1y return+41.2%S&P 500 +20.9%
3y return+80.7%S&P 500 +68.5%
5y return+61.5%S&P 500 +74.5%
10y return+218.1%S&P 500 +256.5%
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 June 30, 2016: $318 against $357 in the S&P 500.2
Harel Insurance Investments & Financial Services Ltd.S&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 |
|---|---|---|---|
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $1.6M | 8.0% | +4.7% |
| Nova LtdCUSIP M7516K103 | $1.2M | 5.6% | −1.9% |
| GOOGLAlphabet Inc | $935K | 4.6% | +5.4% |
| NVDANvidia Corporation | $885K | 4.3% | +8.4% |
| AAPLApple Inc | $786K | 3.8% | +17.1% |
| TSMTaiwan Semiconductor Manufac | $662K | 3.2% | |
| MSFTMicrosoft Corp | $632K | 3.1% | +25.0% |
| XLISelect Sector Spdr Tr | $599K | 2.9% | +10.4% |
| Tower Semiconductor LtdCUSIP M87915274 | $594K | 2.9% | +14.5% |
| XLVSelect Sector Spdr Tr | $577K | 2.8% | +28.0% |
| AMZNAmazon Com Inc | $533K | 2.6% | +14.7% |
| PAVEGlobal X Fds | $527K | 2.6% | |
| SOXXIshares Tr | $476K | 2.3% | +59082.2% |
| METAMeta Platforms Inc | $471K | 2.3% | +24.8% |
| KLACKla Corp | $442K | 2.2% | +2093685.7% |
| SHLDGlobal X Fds | $418K | 2.0% | +50.5% |
| GSGoldman Sachs Group Inc | $375K | 1.8% | +84.5% |
| AVGOBroadcom Inc | $373K | 1.8% | +33.9% |
| Camtek LtdCUSIP M20791105 | $363K | 1.8% | −3.3% |
| GEVGe Vernova Inc | $353K | 1.7% | +250040.0% |
| ACWIIshares Tr | $332K | 1.6% | +6068.8% |
| LNGCheniere Energy Inc | $313K | 1.5% | New |
| VGTVanguard World Fd | $289K | 1.4% | |
| SNOWSnowflake Inc | $276K | 1.3% | −7.6% |
| XLKSelect Sector Spdr Tr | $266K | 1.3% | −1.4% |
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% | $885K |
| Tower Semiconductor LtdCUSIP M87915274 | June 30, 2020 | +1265.3% | $594K |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $373K |
| Nova LtdCUSIP M7516K103 | June 30, 2020 | +1026.7% | $1.2M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $214K |
| SOXXIshares Tr | June 30, 2020 | +609.7% | $476K |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $232K |
| Enlight Renewable Energy LtdCUSIP M4056D110 | March 31, 2023 | +426.1% | $240K |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $375K |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $935K |
Sold off last quarter
- CLIPGlobal X Fds was $301K
- Honeywell Intl IncCUSIP 438516106 was $163K
- MRVLMarvell Technology Inc was $57K
- Solaredge Technologies IncCUSIP 83417MAE4 was $55K
- Wix Com LtdCUSIP M98068105 was $5,223
- KRTKarat Packaging Inc was $4,221
- PINSPinterest Inc was $3,928
- PPLTAbrdn Platinum Etf Trust was $938
- SILGlobal X Fds was $661
- Stratasys LtdCUSIP M85548101 was $619
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.6% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +7.7% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | +12.3% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −5.6% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −18.7% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Harel Insurance Investments & Financial Services Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1429390&type=13F-HR&dateb=&owner=include&count=40CIK 1429390
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1429390/000117891326003625/Filed July 29, 2026 · accession 0001178913-26-003625