Harel Insurance Investments & Financial Services Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Harel Insurance Investments & Financial Services Ltd. reported 484 stock positions worth $5.8 billion. Its top holding was SS Financial Select Sector (XLF) at 8.1% of the portfolio, followed by SS Health Care Select Sector (XLV, 7.7%) and St Sr Utl SL SE SPDR ETF-Usd (XLU, 5.6%). Compared with Q2 2024, it opened 41 new positions, sold out of 97, added to 145 and reduced 193. The biggest buy was Vanguard Info Tech ETF (VGT, shares +392%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001429390
- Portfolio Value
- $5.8B (Q3 2024)
- SEC Filing
- 0001178913-24-003279 ↗ filed Oct 15, 2024
Holdings Value
Holdings 484 stocks · $5.8B
| XLF SS Financial Select Sector | 8.07% | 10,328,231 | $468.1M | Add +6.6% |
| XLV SS Health Care Select Sector | 7.73% | 2,909,369 | $448.1M | Add +3.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.64% | 4,050,269 | $327.2M | Add +0.1% |
| PAVE Global X US Infrastructure | 4.85% | 6,833,801 | $281.3M | No change |
| NVMI Nova Ltd. | 4.16% | 1,157,710 | $241.2M | No change |
| XLP SS Consumer Staples Sel Sect | 4.13% | 2,883,835 | $239.4M | Add +7.3% |
| XLK SS Technology Select Sector | 3.98% | 1,022,706 | $230.9M | Add +29.3% |
| VHT Vanguard Health Care ETF | 3.71% | 759,229 | $214.9M | No change |
| XLE SS Energy Select Sector | 3.28% | 2,165,516 | $190.1M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 3.23% | 2,068,350 | $187.0M | Add +0.0% |
| TSEM Tower Semiconductor Ltd. | 2.98% | 3,899,897 | $172.6M | Add +3.6% |
| XLI SS Industrial Select Sector | 2.91% | 1,246,701 | $168.9M | Add +33.3% |
| AAPL Apple Inc. | 2.51% | 624,531 | $145.5M | Add +28.5% |
| XLRE SS Real Estate Select Sector | 2.26% | 2,928,797 | $130.8M | Add +0.3% |
| KBWP Invesco KBW Property & Casua | 2.23% | 1,117,500 | $129.1M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 2.20% | 767,257 | $127.3M | Add +0.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 2.17% | 3,801,546 | $125.6M | No change |
| AMZN Amazon.com Inc. | 1.88% | 584,326 | $108.9M | Add +3.2% |
| RSPD Invesco S&P 500 Equal Weight | 1.69% | 1,878,902 | $97.9M | Add +17.4% |
| VGT Vanguard Info Tech ETF | 1.66% | 163,993 | $96.3M | Add +392.5% |
| EPI Wisdomtree India Earnings | 1.41% | 1,621,500 | $81.8M | Add +3.9% |
| CAMT Camtek Ltd. | 1.22% | 882,165 | $70.4M | No change |
| XLB SS Materials Select Sector | 1.16% | 698,651 | $67.3M | Reduce -0.0% |
| FXG First Trust Consumer Staples | 1.07% | 906,000 | $61.9M | No change |
| XME SS SPDR S&P Metals Mining | 1.03% | 935,500 | $59.6M | No change |
| NVDA Nvidia Corp. | 1.02% | 488,509 | $59.3M | Add +385.5% |
| MA Mastercard Inc. Class A | 0.93% | 109,745 | $54.2M | Reduce -12.4% |
| RSPM Invesco S&P 500 Equal Weight | 0.91% | 1,410,000 | $52.7M | No change |
| RTX RTX Corp. | 0.88% | 420,897 | $51.0M | Add +1.6% |
| PYPL PayPal Holdings Inc. | 0.86% | 639,088 | $49.9M | Add +8.0% |
| BABA Alibaba Group Holding-SP ADR | 0.82% | 446,412 | $47.4M | Add +0.0% |
| ENLT Enlight Renewable Energy Ltd. | 0.76% | 2,619,180 | $44.3M | No change |
| KRE SS SPDR S&P Regional Bank | 0.74% | 757,000 | $42.8M | New |
| FIS Fidelity National Info Serv | 0.73% | 507,000 | $42.5M | No change |
| V Visa Inc. Class A | 0.73% | 154,050 | $42.4M | Reduce -33.3% |
| RSPT Invesco S&P 500 Equal Weight | 0.70% | 1,071,300 | $40.4M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 68,331 | $39.3M | Add +174.8% |
| SMH Vaneck Semiconductor ETF | 0.59% | 140,462 | $34.5M | Add +270.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 67,574 | $33.0M | Reduce -22.1% |
| JCI Johnson Controls Internation | 0.49% | 366,764 | $28.6M | No change |
| PERI Perion Network Ltd. | 0.48% | 3,510,913 | $27.7M | No change |
