Harel Insurance Investments & Financial Services Ltd. — 13F Holdings & Portfolio
CIK 1429390 · latest 13F-HR filed 2026-07-29
Harel Insurance Investments & Financial Services Ltd. manages $20.6M in 13F-reported U.S. long-equity assets across 535 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TEVA (7.93%), NVMI (5.61%), GOOGL (4.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 71 new positions, exited 45, added to 276, and trimmed 126.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
RAMAT GAN 52118
$20.6M
Long-equity book
535
Distinct positions
2026-06-30
Filed 2026-07-29
+71 / −45 / ↑276 / ↓126
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$475.5K +115693.7%
- KLA CORP$442.1K +429221.4%
- GE VERNOVA INC$352.7K +335868.6%
- ISHARES TR$326.9K +6912.5%
- MORGAN STANLEY$256.0K +170656.7%
Top Trims
- ISHARES TR-$288.8K -97.2%
- PALO ALTO NETWORKS INC-$228.4K -51.6%
- STATE STR SPDR S&P 500 ETF T-$31.1K -60.1%
- NICE LTD-$30.2K -26.6%
- SELECT SECTOR SPDR TR-$30.0K -96.9%
New Positions
- CHENIERE ENERGY INC$312.7K
- PERSHING SQUARE USA LTD$128.3K
- PIMCO ETF TR$114.4K
- HONEYWELL INTL INC$107.4K
- HONEYWELL AEROSPACE INC$106.2K
Exited Positions
- GLOBAL X FDS$301.1K
- HONEYWELL INTL INC$163.2K
- MARVELL TECHNOLOGY INC$57.3K
- WIX COM LTD$5.2K
- KARAT PACKAGING INC$4.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $1.6M | 7.93% | 48,138,805 | SH |
| 2 | NOVA LTD | NVMI | M7516K103 | $1.2M | 5.61% | 2,125,473 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $935.3K | 4.55% | 2,617,198 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $884.6K | 4.30% | 4,421,136 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $786.4K | 3.82% | 2,717,869 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $662.1K | 3.22% | 1,386,385 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $632.4K | 3.07% | 1,695,431 | SH |
| 8 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $599.5K | 2.91% | 3,236,426 | SH |
| 9 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $594.1K | 2.89% | 2,279,379 | SH |
| 10 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $576.6K | 2.80% | 3,634,449 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $533.4K | 2.59% | 2,237,842 | SH |
| 12 | GLOBAL X FDS | PAVE | 37954Y673 | $527.3K | 2.56% | 8,938,139 | SH |
| 13 | ISHARES TR | SOXX | 464287523 | $475.9K | 2.31% | 742,736 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $470.8K | 2.29% | 835,826 | SH |
| 15 | KLA CORP | KLAC | 482480100 | $442.2K | 2.15% | 1,465,650 | SH |
| 16 | GLOBAL X FDS | SHLD | 37960A529 | $418.4K | 2.03% | 6,990,465 | SH |
| 17 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $375.4K | 1.82% | 371,142 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $373.1K | 1.81% | 986,349 | SH |
| 19 | CAMTEK LTD | CAMT | M20791105 | $363.0K | 1.76% | 2,225,589 | SH |
| 20 | GE VERNOVA INC | GEV | 36828A101 | $352.8K | 1.71% | 300,168 | SH |
| 21 | ISHARES TR | ACWI | 464288257 | $331.6K | 1.61% | 2,110,162 | SH |
| 22 | CHENIERE ENERGY INC | LNG | 16411R208 | $312.7K | 1.52% | 1,308,337 | SH |
| 23 | VANGUARD WORLD FD | VGT | 92204A702 | $289.4K | 1.41% | 2,421,267 | SH |
| 24 | SNOWFLAKE INC | SNOW | 833445109 | $275.6K | 1.34% | 1,083,103 | SH |
| 25 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $266.2K | 1.29% | 1,397,341 | SH |
| 26 | MORGAN STANLEY | MS | 617446448 | $256.1K | 1.24% | 1,225,291 | SH |
| 27 | MONGODB INC | MDB | 60937P106 | $248.4K | 1.21% | 739,460 | SH |
| 28 | DATADOG INC | DDOG | 23804L103 | $247.5K | 1.20% | 950,743 | SH |
| 29 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $247.2K | 1.20% | 3,557,848 | SH |
| 30 | GE AEROSPACE | GE | 369604301 | $243.5K | 1.18% | 651,524 | SH |
| 31 | FIRST TR EXCHANGE-TRADED FD | MISL | 33733E831 | $243.1K | 1.18% | 5,312,400 | SH |
| 32 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $240.5K | 1.17% | 2,701,148 | SH |
| 33 | LAM RESEARCH CORP | LRCX | 512807306 | $232.2K | 1.13% | 535,573 | SH |
| 34 | ETORO GROUP LTD | ETOR | G32089107 | $231.3K | 1.12% | 5,858,948 | SH |
| 35 | VANECK ETF TRUST | SMH | 92189F676 | $227.7K | 1.11% | 347,156 | SH |
| 36 | PALO ALTO NETWORKS INC | PANW | 697435105 | $214.4K | 1.04% | 628,758 | SH |
| 37 | ELBIT SYS LTD | ESLT | M3760D101 | $208.8K | 1.01% | 274,778 | SH |
| 38 | GLOBAL X FDS | COPX | 37954Y830 | $187.6K | 0.91% | 2,431,155 | SH |
| 39 | WALMART INC | WMT | 931142103 | $146.1K | 0.71% | 1,289,594 | SH |
| 40 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $144.5K | 0.70% | 154,450 | SH |
| 41 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $141.3K | 0.69% | 1,297,863 | SH |
| 42 | ISHARES TR | IYC | 464287580 | $138.5K | 0.67% | 1,370,279 | SH |
| 43 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417M104 | $137.7K | 0.67% | 2,356,378 | SH |
| 44 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $130.0K | 0.63% | 1,108,494 | SH |
| 45 | PERSHING SQUARE USA LTD | PSUS | 71531T105 | $128.3K | 0.62% | 3,600,000 | SH |
| 46 | PIMCO ETF TR | LONZ | 72201R627 | $114.4K | 0.56% | 2,320,000 | SH |
| 47 | HONEYWELL INTL INC | HON | 438516205 | $107.4K | 0.52% | 479,884 | SH |
| 48 | HONEYWELL AEROSPACE INC | HONA | 43849R105 | $106.2K | 0.52% | 480,421 | SH |
| 49 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $91.8K | 0.45% | 2,641,841 | SH |
| 50 | SPDR SERIES TRUST | XME | 78464A755 | $87.0K | 0.42% | 814,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $20.6M | 535 | 0001178913-26-003625 |
| 2026-03-31 | 2026-05-05 | $14.7M | 509 | 0001178913-26-002381 |
| 2025-12-31 | 2026-02-03 | $11.5M | 435 | 0001178913-26-000282 |