2026 Q1 Portfolio Activity
In 2026 Q1, BANK HAPOALIM BM maintained a portfolio of 132 distinct positions. The most significant new addition was VANGUARD BD INDEX FDS, now representing 6.07% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 87.1%. Conversely, BANK HAPOALIM BM completely exited their position in TESLA INC.
Position History
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Total Positions
132
Quarter
2026 Q1
Top Holding
VOO (14.2%)
Top 10 Concentration
57.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 132
BANK HAPOALIM BM Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 14.20% | 11.04% |
#1
1
Prev: #2
|
6.0 |
—
|
-47,799 | -23.6% |
P
S
|
154,934 | $92,581 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 10.79% | 3.42% |
#2
3
Prev: #5
|
8.5 |
—
|
50,349 | 87.1% |
P
S
|
108,126 | $70,319 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 6.07% | — |
#3
Prev: #—
|
6.9 |
—
|
514,490 | — |
NEW
|
514,490 | $39,564 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 5.62% | 6.62% |
#4
1
Prev: #3
|
2.7 |
—
|
-60,652 | -48.9% |
P
S
|
63,420 | $36,605 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LQD
ISHARES TR
|
ETF | 4.97% | 5.13% |
#5
1
Prev: #4
|
2.5 |
—
|
-238,065 | -44.4% |
P
S
|
297,866 | $32,381 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ACWI
ISHARES TR
|
ETF | 4.25% | 2.48% |
#6
2
Prev: #8
|
2.2 |
—
|
-1,782 | -0.9% |
P
S
|
200,000 | $27,674 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 2.99% | 3.12% |
#7
Prev: #7
|
1.2 |
—
|
-60,000 | -42.3% |
P
S
|
82,000 | $19,485 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.85% | — |
#8
Prev: #—
|
4.6 |
—
|
89,180 | — |
NEW
|
89,180 | $18,574 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SOXX
ISHARES TR
|
ETF | 2.73% | 1.46% |
#9
3
Prev: #12
|
1.6 |
—
|
-1,688 | -3.0% |
P
S
|
54,208 | $17,816 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 2.69% | 1.04% |
#10
14
Prev: #24
|
3.6 |
—
|
167,067 | 47.0% |
P
S
|
522,551 | $17,526 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.66% | 1.75% |
#11
1
Prev: #10
|
1.6 |
—
|
-4,030 | -6.3% |
P
S
|
60,345 | $17,311 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KLAC
KLA CORP
|
Technology | 2.60% | 1.29% |
#12
7
Prev: #19
|
1.5 |
—
|
-677 | -5.6% |
P
S
|
11,506 | $16,942 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EWU
ISHARES TR
|
ETF | 2.35% | — |
#13
Prev: #—
|
4.4 |
—
|
335,600 | — |
NEW
|
335,600 | $15,290 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 2.30% | 1.46% |
#14
1
Prev: #13
|
1.4 |
—
|
-6,986 | -4.9% |
P
S
|
135,416 | $15,012 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EZU
ISHARES INC
|
ETF | 2.20% | — |
#15
Prev: #—
|
4.4 |
—
|
229,000 | — |
NEW
|
229,000 | $14,345 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.98% | 1.35% |
#16
Prev: #16
|
1.3 |
—
|
-22,068 | -7.8% |
P
S
|
261,147 | $12,893 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.90% | 1.20% |
#17
5
Prev: #22
|
1.3 |
—
|
-2,641 | -2.8% |
P
S
|
93,303 | $12,400 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.66% | 1.08% |
#18
5
Prev: #23
|
2.7 |
—
|
3,401 | 13.2% |
P
S
|
29,165 | $10,796 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.41% | — |
#19
Prev: #—
|
4.1 |
—
|
119,514 | — |
NEW
|
119,514 | $9,216 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.39% | 0.84% |
#20
7
Prev: #27
|
1.1 |
—
|
-589 | -0.9% |
P
S
|
61,817 | $9,063 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.95% | — |
#21
Prev: #—
|
3.9 |
—
|
24,520 | — |
NEW
|
24,520 | $6,223 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.95% | 0.46% |
#22
13
Prev: #35
|
0.9 |
—
|
-232 | -4.7% |
P
S
|
4,671 | $6,170 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.92% | 0.36% |
#23
16
Prev: #39
|
2.9 |
—
|
29,998 | 34.1% |
P
S
|
117,840 | $5,987 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.91% | 0.56% |
#24
7
Prev: #31
|
0.9 |
—
|
-4,546 | -11.0% |
P
S
|
36,683 | $5,933 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.89% | 0.50% |
#25
8
Prev: #33
|
0.9 |
—
|
142 | 0.2% |
P
S
|
74,983 | $5,818 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.76% | 0.61% |
#26
4
Prev: #30
|
0.3 |
—
|
-13,521 | -22.8% |
P
S
|
45,686 | $4,979 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.69% | 0.46% |
#27
7
Prev: #34
|
0.8 |
—
|
-986 | -6.0% |
P
S
|
15,348 | $4,515 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 0.68% | 0.52% |
#28
4
Prev: #32
|
0.8 |
—
|
-1,237 | -3.8% |
P
S
|
30,896 | $4,413 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.67% | 0.40% |
#29
9
Prev: #38
|
0.8 |
—
|
-2,022 | -3.7% |
P
S
|
53,160 | $4,399 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IGV
ISHARES TR
|
ETF | 0.62% | 0.83% |
#30
2
Prev: #28
|
0.2 |
—
|
-40,101 | -44.2% |
P
S
|
50,675 | $4,057 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BIDU
BAIDU INC
|
Communication Services | 0.62% | — |
#31
Prev: #—
|
3.7 |
—
|
36,209 | — |
NEW
|
36,209 | $4,034 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ZM
ZOOM COMMUNICAT...
