Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Harel Insurance Investments & Financial Services Ltd. has $5.80 million in total holdings as of September 30, 2024.
Harel Insurance Investments & Financial Services Ltd. owns shares of 493 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 9.33% of the portfolio was purchased this quarter.
About 5.57% of the portfolio was sold this quarter.
This quarter, Harel Insurance Investments & Financial Services Ltd. has purchased 547 new stocks and bought additional shares in 147 stocks.
Harel Insurance Investments & Financial Services Ltd. sold shares of 191 stocks and completely divested from 100 stocks this quarter.

Largest Holdings

Financial Select Sector SPDR Fund: $468,075
Health Care Select Sector SPDR Fund: $448,101
Utilities Select Sector SPDR Fund: $327,181
Global X U.S. Infrastructure Development ETF: $281,279
Nova: $241,197

Largest New Holdings this Quarter

SPDR S&P Regional Banking ETF: $42,846 Holding
BellRing Brands: $4,781 Holding
Elbit Systems: $4,514 Holding
Comfort Systems USA: $3,590 Holding
DexCom: $1,249 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 130,693 shares (about $76.74K)
Technology Select Sector SPDR Fund: 231,565 shares (about $52.28K)
NVIDIA: 387,896 shares (about $47.11K)
SPDR S&P Regional Banking ETF: 757,000 shares (about $42.85K)
Industrial Select Sector SPDR Fund: 311,306 shares (about $42.16K)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 986,150 shares (about $82.59K)
FedEx: 92,823 shares (about $25.39K)
Visa: 77,034 shares (about $21.18K)
Target: 100,180 shares (about $15.14K)
Kornit Digital: 516,638 shares (about $13.35K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XLF Financial Select Sector SPDR Fund	$468,075	$29,008 ▲	6.6%	10,328,231	8.1%	ETF
XLV Health Care Select Sector SPDR Fund	$448,101	$13,208 ▲	3.0%	2,909,369	7.7%	ETF
XLU Utilities Select Sector SPDR Fund	$327,181	$429 ▲	0.1%	4,050,269	5.6%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$281,279		0.0%	6,833,801	4.8%	ETF
NVMI Nova	$241,197		0.0%	1,157,710	4.2%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$239,358	$16,175 ▲	7.2%	2,883,835	4.1%	ETF
XLK Technology Select Sector SPDR Fund	$230,884	$52,278 ▲	29.3%	1,022,706	4.0%	ETF
VHT Vanguard Health Care ETF	$214,919		0.0%	759,229	3.7%	ETF
XLE Energy Select Sector SPDR Fund	$190,080	$253 ▼	-0.1%	2,165,516	3.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$186,979	$5 ▲	0.0%	2,068,350	3.2%	ETF
TSEM Tower Semiconductor	$172,609	$6,055 ▲	3.6%	3,899,897	3.0%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$168,853	$42,163 ▲	33.3%	1,246,701	2.9%	ETF
AAPL Apple	$145,515	$32,288 ▲	28.5%	624,531	2.5%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$130,829	$359 ▲	0.3%	2,928,797	2.3%	ETF
KBWP Invesco KBW Property & Casualty Insurance ETF	$129,127	$7,222 ▲	5.9%	1,117,500	2.2%	ETF
GOOGL Alphabet	$127,250	$31 ▲	0.0%	767,257	2.2%	Computer and Technology
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$125,565		0.0%	3,801,546	2.2%	Finance
