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Portfolio (Quarterly) Guide ↗

Harel Insurance Investments & Financial Services Ltd.

· CIK 0001429390
13F Portfolio $14.7B AUM 509 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 222 Added 100 Reduced 34 Exited
Page 17 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CHTR CHARTER COMMUNICATIONS INC Communication Services 792.0 $171K 0.00% -109.0 -12.1% $215.91 -38.0%
322 IDXX IDEXX LABS INC Healthcare 304.0 $170K 0.00% $559.21 +3.0%
323 PM PHILIP MORRIS INTL INC Consumer Defensive 1,000.0 $165K 0.00% NEW $165.00 +7.4%
324 APP APPLOVIN CORP Technology 404.0 $161K 0.00% +179.0 +79.6% $398.51 +30.1%
325 IXJ ISHARES TR 1,667.0 $156K 0.00% $93.58 +2.9%
326 TJX TJX COS INC NEW Consumer Cyclical 970.0 $155K 0.00% +239.0 +32.7% $159.79 +2.7%
327 BSX BOSTON SCIENTIFIC CORP Healthcare 2,432.0 $153K 0.00% -2K -49.7% $62.91 -21.5%
328 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,142.0 $153K 0.00% +2K +30.6% $15.09 +4.4%
329 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 555.0 $153K 0.00% $275.68 +0.8%
330 GLOB GLOBANT S A Technology 3,286.0 $152K 0.00% -296.0 -8.3% $46.26 -19.9%
331 MS MORGAN STANLEY Financial Services 911.0 $150K 0.00% +600.0 +192.9% $164.65 +27.5%
332 TM TOYOTA MOTOR CORP Consumer Cyclical 730.0 $150K 0.00% NEW $205.48 -14.3%
333 PGR PROGRESSIVE CORP Financial Services 750.0 $149K 0.00% NEW $198.67 +0.7%
334 CME CME GROUP INC Financial Services 500.0 $148K 0.00% $296.00 -13.3%
335 UNP UNION PAC CORP Industrials 600.0 $146K 0.00% NEW $243.33 +10.8%
336 AZO AUTOZONE INC Consumer Cyclical 43.0 $145K 0.00% -115.0 -72.8% $3372.09 -7.2%
337 AFRM AFFIRM HLDGS INC Technology 3,150.0 $143K 0.00% NEW $45.40 +42.7%
338 URI UNITED RENTALS INC Industrials 194.0 $141K 0.00% NEW $726.80 +50.3%
339 EXPE EXPEDIA GROUP INC Consumer Cyclical 606.0 $140K 0.00% -484.0 -44.4% $231.02 +0.5%
340 VTR VENTAS INC Real Estate 1,697.0 $139K 0.00% NEW $81.91 +0.3%
Page 17 of 26  ·  509 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
Technology 54.1%
Healthcare 13.9%
Communication Services 11.3%
Industrials 7.8%
Consumer Cyclical 5.3%
Financial Services 3.0%
Consumer Defensive 3.0%
Utilities 1.3%
Energy 0.2%
Basic Materials 0.0%