Harel Insurance Investments & Financial Services Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Harel Insurance Investments & Financial Services Ltd. reported 532 stock positions worth $5.2 billion. Its top holding was SS Health Care Select Sector (XLV) at 8.1% of the portfolio, followed by SS Financial Select Sector (XLF, 7.9%) and Global X US Infrastructure (PAVE, 5.3%). Compared with Q4 2023, it opened 49 new positions, sold out of 116, added to 121 and reduced 256. The biggest buy was SS Energy Select Sector (XLE, shares +65%) and the biggest sale Teva Pharmaceutical-SP ADR (TEVA, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001429390
- Portfolio Value
- $5.2B (Q1 2024)
- SEC Filing
- 0001178913-24-001476 ↗ filed Apr 30, 2024
Holdings Value
Holdings 532 stocks · $5.2B
| XLV SS Health Care Select Sector | 8.08% | 2,823,685 | $417.1M | Reduce -0.0% |
| XLF SS Financial Select Sector | 7.91% | 9,687,891 | $408.1M | Reduce -0.0% |
| PAVE Global X US Infrastructure | 5.27% | 6,833,801 | $272.1M | No change |
| XLP SS Consumer Staples Sel Sect | 5.26% | 3,556,742 | $271.6M | Reduce -0.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.15% | 4,045,694 | $265.6M | Reduce 0.0% |
| VHT Vanguard Health Care ETF | 3.98% | 759,229 | $205.4M | No change |
| NVMI Nova Ltd. | 3.98% | 1,157,710 | $205.4M | No change |
| XLE SS Energy Select Sector | 3.97% | 2,173,146 | $205.1M | Add +64.8% |
| XLC SS Comm Select Sector SPDR | 3.27% | 2,068,353 | $168.9M | Reduce -0.0% |
| XLK SS Technology Select Sector | 3.19% | 791,069 | $164.8M | Add +50.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 2.75% | 4,821,546 | $142.0M | No change |
| XLI SS Industrial Select Sector | 2.38% | 975,395 | $122.9M | Reduce -0.0% |
| TSEM Tower Semiconductor Ltd. | 2.36% | 3,639,897 | $121.8M | Add +28.9% |
| GOOGL Alphabet Inc. Class A | 2.25% | 769,656 | $116.2M | Add +3.6% |
| XLRE SS Real Estate Select Sector | 2.24% | 2,918,968 | $115.4M | No change |
| KBWP Invesco KBW Property & Casua | 2.20% | 1,055,000 | $113.7M | Add +160.5% |
| RSPD Invesco S&P 500 Equal Weight | 2.08% | 2,100,000 | $107.1M | No change |
| VCIT Vanguard Int-Term Corporate | 1.90% | 1,220,571 | $98.3M | Add +289821.8% |
| PERI Perion Network Ltd. | 1.72% | 3,943,795 | $88.7M | Add +18.8% |
| AAPL Apple Inc. | 1.59% | 477,139 | $81.8M | Add +0.3% |
| CAMT Camtek Ltd. | 1.43% | 882,165 | $73.9M | Add +5.7% |
| SEDG Solaredge Technologies Inc. | 1.39% | 1,007,934 | $71.5M | Add +2.3% |
| EPI Wisdomtree India Earnings | 1.32% | 1,560,000 | $68.0M | Add +38900.0% |
| V Visa Inc. Class A | 1.25% | 230,769 | $64.4M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.21% | 345,578 | $62.3M | Add +0.5% |
| FXG First Trust Consumer Staples | 1.20% | 906,000 | $62.1M | No change |
| MA Mastercard Inc. Class A | 1.17% | 125,429 | $60.4M | Reduce -0.3% |
| XME SS SPDR S&P Metals Mining | 1.14% | 975,500 | $58.8M | No change |
