Harel Insurance Investments & Financial Services Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Harel Insurance Investments & Financial Services Ltd. reported 464 stock positions worth $6.1 billion. Its top holding was SS Financial Select Sector (XLF) at 8.2% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 6.9%) and SS Health Care Select Sector (XLV, 6.6%). Compared with Q3 2024, it opened 41 new positions, sold out of 62, added to 128 and reduced 193. The biggest buy was Vanguard Info Tech ETF (VGT, shares +311%) and the biggest sale St Sr Utl SL SE SPDR ETF-Usd (XLU, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Gan, L3
- CIK
- 0001429390
- Portfolio Value
- $6.1B (Q4 2024)
- SEC Filing
- 0001178913-25-000185 ↗ filed Jan 21, 2025
Holdings Value
Holdings 464 stocks · $6.1B
| XLF SS Financial Select Sector | 8.18% | 10,327,698 | $499.1M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 6.87% | 674,791 | $419.6M | Add +311.5% |
| XLV SS Health Care Select Sector | 6.55% | 2,908,109 | $400.1M | Reduce -0.0% |
| XLK SS Technology Select Sector | 6.50% | 1,705,408 | $396.5M | Add +66.8% |
| PAVE Global X US Infrastructure | 4.54% | 6,834,131 | $276.9M | Add +0.0% |
| NVMI Nova Ltd. | 3.77% | 1,169,625 | $230.4M | Add +1.0% |
| XLP SS Consumer Staples Sel Sect | 3.71% | 2,880,692 | $226.4M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 3.28% | 2,069,611 | $200.4M | Add +0.1% |
| VHT Vanguard Health Care ETF | 3.16% | 759,229 | $192.6M | No change |
| XLE SS Energy Select Sector | 3.04% | 2,164,882 | $185.4M | Reduce -0.0% |
| TSEM Tower Semiconductor Ltd. | 2.99% | 3,544,897 | $182.6M | Reduce -9.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.89% | 2,329,763 | $176.3M | Reduce -42.5% |
| AAPL Apple Inc. | 2.57% | 626,881 | $157.0M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.37% | 764,672 | $144.8M | Reduce -0.3% |
| KBWP Invesco KBW Property & Casua | 2.13% | 1,117,500 | $129.7M | No change |
| AMZN Amazon.com Inc. | 2.09% | 581,765 | $127.6M | Reduce -0.4% |
| RSPD Invesco S&P 500 Equal Weight | 1.75% | 1,999,771 | $106.8M | Add +6.4% |
| SMH Vaneck Semiconductor ETF | 1.36% | 343,206 | $83.1M | Add +144.3% |
| XLI SS Industrial Select Sector | 1.34% | 621,543 | $81.9M | Reduce -50.1% |
| CAMT Camtek Ltd. | 1.28% | 963,874 | $77.9M | Add +9.3% |
| EPI Wisdomtree India Earnings | 1.20% | 1,621,500 | $73.4M | No change |
| XLRE SS Real Estate Select Sector | 1.08% | 1,626,991 | $66.2M | Reduce -44.5% |
| KBE SS SPDR S&P Bank ETF | 1.06% | 1,170,000 | $64.9M | Add +290.0% |
| NVDA Nvidia Corp. | 1.05% | 476,484 | $64.0M | Reduce -2.5% |
| PYPL PayPal Holdings Inc. | 0.95% | 681,068 | $58.1M | Add +6.6% |
| FXG First Trust Consumer Staples | 0.95% | 906,000 | $58.0M | No change |
| MA Mastercard Inc. Class A | 0.95% | 109,880 | $57.9M | Add +0.1% |
| XME SS SPDR S&P Metals Mining | 0.87% | 935,500 | $53.1M | No change |
| RTX RTX Corp. | 0.84% | 441,079 | $51.0M | Add +4.8% |
| V Visa Inc. Class A | 0.83% | 160,086 | $50.6M | Add +3.9% |
| OIH Vaneck Oil Services ETF | 0.77% | 174,000 | $47.2M | New |
| RSPM Invesco S&P 500 Equal Weight | 0.75% | 1,410,000 | $45.9M | No change |
| KRE SS SPDR S&P Regional Bank | 0.75% | 757,000 | $45.7M | No change |
| ENLT Enlight Renewable Energy Ltd. | 0.74% | 2,619,180 | $45.2M | No change |
| FIS Fidelity National Info Serv | 0.67% | 507,000 | $41.0M | No change |
| KBWB Invesco KBW Bank ETF | 0.66% | 620,480 | $40.5M | Add +129166.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 68,859 | $40.4M | Add +0.8% |
| RSPT Invesco S&P 500 Equal Weight | 0.66% | 1,071,300 | $40.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.62% | 448,731 | $38.0M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 67,614 | $34.6M | Add +0.1% |