| AMAT Applied Materials Inc. | 0.47% | 134,954 | $27.3M | Reduce -0.4% |
| GXO Gxo Logistics Inc. | 0.41% | 461,197 | $24.0M | Reduce -32.7% |
| SEDG Solaredge Technologies Inc. | 0.40% | 1,003,681 | $23.0M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 0.34% | 234,421 | $19.6M | Reduce -80.8% |
| GLBE Global-E Online Ltd. | 0.33% | 499,503 | $19.2M | Add +24.0% |
| AVGO Broadcom Inc. | 0.29% | 96,373 | $16.6M | Add +97.5% |
| KBE SS SPDR S&P Bank ETF | 0.27% | 300,000 | $15.9M | No change |
| SPNS Sapiens International Corp. | 0.27% | 418,335 | $15.6M | Reduce -14.6% |
| GOOG Alphabet Inc. Class C | 0.27% | 92,054 | $15.4M | Add +0.7% |
| INMD Inmode Ltd. | 0.26% | 899,991 | $15.3M | Reduce -0.1% |
| VOX Vanguard Communication Servi | 0.26% | 102,700 | $15.0M | No change |
| XLY SS Consumer Disc Select Sect | 0.23% | 67,124 | $13.4M | Reduce -20.8% |
| META Meta Platforms Inc. Class A | 0.23% | 23,400 | $13.4M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 65,954 | $12.1M | Add +61.8% |
| FDN First Trust DJ Internet Ind | 0.21% | 57,000 | $12.1M | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.20% | 230,229 | $11.6M | Add +1.9% |
| EWJ iShares MSCI Japan ETF | 0.19% | 153,777 | $11.0M | Add +2.6% |
| KRNT Kornit Digital Ltd. | 0.18% | 405,461 | $10.5M | Reduce -56.0% |
| NYAX Nayax Ltd. | 0.17% | 380,000 | $9.6M | Add +8.6% |
| VCR Vanguard Consumer Discre ETF | 0.15% | 25,300 | $8.6M | No change |
| FEZ State Street SPDR Euro Stoxx | 0.14% | 156,208 | $8.3M | Reduce -4.6% |
| ITRN Ituran Location and Control | 0.13% | 278,150 | $7.5M | Reduce -13.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.13% | 104,404 | $7.5M | Add +1432.2% |
| APP AppLovin Corp. Class A | 0.11% | 50,654 | $6.6M | Reduce -23.6% |
| MSFT Microsoft Corp. | 0.11% | 14,985 | $6.4M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.11% | 7,164 | $6.4M | Add +330.8% |
| URGN Urogen Pharma Ltd. | 0.10% | 463,267 | $5.9M | Reduce -0.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.10% | 110,165 | $5.5M | Reduce -8.4% |
| ADP Automatic Data Processing | 0.09% | 19,527 | $5.4M | Add +5.3% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 41,554 | $4.9M | Add +3.2% |
| BRBR Bellring Brands Inc. | 0.08% | 78,733 | $4.8M | New |
| LOPE Grand Canyon Education Inc. | 0.08% | 33,541 | $4.8M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.08% | 9,059 | $4.7M | No change |
| COR Cencora Inc. | 0.08% | 20,819 | $4.7M | Add +72.5% |
| CYBR Cyberark Software Ltd./Israel | 0.08% | 16,071 | $4.7M | Reduce -2.2% |
| LMT Lockheed Martin Corp. | 0.08% | 7,918 | $4.6M | Add +34.6% |
| ESLT Elbit Systems Ltd. | 0.08% | 22,560 | $4.5M | New |
| CBOE Cboe Global Markets Inc. | 0.08% | 21,859 | $4.5M | Reduce -1.3% |
| ICL Icl Group Ltd. | 0.08% | 1,038,764 | $4.4M | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 12,705 | $4.3M | Add +3.9% |
| AZO AutoZone Inc. | 0.07% | 1,337 | $4.2M | Reduce -1.4% |
| DK Delek US Holdings Inc. | 0.07% | 221,919 | $4.2M | No change |
| CAH Cardinal Health Inc. | 0.07% | 37,559 | $4.2M | Reduce -3.4% |
| RDVY First Trust Rising Dividend | 0.07% | 69,970 | $4.1M | Add +1.8% |
| NBIX Neurocrine Biosciences Inc. | 0.07% | 35,628 | $4.1M | Add +64.2% |
| MCK McKesson Corp. | 0.07% | 8,289 | $4.1M | Reduce -11.7% |
| MEDP Medpace Holdings Inc. | 0.07% | 12,133 | $4.0M | Add +2.9% |
| TDG Transdigm Group Inc. | 0.07% | 2,734 | $3.9M | Add +37.6% |
| INVZ Innoviz Technologies Ltd. | 0.07% | 4,695,559 | $3.9M | Reduce -0.0% |
| EME Emcor Group Inc. | 0.07% | 8,807 | $3.8M | Add +352.1% |
| GD General Dynamics Corp. | 0.07% | 12,542 | $3.8M | Add +40.8% |
| NOC Northrop Grumman Corp. | 0.07% | 7,176 | $3.8M | Add +21.3% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 101,800 | $3.8M | Add +56.6% |
