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CIK: 0001429390
Total reported value
$20.6M
$20.6M
474 檔
9681.9%
The Q4 2024 SEC filing reveals that Harel Insurance Investments & Financial Services Ltd. held a total portfolio value of $20.6M, covering 474 public equity positions.
Harel Insurance Investments & Financial Services Ltd. executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 33 holdings and trimming 55 positions.
Showing top 200 holdings (of 474 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 8.17% | — | -0.01% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.87% | -0.03% | +311.48% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 6.55% | -0.02% | -0.04% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.49% | +0.01% | +66.75% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 4.53% | -0.52% | +0.00% | |
| 6 | NVMI | Nova Ltd. | Stock-Other | 3.77% | -0.77% | +1.03% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.71% | — | -0.11% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.28% | -0.01% | +0.06% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 3.15% | — | — | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 3.04% | -0.03% | -0.03% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.99% | +0.52% | -9.10% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.89% | -0.21% | -42.48% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.57% | -0.17% | +0.38% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | -0.29% | -0.34% | |
| 15 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 2.12% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.17% | -0.44% | |
| 17 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.75% | -0.04% | +6.43% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.36% | -0.28% | +144.34% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.34% | -0.31% | -50.15% | |
| 20 | CAMT | Camtek Ltd. | Stock-Other | 1.27% | -0.61% | +9.26% | |
| 21 | EPI | Wisdomtree India Earnings | ETF-Other | 1.20% | -0.01% | — | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.08% | — | -44.45% | |
| 23 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.06% | — | +290.00% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.52% | -2.46% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.95% | — | +6.57% | |
| 26 | FXG | First Trust Consumer Staples | ETF-Other | 0.95% | — | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.01% | +0.12% | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.87% | -0.18% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.05% | +4.79% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.01% | +3.92% | |
| 31 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.77% | — | — | |
| 32 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | — | — | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.75% | — | — | |
| 34 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.74% | -0.08% | — | |
| 35 | FIS | Fidelity National Info Serv | Stock-Tech | 0.67% | — | — | |
| 36 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.66% | — | +129166.67% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.25% | +0.77% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | — | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.62% | — | +0.52% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | -0.03% | +0.06% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.51% | — | +7486.61% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.51% | +0.02% | +29297.98% | |
| 43 | PERI | Perion Network Ltd. | Stock-Other | 0.49% | -0.08% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | — | -2.86% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.02% | +593.10% | |
| 46 | GLBE | Global-E Online Ltd. | Stock-Other | 0.45% | +0.02% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.17% | +6613.25% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.41% | — | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.36% | +0.01% | +0.19% | |
| 50 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.32% | — | -2.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +5.2% | +311.48% | Add |
| 2 | XLK | Ss Technology Select Sector | +2.5% | +66.75% | Add |
| 3 | KBE | Ss Spdr S&p Bank ETF | +0.8% | +290.00% | Add |
| 4 | SMH | Vaneck Semiconductor ETF | +0.8% | +144.34% | Add |
| 5 | OIH | Vaneck Oil Services ETF | +0.8% | NEW | New buy |
| 6 | KBWB | Invesco Kbw Bank ETF | +0.7% | +129166.67% | Add |
| 7 | NOW | Servicenow Inc | +0.5% | +29297.98% | Add |
| 8 | CRM | Salesforce Inc | +0.5% | +7486.61% | Add |
| 9 | ICE | Intercontinental Exchange In | +0.4% | NEW | New buy |
| 10 | ORCL | Oracle CORP | +0.4% | +6613.25% | Add |
| 11 | ADBE | Adobe Inc | +0.4% | +593.10% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | -0.44% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.34% | Trim |
| 14 | GLBE | Global-E Online Ltd. | +0.1% | — | Unchanged |
| 15 | BAH | Booz Allen Hamilton Holdings | +0.1% | NEW | New buy |
| 16 | PINS | Pinterest Inc- Class A | +0.1% | +699.42% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | -0.01% | Trim |
| 18 | V | Visa Inc-class A Shares | +0.1% | +3.92% | Add |
| 19 | PYPL | Paypal Holdings Inc | +0.1% | +6.57% | Add |
| 20 | LYFT | Lyft Inc-a | +0.1% | +10225.64% | Add |
| 21 | PCTY | Paylocity Holding CORP | +0.1% | +91.90% | Add |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.06% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +0.38% | Add |
| 24 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | +6.43% | Add |
| 25 | CAMT | Camtek Ltd. | +0.1% | +9.26% | Add |
| 26 | RNG | Ringcentral Inc-class A | +0.1% | +106.88% | Add |
| 27 | ✓ | Innoviz Technologies LTD Shs | +0.1% | -6.53% | Trim |
| 28 | NBIX | Neurocrine Biosciences Inc | +0.1% | +52.76% | Add |
| 29 | P | Everpure Inc-a | 0% | +27.12% | Add |
| 30 | EME | Emcor Group Inc | 0% | +69.39% | Add |
| 31 | LOPE | Grand Canyon Education Inc | 0% | +33.53% | Add |
| 32 | WIX | Wix.com Ltd. | 0% | +1439.42% | Add |
| 33 | NVDA | Nvidia CORP | 0% | -2.46% | Trim |
| 34 | IHI | Ishares U.s. Medical Devices | 0% | +263.11% | Add |
| 35 | NTNX | Nutanix Inc - A | 0% | +65.51% | Add |
| 36 | MCK | Mckesson CORP | 0% | +28.91% | Add |
| 37 | AXON | Axon Enterprise Inc | 0% | +56.20% | Add |
| 38 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 39 | MA | Mastercard Inc - A | 0% | +0.12% | Add |
| 40 | FDN | First Trust Dj Internet Ind | 0% | — | Unchanged |
| 41 | GD | General Dynamics CORP | 0% | +65.60% | Add |
| 42 | XLY | Ss Consumer Disc Select Sect | 0% | -0.06% | Trim |
| 43 | TDG | Transdigm Group Inc | 0% | +55.27% | Add |
| 44 | BRBR | Bellring Brands Inc | 0% | +4.91% | Add |
| 45 | LMT | Lockheed Martin CORP | 0% | +56.48% | Add |
| 46 | LDOS | Leidos Holdings Inc | 0% | +2138.67% | Add |
| 47 | ESLT | Elbit Systems Ltd. | 0% | — | Unchanged |
| 48 | XSMO | Invesco S&p Smallcap Momentu | 0% | NEW | New buy |
| 49 | DDOG | Datadog Inc - Class A | 0% | +31.84% | Add |
| 50 | RKLB | Rocket Lab Corporation | 0% | +52.82% | Add |
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 474 disclosed positions in Q4 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 XLF, VGT, XLV) accounted for 9681.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
OIH
市值: $47.2M
Top Position Liquidated / Trimmed
XSOE
前期市值: $125.6M
During Q4 2024, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLF (8.2%)、VGT (6.9%)、XLV (6.5%). The largest single position, XLF, represented 8.2% of total portfolio value.
In Q4 2024, Harel Insurance Investments & Financial Services Ltd. made 176 total portfolio adjustments, initiating 18 new buys, adding to 70 positions, trimming 55 holdings, and fully liquidating 33 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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