Latest BANK HAPOALIM BM Stock Portfolio
$651Million– No. of Holdings #112
BANK HAPOALIM BM Performance:
2026 Q1: -5.02%YTD: -5.02%2025: 17.58%
Performance for 2026 Q1 is -5.02%, and YTD is -5.02%, and 2025 is 17.58%.
About BANK HAPOALIM BM and 13F Hedge Fund Stock Holdings
On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, BANK HAPOALIM BM reported an equity portfolio of $651.9 Millions as of 31 Mar, 2026.
The top stock holdings of BANK HAPOALIM BM are VB, SPY, BIV. The fund has invested 14.2% of it's portfolio in VANGUARD INDEX FDS and 10.8% of portfolio in STATE STR SPDR S&P 500 ETF T.
The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA), ISHARES TR (AGT) and SPDR INDEX SHS FDS (CWI) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), FIRST TR EXCHANGE-TRADED FD (BGLD) and FIRST TR EXCHANGE-TRADED FD (CARZ). BANK HAPOALIM BM opened new stock positions in VANGUARD BD INDEX FDS (BIV), AMAZON COM INC (AMZN) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), CADENCE DESIGN SYSTEM INC (CDNS) and STATE STR SPDR S&P 500 ETF T (SPY).
The top stock holdings of BANK HAPOALIM BM are VB, SPY, BIV. The fund has invested 14.2% of it's portfolio in VANGUARD INDEX FDS and 10.8% of portfolio in STATE STR SPDR S&P 500 ETF T.
The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA), ISHARES TR (AGT) and SPDR INDEX SHS FDS (CWI) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), FIRST TR EXCHANGE-TRADED FD (BGLD) and FIRST TR EXCHANGE-TRADED FD (CARZ). BANK HAPOALIM BM opened new stock positions in VANGUARD BD INDEX FDS (BIV), AMAZON COM INC (AMZN) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), CADENCE DESIGN SYSTEM INC (CDNS) and STATE STR SPDR S&P 500 ETF T (SPY).
BANK HAPOALIM BM Equity Portfolio Value
Last Reported on: 04 May, 2026
BANK HAPOALIM BM Annual Return Estimates Vs S&P 500
Our best estimate is that BANK HAPOALIM BM made a return of -5.02% in the last quarter. In trailing 12 months, it's portfolio return was 14.6%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 39,564,000 |
| amazon com inc | 18,574,000 |
| ishares tr | 15,290,000 |
| ishares inc | 14,345,000 |
| vanguard star fds | 9,216,000 |
| apple inc | 6,223,000 |
| baidu inc | 4,034,000 |
| etf ser solutions | 1,690,000 |
New stocks bought by BANK HAPOALIM BM
Additions
| Ticker | % Inc. |
|---|---|
| intel corp | 630 |
| cadence design system inc | 87.85 |
| state str spdr s&p 500 etf t | 87.14 |
| synopsys inc | 71.67 |
| pfizer inc | 60.09 |
| spdr series trust | 47.00 |
| global x fds | 34.15 |
| nvidia corporation | 15.98 |
Additions to existing portfolio by BANK HAPOALIM BM
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -99.7 |
| first tr exchange-traded fd | -90.91 |
| first tr exchange-traded fd | -88.55 |
| dell technologies inc | -85.53 |
| invesco qqq tr | -48.88 |
| first tr exchange-traded fd | -47.73 |
| teladoc health inc | -46.66 |
| ishares tr | -44.42 |
BANK HAPOALIM BM reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard tax-managed fds | -37,666,000 |
| schwab strategic tr | -10,171,000 |
| spdr index shs fds | -17,053,000 |
| ishares tr | -26,427,000 |
| invesco exchange traded fd t | -15,531,000 |
| first tr exchange-traded fd | -14,709,000 |
| ishares tr | -14,727,000 |
| first tr exchange traded fd | -15,532,000 |
BANK HAPOALIM BM got rid off the above stocks
Sector Distribution
BANK HAPOALIM BM has about 78.9% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Communication Services
- Healthcare
- Financial Services
| Sector | % |
|---|---|
| Others | 78.9 |
| Technology | 10.7 |
| Consumer Cyclical | 3.3 |
| Communication Services | 3.3 |
| Healthcare | 2.5 |
| Financial Services | 1.1 |
Market Cap. Distribution
BANK HAPOALIM BM has about 20.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 78.9 |
| MEGA-CAP | 13.5 |
| LARGE-CAP | 6.7 |
Stocks belong to which Index?
About 19.6% of the stocks held by BANK HAPOALIM BM either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 80.3 |
| S&P 500 | 19.6 |
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 112 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for BANK HAPOALIM BM last quarter.
Last Reported on: 04 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.96 | 24,520 | 6,223,000 | new | |||
| AAXJ | ishares tr | 4.24 | 200,000 | 27,674,000 | reduced | -0.88 | ||
| AAXJ | ishares tr | 0.27 | 14,615 | 1,733,000 | added | 2.76 | ||
| AAXJ | ishares tr | 0.12 | 15,056 | 791,000 | added | 12.59 | ||
| AAXJ | ishares tr | 0.11 | 13,260 | 707,000 | reduced | -14.56 | ||
| AAXJ | ishares tr | 0.06 | 2,930 | 376,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.05 | 3,388 | 307,000 | reduced | -2.56 | ||
| ABBV | abbvie inc | 0.44 | 13,088 | 2,847,000 | added | 1.59 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott laboratories | 0.11 | 7,066 | 725,000 | new | |||
| ACIO | etf ser solutions | 0.26 | 68,608 | 1,690,000 | new | |||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 2.20 | 229,000 | 14,345,000 | new | |||
| AFK | vaneck etf trust | 0.04 | 2,473 | 257,000 | reduced | -4.66 | ||
| AFK | vaneck etf trust | 0.04 | 603 | 231,000 | reduced | -9.05 | ||
| AGNG | global x fds | 0.92 | 117,840 | 5,987,000 | added | 34.15 | ||
| AGT | ishares tr | 2.35 | 335,600 | 15,290,000 | new | |||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc | 0.19 | 3,576 | 1,222,000 | new | |||
| AMD | advanced micro devices inc | 0.23 | 7,485 | 1,523,000 | new | |||