| VOO Vanguard S&P 500 ETF | 0.06% | 6,984 | $3.6M | Add +1.3% |
| CL Colgate-Palmolive Co. | 0.06% | 34,791 | $3.6M | Reduce -4.7% |
| FIX Comfort Systems USA Inc. | 0.06% | 9,197 | $3.6M | New |
| TSLA Tesla Inc. | 0.06% | 13,554 | $3.5M | Reduce -29.6% |
| MSI Motorola Solutions Inc. | 0.06% | 7,759 | $3.5M | Reduce -4.4% |
| GDDY GoDaddy Inc. Class A | 0.06% | 21,350 | $3.3M | Add +50.7% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $3.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 40,800 | $1.2M | Reduce -13.2% |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | 43,800 | $1.2M | Reduce -12.4% |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | 30,000 | $638K | No change |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | 9,875 | $299K | No change |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 460 | $45K | New |
| CEF Sprott Physical Gold and Sil | PHYSICAL GOLD AN · principal | 1,800 | $44K | No change |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 48,826 | $6K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 97 | $5K | New |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | 125,968 | $5K | No change |
Total filed on the 13F, all lines: $5.8B.
Portfolio Sells Q2 2024 → Q3 2024
| VCIT Vanguard Int-Term Corporate | Reduce -80.8% | 0.34% | −1.50 |
| FDX FedEx Corp. | Reduce -98.7% | 0.01% | −0.53 |
| XLE SS Energy Select Sector | Reduce -0.1% | 3.28% | −0.44 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.44 |
| V Visa Inc. Class A | Reduce -33.3% | 0.73% | −0.41 |
| COPX Global X Copper Miners ETF | Sold out | 0.00% | −0.29 |
| TGT Target Corp. | Reduce -99.9% | 0.00% | −0.28 |
| GXO Gxo Logistics Inc. | Reduce -32.7% | 0.41% | −0.24 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -22.1% | 0.57% | −0.21 |
| AMAT Applied Materials Inc. | Reduce -0.4% | 0.47% | −0.13 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -12.4% | 0.93% | −0.11 |
| BKNG Booking Holdings Inc. | Reduce -75.6% | 0.03% | −0.10 |
| PBW Invesco Wilderhill Clean Ene | Reduce -100.0% | 0.00% | −0.08 |
| SEDG Solaredge Technologies Inc. | Reduce -0.7% | 0.40% | −0.08 |
| KRNT Kornit Digital Ltd. | Reduce -56.0% | 0.18% | −0.07 |
| FXR First Trust Indst/Producers | Sold out | 0.00% | −0.07 |
| PINS Pinterest Inc. Class A | Reduce -65.1% | 0.02% | −0.07 |
| VRSN Verisign Inc. | Reduce -99.7% | 0.00% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -56.8% | 0.04% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -20.8% | 0.23% | −0.06 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.06 |
| PLTK Playtika Holding Corp. | Sold out | 0.00% | −0.05 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.05 |
| P Everpure Inc. Class A | Reduce -8.4% | 0.10% | −0.05 |
| INMD Inmode Ltd. | Reduce -0.1% | 0.26% | −0.05 |
| URGN Urogen Pharma Ltd. | Reduce -0.1% | 0.10% | −0.05 |
| SPNS Sapiens International Corp. | Reduce -14.6% | 0.27% | −0.04 |
| FDS Factset Research Systems Inc. | Reduce -97.7% | 0.00% | −0.04 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.04 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.04 |
| ENPH Enphase Energy Inc. | Reduce -92.6% | 0.00% | −0.03 |
| MCK McKesson Corp. | Reduce -11.7% | 0.07% | −0.03 |
| RMD Resmed Inc. | Reduce -45.3% | 0.06% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.03 |
| GNRC Generac Holdings Inc. | Reduce -97.3% | 0.00% | −0.03 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.03 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.03 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.03 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.03 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.03 |
| ITRN Ituran Location and Control | Reduce -13.7% | 0.13% | −0.02 |
