Latest BANK HAPOALIM BM Stock Portfolio
$1.50Billion | No. of Holdings #114
BANK HAPOALIM BM Performance
2026 Q2+10.41%
YTD+4.87%
2025+17.58%
About BANK HAPOALIM BM and 13F Hedge Fund Stock Holdings
On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, BANK HAPOALIM BM reported an equity portfolio of $1.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of BANK HAPOALIM BM are TSLA, IJR, SPY. The fund has invested 31.5% of it's portfolio in TESLA INC and 13.2% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off TELADOC HEALTH INC (TDOC), SPDR GOLD TR (GLD) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), PALO ALTO NETWORKS INC (PANW) and INTEL CORP (INTC). BANK HAPOALIM BM opened new stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and INTERNATIONAL BUSINESS MACHS (IBM). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), VANGUARD WORLD FD (VAW) and SERVICENOW INC (NOW).
BANK HAPOALIM BM Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$1.50Billion
as of Aug 05, 2026BANK HAPOALIM BM Annual Return Estimates Vs S&P 500
Our best estimate is that BANK HAPOALIM BM made a return of 10.41% in the last quarter. In trailing 12 months, it's portfolio return was 19.68%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 199,205,000 |
| spdr series trust | 36,200,000 |
| southern co | 1,513,000 |
| international business machs | 385,000 |
| arista networks inc | 364,000 |
| caterpillar inc | 263,000 |
| goldman sachs group inc | 246,000 |
| select sector spdr tr | 223,000 |
New stocks bought by BANK HAPOALIM BM
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 55,604 |
| vanguard world fd | 700 |
| servicenow inc | 97.83 |
| ishares tr | 90.4 |
| abbott laboratories | 80.65 |
| meta platforms inc | 72.09 |
| micron technology inc | 53.75 |
| zscaler inc | 51.08 |
Additions to existing portfolio by BANK HAPOALIM BM
Reductions
| Ticker | % Reduced |
|---|---|
| first tr exchange-traded fd | -59.7 |
| palo alto networks inc | -42.77 |
| intel corp | -42.33 |
| first tr exchange-traded fd | -37.42 |
| ishares tr | -36.41 |
| first tr exchange-traded fd | -27.88 |
| applied matls inc | -25.59 |
| vanguard bd index fds | -25.56 |
BANK HAPOALIM BM reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| teladoc health inc | -459,000 |
| compugen ltd | -51,000 |
| kraneshares trust | -208,000 |
| invesco exchange traded fd t | -206,000 |
| netflix inc. | -212,000 |
| invesco exchange traded fd t | -239,000 |
| spdr gold tr | -244,000 |
BANK HAPOALIM BM got rid off the above stocks
Sector Distribution
BANK HAPOALIM BM has about 56.5% of it's holdings in Others sector.
- Others
- Consumer Cyclical
- Technology
- Communication Services
- Healthcare
| Sector | % |
|---|---|
| Others | 56.5 |
| Consumer Cyclical | 33 |
| Technology | 6.9 |
| Communication Services | 1.7 |
| Healthcare | 1.2 |
Market Cap. Distribution
BANK HAPOALIM BM has about 43.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 56.5 |
| MEGA-CAP | 41.1 |
| LARGE-CAP | 2.1 |
Stocks belong to which Index?
About 42.8% of the stocks held by BANK HAPOALIM BM either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 57.1 |
| S&P 500 | 42.8 |
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 114 stocks in it's portfolio. About 73.6% of the portfolio is in top 10 stocks. EPAM proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for BANK HAPOALIM BM last quarter.
$1.50BTotal Value
124Positions
05 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.45% | 23,420 | $6.78M 0.45% | 4.49%decreased 4.49 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.09% | 200,000 | $31.39M 2.09% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 13,858 | $1.63M 0.11% | 5.18%decreased 5.18 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.05% | 13,697 | $718.0K 0.05% | 9.03%decreased 9.03 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 10,370 | $512.0K 0.03% | 21.79%decreased 21.79 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 2,520 | $354.0K 0.02% | 13.99%decreased 13.99 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 2,998 | $313.0K 0.02% | 11.51%decreased 11.51 percentreduced | |
 Abbvie Inc Abbvie IncABBV BANK HAPOALIM BM's holding in Abbvie Inc over time | 0.21% | 12,788 | $3.22M 0.21% | 2.29%decreased 2.29 percentreduced | |
 Abbott Laboratories BANK HAPOALIM BM's holding in Abbott Laboratories over time | 0.08% | 12,765 | $1.16M 0.08% | 80.65%increased 80.65 percentadded | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.14% | 64,989 | $2.16M 0.14% | 5.27%decreased 5.27 percentreduced | |
 ACWV Ishares IncIshares IncACWV | 1.07% | 232,200 | $16.14M 1.07% | 1.4%increased 1.4 percentadded | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.03% | 599 | $393.0K 0.03% | 0.66%decreased 0.66 percentreduced | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.02% | 2,299 | $251.0K 0.02% | 7.04%decreased 7.04 percentreduced | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.45% | 115,725 | $6.82M 0.45% | 1.79%decreased 1.79 percentreduced | |
 AGT Ishares TrIshares TrAGT | 1.03% | 335,600 | $15.48M 1.03% | 0%unchanged 0 percentunchanged | |
 Applied Matls Inc BANK HAPOALIM BM's holding in Applied Matls Inc over time | 0.13% | 2,661 | $1.92M 0.13% | 25.59%decreased 25.59 percentreduced | |
 Advanced Micro Devices Inc BANK HAPOALIM BM's holding in Advanced Micro Devices Inc over time | 0.22% | 5,609 | $3.26M 0.22% | 25.06%decreased 25.06 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN BANK HAPOALIM BM's holding in Amazon Com Inc over time | 1.38% | 87,107 | $20.76M 1.38% | 2.32%decreased 2.32 percentreduced | |
 Arista Networks Inc BANK HAPOALIM BM's holding in Arista Networks Inc over time | 0.02% | 2,141 | $364.0K 0.02% | Newnew position | |
 Array Technologies Inc BANK HAPOALIM BM's holding in Array Technologies Inc over time | 0.03% | 59,570 | $441.0K 0.03% | 1.55%decreased 1.55 percentreduced | |
