Harel Insurance Investments & Financial Services Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Harel Insurance Investments & Financial Services Ltd. reported 540 stock positions worth $5.3 billion. Its top holding was SS Health Care Select Sector (XLV) at 7.8% of the portfolio, followed by SS Financial Select Sector (XLF, 7.5%) and St Sr Utl SL SE SPDR ETF-Usd (XLU, 5.2%). Compared with Q1 2024, it opened 48 new positions, sold out of 41, added to 149 and reduced 236. The biggest buy was SS Materials Select Sector (XLB, shares +18587%) and the biggest sale SS Consumer Staples Sel Sect (XLP, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001429390
- Portfolio Value
- $5.3B (Q2 2024)
- SEC Filing
- 0001178913-24-002242 ↗ filed Jul 22, 2024
Holdings Value
Holdings 540 stocks · $5.3B
| XLV SS Health Care Select Sector | 7.75% | 2,823,615 | $411.5M | Reduce 0.0% |
| XLF SS Financial Select Sector | 7.50% | 9,688,161 | $398.3M | Add +0.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.19% | 4,044,964 | $275.6M | Reduce -0.0% |
| NVMI Nova Ltd. | 5.12% | 1,157,710 | $271.5M | No change |
| PAVE Global X US Infrastructure | 4.77% | 6,833,801 | $253.4M | No change |
| XLP SS Consumer Staples Sel Sect | 3.88% | 2,688,958 | $205.9M | Reduce -24.4% |
| VHT Vanguard Health Care ETF | 3.82% | 759,229 | $202.5M | No change |
| XLE SS Energy Select Sector | 3.72% | 2,168,401 | $197.6M | Reduce -0.2% |
| XLK SS Technology Select Sector | 3.37% | 791,141 | $179.0M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 3.34% | 2,068,295 | $177.2M | Reduce 0.0% |
| TSEM Tower Semiconductor Ltd. | 2.79% | 3,763,097 | $147.9M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 2.63% | 767,072 | $139.8M | Reduce -0.3% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 2.19% | 3,801,546 | $116.4M | Reduce -21.2% |
| XLI SS Industrial Select Sector | 2.15% | 935,395 | $114.0M | Reduce -4.1% |
| XLRE SS Real Estate Select Sector | 2.11% | 2,920,762 | $112.2M | Add +0.1% |
| CAMT Camtek Ltd. | 2.08% | 882,165 | $110.5M | No change |
| AMZN Amazon.com Inc. | 2.06% | 566,295 | $109.5M | Add +63.9% |
| KBWP Invesco KBW Property & Casua | 2.04% | 1,055,000 | $108.1M | No change |
| AAPL Apple Inc. | 1.93% | 485,956 | $102.4M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 1.84% | 1,220,571 | $97.6M | No change |
| RSPD Invesco S&P 500 Equal Weight | 1.45% | 1,600,000 | $76.9M | Reduce -23.8% |
| EPI Wisdomtree India Earnings | 1.42% | 1,560,000 | $75.3M | No change |
| XLB SS Materials Select Sector | 1.16% | 698,701 | $61.7M | Add +18586.8% |
| V Visa Inc. Class A | 1.14% | 231,084 | $60.7M | Add +0.1% |
| FXG First Trust Consumer Staples | 1.10% | 906,000 | $58.4M | No change |
| XME SS SPDR S&P Metals Mining | 1.05% | 935,500 | $55.5M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 1.04% | 125,304 | $55.3M | Reduce -0.1% |
| RSPM Invesco S&P 500 Equal Weight | 0.92% | 1,410,000 | $48.6M | No change |
| ENLT Enlight Renewable Energy Ltd. | 0.80% | 2,619,180 | $42.3M | Add +3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 86,739 | $41.6M | Add +49.6% |
| RTX RTX Corp. | 0.78% | 414,325 | $41.6M | Add +5.1% |
| FIS Fidelity National Info Serv | 0.72% | 507,000 | $38.2M | Add +21.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.68% | 980,000 | $35.9M | No change |
| GXO Gxo Logistics Inc. | 0.65% | 685,275 | $34.6M | Add +23.5% |
| PYPL PayPal Holdings Inc. | 0.65% | 592,044 | $34.4M | Add +49.5% |
| BABA Alibaba Group Holding-SP ADR | 0.61% | 446,312 | $32.4M | Reduce -6.0% |
| AMAT Applied Materials Inc. | 0.60% | 135,453 | $32.0M | Add +4706.7% |
| PERI Perion Network Ltd. | 0.55% | 3,510,913 | $29.3M | Reduce -11.0% |
| FDX FedEx Corp. | 0.53% | 94,011 | $28.3M | Reduce -0.3% |
| SEDG Solaredge Technologies Inc. | 0.48% | 1,010,729 | $25.5M | Add +0.3% |