| DPZ Domino's Pizza Inc. | Reduce -32.5% | 0.02% | −0.02 |
| MSFT Microsoft Corp. | Reduce -2.8% | 0.11% | −0.02 |
| CROX Crocs Inc. | Reduce -20.3% | 0.04% | −0.02 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -16.8% | 0.05% | −0.02 |
| AUDC Audiocodes Ltd. | Reduce -14.9% | 0.04% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -12.4% | 0.03% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| VGT Vanguard Info Tech ETF | Add +392.5% | 1.66% | +1.30 |
| NVDA Nvidia Corp. | Add +385.5% | 1.02% | +0.79 |
| XLI SS Industrial Select Sector | Add +33.3% | 2.91% | +0.76 |
| KRE SS SPDR S&P Regional Bank | New | 0.74% | +0.74 |
| XLK SS Technology Select Sector | Add +29.3% | 3.98% | +0.61 |
| AAPL Apple Inc. | Add +28.5% | 2.51% | +0.58 |
| XLF SS Financial Select Sector | Add +6.6% | 8.07% | +0.57 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.1% | 5.64% | +0.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +174.8% | 0.68% | +0.42 |
| SMH Vaneck Semiconductor ETF | Add +270.6% | 0.59% | +0.41 |
| XLP SS Consumer Staples Sel Sect | Add +7.3% | 4.13% | +0.25 |
| RSPD Invesco S&P 500 Equal Weight | Add +17.4% | 1.69% | +0.24 |
| PYPL PayPal Holdings Inc. | Add +8.0% | 0.86% | +0.21 |
| BABA Alibaba Group Holding-SP ADR | Add +0.0% | 0.82% | +0.21 |
| KBWP Invesco KBW Property & Casua | Add +5.9% | 2.23% | +0.19 |
| TSEM Tower Semiconductor Ltd. | Add +3.6% | 2.98% | +0.19 |
| XLRE SS Real Estate Select Sector | Add +0.3% | 2.26% | +0.14 |
| AVGO Broadcom Inc. | Add +97.5% | 0.29% | +0.14 |
| SPLV Invesco S&P 500 Low Volatili | Add +1432.2% | 0.13% | +0.12 |
| RTX RTX Corp. | Add +1.6% | 0.88% | +0.10 |
| COST Costco Wholesale Corp. | Add +330.8% | 0.11% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +61.8% | 0.21% | +0.08 |
| BRBR Bellring Brands Inc. | New | 0.08% | +0.08 |
| ESLT Elbit Systems Ltd. | New | 0.08% | +0.08 |
| FIX Comfort Systems USA Inc. | New | 0.06% | +0.06 |
| GLBE Global-E Online Ltd. | Add +24.0% | 0.33% | +0.06 |
| EME Emcor Group Inc. | Add +352.1% | 0.07% | +0.05 |
| NTNX Nutanix Inc. Class A | Add +24133.8% | 0.05% | +0.05 |
| TEAM Atlassian Corp. Class A | Add +8204.1% | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +56.6% | 0.07% | +0.03 |
| LULU Lululemon Athletica Inc. | Add +395.4% | 0.04% | +0.03 |
| COR Cencora Inc. | Add +72.5% | 0.08% | +0.03 |
| LMT Lockheed Martin Corp. | Add +34.6% | 0.08% | +0.03 |
| UBER Uber Technologies Inc. | Add +423.4% | 0.03% | +0.03 |
| DXCM Dexcom Inc. | New | 0.02% | +0.02 |
| NYAX Nayax Ltd. | Add +8.6% | 0.17% | +0.02 |
| MU Micron Technology Inc. | Add +824.3% | 0.03% | +0.02 |
| GDDY GoDaddy Inc. Class A | Add +50.7% | 0.06% | +0.02 |
| RSPT Invesco S&P 500 Equal Weight | Add +9.3% | 0.70% | +0.02 |
| TDG Transdigm Group Inc. | Add +37.6% | 0.07% | +0.02 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | Add +30.9% | 0.05% | +0.02 |
| GD General Dynamics Corp. | Add +40.8% | 0.07% | +0.02 |
| NOC Northrop Grumman Corp. | Add +21.3% | 0.07% | +0.02 |
| NBIX Neurocrine Biosciences Inc. | Add +64.2% | 0.07% | +0.02 |
| PCTY Paylocity Holding Corp. | Add +22.3% | 0.05% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +5.3% | 0.09% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +17.8% | 0.04% | +0.01 |
| AXON Axon Enterprise Inc. | Add +24.4% | 0.03% | +0.01 |
Notes & Other Activity Q2 2024 → Q3 2024
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | Reduce -13.2% | 40,800 | $1.2M |
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | Reduce -12.4% | 43,800 | $1.2M |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | New | 460 | $45K |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | New | 97 | $5K |
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 |