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Portfolio (Quarterly) Guide ↗

Harel Insurance Investments & Financial Services Ltd.

· CIK 0001429390
13F Portfolio $20.6B AUM 535 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 71 New 189 Added 141 Reduced 45 Exited
Page 10 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LII LENNOX INTL INC Industrials 47.0 $27K +4.0 +9.3% $574.47 -28.5%
182 APG API GROUP CORP Industrials 593.0 $25K +67.0 +12.7% $42.16 +2.4%
183 SBAC SBA COMMUNICATIONS CORP Real Estate 143.0 $25K +14.0 +10.8% $174.83 +4.6%
184 TLN TALEN ENERGY CORP Utilities 60.0 $23K +5.0 +9.1% $383.33 -17.9%
185 MAS MASCO CORP Industrials 272.0 $22K +24.0 +9.7% $80.88 -8.9%
186 J JACOBS SOLUTIONS INC Industrials 157.0 $20K +14.0 +9.8% $127.39 +12.6%
187 PNW PINNACLE WEST CAP CORP Utilities 164.0 $18K +17.0 +11.6% $109.76 -8.6%
188 BLDR BUILDERS FIRSTSOURCE INC Industrials 145.0 $13K +10.0 +7.4% $89.66 -24.3%
189 ACM AECOM Industrials 176.0 $12K +18.0 +11.4% $68.18 -9.2%
Page 10 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.0%
Healthcare 11.7%
Communication Services 10.4%
Financial Services 5.4%
Consumer Cyclical 5.1%
Industrials 4.8%
Energy 3.8%
Utilities 3.5%
Consumer Defensive 2.2%
Basic Materials 0.1%