| JCI Johnson Controls Internation | 0.46% | 366,764 | $24.5M | Add +156.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.44% | 118,202 | $23.3M | Add +165.3% |
| VGT Vanguard Info Tech ETF | 0.36% | 33,300 | $19.2M | No change |
| GOOG Alphabet Inc. Class C | 0.32% | 91,414 | $16.8M | Reduce -0.7% |
| SPNS Sapiens International Corp. | 0.31% | 489,700 | $16.6M | New |
| INMD Inmode Ltd. | 0.31% | 900,689 | $16.4M | Reduce -0.0% |
| XLY SS Consumer Disc Select Sect | 0.29% | 84,724 | $15.5M | Reduce -0.6% |
| COPX Global X Copper Miners ETF | 0.29% | 336,000 | $15.2M | No change |
| TGT Target Corp. | 0.28% | 100,266 | $14.8M | Reduce -0.0% |
| GLBE Global-E Online Ltd. | 0.28% | 402,880 | $14.6M | Add +19.4% |
| VOX Vanguard Communication Servi | 0.27% | 102,700 | $14.2M | No change |
| KBE SS SPDR S&P Bank ETF | 0.26% | 300,000 | $13.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 24,863 | $13.5M | Reduce -14.8% |
| KRNT Kornit Digital Ltd. | 0.25% | 922,099 | $13.5M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.23% | 100,613 | $12.4M | Add +46.9% |
| META Meta Platforms Inc. Class A | 0.23% | 23,438 | $12.0M | Reduce -6.2% |
| FDN First Trust DJ Internet Ind | 0.22% | 57,000 | $11.7M | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.21% | 226,000 | $11.1M | No change |
| EWJ iShares MSCI Japan ETF | 0.19% | 149,920 | $10.2M | Reduce -9.2% |
| SMH Vaneck Semiconductor ETF | 0.19% | 37,902 | $9.9M | Add +147.8% |
| FEZ State Street SPDR Euro Stoxx | 0.15% | 163,798 | $8.2M | No change |
| ITRN Ituran Location and Control | 0.15% | 322,191 | $8.1M | Reduce -0.0% |
| VCR Vanguard Consumer Discre ETF | 0.15% | 25,300 | $7.9M | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.15% | 120,261 | $7.8M | Reduce -10.7% |
| AVGO Broadcom Inc. | 0.15% | 4,881 | $7.8M | Add +5.7% |
| URGN Urogen Pharma Ltd. | 0.15% | 463,565 | $7.8M | Reduce -31.2% |
| NYAX Nayax Ltd. | 0.14% | 350,000 | $7.6M | No change |
| BKNG Booking Holdings Inc. | 0.14% | 1,810 | $7.2M | Add +27.1% |
| MSFT Microsoft Corp. | 0.13% | 15,411 | $7.0M | Reduce -2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 40,763 | $6.7M | Reduce -3.0% |
| STZ Constellation Brands Inc. Class A | 0.12% | 25,000 | $6.4M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 11,942 | $5.6M | Add +3.8% |
| MCK McKesson Corp. | 0.10% | 9,384 | $5.5M | Reduce -3.9% |
| APP AppLovin Corp. Class A | 0.10% | 66,330 | $5.5M | Add +30.4% |
| DK Delek US Holdings Inc. | 0.10% | 221,919 | $5.5M | Reduce -22.1% |
| ADBE Adobe Inc. | 0.09% | 9,059 | $5.0M | Reduce -42.0% |
| MEDP Medpace Holdings Inc. | 0.09% | 11,794 | $4.9M | Add +80.2% |
| RMD Resmed Inc. | 0.09% | 25,031 | $4.8M | Add +67.1% |
| PINS Pinterest Inc. Class A | 0.09% | 106,003 | $4.7M | Add +292.6% |
| LOPE Grand Canyon Education Inc. | 0.09% | 33,708 | $4.6M | New |
| ACWI iShares MSCI Acwi ETF | 0.09% | 40,254 | $4.5M | Add +38.5% |
| PBW Invesco Wilderhill Clean Ene | 0.08% | 223,249 | $4.5M | No change |
| CYBR Cyberark Software Ltd./Israel | 0.08% | 16,426 | $4.5M | Reduce -1.3% |
| ICL Icl Group Ltd. | 0.08% | 1,038,764 | $4.4M | No change |
| ADP Automatic Data Processing | 0.08% | 18,544 | $4.4M | Reduce -1.4% |
| INVZ Innoviz Technologies Ltd. | 0.08% | 4,696,927 | $4.4M | Reduce -0.0% |
| PANW Palo Alto Networks Inc. | 0.08% | 12,227 | $4.2M | Reduce -12.3% |
| AZO AutoZone Inc. | 0.08% | 1,356 | $4.0M | Reduce -10.6% |
| CAH Cardinal Health Inc. | 0.07% | 38,895 | $3.9M | Add +6.1% |
| TSLA Tesla Inc. | 0.07% | 19,258 | $3.8M | Reduce -32.8% |
| CBOE Cboe Global Markets Inc. | 0.07% | 22,152 | $3.8M | Reduce -2.0% |
| RDVY First Trust Rising Dividend | 0.07% | 68,750 | $3.8M | No change |
| FXR First Trust Indst/Producers | 0.07% | 53,900 | $3.7M | No change |