| CRM Salesforce Inc. | 0.51% | 93,467 | $31.3M | Add +7486.6% |
| NOW ServiceNow Inc. | 0.51% | 29,104 | $30.9M | Add +29298.0% |
| PERI Perion Network Ltd. | 0.49% | 3,510,913 | $29.7M | No change |
| JCI Johnson Controls Internation | 0.46% | 356,264 | $28.2M | Reduce -2.9% |
| ADBE Adobe Inc. | 0.46% | 62,788 | $27.9M | Add +593.1% |
| GLBE Global-E Online Ltd. | 0.45% | 499,503 | $27.2M | No change |
| ORCL Oracle Corp. | 0.41% | 149,974 | $25.0M | Add +6613.3% |
| ICE Intercontinental Exchange Inc. | 0.41% | 166,498 | $24.8M | New |
| AMAT Applied Materials Inc. | 0.36% | 135,208 | $22.0M | Add +0.2% |
| GXO Gxo Logistics Inc. | 0.32% | 448,472 | $19.5M | Reduce -2.8% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 234,421 | $18.8M | No change |
| AVGO Broadcom Inc. | 0.30% | 79,582 | $18.5M | Reduce -17.4% |
| VOX Vanguard Communication Servi | 0.26% | 102,700 | $15.9M | No change |
| GOOG Alphabet Inc. Class C | 0.26% | 82,883 | $15.8M | Reduce -10.0% |
| XLY SS Consumer Disc Select Sect | 0.25% | 67,085 | $15.1M | Reduce -0.1% |
| INMD Inmode Ltd. | 0.25% | 899,991 | $15.0M | No change |
| META Meta Platforms Inc. Class A | 0.24% | 25,268 | $14.8M | Add +8.0% |
| FDN First Trust DJ Internet Ind | 0.23% | 57,000 | $13.9M | No change |
| SEDG Solaredge Technologies Inc. | 0.23% | 1,011,760 | $13.8M | Add +0.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.19% | 234,084 | $11.6M | Add +1.7% |
| SPNS Sapiens International Corp. | 0.18% | 418,335 | $11.2M | No change |
| NYAX Nayax Ltd. | 0.18% | 380,000 | $11.1M | No change |
| EWJ iShares MSCI Japan ETF | 0.17% | 154,806 | $10.4M | Add +0.7% |
| VCR Vanguard Consumer Discre ETF | 0.16% | 25,300 | $9.5M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 48,519 | $9.0M | Reduce -26.4% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.14% | 140,043 | $8.6M | Add +27.1% |
| PINS Pinterest Inc. Class A | 0.14% | 296,033 | $8.6M | Add +699.4% |
| BAH Booz Allen Hamilton Holdings | 0.13% | 59,293 | $7.6M | New |
| NBIX Neurocrine Biosciences Inc. | 0.12% | 54,425 | $7.4M | Add +52.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.12% | 105,404 | $7.4M | Add +1.0% |
| INVZ Innoviz Technologies Ltd. | 0.12% | 4,388,959 | $7.4M | Reduce -6.5% |
| FEZ State Street SPDR Euro Stoxx | 0.12% | 152,978 | $7.4M | Reduce -2.1% |
| LOPE Grand Canyon Education Inc. | 0.12% | 44,786 | $7.3M | Add +33.5% |
| ITRN Ituran Location and Control | 0.12% | 230,459 | $7.3M | Reduce -17.1% |
| PCTY Paylocity Holding Corp. | 0.12% | 36,315 | $7.2M | Add +91.9% |
| EME Emcor Group Inc. | 0.11% | 14,918 | $6.8M | Add +69.4% |
| COST Costco Wholesale Corp. | 0.11% | 7,145 | $6.5M | Reduce -0.3% |
| RNG Ringcentral Inc. Class A | 0.11% | 185,205 | $6.5M | Add +106.9% |
| BRBR Bellring Brands Inc. | 0.10% | 82,598 | $6.2M | Add +4.9% |
| MCK McKesson Corp. | 0.10% | 10,685 | $6.1M | Add +28.9% |
| LMT Lockheed Martin Corp. | 0.10% | 12,390 | $6.0M | Add +56.5% |
| ESLT Elbit Systems Ltd. | 0.10% | 22,560 | $5.8M | No change |
| ADP Automatic Data Processing | 0.09% | 19,320 | $5.7M | Reduce -1.1% |
| LYFT LYFT Inc. Class A | 0.09% | 424,384 | $5.5M | Add +10225.6% |
| GD General Dynamics Corp. | 0.09% | 20,770 | $5.5M | Add +65.6% |
| TDG Transdigm Group Inc. | 0.09% | 4,245 | $5.4M | Add +55.3% |
| CYBR Cyberark Software Ltd./Israel | 0.09% | 16,074 | $5.4M | Add +0.0% |
| CAH Cardinal Health Inc. | 0.08% | 43,819 | $5.2M | Add +16.7% |
| MEDP Medpace Holdings Inc. | 0.08% | 15,543 | $5.2M | Add +28.1% |
| NOC Northrop Grumman Corp. | 0.08% | 11,000 | $5.2M | Add +53.3% |
| ICL Icl Group Ltd. | 0.08% | 1,038,764 | $5.1M | No change |
| NTNX Nutanix Inc. Class A | 0.08% | 81,823 | $5.0M | Add +65.5% |
| URGN Urogen Pharma Ltd. | 0.08% | 463,267 | $4.9M | No change |
| COR Cencora Inc. | 0.08% | 21,517 | $4.8M | Add +3.4% |
