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Portfolio (Quarterly) Guide ↗

BANK HAPOALIM BM

· CIK 0000902528
13F Portfolio $1.5B AUM 122 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 33 Added 63 Reduced 7 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 1,125,788.0 $473.5M 31.47% +1.1M +10000.0% $420.60 -13.7%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 141,384.0 $105.6M 7.02% +33K +30.8% $746.77 +2.5%
3 LQD ISHARES TR 567,136.0 $61.9M 4.11% +269K +90.4% $109.07 -2.9%
4 KLAC KLA CORP Technology 109,630.0 $33.1M 2.20% +98K +852.8% $301.71 -39.0%
5 SPIB SPDR SERIES TRUST 788,820.0 $26.4M 1.75% +266K +51.0% $33.46 -1.1%
6 XLK SELECT SECTOR SPDR TR 95,087.0 $18.1M 1.20% +2K +1.9% $190.52 -3.8%
7 EZU ISHARES INC 232,200.0 $16.1M 1.07% +3K +1.4% $69.50 +2.9%
8 MSFT MICROSOFT CORP Technology 34,242.0 $12.8M 0.85% +5K +17.4% $373.02 +29.5%
9 XLI SELECT SECTOR SPDR TR 43,771.0 $8.1M 0.54% +7K +19.3% $185.24 -2.7%
10 NVDA NVIDIA CORPORATION Technology 23,391.0 $4.7M 0.31% +6K +36.0% $200.08 +7.3%
11 QCOM QUALCOMM INC Technology 19,356.0 $3.6M 0.24% +4K +26.8% $184.80 -13.0%
12 GOOGL ALPHABET INC Communication Services 9,314.0 $3.3M 0.22% +352.0 +3.9% $357.42 -3.5%
13 NVO NOVO-NORDISK A S Healthcare 65,863.0 $3.2M 0.21% +2K +2.9% $47.93 -2.5%
14 XAR SPDR SERIES TRUST 10,856.0 $3.1M 0.20% +60.0 +0.6% $283.81 -3.9%
15 VT VANGUARD INTL EQUITY INDEX F 19,179.0 $3.0M 0.20% +600.0 +3.2% $156.94 +2.4%
16 ZS ZSCALER INC Technology 18,885.0 $2.7M 0.18% +6K +51.1% $141.17 +28.7%
17 NOW SERVICENOW INC Technology 26,753.0 $2.7M 0.18% +13K +97.8% $99.28 +29.4%
18 MU MICRON TECHNOLOGY INC Technology 2,031.0 $2.3M 0.16% +710.0 +53.8% $1154.11 -16.2%
19 META META PLATFORMS INC Communication Services 3,280.0 $1.8M 0.12% +1K +72.1% $563.41 -2.4%
20 CDNS CADENCE DESIGN SYSTEM INC Technology 4,924.0 $1.8M 0.12% +162.0 +3.4% $375.30 -15.0%
Page 1 of 2  ·  33 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
Consumer Cyclical 61.7%
Financial Services 19.9%
Technology 14.1%
Healthcare 2.5%
Communication Services 1.1%
Energy 0.3%
Real Estate 0.2%
Industrials 0.1%
Consumer Defensive 0.0%