| CL Colgate-Palmolive Co. | 0.07% | 36,516 | $3.6M | Add +7.7% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.07% | 78,784 | $3.6M | No change |
| VRSN Verisign Inc. | 0.07% | 19,846 | $3.5M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 0.06% | 6,894 | $3.4M | Reduce -19.7% |
| CROX Crocs Inc. | 0.06% | 22,391 | $3.3M | Reduce -13.8% |
| DECK Deckers Outdoor Corp. | 0.06% | 3,144 | $3.1M | Add +0.8% |
| MSI Motorola Solutions Inc. | 0.06% | 8,115 | $3.1M | Reduce -8.6% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $3.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 47,000 | $1.3M | Add +11.9% |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | 50,000 | $1.3M | Add +11.1% |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | 30,000 | $596K | Add +200.0% |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | 9,875 | $293K | No change |
| CEF Sprott Physical Gold and Sil | PHYSICAL GOLD AN · principal | 1,800 | $40K | New |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 48,826 | $8K | No change |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | 125,968 | $5K | No change |
Total filed on the 13F, all lines: $5.3B.
Portfolio Sells Q1 2024 → Q2 2024
| XLP SS Consumer Staples Sel Sect | Reduce -24.4% | 3.88% | −1.38 |
| PERI Perion Network Ltd. | Reduce -11.0% | 0.55% | −1.17 |
| RSPD Invesco S&P 500 Equal Weight | Reduce -23.8% | 1.45% | −0.63 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -21.2% | 2.19% | −0.56 |
| XLV SS Health Care Select Sector | Reduce 0.0% | 7.75% | −0.33 |
| XLE SS Energy Select Sector | Reduce -0.2% | 3.72% | −0.25 |
| XLI SS Industrial Select Sector | Reduce -4.1% | 2.15% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 1.04% | −0.13 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -93.0% | 0.01% | −0.12 |
| XME SS SPDR S&P Metals Mining | Reduce -4.1% | 1.05% | −0.09 |
| KRNT Kornit Digital Ltd. | Reduce -0.0% | 0.25% | −0.07 |
| INMD Inmode Ltd. | Reduce -0.0% | 0.31% | −0.07 |
| FTNT Fortinet Inc. | Reduce -62.8% | 0.03% | −0.07 |
| DK Delek US Holdings Inc. | Reduce -22.1% | 0.10% | −0.07 |
| TGT Target Corp. | Reduce -0.0% | 0.28% | −0.06 |
| ADBE Adobe Inc. | Reduce -42.0% | 0.09% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.0% | 0.61% | −0.05 |
| NVR NVR Inc. | Reduce -84.3% | 0.01% | −0.05 |
| URGN Urogen Pharma Ltd. | Reduce -31.2% | 0.15% | −0.05 |
| NFLX Netflix Inc. | Reduce -84.7% | 0.01% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.8% | 0.26% | −0.04 |
| INVZ Innoviz Technologies Ltd. | Reduce -0.0% | 0.08% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -97.8% | 0.00% | −0.04 |
| EWJ iShares MSCI Japan ETF | Reduce -9.2% | 0.19% | −0.04 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.03 |
| ALLT Allot Ltd. | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -32.8% | 0.07% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -60.5% | 0.01% | −0.03 |
| ITRN Ituran Location and Control | Reduce -0.0% | 0.15% | −0.03 |
| CRM Salesforce Inc. | Reduce -73.4% | 0.01% | −0.02 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.02 |
| AZO AutoZone Inc. | Reduce -10.6% | 0.08% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -19.7% | 0.06% | −0.01 |
| TWLO Twilio Inc. Class A | Reduce -98.8% | 0.00% | −0.01 |
| IHI iShares U.S. Medical Devices | Reduce -44.9% | 0.01% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -60.2% | 0.01% | −0.01 |
| DOCU Docusign Inc. | Reduce -7.9% | 0.05% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 0.29% | −0.01 |
| PATH Uipath Inc. Class A | Reduce -20.0% | 0.01% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -11.0% | 0.05% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.0% | 0.13% | −0.01 |
| GWW WW Grainger Inc. | Reduce -3.6% | 0.05% | −0.01 |
| ADSK Autodesk Inc. | Reduce -91.6% | 0.00% | −0.01 |