| CBOE Cboe Global Markets Inc. | 0.07% | 22,415 | $4.4M | Add +2.5% |
| AZO AutoZone Inc. | 0.07% | 1,347 | $4.3M | Add +0.8% |
| TSLA Tesla Inc. | 0.07% | 10,662 | $4.3M | Reduce -21.3% |
| RDVY First Trust Rising Dividend | 0.07% | 69,970 | $4.1M | No change |
| DK Delek US Holdings Inc. | 0.07% | 221,919 | $4.1M | No change |
| FTNT Fortinet Inc. | 0.06% | 41,049 | $3.9M | Add +12.6% |
Options reported separately and not counted above: SYTAW calls ($6K), TBLAW calls ($0).
Other holdings (8): bonds, preferreds, convertibles and warrants · $3.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| FALN iShares Fallen Angels ETF | FALN ANGLS USD · principal | 43,800 | $1.2M | No change |
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 40,800 | $1.2M | No change |
| EBND State Street SPDR Bloomberg | SST SPDR BLOOMBE · principal | 30,000 | $586K | No change |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | 9,875 | $295K | No change |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | 460 | $43K | No change |
| CEF Sprott Physical Gold and Sil | PHYSICAL GOLD AN · principal | 1,800 | $43K | No change |
| IBIT iShares Bitcoin Trust ETF | SHS BEN INT · principal | 730 | $39K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | ISHS 1-5YR INVS · principal | 97 | $5K | No change |
Total filed on the 13F, all lines: $6.1B.
Portfolio Sells Q3 2024 → Q4 2024
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -42.5% | 2.89% | −2.75 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Sold out | 0.00% | −2.17 |
| XLI SS Industrial Select Sector | Reduce -50.1% | 1.34% | −1.57 |
| XLV SS Health Care Select Sector | Reduce -0.0% | 6.55% | −1.17 |
| XLRE SS Real Estate Select Sector | Reduce -44.5% | 1.08% | −1.17 |
| XLB SS Materials Select Sector | Reduce -99.5% | 0.01% | −1.16 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.1% | 3.71% | −0.42 |
| XLE SS Energy Select Sector | Reduce -0.0% | 3.04% | −0.24 |
| KRNT Kornit Digital Ltd. | Sold out | 0.00% | −0.18 |
| APP AppLovin Corp. Class A | Reduce -98.3% | 0.00% | −0.11 |
| GXO Gxo Logistics Inc. | Reduce -2.8% | 0.32% | −0.09 |
| MSFT Microsoft Corp. | Reduce -65.6% | 0.04% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -94.1% | 0.00% | −0.07 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.06 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -26.4% | 0.15% | −0.06 |
| RMD Resmed Inc. | Reduce -98.5% | 0.00% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -92.2% | 0.00% | −0.06 |
| DOCU Docusign Inc. | Reduce -99.7% | 0.00% | −0.05 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.05 |
| GDDY GoDaddy Inc. Class A | Reduce -94.2% | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -82.8% | 0.01% | −0.05 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.04 |
| ACWI iShares MSCI Acwi ETF | Reduce -48.4% | 0.04% | −0.04 |
| AUDC Audiocodes Ltd. | Sold out | 0.00% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -93.6% | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -94.0% | 0.00% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -82.5% | 0.01% | −0.04 |
| JCI Johnson Controls Internation | Reduce -2.9% | 0.46% | −0.03 |
| DIS The Walt Disney Co. | Reduce -96.6% | 0.00% | −0.03 |
| COP Conocophillips | Reduce -76.8% | 0.01% | −0.03 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.02 |
| FEZ State Street SPDR Euro Stoxx | Reduce -2.1% | 0.12% | −0.02 |
| TJX TJX Companies Inc. | Reduce -89.5% | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.02 |
| TEAM Atlassian Corp. Class A | Reduce -56.5% | 0.03% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -62.5% | 0.05% | −0.02 |
| WMT Walmart Inc. | Reduce -72.4% | 0.01% | −0.02 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.02 |
| FSLR First Solar Inc. | Reduce -96.0% | 0.00% | −0.02 |