| RSPM Invesco S&P 500 Equal Weight | 0.99% | 1,410,000 | $51.2M | No change |
| ENLT Enlight Renewable Energy Ltd. | 0.83% | 2,542,307 | $43.0M | Add +3.4% |
| RTX RTX Corp. | 0.75% | 394,269 | $38.5M | Add +2.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.67% | 980,000 | $34.5M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.67% | 474,816 | $34.4M | Reduce -1.0% |
| FIS Fidelity National Info Serv | 0.60% | 417,000 | $30.9M | Add +277900.0% |
| GXO Gxo Logistics Inc. | 0.58% | 554,731 | $29.8M | Add +127.8% |
| FDX FedEx Corp. | 0.53% | 94,292 | $27.4M | Add +0.1% |
| PYPL PayPal Holdings Inc. | 0.51% | 396,065 | $26.5M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 57,972 | $25.8M | Add +46.3% |
| INMD Inmode Ltd. | 0.38% | 900,831 | $19.5M | Add +3.4% |
| TGT Target Corp. | 0.34% | 100,275 | $17.8M | No change |
| VGT Vanguard Info Tech ETF | 0.34% | 33,300 | $17.5M | No change |
| KRNT Kornit Digital Ltd. | 0.32% | 922,198 | $16.7M | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.30% | 85,249 | $15.7M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 29,200 | $15.3M | Reduce -6.8% |
| COPX Global X Copper Miners ETF | 0.28% | 336,000 | $14.3M | No change |
| KBE SS SPDR S&P Bank ETF | 0.27% | 300,000 | $14.1M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 92,081 | $14.0M | Add +0.8% |
| VOX Vanguard Communication Servi | 0.26% | 102,700 | $13.5M | No change |
| GLBE Global-E Online Ltd. | 0.24% | 337,326 | $12.3M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.24% | 24,989 | $12.1M | Add +11.6% |
| EWJ iShares MSCI Japan ETF | 0.23% | 165,120 | $11.8M | Add +10.1% |
| FDN First Trust DJ Internet Ind | 0.23% | 57,000 | $11.7M | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.22% | 226,000 | $11.1M | Add +82.3% |
| URGN Urogen Pharma Ltd. | 0.20% | 673,487 | $10.1M | Reduce -22.6% |
| JCI Johnson Controls Internation | 0.18% | 142,764 | $9.4M | Add +17.3% |
| NYAX Nayax Ltd. | 0.18% | 350,000 | $9.2M | New |
| ITRN Ituran Location and Control | 0.18% | 322,254 | $9.1M | Add +0.0% |
| DK Delek US Holdings Inc. | 0.17% | 284,719 | $8.8M | Reduce -9.5% |
| FEZ State Street SPDR Euro Stoxx | 0.17% | 163,798 | $8.6M | Reduce -0.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 44,550 | $8.1M | New |
| VCR Vanguard Consumer Discre ETF | 0.16% | 25,300 | $8.0M | No change |
| ADBE Adobe Inc. | 0.15% | 15,628 | $7.9M | Add +36.5% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 42,043 | $7.1M | Reduce -16.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.14% | 134,681 | $7.0M | Add +32.3% |
| STZ Constellation Brands Inc. Class A | 0.13% | 25,000 | $6.8M | No change |
| MSFT Microsoft Corp. | 0.13% | 15,805 | $6.6M | Reduce -95.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.12% | 96,814 | $6.4M | Reduce -13.6% |