| CROX Crocs Inc. | Reduce -13.8% | 0.06% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -48.1% | 0.01% | −0.01 |
| CBOE Cboe Global Markets Inc. | Reduce -2.0% | 0.07% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -37.0% | 0.03% | −0.01 |
| KO The Coca-Cola Co. | Reduce -59.4% | 0.01% | −0.01 |
| GE General Electric | Sold out | 0.00% | −0.01 |
| GTLB Gitlab Inc. Class A | Reduce -99.0% | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XLB SS Materials Select Sector | Add +18586.8% | 1.16% | +1.16 |
| AMZN Amazon.com Inc. | Add +63.9% | 2.06% | +0.86 |
| AMAT Applied Materials Inc. | Add +4706.7% | 0.60% | +0.59 |
| TSEM Tower Semiconductor Ltd. | Add +3.4% | 2.79% | +0.43 |
| AAPL Apple Inc. | Add +1.9% | 1.93% | +0.34 |
| SPNS Sapiens International Corp. | New | 0.31% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.6% | 0.78% | +0.28 |
| QQQM Invesco Nasdaq 100 ETF | Add +165.3% | 0.44% | +0.28 |
| JCI Johnson Controls Internation | Add +156.9% | 0.46% | +0.28 |
| XLK SS Technology Select Sector | Add +0.0% | 3.37% | +0.18 |
| PYPL PayPal Holdings Inc. | Add +49.5% | 0.65% | +0.13 |
| FIS Fidelity National Info Serv | Add +21.6% | 0.72% | +0.12 |
| SMH Vaneck Semiconductor ETF | Add +147.8% | 0.19% | +0.12 |
| NVDA Nvidia Corp. | Add +46.9% | 0.23% | +0.11 |
| LOPE Grand Canyon Education Inc. | New | 0.09% | +0.09 |
| GXO Gxo Logistics Inc. | Add +23.5% | 0.65% | +0.07 |
| PINS Pinterest Inc. Class A | Add +292.6% | 0.09% | +0.07 |
| NBIX Neurocrine Biosciences Inc. | New | 0.05% | +0.05 |
| RNG Ringcentral Inc. Class A | New | 0.05% | +0.05 |
| COR Cencora Inc. | Add +847.2% | 0.05% | +0.05 |
| MEDP Medpace Holdings Inc. | Add +80.2% | 0.09% | +0.04 |
| LMT Lockheed Martin Corp. | Add +348.4% | 0.05% | +0.04 |
| GD General Dynamics Corp. | Add +396.4% | 0.05% | +0.04 |
| NOC Northrop Grumman Corp. | Add +452.6% | 0.05% | +0.04 |
| RTX RTX Corp. | Add +5.1% | 0.78% | +0.04 |
| PCTY Paylocity Holding Corp. | Add +26132.2% | 0.04% | +0.04 |
| TDG Transdigm Group Inc. | Add +393.1% | 0.05% | +0.04 |
| GLBE Global-E Online Ltd. | Add +19.4% | 0.28% | +0.04 |
| BKNG Booking Holdings Inc. | Add +27.1% | 0.14% | +0.04 |
| APP AppLovin Corp. Class A | Add +30.4% | 0.10% | +0.04 |
| SMCI Super Micro Computer Inc. | New | 0.04% | +0.04 |
| RMD Resmed Inc. | Add +67.1% | 0.09% | +0.03 |
| BLDR Builders Firstsource Inc. | New | 0.03% | +0.03 |
| CEG Constellation Energy | Add +821.6% | 0.03% | +0.03 |
| ENPH Enphase Energy Inc. | Add +409.1% | 0.04% | +0.03 |
| AVGO Broadcom Inc. | Add +5.7% | 0.15% | +0.03 |
| ALGN Align Technology Inc. | Add +2677.9% | 0.03% | +0.03 |
| PARAA Paramount Global Class B | New | 0.03% | +0.03 |
| GL Globe Life Inc. | New | 0.03% | +0.03 |
| JBL Jabil Inc. | New | 0.03% | +0.03 |
| MRNA Moderna Inc. | New | 0.03% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +371.8% | 0.03% | +0.03 |
| VTWO Vanguard Russell 2000 ETF | New | 0.03% | +0.03 |
| GNRC Generac Holdings Inc. | Add +387.4% | 0.03% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +38.5% | 0.09% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +526.4% | 0.03% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | Add +492.9% | 0.02% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.8% | 0.11% | +0.01 |
| FLIN Franklin Ftse India ETF | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | Add +11.9% | 47,000 | $1.3M |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | Add +11.1% | 50,000 | $1.3M |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | Add +200.0% | 30,000 | $596K |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Sold out | 460 | $44Kbefore exit |
| CEF Sprott Physical Gold and Sil | PHYSICAL GOLD AN · principal | New | 1,800 | $40K |
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 |