BH

Bank Hapoalim Bm

Diversified strategyHigh-turnover traderContrarian

Total reported value

$651.9M

Reporting period: 2026-03-31 · Number of holdings: 117

BANK HAPOALIM BM disclosed 117 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $651.9M and a quarterly turnover rate of 92.3%.

Personality snowflake

Concentration
20.62
Portfolio Stability
92.32
Momentum/Contrarian
0
Sector conviction
98.87
Diversification
100
Sizing Uniformity
77.82

Recent moves

  • Trim TSLA

    -99.7%　-$305.9M

  • Add SPY

    +87.1%　$30.9M

  • Add VOO

    -23.6%　-$34.6M

  • Add SPIB

    +47.0%　$5.5M

  • Add KLAC

    -5.6%　$2.1M

  • Trim CIBR

    -88.6%　-$13.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 114 holdings (of 117 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth14.20%+3.16%-23.58%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth10.79%+7.37%+87.14%
3BIVVanguard Intermediate-term BETF-Other6.07%+6.07%NEW
4QQQInvesco Qqq Trust Series 1ETF-Tech5.62%-1.00%-48.88%
5LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds4.97%-0.16%-44.42%
6ACWIIshares Msci Acwi ETFETF-Other4.25%—-0.88%
7QQQMInvesco Nasdaq 100 ETFETF-Tech2.99%-0.13%-42.25%
8AMZNAmazon.com INCStock-Consumer Disc2.85%+2.85%NEW
9SOXXIshares Semiconductor ETFETF-Other2.73%—-3.02%
10SPIBSs Spdr P Int C CORP ETFETF-Other2.69%+1.65%+47.00%
11GOOGAlphabet Inc-cl CStock-Comm Services2.66%+0.91%-6.26%
12KLACKla CORPStock-Tech2.60%+1.31%-5.56%
13EWUIshares Msci United KingdomETF-Other2.35%+2.35%NEW
14XLCSs Comm Select Sector SpdrETF-Other2.30%+0.84%-4.91%
15EZUIshares Msci Eurozone ETFETF-Other2.20%+2.20%NEW
16XLFSs Financial Select SectorETF-Other1.98%+0.63%-7.79%
17XLKSs Technology Select SectorETF-Tech1.90%+0.70%-2.75%
18MSFTMicrosoft CORPStock-Tech1.66%+0.58%+13.20%
19VXUSVanguard Total Intl StockETF-Other1.41%+1.41%NEW
20XLVSs Health Care Select SectorETF-Other1.39%—-0.94%
21AAPLApple INCStock-Tech0.95%+0.95%NEW
22ASMLASML Holding N.V.Stock-Tech0.95%—-4.73%
23PAVEGlobal X US InfrastructureETF-Other0.92%+0.56%+34.15%
24XLISs Industrial Select SectorETF-Other0.91%—-11.03%
25CSCOCisco Systems INCStock-Tech0.89%—+0.19%
26XLYSs Consumer Disc Select SectETF-Other0.76%+0.15%-22.84%
27JPMJpmorgan Chase & CoStock-Financials0.69%—-6.04%
28CHKPCheck Point Software Technologies Ltd.Stock-Tech0.68%+0.16%-3.85%
29VCITVanguard Int-term CorporateETF-Corp Bonds0.67%—-3.66%
30IGVIshares Expanded Tech-softwaETF-Tech0.62%-0.21%-44.18%
31BIDUBaidu INC - Spon AdrStock-Comm Services0.62%+0.62%NEW
32ZMZoom Communications INCStock-Tech0.59%—-12.89%
33PFEPfizer INCStock-Healthcare0.47%+0.32%+60.09%
34NVDANvidia CORPStock-Tech0.46%—+15.98%
35CRMSalesforce INCStock-Tech0.45%+0.05%-9.96%
36ABBVAbbvie INCStock-Healthcare0.44%—+1.59%
37XARSs Spdr S&p Aerospace DefETF-Other0.42%—-21.41%
38GOOGLAlphabet Inc-cl AStock-Comm Services0.40%—-2.44%
39VTVanguard Tot World Stk ETFETF-Other0.39%+0.03%-36.92%
40SHLDGlobal X Defense Tech ETFETF-Tech0.39%—+1.06%
41NVONovo-nordisk A/s-spons AdrStock-Healthcare0.36%—+11.16%
42SEDGSolaredge Technologies INCStock-Tech0.35%—+4.50%
43VEEVVeeva Systems Inc-class AStock-Healthcare0.33%—-8.17%
44DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.32%—+6.10%
45LLYEli Lilly & CoStock-Healthcare0.32%—-10.00%
46INTCIntel CORPStock-Tech0.31%+0.29%+630.04%
47QCOMQualcomm INCStock-Tech0.30%+0.01%-20.41%
48EPAMEpam Systems INCStock-Tech0.29%+0.03%-4.47%
49SNPSSynopsys INCStock-Tech0.29%—+71.67%
50ZSZscaler INCStock-Tech0.27%—+6.79%
1–50 of 114

Holding changes this quarter

Bank Hapoalim Bm's most significant position changes for 2026-03-31: New buy: Vanguard Intermediate-term B (BIV); Sold out: Vanguard Ftse Developed ETF (VEA); Sold out: Ishares Core Msci Dev Mkts (IDEV); New buy: Amazon.com INC (AMZN); Sold out: Ste Str Spdr Pt Dw EU ETF (SPDW).

