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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 15 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RGTI RIGETTI COMPUTING INC Technology 18,155.0 $351K 0.00% +2K +16.0% $19.33 -12.0%
282 ZTS ZOETIS INC Healthcare 4,880.0 $351K 0.00% NEW $71.93 +7.2%
283 CF CF INDUSTRIES HOLD Basic Materials 3,227.0 $349K 0.00% NEW $108.15 +14.2%
284 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,449.0 $348K 0.00% -66.0 -0.6% $33.30 +11.2%
285 ABT ABBOTT LABORATORIES Healthcare 3,772.0 $341K 0.00% $90.40 +27.4%
286 KR KROGER CO Consumer Defensive 6,100.0 $339K 0.00% NEW $55.57 +3.3%
287 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,400.0 $338K 0.00% NEW $25.22 -2.8%
288 EIS ISHARES INC 2,780.0 $336K 0.00% -170.0 -5.8% $120.86 +1.9%
289 ARKB ARK 21SHARES BITCOIN ETF Financial Services 16,611.0 $323K 0.00% -104.0 -0.6% $19.44 +11.5%
290 BITB BITWISE BITCOIN ETF TR Financial Services 10,148.0 $323K 0.00% -63.0 -0.6% $31.83 +11.4%
291 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,325.0 $323K 0.00% -44.0 -0.7% $51.07 +11.4%
292 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 9,525.0 $323K 0.00% -62.0 -0.7% $33.91 +11.4%
293 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,448.0 $323K 0.00% -85.0 -0.7% $25.95 +11.4%
294 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 5,532.0 $323K 0.00% -40.0 -0.7% $58.39 +11.3%
295 BRRR COINSHARES BITCOIN ETF Financial Services 19,521.0 $323K 0.00% -135.0 -0.7% $16.55 +11.4%
296 HODL VANECK BITCOIN ETF 19,463.0 $323K 0.00% -140.0 -0.7% $16.60 +11.4%
297 BTCW WISDOMTREE BITCOIN FD Financial Services 5,210.0 $323K 0.00% -31.0 -0.6% $62.00 +11.4%
298 AA ALCOA CORP Basic Materials 6,180.0 $322K 0.00% NEW $52.10 -3.0%
299 PLD PROLOGIS INC. Real Estate 2,389.0 $322K 0.00% $134.78 +4.7%
300 AGG ISHARES TR 3,233.0 $320K 0.00% +565.0 +21.2% $98.98 -1.3%
Page 15 of 27  ·  535 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%