Harel Insurance Investments & Financial Services Ltd.
SEC Form 13F institutional filer · CIK 0001429390
13F-HR · 278 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
67.4%
Harel Insurance Investments & Financial Services Ltd. — $7.48M AUM allocation strategy
Harel Insurance Investments & Financial Services Ltd. files SEC Form 13F and reports $7.48M of long US equity value across 278 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 37.2%, followed by Communication Services 14.6% and Consumer Discretionary 5.4%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Harel Insurance Investments & Financial Services Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$7.48M
total across 278 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLI +2.86M sh · +$462K+$PANW +2.61M sh · +$414K+$NVDA +2.31M sh · +$381K
Biggest trims (shares)
−$XLU −5.54M sh · −$234K−$XLK −1.49M sh · −$230K−$XLV −1.39M sh · −$238K
Exited to nil (held last quarter, gone now)
$EDOW ($15.3K last qtr)$QQQM ($1.97K last qtr)$AIG ($556 last qtr)$JBHT ($289 last qtr)$CSGP ($185 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.6%—
- Systems Software12.7%—
- Semiconductors12.6%—
- Technology Hardware, Storage & Peripherals7.9%—
- Broadline Retail5.4%—
- Consumer Staples Merchandise Retail4.0%—
- Aerospace & Defense2.5%—
- Investment Banking & Brokerage2.2%—
- Other holdings38.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.48M | $714K | +904K | 9.5% |
| $NVDA | NVIDIA Corporation | 4.08M | $711K | +2.31M | 9.5% |
| $AAPL | Apple Inc | 2.32M | $589K | +1.97M | 7.9% |
| $MSFT | Microsoft Corporation | 1.36M | $502K | +788K | 6.7% |
| $PANW | Palo Alto Networks Inc | 2.76M | $443K | +2.61M | 5.9% |
| $AMZN | Amazon.com Inc | 1.95M | $406K | +653K | 5.4% |
| $META | Meta Platforms Inc | 670K | $383K | +488K | 5.1% |
…and 271 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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