Position changes disclosed by Bank Hapoalim Bm for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYSs Spdr S&p 500 ETF Trust-us+7.4%+87.14%Add
2VOOVanguard S&p 500 ETF+3.2%-23.58%Trim
3SPIBSs Spdr P Int C CORP ETF+1.7%+47.00%Add
4KLACKla CORP+1.3%-5.56%Trim
5GOOGAlphabet Inc-cl C+0.9%-6.26%Trim
6XLCSs Comm Select Sector Spdr+0.8%-4.91%Trim
7XLKSs Technology Select Sector+0.7%-2.75%Trim
8XLFSs Financial Select Sector+0.6%-7.79%Trim
9MSFTMicrosoft CORP+0.6%+13.20%Add
10PAVEGlobal X US Infrastructure+0.6%+34.15%Add
11PFEPfizer INC+0.3%+60.09%Add
12INTCIntel CORP+0.3%+630.04%Add
13CHKPCheck Point Software Technologies Ltd.+0.2%-3.85%Trim
14XLYSs Consumer Disc Select Sect+0.2%-22.84%Trim
15CRMSalesforce INC+0.1%-9.96%Trim
16VTVanguard Tot World Stk ETF0%-36.92%Trim
17EPAMEpam Systems INC0%-4.47%Trim
18QCOMQualcomm INC0%-20.41%Trim
19DELLDell Technologies -c-0.1%-85.53%Trim
20QQQMInvesco Nasdaq 100 ETF-0.1%-42.25%Trim
21LQDIshr Ibx Usd Invgd Cb Etf-ui-0.2%-44.42%Trim
22IGVIshares Expanded Tech-softwa-0.2%-44.18%Trim
23FDNFirst Trust Dj Internet Ind-0.6%-90.91%Trim
24QQQInvesco Qqq Trust Series 1-1%-48.88%Trim
25CIBRFirst Trust Nasdaq Cybersecu-1.1%-88.55%Trim
26TSLATesla INC-26.5%-99.70%Trim
27BIVVanguard Intermediate-term B—NEWNew buy
28VEAVanguard Ftse Developed ETF—EXITSold out
29IDEVIshares Core Msci Dev Mkts—EXITSold out
30AMZNAmazon.com INC—NEWNew buy
31SPDWSte Str Spdr Pt Dw EU ETF—EXITSold out
32GRIDFirst Trst Nasd Cl Edg Sgiif—EXITSold out
33XLGInvesco S&p 500 Top 50 ETF—EXITSold out
34EWUIshares Msci United Kingdom—NEWNew buy
35VVVanguard Large-cap ETF—EXITSold out
36IVWIshares S&p 500 Growth ETF—EXITSold out
37FTCSFirst Trust Capital Strength—EXITSold out
38EZUIshares Msci Eurozone ETF—NEWNew buy
39SCHFSchwab Intl Equity ETF—EXITSold out
40SPHBInvesco S&p 500 High Beta Et—EXITSold out
41VXUSVanguard Total Intl Stock—NEWNew buy
42AAPLApple INC—NEWNew buy
43BIDUBaidu INC - Spon Adr—NEWNew buy
44ITOTIshares Core S&p Total U.s.—EXITSold out
45SPMOInvesco S&p 500 Momentum ETF—EXITSold out
46JETSUS Global Jets ETF—NEWNew buy
47NKENike INC -cl B—NEWNew buy
48AMDAdvanced Micro Devices—NEWNew buy
49BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
50AMATApplied Materials INC—NEWNew buy

FAQ

What is Bank Hapoalim Bm and what type of investor is it?
Bank Hapoalim Bm is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $651.9M, spread across 117 disclosed positions.
What are Bank Hapoalim Bm's largest equity positions?
Based on the latest 13F filing, Bank Hapoalim Bm's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $92.6M (14.2%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $70.3M (10.8%) 3. Vanguard Intermediate-term B (BIV) — $39.6M (6.1%) 4. Invesco Qqq Trust Series 1 (QQQ) — $36.6M (5.6%) 5. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $32.4M (5.0%)
What changes did Bank Hapoalim Bm make in its most recent portfolio filing?
In the latest reported quarter, Bank Hapoalim Bm made 50 notable position adjustments: 12 new positions were initiated, 6 existing holdings were added to, 20 positions were partially reduced, and 12 were completely exited. The largest of these moves: New buy: Vanguard Intermediate-term B (BIV); Sold out: Vanguard Ftse Developed ETF (VEA); Sold out: Ishares Core Msci Dev Mkts (IDEV); New buy: Amazon.com INC (AMZN); Sold out: Ste Str Spdr Pt Dw EU ETF (SPDW)
What sectors does Bank Hapoalim Bm focus on?
Bank Hapoalim Bm is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 51.8% • Communication Services: 16.0% • Consumer Discretionary: 13.9% • Health Care: 11.7% • Financials: 5.4% • Real Estate: 0.9%