AMZN Amazon.com	$108,877	$3,360 ▲	3.2%	584,326	1.9%	Retail/Wholesale
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$97,910	$14,534 ▲	17.4%	1,878,902	1.7%	ETF
VGT Vanguard Information Technology ETF	$96,297	$76,743 ▲	392.5%	163,993	1.7%	ETF
EPI WisdomTree India Earnings Fund	$81,821	$3,103 ▲	3.9%	1,621,500	1.4%	Finance
CAMT Camtek	$70,441		0.0%	882,165	1.2%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$67,335	$5 ▼	0.0%	698,651	1.2%	ETF
FXG First Trust Consumer Staples AlphaDEX Fund	$61,905		0.0%	906,000	1.1%	ETF
XME SPDR S&P Metals & Mining ETF	$59,610		0.0%	935,500	1.0%	ETF
NVDA NVIDIA	$59,328	$47,109 ▲	385.5%	488,509	1.0%	Computer and Technology
MA Mastercard	$54,192	$7,683 ▼	-12.4%	109,745	0.9%	Business Services
RSPM Invesco S&P 500 Equal Weight Materials ETF	$52,693		0.0%	1,410,000	0.9%	ETF
RTX RTX	$50,996	$796 ▲	1.6%	420,897	0.9%	Aerospace
PYPL PayPal	$49,868	$3,671 ▲	7.9%	639,088	0.9%	Computer and Technology
BABA Alibaba Group	$47,373	$11 ▲	0.0%	446,412	0.8%	Retail/Wholesale
ENLT Enlight Renewable Energy	$44,264		0.0%	2,619,180	0.8%	Oils/Energy
KRE SPDR S&P Regional Banking ETF	$42,846	$42,846 ▲	New Holding	757,000	0.7%	ETF
FIS Fidelity National Information Services	$42,461		0.0%	507,000	0.7%	Business Services
V Visa	$42,356	$21,180 ▼	-33.3%	154,050	0.7%	Business Services
RSPT Invesco S&P 500 Equal Weight Technology ETF	$40,388	$3,442 ▲	9.3%	1,071,300	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$39,256	$24,972 ▲	174.8%	68,331	0.7%	Finance
SMH VanEck Semiconductor ETF	$34,476	$25,173 ▲	270.6%	140,462	0.6%	Manufacturing
QQQ Invesco QQQ	$33,008	$9,362 ▼	-22.1%	67,574	0.6%	Finance
JCI Johnson Controls International	$28,566		0.0%	366,764	0.5%	Construction
PERI Perion Network	$27,666		0.0%	3,510,913	0.5%	Computer and Technology
AMAT Applied Materials	$27,267	$101 ▼	-0.4%	134,954	0.5%	Computer and Technology
GXO GXO Logistics	$24,015	$11,668 ▼	-32.7%	461,197	0.4%	Transportation
SEDG SolarEdge Technologies	$22,994	$161 ▼	-0.7%	1,003,681	0.4%	Oils/Energy
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$19,632	$82,587 ▼	-80.8%	234,421	0.3%	ETF
GLBE Global-E Online	$19,201	$3,714 ▲	24.0%	499,503	0.3%	Retail/Wholesale
AVGO Broadcom	$16,648	$15,805 ▲	1,874.5%	96,373	0.3%	Computer and Technology
KBE SPDR S&P Bank ETF	$15,867		0.0%	300,000	0.3%	ETF
SPNS Sapiens International	$15,591	$2,660 ▼	-14.6%	418,335	0.3%	Computer and Technology
GOOG Alphabet	$15,390	$107 ▲	0.7%	92,054	0.3%	Computer and Technology
INMD InMode	$15,255	$12 ▼	-0.1%	899,991	0.3%	Medical
VOX Vanguard Communication Services ETF	$14,972		0.0%	102,700	0.3%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$13,450	$3,527 ▼	-20.8%	67,124	0.2%	Finance
META Meta Platforms	$13,395	$22 ▼	-0.2%	23,400	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$12,102	$4,622 ▲	61.8%	65,954	0.2%	ETF
FDN First Trust Dow Jones Internet Index Fund	$12,074		0.0%	57,000	0.2%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$11,610	$213 ▲	1.9%	230,229	0.2%	Manufacturing
EWJ iShares MSCI Japan ETF	$11,001	$276 ▲	2.6%	153,777	0.2%	ETF
