Bank Hapoalim Bm Portfolio Holdings

Bank Hapoalim Bm

$690 Million
Q1 2025

Bank Hapoalim Bm has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $690 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $85.8M, Invesco Qqq Trust, Series 1 with a value of $40.5M, Spdr S&P 500 ETF Trust with a value of $33.1M, Ishares Core S&P 500 ETF with a value of $32.6M, and Ishares Msci Acwi ETF with a value of $31.3M.

Examining the 13F form we can see an increase of $71.1M in the current position value, from $618M to 690M.

Below you can find more details about Bank Hapoalim Bm portfolio as well as his latest detailed transactions.

Portfolio value $690 Million

ETFs: $546 Million

Technology: $76.5 Million

Healthcare: $23.8 Million

Communication Services: $18.8 Million

Consumer Cyclical: $11.1 Million

Financial Services: $10.3 Million

Consumer Defensive: $633,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ZS Zscaler, Inc. Technology	$45.3B	$2.37 Million 0.34% of portfolio	11,920	Q1 2025 Reduced 0.75%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$2.26 Million 0.33% of portfolio	14,058	Q1 2025 Reduced 2.85%
EPAM Epam Systems, Inc. Technology	$10.6B	$2.28 Million 0.33% of portfolio	13,495	Q1 2025 Reduced 0.84%
EW Edwards Lifesciences Corp Healthcare	$47.7B	$2.21 Million 0.32% of portfolio	30,460	Q1 2025 Added 7.48%
VHT Vanguard Health Care ETF ETFs	$0	$2.2 Million 0.32% of portfolio	8,293	Q1 2025 Reduced 6.94%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$2.01 Million 0.29% of portfolio	4,789	Q1 2025 Added 0.15%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$1.97 Million 0.29% of portfolio	3,705	Q1 2025 Reduced 16.7%
VT Vanguard Total World Stk Index ETFs	$0	$1.87 Million 0.27% of portfolio	16,086	Q1 2025 Added 3.61%
V Visa Inc. Financial Services	$585B	$1.71 Million 0.25% of portfolio	4,880	Q1 2025 Reduced 5.99%
NVO Novo Nordisk A S Healthcare	$157B	$1.57 Million 0.23% of portfolio	22,535	Q1 2025 Added 161.73%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$1.55 Million 0.23% of portfolio	13,136	Q1 2025 Added 7.52%
Global X Fds	-	$1.62 Million 0.23% of portfolio	-	Q1 2025 Added 1.05%
NVDA Nvidia Corp Technology	$406B	$1.59 Million 0.23% of portfolio	14,686	Q1 2025 Reduced 6.02%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.52 Million 0.22% of portfolio	12,444	Q1 2025 New
DELL Dell Technologies Inc. Technology	$32.8B	$1.54 Million 0.22% of portfolio	16,835	Q1 2025 New
GOOGL Alphabet Inc. Communication Services	$1.07T	$1.44 Million 0.21% of portfolio	9,322	Q1 2025 Added 0.83%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$1.23 Million 0.18% of portfolio	20,452	Q1 2025 Reduced 33.03%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.27 Million 0.18% of portfolio	16,098	Q1 2025 Reduced 0.19%
ORCL Oracle Corp Technology	$636B	$1.23 Million 0.18% of portfolio	8,772	Q1 2025 Reduced 26.62%
ABT Abbott Laboratories Healthcare	$233B	$1.1 Million 0.16% of portfolio	8,260	Q1 2025 Reduced 8.32%