| IT Gartner Inc. | Sold out | 0.00% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -40.7% | 0.02% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -69.1% | 0.00% | −0.01 |
| NVR NVR Inc. | Sold out | 0.00% | −0.01 |
| ITRN Ituran Location and Control | Reduce -17.1% | 0.12% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -77.3% | 0.00% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -1.2% | 0.03% | −0.01 |
| CVX Chevron Corp. | Reduce -92.2% | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VGT Vanguard Info Tech ETF | Add +311.5% | 6.87% | +5.21 |
| XLK SS Technology Select Sector | Add +66.8% | 6.50% | +2.51 |
| KBE SS SPDR S&P Bank ETF | Add +290.0% | 1.06% | +0.79 |
| OIH Vaneck Oil Services ETF | New | 0.77% | +0.77 |
| SMH Vaneck Semiconductor ETF | Add +144.3% | 1.36% | +0.77 |
| KBWB Invesco KBW Bank ETF | Add +129166.7% | 0.66% | +0.66 |
| CRM Salesforce Inc. | Add +7486.6% | 0.51% | +0.51 |
| NOW ServiceNow Inc. | Add +29298.0% | 0.51% | +0.50 |
| ICE Intercontinental Exchange Inc. | New | 0.41% | +0.41 |
| ORCL Oracle Corp. | Add +6613.3% | 0.41% | +0.40 |
| ADBE Adobe Inc. | Add +593.1% | 0.46% | +0.38 |
| BAH Booz Allen Hamilton Holdings | New | 0.13% | +0.13 |
| PINS Pinterest Inc. Class A | Add +699.4% | 0.14% | +0.12 |
| V Visa Inc. Class A | Add +3.9% | 0.83% | +0.10 |
| PYPL PayPal Holdings Inc. | Add +6.6% | 0.95% | +0.09 |
| LYFT LYFT Inc. Class A | Add +10225.6% | 0.09% | +0.09 |
| PCTY Paylocity Holding Corp. | Add +91.9% | 0.12% | +0.06 |
| AAPL Apple Inc. | Add +0.4% | 2.57% | +0.06 |
| RSPD Invesco S&P 500 Equal Weight | Add +6.4% | 1.75% | +0.06 |
| CAMT Camtek Ltd. | Add +9.3% | 1.28% | +0.06 |
| RNG Ringcentral Inc. Class A | Add +106.9% | 0.11% | +0.06 |
| XLC SS Comm Select Sector SPDR | Add +0.1% | 3.28% | +0.06 |
| NBIX Neurocrine Biosciences Inc. | Add +52.8% | 0.12% | +0.05 |
| EME Emcor Group Inc. | Add +69.4% | 0.11% | +0.05 |
| P Everpure Inc. Class A | Add +27.1% | 0.14% | +0.05 |
| LOPE Grand Canyon Education Inc. | Add +33.5% | 0.12% | +0.04 |
| WIX Wix.com Ltd. | Add +1439.4% | 0.04% | +0.04 |
| IHI iShares U.S. Medical Devices | Add +263.1% | 0.05% | +0.03 |
| NTNX Nutanix Inc. Class A | Add +65.5% | 0.08% | +0.03 |
| AXON Axon Enterprise Inc. | Add +56.2% | 0.06% | +0.03 |
| MCK McKesson Corp. | Add +28.9% | 0.10% | +0.03 |
| GD General Dynamics Corp. | Add +65.6% | 0.09% | +0.02 |
| LDOS Leidos Holdings Inc. | Add +2138.7% | 0.02% | +0.02 |
| TDG Transdigm Group Inc. | Add +55.3% | 0.09% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +51.2% | 0.06% | +0.02 |
| BRBR Bellring Brands Inc. | Add +4.9% | 0.10% | +0.02 |
| NOC Northrop Grumman Corp. | Add +53.3% | 0.08% | +0.02 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +56.5% | 0.10% | +0.02 |
| FTNT Fortinet Inc. | Add +12.6% | 0.06% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +28.1% | 0.08% | +0.01 |
| DDOG Datadog Inc. Class A | Add +31.8% | 0.04% | +0.01 |
| CAH Cardinal Health Inc. | Add +16.7% | 0.08% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.95% | +0.01 |
| TBLU Managed Portfolio Series | New | 0.01% | +0.01 |
| RKLB Rocket Lab USA Inc. | Add +52.8% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +166.7% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.0% | 0.24% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +189.8% | 0.02% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +51.9% | 0.05% | +0.01 |
Options Activity Q3 2024 → Q4 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | SHS BEN INT · principal | New | 730 | $39K |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | Sold out | 48,826 | $6Kbefore exit |
| SYTAW Siyata Mobile Inc. -CW25 | *W EXP 09/24/202 | Sold out | 125,968 | $5Kbefore 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 |