KRNT Kornit Digital	$10,475	$13,347 ▼	-56.0%	405,461	0.2%	Industrial Products
NYAX Nayax	$9,580	$756 ▲	8.6%	380,000	0.2%	Business Services
VCR Vanguard Consumer Discretionary ETF	$8,630		0.0%	25,300	0.1%	ETF
FEZ SPDR EURO STOXX 50 ETF	$8,316	$404 ▼	-4.6%	156,208	0.1%	ETF
ITRN Ituran Location and Control	$7,491	$1,186 ▼	-13.7%	278,150	0.1%	Industrial Products
SPLV Invesco S&P 500 Low Volatility ETF	$7,488	$6,999 ▲	1,432.2%	104,404	0.1%	ETF
APPLOVIN CORP	$6,613	$2,047 ▼	-23.6%	50,654	0.1%	COM CL A
MSFT Microsoft	$6,447	$183 ▼	-2.8%	14,985	0.1%	Computer and Technology
COST Costco Wholesale	$6,351	$4,877 ▲	330.8%	7,164	0.1%	Retail/Wholesale
URGN UroGen Pharma	$5,883	$4 ▼	-0.1%	463,267	0.1%	Medical
PSTG Pure Storage	$5,535	$507 ▼	-8.4%	110,165	0.1%	Computer and Technology
ADP Automatic Data Processing	$5,410	$272 ▲	5.3%	19,527	0.1%	Business Services
ACWI iShares MSCI ACWI ETF	$4,949	$155 ▲	3.2%	41,554	0.1%	Manufacturing
BRBR BellRing Brands	$4,781	$4,781 ▲	New Holding	78,733	0.1%	Medical
LOPE Grand Canyon Education	$4,758	$24 ▼	-0.5%	33,541	0.1%	Consumer Discretionary
ADBE Adobe	$4,691		0.0%	9,059	0.1%	Computer and Technology
COR Cencora	$4,686	$1,970 ▲	72.5%	20,819	0.1%	Medical
CYBR CyberArk Software	$4,686	$104 ▼	-2.2%	16,071	0.1%	Computer and Technology
LMT Lockheed Martin	$4,629	$1,190 ▲	34.6%	7,918	0.1%	Aerospace
ESLT Elbit Systems	$4,514	$4,514 ▲	New Holding	22,560	0.1%	Aerospace
CBOE Cboe Global Markets	$4,478	$60 ▼	-1.3%	21,859	0.1%	Financial Services
ICL ICL Group	$4,415		0.0%	1,038,764	0.1%	Basic Materials
PANW Palo Alto Networks	$4,343	$163 ▲	3.9%	12,705	0.1%	Computer and Technology
AZO AutoZone	$4,212	$60 ▼	-1.4%	1,337	0.1%	Retail/Wholesale
DK Delek US	$4,161		0.0%	221,919	0.1%	Oils/Energy
CAH Cardinal Health	$4,151	$148 ▼	-3.4%	37,559	0.1%	Medical
RDVY First Trust NASDAQ Rising Dividend Achievers	$4,143	$72 ▲	1.8%	69,970	0.1%	Manufacturing
NBIX Neurocrine Biosciences	$4,105	$1,606 ▲	64.2%	35,628	0.1%	Medical
MCK McKesson	$4,101	$542 ▼	-11.7%	8,289	0.1%	Medical
MEDP Medpace	$4,050	$113 ▲	2.9%	12,133	0.1%	Medical
TDG TransDigm Group	$3,902	$1,066 ▲	37.6%	2,734	0.1%	Aerospace
INVZ Innoviz Technologies	$3,887	$1 ▼	0.0%	4,695,559	0.1%	Auto/Tires/Trucks
EME EMCOR Group	$3,792	$2,953 ▲	352.1%	8,807	0.1%	Construction
GD General Dynamics	$3,790	$1,099 ▲	40.8%	12,542	0.1%	Aerospace
NOC Northrop Grumman	$3,789	$664 ▲	21.3%	7,176	0.1%	Aerospace
PALANTIR TECHNOLOGIES INC	$3,787	$1,369 ▲	56.6%	101,800	0.1%	CL A
VOO Vanguard S&P 500 ETF	$3,648	$47 ▲	1.3%	6,984	0.1%	ETF
CL Colgate-Palmolive	$3,612	$179 ▼	-4.7%	34,791	0.1%	Consumer Staples
FIX Comfort Systems USA	$3,590	$3,590 ▲	New Holding	9,197	0.1%	Construction
TSLA Tesla	$3,546	$1,492 ▼	-29.6%	13,554	0.1%	Auto/Tires/Trucks
MSI Motorola Solutions	$3,489	$160 ▼	-4.4%	7,759	0.1%	Computer and Technology
GDDY GoDaddy	$3,347	$1,127 ▲	50.7%	21,350	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarel Insurance Investments & Financial Services Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools