Harel Insurance Investments & Financial Services Ltd.
Long book
$14.74B
Q1 2026
Positions
502
Top-10 weight
45%
concentration
Last quarter
+19.1%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsHarel Insurance Investments & Financial Services Ltd. is an institutional manager, running a $14.74B US long book across 502 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TEVA PHARMACEUTICAL-SP ADR, NOVA LTD, ALPHABET INC-CL A, NVIDIA CORP, APPLE INC.
Over the last 9 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.0%
Q2 2024
+5.7%
Q3 2024
+0.4%
Q4 2024
-4.0%
Q1 2025
+12.4%
Q2 2025
+10.0%
Q3 2025
+7.9%
Q4 2025
-0.1%
Q1 2026
+19.1%
Sector allocation
Technology 57%
Other 16%
Industrials 11%
Consumer discretionary 9%
Utilities 4%
Financials 3%
Services media 0%
Healthcare 0%
Long book by quarter
What does Harel Insurance own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVMI NOVA LTD | Other | 2.2M | $940.7M | 6.4% | +47.5% |
| GOOGL ALPHABET INC-CL A | Technology | 2.5M | $713.8M | 4.8% | +57.3% |
| NVDA NVIDIA CORP | Technology | 4.1M | $711.2M | 4.8% | +130.4% |
| AAPL APPLE INC | Technology | 2.3M | $589.0M | 4.0% | +552.5% |
| MSFT MICROSOFT CORP | Technology | 1.4M | $502.1M | 3.4% | +138.8% |
| PANW PALO ALTO NETWORKS INC | Technology | 2.8M | $442.8M | 3.0% | +1665.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.0M | $406.4M | 2.8% | +50.3% |
| META META PLATFORMS INC-CLASS A | Technology | 670.0K | $383.3M | 2.6% | +268.2% |
| TSEM TOWER SEMICONDUCTOR LTD | Technology | 2.0M | $349.2M | 2.4% | -14.2% |
| CAMT CAMTEK LTD | Other | 2.3M | $349.0M | 2.4% | +38.2% |
| ESLT ELBIT SYSTEMS LTD | Industrials | 269.6K | $228.9M | 1.6% | +206.1% |
| AVGO BROADCOM INC | Technology | 736.5K | $228.0M | 1.5% | +61.4% |
| GE GENERAL ELECTRIC | Industrials | 662.7K | $188.3M | 1.3% | +44.5% |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | Utilities | 2.7M | $184.4M | 1.3% | -0.8% |
| SNOW SNOWFLAKE INC | Technology | 1.2M | $176.7M | 1.2% | +76.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 201.1K | $170.1M | 1.2% | +27.0% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 722.1K | $163.2M | 1.1% | 0.0% |
| DDOG DATADOG INC - CLASS A | Technology | 1.3M | $156.8M | 1.1% | +26.5% |
| LRCX LAM RESEARCH CORP | Industrials | 732.4K | $156.6M | 1.1% | +6106.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 154.4K | $153.9M | 1.0% | +2432.0% |
| WMT WALMART INC | Consumer discretionary | 1.1M | $141.8M | 1.0% | +1352.0% |
| MDB MONGODB INC | Technology | 550.0K | $134.6M | 0.9% | +55.0% |
| ORA ORMAT TECHNOLOGIES INC | Utilities | 1.1M | $128.5M | 0.9% | +32.7% |
| ORCL ORACLE CORP | Technology | 592.3K | $87.1M | 0.6% | +109.2% |
| GLBE GLOBAL-E ONLINE LTD | Technology | 2.0M | $63.0M | 0.4% | Held |
| ETOR ETORO GROUP LTD-A | Financials | 2.0M | $59.7M | 0.4% | +61.9% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 579.0K | $57.3M | 0.4% | Held |
| PERI PERION NETWORK LTD | Technology | 3.5M | $34.8M | 0.2% | Held |
| RTX RTX CORP | Industrials | 142.7K | $27.5M | 0.2% | +43.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 44.1K | $26.7M | 0.2% | +41.3% |
| MBLY MOBILEYE GLOBAL INC-A | Technology | 3.6M | $24.6M | 0.2% | +24.5% |
| BA BOEING CO/THE | Industrials | 123.7K | $24.6M | 0.2% | +39.7% |
| NYAX NAYAX LTD | Technology | 380.0K | $21.3M | 0.1% | Held |
| NOC NORTHROP GRUMMAN CORP | Technology | 27.1K | $18.5M | 0.1% | +41.2% |
| GD GENERAL DYNAMICS CORP | Industrials | 50.8K | $17.4M | 0.1% | +39.8% |
| HWM HOWMET AEROSPACE INC | Industrials | 75.0K | $17.3M | 0.1% | +38.6% |
| COHR COHERENT CORP | Other | 55.6K | $13.2M | 0.1% | +371.2% |
| TDG TRANSDIGM GROUP INC | Industrials | 10.6K | $12.2M | 0.1% | +39.4% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 34.9K | $12.1M | 0.1% | +38.8% |
| GOOG ALPHABET INC-CL C | Technology | 41.5K | $11.9M | 0.1% | +3.7% |
| CAT CATERPILLAR INC | Industrials | 16.1K | $11.4M | 0.1% | +39253.7% |
| ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 391.8K | $10.3M | 0.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 60.0K | $10.2M | 0.1% | +15.5% |
| TSLA TESLA INC | Industrials | 27.2K | $10.1M | 0.1% | +137.8% |
| NYT NEW YORK TIMES CO-A | Other | 112.5K | $9.4M | 0.1% | +40.2% |
| RNG RINGCENTRAL INC-CLASS A | Technology | 248.7K | $9.3M | 0.1% | -11.3% |
| FFIV F5 INC | Technology | 30.8K | $8.9M | 0.1% | +34.0% |
| CVX CHEVRON CORP | Energy | 41.8K | $8.6M | 0.1% | +19.0% |
| V VISA INC-CLASS A SHARES | Services media | 27.3K | $8.3M | 0.1% | -7.4% |
| VRSN VERISIGN INC | Technology | 33.0K | $8.2M | 0.1% | -13.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 509 | $14.75B | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 435 | $11.55B | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 469 | $11.13B | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 437 | $8.74B | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 481 | $7.64B | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 474 | $6.11B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 493 | $5.80B | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 547 | $5.31B | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 539 | $5.16B | $K fixed canonical | SEC ↗ |
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