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CIK: 0001429390
Total reported value
$20.6M
$20.6M
481 檔
10319.4%
In Q1 2025, Harel Insurance Investments & Financial Services Ltd.'s U.S. equity holdings reached a combined market value of $20.6M, distributed across 481 disclosed stock positions.
In Q1 2025, Harel Insurance Investments & Financial Services Ltd. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XLF, XLK, XLV) accounted for 10319.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLF
市值: $514.4M
Showing top 200 holdings (of 481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 6.73% | — | +0.00% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.90% | +0.01% | +28.02% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 5.56% | -0.02% | +0.09% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.16% | -0.03% | +7.69% | |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 4.44% | -1.46% | +197885.16% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.89% | — | +26.21% | |
| 7 | PAVE | Global X US Infrastructure | ETF-Other | 3.37% | -0.52% | +0.01% | |
| 8 | NVMI | Nova Ltd. | Stock-Other | 2.92% | -0.77% | +3.66% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 2.65% | -0.03% | -0.01% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.63% | — | -0.02% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.61% | -0.01% | +0.06% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.40% | -0.21% | +0.01% | |
| 13 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.87% | — | +266.27% | |
| 14 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.82% | — | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.17% | -0.16% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.80% | +0.01% | +16001.87% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | -0.29% | +5.02% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.17% | +5.97% | |
| 19 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.52% | -0.03% | — | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.49% | -0.25% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.33% | +5456.69% | |
| 22 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.29% | -0.37% | — | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.24% | -0.29% | +617.23% | |
| 24 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.17% | -1.98% | — | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.09% | -1.11% | EXIT | |
| 26 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.08% | +0.52% | -34.60% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.07% | -0.31% | -0.01% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.99% | -0.28% | +3.73% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-Other | 0.93% | -0.01% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.03% | — | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.89% | — | -0.29% | |
| 32 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.89% | -0.18% | +273109.43% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.01% | +0.33% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.05% | +2.64% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.77% | -0.07% | +944.63% | |
| 36 | CAMT | Camtek Ltd. | Stock-Other | 0.75% | -0.61% | +1.68% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.01% | -2.69% | |
| 38 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.69% | -0.18% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.52% | -2.66% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.64% | +0.05% | NEW | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.07% | +767.01% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.62% | -0.01% | +15105.74% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.60% | — | +2.91% | |
| 44 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.60% | — | — | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.56% | -0.01% | +980.57% | |
| 46 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.55% | -0.08% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.52% | — | +58.65% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.52% | — | — | |
| 49 | FIS | Fidelity National Info Serv | Stock-Tech | 0.50% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.25% | -2.77% |
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 481 disclosed positions in Q1 2025.
During Q1 2025, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLF (6.7%)、XLK (5.9%)、XLV (5.6%). The largest single position, XLF, represented 6.7% of total portfolio value.
In Q1 2025, Harel Insurance Investments & Financial Services Ltd. made 200 total portfolio adjustments, initiating 200 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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