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CIK: 0001429390
Total reported value
$20.6M
$20.6M
437 檔
12199.0%
During the Q2 2025 filing period, Harel Insurance Investments & Financial Services Ltd. (CIK: 0001429390) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.6M across 437 reported positions.
Harel Insurance Investments & Financial Services Ltd. executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 13 holdings and trimming 68 positions.
Showing top 200 holdings (of 437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 6.83% | — | +10.42% | |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.40% | -1.46% | +51.39% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.80% | +0.01% | -8.35% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.46% | -0.03% | -0.98% | |
| 5 | NVMI | Nova Ltd. | Stock-Other | 4.23% | -0.77% | +10.70% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 3.17% | -0.02% | -29.34% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.59% | — | -23.09% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.43% | — | +57834.57% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 2.27% | -0.52% | -33.51% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.17% | -0.21% | -0.16% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-Other | 2.16% | — | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.10% | -0.03% | -0.10% | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.05% | +0.01% | +5.68% | |
| 14 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.86% | — | — | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.84% | -0.25% | +22.67% | |
| 16 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.82% | -0.03% | +21.02% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.33% | +4.20% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | -0.29% | -1.25% | |
| 19 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.57% | — | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | -0.17% | +0.21% | |
| 21 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 1.36% | +0.06% | NEW | |
| 22 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.24% | -1.98% | — | |
| 23 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.23% | -0.37% | — | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.21% | -0.28% | +6.95% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.20% | -0.29% | +0.09% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.15% | -0.01% | -55.28% | |
| 27 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.15% | +0.52% | — | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.03% | +4.54% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 1.05% | -0.31% | +0.25% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.11% | EXIT | |
| 31 | CAMT | Camtek Ltd. | Stock-Other | 0.91% | -0.61% | -3.88% | |
| 32 | EPI | Wisdomtree India Earnings | ETF-Other | 0.88% | -0.01% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.52% | -0.59% | |
| 34 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.83% | -0.18% | -9.51% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.25% | +73.80% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.17% | -44.71% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.31% | +156.88% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.77% | — | -0.03% | |
| 39 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.72% | -0.18% | — | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.01% | +0.03% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.17% | +7.94% | |
| 42 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.68% | -0.08% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | +0.23% | |
| 44 | MGIC | Magic Software Enterprises | Stock-Other | 0.60% | — | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.07% | +5.43% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.05% | -23.95% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.56% | -0.01% | -0.01% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.54% | — | -8.58% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | — | +51.81% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.26% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VPL | Vanguard Ftse Pacific ETF | +2.4% | +57834.57% | Add |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | +2% | +51.39% | Add |
| 3 | XHB | Ss Spdr S&p Homebldrs ETF | +1.4% | NEW | New buy |
| 4 | NVMI | Nova Ltd. | +1.3% | +10.70% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +156.88% | Add |
| 6 | FCOM | Fidelity Msci Comm Serv Indx | +0.4% | +22.67% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +73.80% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.3% | -0.98% | Trim |
| 9 | IYC | Ishares US Consumer Discreti | +0.3% | +21.02% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +4.20% | Add |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.3% | +5.68% | Add |
| 12 | DK | Delek US Holdings Inc | +0.2% | +113.48% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | +0.2% | +6.95% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.54% | Add |
| 15 | ORCL | Oracle CORP | +0.2% | +7.94% | Add |
| 16 | GLBE | Global-E Online Ltd. | +0.2% | +118.65% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +1885.49% | Add |
| 18 | AMD | Advanced Micro Devices | +0.2% | +465.10% | Add |
| 19 | NVDA | Nvidia CORP | +0.2% | -0.59% | Trim |
| 20 | CAMT | Camtek Ltd. | +0.2% | -3.88% | Trim |
| 21 | ICE | Intercontinental Exchange In | +0.2% | +51.81% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | -2.44% | Trim |
| 23 | ENLT | Enlight Renewable Energy Ltd | +0.1% | — | Unchanged |
| 24 | MGIC | Magic Software Enterprises | +0.1% | — | Unchanged |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +10.42% | Add |
| 26 | UAL | United Airlines Holdings Inc | +0.1% | +48.27% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | +13.44% | Add |
| 28 | DAL | Delta Air Lines Inc | +0.1% | +78.97% | Add |
| 29 | IAI | Ishares U.s. Broker-dealers | +0.1% | — | Unchanged |
| 30 | TSEM | Tower Semiconductor Ltd. | +0.1% | — | Unchanged |
| 31 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | +27.31% | Add |
| 32 | MELI | Mercadolibre Inc | +0.1% | +219.81% | Add |
| 33 | NYAX | Nayax Ltd. | +0.1% | — | Unchanged |
| 34 | DOCS | Doximity Inc-class A | +0.1% | NEW | New buy |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.17% | Add |
| 36 | GXO | Gxo Logistics Inc | 0% | -0.07% | Trim |
| 37 | ✓ | Innoviz Technologies LTD Shs | 0% | -0.03% | Trim |
| 38 | AXON | Axon Enterprise Inc | 0% | +21.82% | Add |
| 39 | HWM | Howmet Aerospace Inc | 0% | +24.63% | Add |
| 40 | NYT | New York Times Co-a | 0% | NEW | New buy |
| 41 | FFIV | F5 Inc | 0% | +748.48% | Add |
| 42 | XME | Ss Spdr S&p Metals Mining | 0% | — | Unchanged |
| 43 | PERI | Perion Network Ltd. | 0% | — | Unchanged |
| 44 | MRVL | Marvell Technology Inc | 0% | -1.02% | Trim |
| 45 | UBER | Uber Technologies Inc | 0% | -0.54% | Trim |
| 46 | FTEC | Fidelity Msci Info Tech Indx | 0% | — | Unchanged |
| 47 | SEDG | Solaredge Technologies Inc | 0% | -0.07% | Trim |
| 48 | TDG | Transdigm Group Inc | 0% | +24.99% | Add |
| 49 | P | Everpure Inc-a | 0% | +13.75% | Add |
| 50 | GD | General Dynamics CORP | 0% | +23.90% | 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 437 disclosed positions in Q2 2025.
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, TEVA, XLK) accounted for 12199.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
XHB
市值: $118.5M
Top Position Liquidated / Trimmed
XBI
前期市值: $48.7M
During Q2 2025, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLF (6.8%)、TEVA (6.4%)、XLK (5.8%). The largest single position, XLF, represented 6.8% of total portfolio value.
In Q2 2025, Harel Insurance Investments & Financial Services Ltd. made 173 total portfolio adjustments, initiating 10 new buys, adding to 82 positions, trimming 68 holdings, and fully liquidating 13 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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