Harel Insurance Investments & Financial Services Ltd. — 13F Holdings & Portfolio
CIK 1429390 · latest 13F-HR filed 2026-05-05
Harel Insurance Investments & Financial Services Ltd. manages $14.7M in 13F-reported U.S. long-equity assets across 509 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TEVA (9.39%), NVMI (6.38%), GOOGL (4.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 108 new positions, exited 33, added to 220, and trimmed 120.
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.
$14.7M
Long-equity book
509
Distinct positions
2026-03-31
Filed 2026-05-05
+108 / −33 / ↑220 / ↓120
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$492.3K +509.2%
- SELECT SECTOR SPDR TR$462.5K +3959.3%
- NOVA LTD$458.3K +95.0%
- PALO ALTO NETWORKS INC$414.0K +1436.3%
- NVIDIA CORPORATION$381.1K +115.5%
Top Trims
- SELECT SECTOR SPDR TR-$237.8K -36.4%
- SELECT SECTOR SPDR TR-$234.4K -88.3%
- SELECT SECTOR SPDR TR-$230.4K -55.0%
- VANECK ETF TRUST-$226.9K -52.6%
- SELECT SECTOR SPDR TR-$160.4K -54.1%
New Positions
- PATRICK INDS INC$5.2K
- FORESTAR GROUP INC$3.8K
- GARTNER INC$1.3K
- PFIZER INC$674
- GLOBAL X FDS$661
Exited Positions
- FIRST TR EXCHANGE TRADED FD$233.7K
- MAGIC SOFTWARE ENTERPRISES L$71.3K
- FIDELITY COVINGTON TRUST$23.6K
- VANGUARD WORLD FD$19.9K
- FIRST TR EXCHANGE-TRADED FD$15.3K
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 | $1.4M | 9.39% | 45,956,714 | SH |
| 2 | NOVA LTD | NVMI | M7516K103 | $940.7K | 6.38% | 2,166,073 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $713.8K | 4.84% | 2,482,119 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $711.2K | 4.82% | 4,077,941 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $589.0K | 3.99% | 2,320,981 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $502.1K | 3.41% | 1,356,359 | SH |
| 7 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $474.2K | 3.22% | 2,931,874 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $470.9K | 3.19% | 1,390,459 | SH |
| 9 | GLOBAL X FDS | PAVE | 37954Y673 | $454.1K | 3.08% | 8,938,139 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $442.8K | 3.00% | 2,761,909 | SH |
| 11 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $416.2K | 2.82% | 2,838,549 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $406.4K | 2.76% | 1,951,562 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $383.3K | 2.60% | 669,977 | SH |
| 14 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $349.2K | 2.37% | 1,989,929 | SH |
| 15 | CAMTEK LTD | CAMT | M20791105 | $349.0K | 2.37% | 2,302,009 | SH |
| 16 | GLOBAL X FDS | SHLD | 37960A529 | $329.1K | 2.23% | 4,645,365 | SH |
| 17 | GLOBAL X FDS | CLIP | 37960A438 | $301.1K | 2.04% | 3,000,000 | SH |
| 18 | ISHARES TR | IAI | 464288794 | $297.2K | 2.02% | 1,810,236 | SH |
| 19 | ELBIT SYS LTD | ESLT | M3760D101 | $228.9K | 1.55% | 269,599 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $228.0K | 1.55% | 736,534 | SH |
| 21 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $214.3K | 1.45% | 3,145,739 | SH |
| 22 | VANGUARD WORLD FD | VGT | 92204A702 | $212.9K | 1.44% | 305,172 | SH |
| 23 | VANECK ETF TRUST | SMH | 92189F676 | $204.8K | 1.39% | 534,268 | SH |
| 24 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $188.3K | 1.28% | 1,416,839 | SH |
| 25 | GE AEROSPACE | GE | 369604301 | $188.3K | 1.28% | 662,739 | SH |
| 26 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $184.4K | 1.25% | 2,701,148 | SH |
| 27 | FIRST TR EXCHANGE-TRADED FD | MISL | 33733E831 | $176.7K | 1.20% | 3,953,000 | SH |
| 28 | SNOWFLAKE INC | SNOW | 833445109 | $176.7K | 1.20% | 1,171,833 | SH |
| 29 | GLOBAL X FDS | COPX | 37954Y830 | $174.9K | 1.19% | 2,290,355 | SH |
| 30 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $170.1K | 1.15% | 201,115 | SH |
| 31 | HONEYWELL INTL INC | HON | 438516106 | $163.2K | 1.11% | 722,086 | SH |
| 32 | DATADOG INC | DDOG | 23804L103 | $156.8K | 1.06% | 1,328,431 | SH |
| 33 | LAM RESEARCH CORP | LRCX | 512807306 | $156.6K | 1.06% | 732,364 | SH |
| 34 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $153.9K | 1.04% | 154,450 | SH |
| 35 | WALMART INC | WMT | 931142103 | $141.8K | 0.96% | 1,141,116 | SH |
| 36 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $135.8K | 0.92% | 1,246,345 | SH |
| 37 | MONGODB INC | MDB | 60937P106 | $134.6K | 0.91% | 549,970 | SH |
| 38 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $128.5K | 0.87% | 1,147,863 | SH |
| 39 | NICE LTD | NICE | 653656108 | $113.4K | 0.77% | 1,028,172 | SH |
| 40 | ISHARES TR | IYC | 464287580 | $102.6K | 0.70% | 1,058,741 | SH |
| 41 | SPDR SERIES TRUST | XME | 78464A755 | $87.9K | 0.60% | 814,000 | SH |
| 42 | ORACLE CORP | ORCL | 68389X105 | $87.1K | 0.59% | 592,338 | SH |
| 43 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $63.0K | 0.43% | 2,041,555 | SH |
| 44 | ETORO GROUP LTD | ETOR | G32089107 | $59.7K | 0.40% | 1,988,552 | SH |
| 45 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $57.3K | 0.39% | 578,965 | SH |
| 46 | SOLAREDGE TECHNOLOGIES INC | SEDG | 83417MAE4 | $54.5K | 0.37% | 31,200,000 | SH |
| 47 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $51.8K | 0.35% | 79,580 | SH |
| 48 | INVESCO EXCHANGE TRADED FD T | RSPD | 46137V381 | $46.7K | 0.32% | 871,842 | SH |
| 49 | INVESCO QQQ TR | QQQ | 46090E103 | $43.6K | 0.30% | 75,513 | SH |
| 50 | VANGUARD INDEX FDS | VTV | 922908744 | $42.4K | 0.29% | 216,309 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $14.7M | 509 | 0001178913-26-002381 |
| 2025-12-31 | 2026-02-03 | $11.5M | 435 | 0001178913-26-000282 |