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CIK: 0001429390
Total reported value
$20.6M
$20.6M
547 檔
7826.2%
At the close of Q2 2024, Harel Insurance Investments & Financial Services Ltd. disclosed equity holdings valued at approximately $20.6M, spread across 547 reported holdings.
During Q2 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 547 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | ETF-Other | 7.75% | -0.02% | -0.00% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 7.50% | — | +0.00% | |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.19% | -0.21% | -0.02% | |
| 4 | NVMI | Nova Ltd. | Stock-Other | 5.11% | -0.77% | — | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 4.77% | -0.52% | — | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.88% | — | -24.40% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-Other | 3.81% | — | — | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.72% | -0.03% | -0.22% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.37% | +0.01% | +0.01% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.34% | -0.01% | -0.00% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.79% | +0.52% | +3.38% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | -0.29% | -0.34% | |
| 13 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 2.19% | — | -21.16% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.15% | -0.31% | -4.10% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.11% | — | +0.06% | |
| 16 | CAMT | Camtek Ltd. | Stock-Other | 2.08% | -0.61% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.17% | +63.87% | |
| 18 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 2.04% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.93% | -0.17% | +1.85% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.84% | — | — | |
| 21 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.45% | -0.04% | -23.81% | |
| 22 | EPI | Wisdomtree India Earnings | ETF-Other | 1.42% | -0.01% | — | |
| 23 | XLB | Ss Materials Select Sector | ETF-Other | 1.16% | -0.01% | +18586.84% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.01% | +0.14% | |
| 25 | FXG | First Trust Consumer Staples | ETF-Other | 1.10% | — | — | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.05% | -0.18% | -4.10% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.01% | -0.10% | |
| 28 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | — | — | |
| 29 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.80% | -0.08% | +3.02% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.03% | +49.62% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.05% | +5.09% | |
| 32 | FIS | Fidelity National Info Serv | Stock-Tech | 0.72% | — | +21.58% | |
| 33 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | — | — | |
| 34 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.65% | — | +23.53% | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.65% | — | +49.48% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.61% | — | -6.00% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.01% | +4706.71% | |
| 38 | PERI | Perion Network Ltd. | Stock-Other | 0.55% | -0.08% | -10.98% | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.53% | — | -0.30% | |
| 40 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.48% | +0.67% | +0.28% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | — | +156.90% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | — | +165.32% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | -0.03% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.05% | -0.72% | |
| 45 | ✓ | Stock-Other | 0.31% | — | — | ||
| 46 | INMD | InMode Ltd. | Stock-Other | 0.31% | — | -0.02% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.29% | -0.29% | -0.62% | |
| 48 | COPX | Global X Copper Miners ETF | ETF-Other | 0.29% | -0.28% | — | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.28% | — | -0.01% | |
| 50 | GLBE | Global-E Online Ltd. | Stock-Other | 0.28% | +0.02% | +19.43% |
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 547 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLV, XLF, XLU) accounted for 7826.2% of total reported equity market value during Q2 2024.
During Q2 2024, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLV (7.8%)、XLF (7.5%)、XLU (5.2%). The largest single position, XLV, represented 7.8% of total portfolio value.
In Q2 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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