Latest BANK HAPOALIM BM Stock Portfolio
BANK HAPOALIM BM Performance:
2025 Q4: 4.74%YTD: 17.58%2024: 9.45%
Performance for 2025 Q4 is 4.74%, and YTD is 17.58%, and 2024 is 9.45%.
About BANK HAPOALIM BM and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, BANK HAPOALIM BM reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.
The top stock holdings of BANK HAPOALIM BM are TSLA, VB, QQQ. The fund has invested 26.6% of it's portfolio in TESLA INC and 11% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off AMAZON COM INC (AMZN), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SUPER MICRO COMPUTER INC (SMCI) and ORACLE CORP (ORCL). BANK HAPOALIM BM opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), INVESCO EXCH TRADED FD TR II (CGW) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), ISHARES TR (AAXJ) and CADENCE DESIGN SYSTEM INC (CDNS).
The top stock holdings of BANK HAPOALIM BM are TSLA, VB, QQQ. The fund has invested 26.6% of it's portfolio in TESLA INC and 11% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off AMAZON COM INC (AMZN), VANGUARD BD INDEX FDS (BIV) and APPLE INC (AAPL) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SUPER MICRO COMPUTER INC (SMCI) and ORACLE CORP (ORCL). BANK HAPOALIM BM opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), INVESCO EXCH TRADED FD TR II (CGW) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), ISHARES TR (AAXJ) and CADENCE DESIGN SYSTEM INC (CDNS).
BANK HAPOALIM BM Annual Return Estimates Vs S&P 500
Our best estimate is that BANK HAPOALIM BM made a return of 4.74% in the last quarter. In trailing 12 months, it's portfolio return was 17.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange-traded fd | 14,709,000 |
| invesco exch traded fd tr ii | 1,785,000 |
| vanguard world fd | 316,000 |
| vaneck etf trust | 239,000 |
| intel corp | 232,000 |
| spdr gold tr | 213,000 |
| johnson & johnson | 201,000 |
| compugen ltd | 37,000 |
New stocks bought by BANK HAPOALIM BM
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 33,329 |
| ishares tr | 647 |
| cadence design system inc | 333 |
| ishares tr | 175 |
| first tr exchange-traded fd | 82.95 |
| synopsys inc | 79.14 |
| novo-nordisk a s | 76.43 |
| taiwan semiconductor mfg ltd | 56.97 |
Additions to existing portfolio by BANK HAPOALIM BM
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -52.61 |
| select sector spdr tr | -50.74 |
| select sector spdr tr | -50.37 |
| select sector spdr tr | -49.63 |
| super micro computer inc | -47.83 |
| select sector spdr tr | -42.22 |
| oracle corp | -22.9 |
| global x fds | -19.9 |
BANK HAPOALIM BM reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| southern co | -581,000 |
| vanguard bd index fds | -10,073,000 |
| amazon com inc | -18,984,000 |
| baidu inc | -4,578,000 |
| garden stage limited | -5,000 |
| apple inc | -6,625,000 |
| advanced micro devices inc | -1,255,000 |
| abbott labs | -946,000 |
BANK HAPOALIM BM got rid off the above stocks
Sector Distribution
BANK HAPOALIM BM has about 63.3% of it's holdings in Others sector.
- Others
- Consumer Cyclical
- Technology
- Communication Services
- Healthcare
| Sector | % |
|---|---|
| Others | 63.3 |
| Consumer Cyclical | 26.7 |
| Technology | 5.6 |
| Communication Services | 2.1 |
| Healthcare | 1.4 |
Market Cap. Distribution
BANK HAPOALIM BM has about 36.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 63.3 |
| MEGA-CAP | 32.3 |
| LARGE-CAP | 3.9 |
Stocks belong to which Index?
About 35.5% of the stocks held by BANK HAPOALIM BM either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 64.5 |
| S&P 500 | 35.5 |
BANK HAPOALIM BM Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BANK HAPOALIM BM
BANK HAPOALIM BM has 110 stocks in it's portfolio. About 65.8% of the portfolio is in top 10 stocks. CARZ proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for BANK HAPOALIM BM last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 2.48 | 201,782 | 28,550,000 | added | 647 | ||
| AAXJ | ishares tr | 0.15 | 14,223 | 1,698,000 | added | 4.8 | ||
| AAXJ | ishares tr | 0.08 | 15,519 | 965,000 | reduced | -4.19 | ||
| AAXJ | ishares tr | 0.06 | 13,373 | 707,000 | reduced | -1.56 | ||
| AAXJ | ishares tr | 0.04 | 2,930 | 399,000 | reduced | -9.01 | ||
| AAXJ | ishares tr | 0.03 | 3,477 | 335,000 | reduced | -9.64 | ||
| ABBV | abbvie inc | 0.26 | 12,883 | 2,944,000 | reduced | -2.01 | ||
| ABNB | airbnb inc | 0.00 | 12,375 | 12,000 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.02 | 4,095 | 208,000 | reduced | -4.21 | ||
| ADSK | autodesk inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.02 | 2,594 | 268,000 | reduced | -15.72 | ||
| AFK | vaneck etf trust | 0.02 | 663 | 239,000 | new | |||
| AGNG | global x fds | 0.36 | 87,842 | 4,198,000 | reduced | -2.47 | ||
| AGT | ishares tr | 2.30 | 320,400 | 26,427,000 | unchanged | 0.00 | ||
| ALNY | alnylam pharmaceuticals inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMD | advanced micro devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||