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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 1 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVMI NOVA LTD Technology 2,125,473.0 $1.15B 5.61% -41K -1.9% $542.94 -27.9%
2 CAMT CAMTEK LTD Technology 2,225,589.0 $363.0M 1.76% -76K -3.3% $163.12 -4.0%
3 SNOW SNOWFLAKE INC Technology 1,083,103.0 $275.6M 1.34% -89K -7.6% $254.50 +27.9%
4 XLK SELECT SECTOR SPDR TR 1,397,341.0 $266.2M 1.29% -19K -1.4% $190.49 -2.6%
5 DDOG DATADOG INC Technology 950,743.0 $247.5M 1.20% -378K -28.4% $260.36 -3.9%
6 GE GE AEROSPACE Industrials 651,524.0 $243.5M 1.18% -11K -1.7% $373.73 -0.5%
7 LRCX LAM RESEARCH CORP Technology 535,573.0 $232.2M 1.13% -197K -26.9% $433.56 -25.1%
8 SMH VANECK ETF TRUST 347,156.0 $227.7M 1.11% -187K -35.0% $655.89 -13.4%
9 PANW PALO ALTO NETWORKS INC Technology 628,758.0 $214.4M 1.04% -2.1M -77.2% $341.02 +9.5%
10 XLY SELECT SECTOR SPDR TR 1,108,494.0 $130.0M 0.63% -138K -11.1% $117.27 +0.1%
11 NICE NICE LTD Technology 915,626.0 $83.2M 0.40% -113K -10.9% $90.85 +10.3%
12 BA BOEING CO Industrials 111,114.0 $24.1M 0.12% -13K -10.2% $216.47 +4.0%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 27,608.0 $20.7M 0.10% -52K -65.3% $748.99 +2.6%
14 HWM HOWMET AEROSPACE INC Industrials 72,188.0 $19.4M 0.09% -3K -3.8% $268.85 +6.5%
15 GD GENERAL DYNAMICS CORP Industrials 50,397.0 $17.9M 0.09% -442.0 -0.9% $354.25 +11.4%
16 CAT CATERPILLAR INC Industrials 16,039.0 $17.1M 0.08% -96.0 -0.6% $1064.90 -21.2%
17 TDG TRANSDIGM GROUP INC Industrials 10,091.0 $13.4M 0.07% -475.0 -4.5% $1332.08 -6.9%
18 NOC NORTHROP GRUMMAN CORP Industrials 26,241.0 $13.4M 0.07% -888.0 -3.3% $509.32 +16.1%
19 VEU VANGUARD INTL EQUITY INDEX F 153,666.0 $12.9M 0.06% -103K -40.2% $83.67 +1.0%
20 LHX L3HARRIS TECHNOLOGIES INC Industrials 33,612.0 $9.8M 0.05% -1K -3.8% $290.58 -2.7%
Page 1 of 8  ·  141 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%