1y return+18.9%S&P 500 +20.9%
3y return+58.2%S&P 500 +68.5%
5y return+43.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $160 against $200 in the S&P 500.2
Bank Hapoalim BmS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $474K | 32.5% | +55604.5% |
| IVVIshares Tr | $199K | 13.7% | New |
| SPYState Str Spdr S&p 500 Etf T | $106K | 7.3% | +30.8% |
| VOOVanguard Index Fds | $91K | 6.2% | −14.7% |
| LQDIshares Tr | $50K | 3.5% | +150.7% |
| QQQInvesco Qqq Tr | $44K | 3.0% | −5.9% |
| SPBOSpdr Series Trust | $36K | 2.5% | New |
| KLACKla Corp | $33K | 2.3% | +852.8% |
| SOXXIshares Tr | $32K | 2.2% | −9.1% |
| ACWIIshares Tr | $31K | 2.2% | |
| BIVVanguard Bd Index Fds | $29K | 2.0% | −25.6% |
| QQQMInvesco Exch Traded Fd Tr II | $25K | 1.7% | |
| GOOGAlphabet Inc | $21K | 1.4% | −1.7% |
| AMZNAmazon Com Inc | $21K | 1.4% | −2.3% |
| XLKSelect Sector Spdr Tr | $18K | 1.2% | +1.9% |
| EZUIshares Inc | $16K | 1.1% | +1.4% |
| EWUIshares Tr | $15K | 1.1% | |
| XLFSelect Sector Spdr Tr | $13K | 0.9% | −4.6% |
| MSFTMicrosoft Corp | $13K | 0.9% | +17.4% |
| XLCSelect Sector Spdr Tr | $12K | 0.8% | −15.4% |
| VXUSVanguard Star Fds | $9,361 | 0.6% | −8.4% |
| CSCOCisco Sys Inc | $8,432 | 0.6% | −4.3% |
| XLISelect Sector Spdr Tr | $8,108 | 0.6% | +19.3% |
| XLVSelect Sector Spdr Tr | $8,059 | 0.6% | −17.8% |
| Asml Hldg NvCUSIP N07059210 | $7,297 | 0.5% | −21.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $4,680 |
| SOXXIshares Tr | June 30, 2020 | +609.7% | $32K |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $7,297 |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3,329 |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $21K |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $18K |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4,862 |
| XARSpdr Series Trust | June 30, 2020 | +223.7% | $3,081 |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $44K |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $3,258 |
Sold off last quarter
- TDOCTeladoc Health Inc was $459
- GLDSpdr Gold Tr was $244
- RSPInvesco Exchange Traded Fd T was $239
- NFLXNetflix Inc. was $212
- KWEBKraneshares Trust was $208
- PNQIInvesco Exchange Traded Fd T was $206
- Compugen LtdCUSIP M25722105 was $51
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.8% | +14.8% |
| March 31, 2026 | −7.8% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −17.8% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bank Hapoalim Bm Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=902528&type=13F-HR&dateb=&owner=include&count=40CIK 902528
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/902528/000117891326003841/Filed August 5, 2026 · accession 0001178913-26-003841