| INVZ Innoviz Technologies Ltd. | 0.12% | 4,697,259 | $6.3M | Add +0.0% |
| NVDA Nvidia Corp. | 0.12% | 6,847 | $6.2M | Add +27.9% |
| AVGO Broadcom Inc. | 0.12% | 4,620 | $6.1M | Add +7.1% |
| ICL Icl Group Ltd. | 0.11% | 1,038,764 | $5.6M | No change |
| MCK McKesson Corp. | 0.10% | 9,760 | $5.2M | Add +15.8% |
| BKNG Booking Holdings Inc. | 0.10% | 1,424 | $5.2M | Reduce -29.9% |
| PBW Invesco Wilderhill Clean Ene | 0.10% | 223,249 | $5.1M | No change |
| FTNT Fortinet Inc. | 0.10% | 74,831 | $5.1M | Add +84.3% |
| TSLA Tesla Inc. | 0.10% | 28,640 | $5.0M | Add +42.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 11,510 | $4.8M | Add +14.0% |
| AZO AutoZone Inc. | 0.09% | 1,516 | $4.8M | Add +17.3% |
| ADP Automatic Data Processing | 0.09% | 18,807 | $4.7M | Add +40.1% |
| CYBR Cyberark Software Ltd./Israel | 0.09% | 16,648 | $4.4M | Reduce -61.1% |
| CBOE Cboe Global Markets Inc. | 0.08% | 22,615 | $4.2M | Add +115.0% |
| CAH Cardinal Health Inc. | 0.08% | 36,670 | $4.1M | Add +61.9% |
| VOO Vanguard S&P 500 ETF | 0.08% | 8,590 | $4.1M | Reduce -46.4% |
| PANW Palo Alto Networks Inc. | 0.08% | 13,950 | $4.0M | Reduce -95.1% |
| FXR First Trust Indst/Producers | 0.08% | 53,900 | $3.9M | No change |
| VRSN Verisign Inc. | 0.08% | 20,595 | $3.9M | Add +45.4% |
| RDVY First Trust Rising Dividend | 0.07% | 68,750 | $3.9M | Add +16.2% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.07% | 78,784 | $3.8M | No change |
| AUDC Audiocodes Ltd. | 0.07% | 291,308 | $3.8M | No change |
| CROX Crocs Inc. | 0.07% | 25,970 | $3.7M | Reduce -1.8% |
| APP AppLovin Corp. Class A | 0.07% | 50,854 | $3.5M | Add +12645.4% |
| SMH Vaneck Semiconductor ETF | 0.07% | 15,293 | $3.4M | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 3,279 | $3.3M | Reduce -37.0% |
| ACWI iShares MSCI Acwi ETF | 0.06% | 29,054 | $3.2M | Reduce -60.4% |
| DOCU Docusign Inc. | 0.06% | 52,998 | $3.2M | Add +35.8% |
| MSI Motorola Solutions Inc. | 0.06% | 8,880 | $3.2M | Reduce -30.6% |
| PEGA Pegasystems Inc. | 0.06% | 48,698 | $3.1M | New |
| NVR NVR Inc. | 0.06% | 381 | $3.1M | No change |
| CL Colgate-Palmolive Co. | 0.06% | 33,905 | $3.1M | Add +80.5% |
| EELV Invesco S&P Emerging Markets | 0.06% | 127,000 | $3.0M | No change |
Other holdings (7): bonds, preferreds, convertibles and warrants · $3.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 42,000 | $1.2M | Add +44.8% |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | 45,000 | $1.2M | Add +45.2% |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | 9,875 | $294K | No change |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | 10,000 | $205K | Add +11.1% |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 460 | $44K | New |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 48,826 | $21K | No change |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | 125,968 | $6K | No change |
Total filed on the 13F, all lines: $5.2B.
Portfolio Sells Q4 2023 → Q1 2024
| TEVA Teva Pharmaceutical-SP ADR | Reduce -99.9% | 0.01% | −5.23 |
| IGV iShares Expanded Tech-Softwa | Reduce -99.3% | 0.02% | −2.34 |
| MSFT Microsoft Corp. | Reduce -95.0% | 0.13% | −1.97 |
| NICE Nice Ltd. - Spon ADR | Reduce -99.8% | 0.00% | −1.45 |
| PANW Palo Alto Networks Inc. | Reduce -95.1% | 0.08% | −1.40 |
| VPL Vanguard Ftse Pacific ETF | Reduce -99.6% | 0.01% | −1.34 |
| ORA Ormat Technologies Inc. | Reduce -99.5% | 0.01% | −1.15 |
| LMT Lockheed Martin Corp. | Reduce -99.0% | 0.01% | −1.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -99.3% | 0.01% | −1.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -99.7% | 0.00% | −0.96 |
| NOC Northrop Grumman Corp. | Reduce -99.0% | 0.01% | −0.85 |
| IHI iShares U.S. Medical Devices | Reduce -96.8% | 0.03% | −0.66 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.51 |
| MGIC Magic Software Enterprises | Sold out | 0.00% | −0.45 |
| DAL Delta Air Lines Inc. | Reduce -99.0% | 0.00% | −0.39 |
| DOX Amdocs Ltd. | Reduce -99.1% | 0.00% | −0.35 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.31 |
| SOXX iShares Semiconductor ETF | Reduce -98.5% | 0.01% | −0.28 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.27 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.22 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.09 |
| CYBR Cyberark Software Ltd./Israel | Reduce -61.1% | 0.09% | −0.08 |
| CREATIVE MEDIA & CMNTY TR | Sold out | 0.00% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -96.4% | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -85.0% | 0.02% | −0.07 |
| ACWI iShares MSCI Acwi ETF | Reduce -60.4% | 0.06% | −0.07 |
| CTV Innovid Corp. | Sold out | 0.00% | −0.06 |
| ASHR Xtrackers Harvest Csi 300 CH | Reduce -98.4% | 0.00% | −0.06 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -46.4% | 0.08% | −0.04 |
| A Agilent Technologies Inc. | Reduce -96.7% | 0.00% | −0.04 |
| DBX Dropbox Inc. Class A | Reduce -99.4% | 0.00% | −0.04 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.04 |
| FSLR First Solar Inc. | Reduce -59.1% | 0.03% | −0.03 |
| SPNS Sapiens International Corp. | Sold out | 0.00% | −0.03 |
| URGN Urogen Pharma Ltd. | Reduce -22.6% | 0.20% | −0.03 |
| LECO Lincoln Electric Holdings | Reduce -92.7% | 0.00% | −0.03 |
| KLAC KLA Corp. | Reduce -95.5% | 0.00% | −0.03 |
| WMT Walmart Inc. | Reduce -77.0% | 0.01% | −0.03 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -29.9% | 0.10% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -84.9% | 0.01% | −0.03 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.03 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.02 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -81.8% | 0.01% | −0.02 |
| APA Apa Corp. | Reduce -96.4% | 0.00% | −0.02 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| XLE SS Energy Select Sector | Add +64.8% | 3.97% | +2.03 |
| VCIT Vanguard Int-Term Corporate | Add +289821.8% | 1.90% | +1.90 |
| KBWP Invesco KBW Property & Casua | Add +160.5% | 2.20% | +1.56 |
| XLK SS Technology Select Sector | Add +50.1% | 3.19% | +1.41 |
| EPI Wisdomtree India Earnings | Add +38900.0% | 1.32% | +1.31 |
| TSEM Tower Semiconductor Ltd. | Add +28.9% | 2.36% | +0.84 |
| FIS Fidelity National Info Serv | Add +277900.0% | 0.60% | +0.60 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 2.25% | +0.42 |
| CAMT Camtek Ltd. | Add +5.7% | 1.43% | +0.41 |
| GXO Gxo Logistics Inc. | Add +127.8% | 0.58% | +0.32 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.21% | +0.29 |
| QQQ Invesco QQQ Trust Series 1 | Add +46.3% | 0.50% | +0.21 |
| V Visa Inc. Class A | Add +0.6% | 1.25% | +0.20 |
| NYAX Nayax Ltd. | New | 0.18% | +0.18 |
| RTX RTX Corp. | Add +2.0% | 0.75% | +0.17 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.16% | +0.16 |
| FDX FedEx Corp. | Add +0.1% | 0.53% | +0.11 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +82.3% | 0.22% | +0.11 |
| META Meta Platforms Inc. Class A | Add +11.6% | 0.24% | +0.09 |
| PYPL PayPal Holdings Inc. | Add +0.5% | 0.51% | +0.09 |
| NVDA Nvidia Corp. | Add +27.9% | 0.12% | +0.07 |
| P Everpure Inc. Class A | Add +32.3% | 0.14% | +0.07 |
| APP AppLovin Corp. Class A | Add +12645.4% | 0.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | New | 0.07% | +0.07 |
| PEGA Pegasystems Inc. | New | 0.06% | +0.06 |
| EWJ iShares MSCI Japan ETF | Add +10.1% | 0.23% | +0.06 |
| JCI Johnson Controls Internation | Add +17.3% | 0.18% | +0.06 |
| FTNT Fortinet Inc. | Add +84.3% | 0.10% | +0.06 |
| RMD Resmed Inc. | Add +3311.8% | 0.06% | +0.06 |
| CBOE Cboe Global Markets Inc. | Add +115.0% | 0.08% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.27% | +0.05 |
| CAH Cardinal Health Inc. | Add +61.9% | 0.08% | +0.04 |
| INMD Inmode Ltd. | Add +3.4% | 0.38% | +0.04 |
| ADP Automatic Data Processing | Add +40.1% | 0.09% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.30% | +0.04 |
| MPWR Monolithic Power Systems Inc. | New | 0.04% | +0.04 |
| LULU Lululemon Athletica Inc. | Add +2442.4% | 0.04% | +0.04 |
| AZO AutoZone Inc. | Add +17.3% | 0.09% | +0.03 |
| AVGO Broadcom Inc. | Add +7.1% | 0.12% | +0.03 |
| MCK McKesson Corp. | Add +15.8% | 0.10% | +0.03 |
| CL Colgate-Palmolive Co. | Add +80.5% | 0.06% | +0.03 |
| ADBE Adobe Inc. | Add +36.5% | 0.15% | +0.03 |
| VRSN Verisign Inc. | Add +45.4% | 0.08% | +0.02 |
| MEDP Medpace Holdings Inc. | Add +26.6% | 0.05% | +0.02 |
| ITRN Ituran Location and Control | Add +0.0% | 0.18% | +0.02 |
| RDVY First Trust Rising Dividend | Add +16.2% | 0.07% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.0% | 0.09% | +0.02 |
| DOCU Docusign Inc. | Add +35.8% | 0.06% | +0.02 |
| DIS The Walt Disney Co. | Add +18.8% | 0.04% | +0.02 |
| NFLX Netflix Inc. | Add +2.9% | 0.06% | +0.02 |
Notes & Other Activity Q4 2023 → Q1 2024
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | Add +44.8% | 42,000 | $1.2M |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | Add +45.2% | 45,000 | $1.2M |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | Add +11.1% | 10,000 | $205K |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | New | 460 | $44K |
| CEF Sprott Physical Gold and Sil | PHYSICAL GOLD AN · principal | Sold out | 1,800 | $34Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 530 | $20.5B | TEVA, NVMI, GOOGL, NVDA, AAPL |
| Q1 2026 | 501 | $14.7B | TEVA, NVMI, GOOGL, NVDA, AAPL |
| Q4 2025 | 426 | $11.5B | TEVA, XLV, GOOGL, NVMI, SMH |
| Q3 2025 | 461 | $11.1B | TEVA, XLF, XLK, VGT, NVMI |
| Q2 2025 | 429 | $8.7B | XLF, TEVA, XLK, VGT, NVMI |
| Q1 2025 | 471 | $7.6B | XLF, XLK, XLV, VGT, TEVA |
| Q4 2024 | 464 | $6.1B | XLF, VGT, XLV, XLK, PAVE |
| Q3 2024 | 484 | $5.8B | XLF, XLV, XLU, PAVE, NVMI |
| Q2 2024 | 540 | $5.3B | XLV, XLF, XLU, NVMI, PAVE |
| Q1 2024 | 532 | $5.2B | XLV, XLF, PAVE, XLP, XLU |