holdings were added to, 94 positions were partially reduced, and 11 were completely exited. The largest of these moves: Sold out: Global X 1-3 Month T-bill (CLIP); Sold out: Honeywell International Inc (HON); Sold out: Marvell Technology Inc (MRVL); Sold out: Wix.com Ltd. (WIX); Sold out: Karat Packaging Inc (KRT)
What sectors does Harel Insurance Investments & Financial Services Ltd. focus on?
Harel Insurance Investments & Financial Services Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 50.4%
• Health Care: 13.3%
• Communication Services: 11.5%
• Industrials: 8.2%
• Financials: 5.5%
• Consumer Discretionary: 4.9%
Investment Profile
Harel Insurance Investments & Financial Services Ltd. returned an annualized 22.0% over the trailing 36 months — underperforming the S&P 500 by 1.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.11 (more volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 50.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its MS position over the past two quarters (+$201.1K, now $256.1K), while trimming TEVA over the same stretch (-$1.4B, still holding $1.6M).
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VC
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AH
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AC
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PI
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Developer Access
Access Harel Insurance Investments & Financial Services Ltd.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/harel-insurance-investments-financial-services-ltdCLI
npx alphasmo institutions get harel-insurance-investments-financial-services-ltd