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Portfolio (Quarterly) Guide ↗

BANK HAPOALIM BM

· CIK 0000902528
13F Portfolio $652M AUM 117 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 26 Added 59 Reduced 18 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVO NOVO-NORDISK A S Healthcare 63,995.0 $2.4M 0.36% +6K +11.2% $36.75 +17.5%
42 SEDG SOLAREDGE TECHNOLOGIES INC Energy 44,560.0 $2.3M 0.35% +2K +4.5% $51.05 +13.7%
43 VEEV VEEVA SYS INC Healthcare 12,423.0 $2.2M 0.34% -1K -8.2% $175.64 -12.7%
44 DIA STATE STR SPDR DOW JONES IND Financial Services 4,543.0 $2.1M 0.32% +261.0 +6.1% $463.13 +11.3%
45 LLY ELI LILLY & CO Healthcare 2,276.0 $2.1M 0.32% -253.0 -10.0% $919.60 +19.5%
46 INTC INTEL CORP Technology 45,861.0 $2.0M 0.31% +40K +630.0% $44.13 +203.6%
47 QCOM QUALCOMM INC Technology 15,270.0 $2.0M 0.30% -4K -20.4% $128.75 +75.6%
48 EPAM EPAM SYS INC Technology 14,140.0 $1.9M 0.29% -661.0 -4.5% $135.43 -43.4%
49 SNPS SYNOPSYS INC Technology 4,733.0 $1.9M 0.29% +2K +71.7% $396.58 +14.9%
50 ZS ZSCALER INC Technology 12,500.0 $1.8M 0.27% +795.0 +6.8% $140.32 -11.0%
51 IEI ISHARES TR 14,615.0 $1.7M 0.27% +392.0 +2.8% $118.58 -1.2%
52 JETS ETF SER SOLUTIONS 68,608.0 $1.7M 0.26% NEW $24.63 +25.8%
53 NKE NIKE INC Consumer Cyclical 30,502.0 $1.6M 0.25% NEW $52.82 -14.4%
54 EW EDWARDS LIFESCIENCES CORP Healthcare 19,510.0 $1.6M 0.24% +450.0 +2.4% $80.06 +9.1%
55 CIBR FIRST TR EXCHANGE-TRADED FD 24,685.0 $1.5M 0.24% -191K -88.5% $62.67 +34.9%
56 AMD ADVANCED MICRO DEVICES INC Technology 7,485.0 $1.5M 0.23% NEW $203.47 +164.1%
57 EQIX EQUINIX INC Real Estate 1,496.0 $1.5M 0.23% +50.0 +3.5% $979.95 +11.5%
58 NOW SERVICENOW INC Technology 13,523.0 $1.4M 0.22% -1K -7.1% $104.56 -9.1%
59 VHT VANGUARD WORLD FD 5,145.0 $1.4M 0.21% -211.0 -3.9% $272.30 +3.0%
60 MRK MERCK & CO INC Healthcare 11,519.0 $1.4M 0.21% -765.0 -6.2% $120.32 -5.4%
Page 3 of 6  ·  114 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
Financial Services 44.0%
Technology 29.6%
Communication Services 9.5%
Consumer Cyclical 8.2%
Healthcare 7.0%
Energy 1.0%
Real Estate 0.6%
Consumer Defensive 0.2%