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CIK: 0001429390
Total reported value
$20.6M
$20.6M
509 檔
21086.6%
The Q1 2026 SEC filing reveals that Harel Insurance Investments & Financial Services Ltd. held a total portfolio value of $20.6M, covering 509 public equity positions.
In Q1 2026, Harel Insurance Investments & Financial Services Ltd. displayed an active expansion posture, initiating 17 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 509 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 9.39% | -1.46% | +2.24% | |
| 2 | NVMI | Nova Ltd. | Stock-Other | 6.38% | -0.77% | +47.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.84% | -0.29% | +57.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.82% | -0.52% | +130.40% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.99% | -0.17% | +552.48% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.33% | +138.77% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 3.22% | -0.31% | +3790.28% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.19% | +0.03% | +15.21% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 3.08% | -0.52% | +43.26% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.00% | -1.96% | +1665.07% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.82% | -0.02% | -32.81% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | -0.17% | +50.30% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.60% | -0.31% | +268.18% | |
| 14 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.37% | +0.52% | -14.16% | |
| 15 | CAMT | Camtek Ltd. | Stock-Other | 2.37% | -0.61% | +38.24% | |
| 16 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.23% | -0.20% | +151.06% | |
| 17 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.04% | -2.04% | EXIT | |
| 18 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.02% | -1.98% | +53.57% | |
| 19 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 1.55% | -0.54% | +206.10% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.26% | +61.38% | |
| 21 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.45% | -0.25% | +5.18% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.44% | -0.03% | -9.41% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.39% | -0.28% | -55.44% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.01% | -51.28% | |
| 25 | GE | General Electric | Stock-Industrials | 1.28% | -0.10% | +44.54% | |
| 26 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 1.25% | -0.08% | -0.79% | |
| 27 | MISL | First Trust Indxx Aero & Def | ETF-Other | 1.20% | -0.02% | +41.18% | |
| 28 | SNOW | Snowflake Inc | Stock-Tech | 1.20% | +0.14% | +76.85% | |
| 29 | COPX | Global X Copper Miners ETF | ETF-Other | 1.19% | -0.28% | +197.45% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | +0.67% | +26.99% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -1.11% | EXIT | |
| 32 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.06% | +0.14% | +26.54% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 1.06% | +0.07% | +6106.47% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.34% | +2431.97% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.25% | +1352.04% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.92% | -0.29% | -49.76% | |
| 37 | MDB | Mongodb Inc | Stock-Tech | 0.91% | +0.30% | +55.04% | |
| 38 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.87% | -0.18% | +32.66% | |
| 39 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.77% | -0.37% | +16.83% | |
| 40 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.70% | -0.03% | +12.73% | |
| 41 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.60% | -0.18% | -11.67% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.17% | +109.15% | |
| 43 | GLBE | Global-E Online Ltd. | Stock-Other | 0.43% | +0.02% | — | |
| 44 | ETOR | eToro Group Ltd. | Stock-Other | 0.40% | +0.72% | +61.95% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.39% | -0.39% | EXIT | |
| 46 | SEDG 2.25 07-01-29Bond | Solar Edge Technologies | Bond | 0.37% | -0.07% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.25% | +6.31% | |
| 48 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | -0.04% | +5.76% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.03% | +9.52% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.06% | +1186.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.2% | +552.48% | Add |
| 2 | XLI | Ss Industrial Select Sector | +3.1% | +3790.28% | Add |
| 3 | PANW | Palo Alto Networks Inc | +2.8% | +1665.07% | Add |
| 4 | NVMI | Nova Ltd. | +2.2% | +47.47% | Add |
| 5 | NVDA | Nvidia CORP | +2% | +130.40% | Add |
| 6 | META | Meta Platforms Inc-class A | +1.6% | +268.18% | Add |
| 7 | SHLD | Global X Defense Tech ETF | +1.2% | +151.06% | Add |
| 8 | ESLT | Elbit Systems Ltd. | +1.1% | +206.10% | Add |
| 9 | LRCX | Lam Research CORP | +1% | +6106.47% | Add |
| 10 | MSFT | Microsoft CORP | +1% | +138.77% | Add |
| 11 | COST | Costco Wholesale CORP | +1% | +2431.97% | Add |
| 12 | WMT | Walmart Inc | +0.9% | +1352.04% | Add |
| 13 | CAMT | Camtek Ltd. | +0.8% | +38.24% | Add |
| 14 | COPX | Global X Copper Miners ETF | +0.7% | +197.45% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.6% | +57.29% | Add |
| 16 | PAVE | Global X US Infrastructure | +0.5% | +43.26% | Add |
| 17 | VTV | Vanguard Value ETF | +0.3% | +1186.86% | Add |
| 18 | IAI | Ishares U.s. Broker-dealers | +0.2% | +53.57% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +61.38% | Add |
| 20 | ENLT | Enlight Renewable Energy Ltd | +0.2% | -0.79% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.2% | +50.30% | Add |
| 22 | MISL | First Trust Indxx Aero & Def | +0.2% | +41.18% | Add |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +527.69% | Add |
| 24 | ORCL | Oracle CORP | +0.1% | +109.15% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +39253.66% | Add |
| 26 | EWJ | Ishares Msci Japan ETF | +0.1% | +121.78% | Add |
| 27 | COHR | Coherent CORP | +0.1% | +371.19% | Add |
| 28 | GE | General Electric | +0.1% | +44.54% | Add |
| 29 | SEDG 2.25 07-01-29Bond | Solar Edge Technologies | +0.1% | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | +0.1% | +41.26% | Add |
| 31 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.1% | +93.27% | Add |
| 32 | ORA | Ormat Technologies Inc | 0% | +32.66% | Add |
| 33 | NOC | Northrop Grumman CORP | 0% | +41.20% | Add |
| 34 | MU | Micron Technology Inc | 0% | +202.90% | Add |
| 35 | ETOR | eToro Group Ltd. | 0% | +61.95% | Add |
| 36 | RTX | Rtx CORP | 0% | +43.31% | Add |
| 37 | TSLA | Tesla Inc | 0% | +137.83% | Add |
| 38 | HWM | Howmet Aerospace Inc | 0% | +38.58% | Add |
| 39 | LHX | L3harris Technologies Inc | 0% | +38.77% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | +15.47% | Add |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | +187.64% | Add |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +205.67% | Add |
| 43 | ANF | Abercrombie & Fitch Co-cl A | 0% | +300.00% | Add |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 0% | +15.21% | Add |
| 45 | TSEM | Tower Semiconductor Ltd. | 0% | -14.16% | Trim |
| 46 | GD | General Dynamics CORP | 0% | +39.80% | Add |
| 47 | NYT | New York Times Co-a | 0% | +40.17% | Add |
| 48 | CVX | Chevron CORP | 0% | +18.97% | Add |
| 49 | FFIV | F5 Inc | 0% | +34.01% | Add |
| 50 | CW | Curtiss-wright CORP | 0% | +38.98% | 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 509 disclosed positions in Q1 2026.
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 TEVA, NVMI, GOOGL) accounted for 21086.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
PATK
市值: $5.2M
Top Position Liquidated / Trimmed
GRID
前期市值: $233.7M
During Q1 2026, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included TEVA (9.4%)、NVMI (6.4%)、GOOGL (4.8%). The largest single position, TEVA, represented 9.4% of total portfolio value.
In Q1 2026, Harel Insurance Investments & Financial Services Ltd. made 194 total portfolio adjustments, initiating 17 new buys, adding to 105 positions, trimming 54 holdings, and fully liquidating 18 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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