|
Technology | 0.59% | 0.41% |
#32
4
Prev: #36
|
0.7 |
—
|
-7,030 | -12.9% |
P
S
|
47,507 | $3,819 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.47% | 0.15% |
#33
24
Prev: #57
|
3.2 |
—
|
41,100 | 60.1% |
P
S
|
109,495 | $3,075 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.46% | 0.24% |
#34
14
Prev: #48
|
2.2 |
—
|
2,370 | 16.0% |
P
S
|
17,200 | $3,000 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.45% | 0.40% |
#35
2
Prev: #37
|
0.7 |
—
|
-1,743 | -10.0% |
P
S
|
15,759 | $2,942 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.44% | 0.26% |
#36
9
Prev: #45
|
0.7 |
—
|
205 | 1.6% |
P
S
|
13,088 | $2,847 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XAR
SPDR SERIES TRU...
|
ETF | 0.42% | 0.29% |
#37
4
Prev: #41
|
0.2 |
—
|
-2,941 | -21.4% |
P
S
|
10,796 | $2,742 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.40% | 0.25% |
#38
9
Prev: #47
|
0.7 |
—
|
-224 | -2.4% |
P
S
|
8,962 | $2,577 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.39% | 0.36% |
#39
1
Prev: #40
|
0.2 |
—
|
-10,874 | -36.9% |
P
S
|
18,579 | $2,570 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 0.39% | 0.20% |
#40
11
Prev: #51
|
0.7 |
—
|
371 | 1.1% |
P
S
|
35,489 | $2,514 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.36% | 0.25% |
#41
5
Prev: #46
|
2.1 |
—
|
6,425 | 11.2% |
P
S
|
63,995 | $2,352 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SEDG
SOLAREDGE TECHN...
|
Technology | 0.35% | 0.11% |
#42
26
Prev: #68
|
0.6 |
—
|
1,920 | 4.5% |
P
S
|
44,560 | $2,275 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.33% | 0.26% |
#43
1
Prev: #44
|
0.6 |
—
|
-1,105 | -8.2% |
P
S
|
12,423 | $2,182 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.32% | 0.18% |
#44
9
Prev: #53
|
2.1 |
—
|
261 | 6.1% |
P
S
|
4,543 | $2,104 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.24% |
#45
4
Prev: #49
|
0.6 |
—
|
-253 | -10.0% |
P
S
|
2,276 | $2,093 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
INTC
INTEL CORP
|
Technology | 0.31% | 0.02% |
#46
57
Prev: #103
|
3.1 |
—
|
39,579 | 630.0% |
P
S
|
45,861 | $2,024 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.30% | 0.29% |
#47
5
Prev: #42
|
0.1 |
—
|
-3,915 | -20.4% |
P
S
|
15,270 | $1,966 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EPAM
EPAM SYS INC
|
Technology | 0.29% | 0.26% |
#48
5
Prev: #43
|
0.6 |
—
|
-661 | -4.5% |
P
S
|
14,140 | $1,915 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.29% | 0.11% |
#49
16
Prev: #65
|
3.1 |
—
|
1,976 | 71.7% |
P
S
|
4,733 | $1,877 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ZS
ZSCALER INC
|
Technology | 0.27% | 0.23% |
#50
Prev: #50
|
2.1 |
—
|
795 | 6.8% |
P
S
|
12,500 | $1,754 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 132 holdings