INTC Intel Corp Technology	$96.2B	$1.05 Million 0.15% of portfolio	46,094	Q1 2025 Reduced 25.94%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$924,000 0.13% of portfolio	9,345	Q1 2025 Reduced 1.34%
MCD Mcdonalds Corp Consumer Cyclical	$216B	$909,000 0.13% of portfolio	2,911	Q1 2025 Reduced 40.24%
UNH Unitedhealth Group Inc Healthcare	$283B	$802,000 0.12% of portfolio	1,531	Q1 2025 Reduced 12.16%
PATH Ui Path, Inc. Technology	$6.23B	$815,000 0.12% of portfolio	79,128	Q1 2025 Reduced 6.53%
SKYY First Trust Cloud Computing Et ETFs	$0	$793,000 0.12% of portfolio	7,760	Q1 2025 Reduced 19.29%
AXP American Express CO Financial Services	$237B	$747,000 0.11% of portfolio	2,778	Q3 2024 Reduced 3.21%
ARRY Array Technologies, Inc. Technology	$1.16B	$664,000 0.1% of portfolio	136,260	Q1 2025 Added 18.43%
SEDG Solaredge Technologies, Inc. Technology	$1.51B	$657,000 0.1% of portfolio	40,616	Q1 2025 Reduced 2.43%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$676,000 0.1% of portfolio	12,904	Q1 2025 Added 27.83%
AMD Advanced Micro Devices Inc Technology	$223B	$722,000 0.1% of portfolio	7,023	Q1 2025 Reduced 44.08%
BABA Alibaba Group Holding LTD Consumer Cyclical	$275B	$663,000 0.1% of portfolio	5,013	Q1 2025 Reduced 58.82%
Southern CO	-	$692,000 0.1% of portfolio	-	Q1 2025 Reduced 6.08%
INMD In Mode Ltd. Healthcare	$1.27B	$661,000 0.1% of portfolio	37,287	Q1 2025 Reduced 11.22%
BBY Best Buy CO Inc Consumer Cyclical	$16.3B	$622,000 0.09% of portfolio	8,455	Q1 2025 Reduced 61.34%
TDC Teradata Corp Technology	$2.34B	$636,000 0.09% of portfolio	28,293	Q1 2025 Reduced 7.52%
C Citigroup Inc Financial Services	$166B	$641,000 0.09% of portfolio	9,025	Q1 2025 Reduced 3.84%
IYG Ishares Tr ETFs	$0	$622,000 0.09% of portfolio	7,918	Q1 2025 Reduced 2.49%
WBA Walgreens Boots Alliance, Inc. Healthcare	$10B	$570,000 0.08% of portfolio	51,000	Q1 2025 New
QTEC First Trust Nasdaq 100 Technol ETFs	$0	$545,000 0.08% of portfolio	3,142	Q1 2025 Reduced 2.63%
TSLA Tesla, Inc. Consumer Cyclical	$934B	$563,000 0.08% of portfolio	2,171	Q1 2025 Added 32.46%
MA Mastercard Inc Financial Services	$539B	$537,000 0.08% of portfolio	980	Q1 2025 Reduced 3.26%
PCTY Paylocity Holding Corp Technology	$10.3B	$450,000 0.07% of portfolio	2,400	Q1 2025 Reduced 47.48%
IAK Ishares Tr ETFs	$0	$442,000 0.06% of portfolio	3,210	Q1 2025 Reduced 5.31%
IEF Ishares Barclays ETFs	$0	$412,000 0.06% of portfolio	4,315	Q1 2025 Reduced 2.02%
KBWB Invesco ETF Tr Ii Kbw Bank ETF ETFs	$0	$405,000 0.06% of portfolio	6,449	Q3 2024 Reduced 5.43%
AMAT Applied Materials Inc Technology	$168B	$433,000 0.06% of portfolio	2,981	Q1 2025 Reduced 5.09%
ADSK Autodesk, Inc. Technology	$53.1B	$442,000 0.06% of portfolio	1,690	Q3 2024 Reduced 37.52%
PPH Vaneck ETF Tr Vaneck Pharmaceu ETFs	$0	$368,000 0.05% of portfolio	4,043	Q1 2025 Reduced 2.41%
DIS Walt Disney CO Communication Services	$220B	$369,000 0.05% of portfolio	3,734	Q1 2025 Reduced 17.74%

Summary

Portfolio
No. of Stocks 130
Current Value $690 Million
Prior Value $618 Million
Filing
Period Q1 2025
Filing Date April 30, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 75 stocks

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