Harel Insurance Investments & Financial Services Ltd.
Annual return '25
+24.5%
SPY '25
+17.7%
Alpha
+6.8ptsvs SPY
Invested
$14.7M
Holdings
484
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TEVA
TEVA PHARMACEUTICAL INDS LTD
Q1 2026: New position (76.7k shares)
11.1%
02
$GOOGL
ALPHABET INC
Q1 2026: New position (66.9k shares)
5.7%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 220.0k shares)
5.7%
04
$AAPL
APPLE INC
Q4 2025: Exited (was 354.2k shares)
4.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (73.5k shares)
4.0%
06
$XLI
SELECT SECTOR SPDR TR
Q1 2026: Increased +28.9% (139.3k → 179.6k shares)
3.8%
07
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Increased +338.6% (7.0k → 30.8k shares)
3.8%
08
$PAVE
GLOBAL X FDS
Q4 2025: Exited (was 4.54M shares)
3.6%
09
$PANW
PALO ALTO NETWORKS INC
Q4 2025: Exited (was 159.6k shares)
3.5%
10
$XLV
SELECT SECTOR SPDR TR
Q1 2026: New position (76.9k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:49 UTC.