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CIK: 0001429390
Total reported value
$20.6M
$20.6M
539 檔
7943.2%
According to the latest 13F quarterly dataset, Harel Insurance Investments & Financial Services Ltd. managed an equity portfolio of $20.6M at the end of Q1 2024, spanning 539 distinct U.S. exchange-listed positions.
During Q1 2024, Harel Insurance Investments & Financial Services Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 539 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | ETF-Other | 8.08% | -0.02% | -0.01% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 7.90% | — | -0.02% | |
| 3 | PAVE | Global X US Infrastructure | ETF-Other | 5.27% | -0.52% | — | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.26% | — | -0.04% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.14% | -0.21% | -0.00% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-Other | 3.98% | — | — | |
| 7 | NVMI | Nova Ltd. | Stock-Other | 3.98% | -0.77% | — | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.97% | -0.03% | +64.80% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.27% | -0.01% | -0.02% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.19% | +0.01% | +50.08% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 2.75% | — | — | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.38% | -0.31% | -0.03% | |
| 13 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.36% | +0.52% | +28.91% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | -0.29% | +3.57% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.23% | — | — | |
| 16 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 2.20% | — | +160.49% | |
| 17 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.07% | -0.04% | — | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.90% | — | +289821.85% | |
| 19 | PERI | Perion Network Ltd. | Stock-Other | 1.72% | -0.08% | +18.81% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.17% | +0.25% | |
| 21 | CAMT | Camtek Ltd. | Stock-Other | 1.43% | -0.61% | +5.74% | |
| 22 | SEDG | Solaredge Technologies Inc | Stock-Tech | 1.39% | +0.67% | +2.34% | |
| 23 | EPI | Wisdomtree India Earnings | ETF-Other | 1.32% | -0.01% | +38900.00% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | -0.01% | +0.63% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.17% | +0.46% | |
| 26 | FXG | First Trust Consumer Staples | ETF-Other | 1.20% | — | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.01% | -0.25% | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.14% | -0.18% | — | |
| 29 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | — | — | |
| 30 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.83% | -0.08% | +3.39% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.05% | +2.01% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | — | — | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.67% | — | -1.01% | |
| 34 | FIS | Fidelity National Info Serv | Stock-Tech | 0.60% | — | +277900.00% | |
| 35 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.58% | — | +127.76% | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 0.53% | — | +0.07% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.51% | — | +0.46% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | -0.03% | +46.29% | |
| 39 | INMD | InMode Ltd. | Stock-Other | 0.38% | — | +3.39% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.34% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | -0.03% | — | |
| 42 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.32% | — | +0.00% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.30% | -0.29% | +0.09% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.25% | -6.77% | |
| 45 | COPX | Global X Copper Miners ETF | ETF-Other | 0.28% | -0.28% | — | |
| 46 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.27% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.05% | +0.79% | |
| 48 | VOX | Vanguard Communication Servi | ETF-Other | 0.26% | — | — | |
| 49 | GLBE | Global-E Online Ltd. | Stock-Other | 0.24% | +0.02% | +0.05% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.31% | +11.62% |
According to official SEC Form 13F filings, Harel Insurance Investments & Financial Services Ltd. reported a total U.S. public equity portfolio value of $20.6M across 539 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XLV, XLF, PAVE) accounted for 7943.2% of total reported equity market value during Q1 2024.
During Q1 2024, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLV (8.1%)、XLF (7.9%)、PAVE (5.3%). The largest single position, XLV, represented 8.1% of total portfolio value.
In Q1 2024, Harel Insurance Investments & Financial Services Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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