Filed: 4/29/2025ACC: 0001178913-25-001489
📋 What this filing means
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. filed this quarterly 13F‑HR report disclosing 481 equity positions with a total reported market value of $7.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
481
Positions
$7.64M
Total AUM (reported)
114.70M
Total Shares
Allocation by class
COM$1.55M20.3%
FINANCIAL$514.4K6.7%
TECHNOLOGY$450.8K5.9%
SBI HEALTHCARE$425.0K5.6%
SPONSORED ADS$410.7K5.4%
INF TECH ETF$394.1K5.2%
SBI CONS STPLS$296.9K3.9%
Portfolio Concentration
Top 3$1.39M18.2%
4–10$1.91M25.1%
11–25$1.89M24.7%
Rest$2.45M32.0%
Top 3 weight
18.2%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 114.70M
Sole
Full voting authority
114.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other481
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings481
Rows:
SELECT SECTOR SPDR TR
DFNDShares10.33M
TypeSH
Market value$514.4K
6.73%
Sole
10.33M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares2.18M
TypeSH
Market value$450.8K
5.90%
Sole
2.18M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares2.91M
TypeSH
Market value$425.0K
5.56%
Sole
2.91M
Shared
0.00
None
0.00
VANGUARD WORLD FD
DFNDShares726.68K
TypeSH
Market value$394.1K
5.16%
Sole
726.68K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
DFNDShares22.06M
TypeSH
Market value$339.0K
4.44%
Sole
22.06M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares3.64M
TypeSH
Market value$296.9K
3.89%
Sole
3.64M
Shared
0.00
None
0.00
GLOBAL X FDS
DFNDShares6.83M
TypeSH
Market value$257.9K
3.37%
Sole
6.83M
Shared
0.00
None
0.00
NOVA LTD
DFNDShares1.21M
TypeSH
Market value$223.5K
2.92%
Sole
1.21M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares2.16M
TypeSH
Market value$202.2K
2.65%
Sole
2.16M
Shared
0.00
None
0.00
VANGUARD WORLD FD
DFNDShares759.09K
TypeSH
Market value$201.0K
2.63%
Sole
759.09K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares2.07M
TypeSH
Market value$199.7K
2.61%
Sole
2.07M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares2.33M
TypeSH
Market value$183.7K
2.40%
Sole
2.33M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
DFNDShares2.27M
TypeSH
Market value$142.7K
1.87%
Sole
2.27M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
DFNDShares1.12M
TypeSH
Market value$139.2K
1.82%
Sole
1.12M
Shared
0.00
None
0.00
APPLE INC
DFNDShares625.88K
TypeSH
Market value$139.0K
1.82%
Sole
625.88K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.55M
TypeSH
Market value$137.8K
1.80%
Sole
1.55M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares803.03K
TypeSH
Market value$124.2K
1.63%
Sole
803.03K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares616.51K
TypeSH
Market value$117.3K
1.54%
Sole
616.51K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.32M
TypeSH
Market value$116.3K
1.52%
Sole
1.32M
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
DFNDShares2.03M
TypeSH
Market value$113.9K
1.49%
Sole
2.03M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares286.61K
TypeSH
Market value$107.6K
1.41%
Sole
286.61K
Shared
0.00
None
0.00
NICE LTD
DFNDShares638.81K
TypeSH
Market value$98.5K
1.29%
Sole
638.81K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares481.15K
TypeSH
Market value$95.0K
1.24%
Sole
481.15K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares640K
TypeSH
Market value$89.7K
1.17%
Sole
640K
Shared
0.00
None
0.00
HONEYWELL INTL INC
DFNDShares391.78K
TypeSH
Market value$83.0K
1.09%
Sole
391.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SELECT SECTOR SPDR TRDFND | FINANCIAL | 10.33M | SH | $514.4K 6.73% | 10.33M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | TECHNOLOGY | 2.18M | SH | $450.8K 5.90% | 2.18M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | SBI HEALTHCARE | 2.91M | SH | $425.0K 5.56% | 2.91M | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | INF TECH ETF | 726.68K | SH | $394.1K 5.16% | 726.68K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 22.06M | SH | $339.0K 4.44% | 22.06M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | SBI CONS STPLS | 3.64M | SH | $296.9K 3.89% | 3.64M | 0.00 | 0.00 |
GLOBAL X FDSDFND | US INFR DEV ETF | 6.83M | SH | $257.9K 3.37% | 6.83M | 0.00 | 0.00 |
NOVA LTDDFND | COM | 1.21M | SH | $223.5K 2.92% | 1.21M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | ENERGY | 2.16M | SH | $202.2K 2.65% | 2.16M | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | HEALTH CAR ETF | 759.09K | SH | $201.0K 2.63% | 759.09K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | COMMUNICATION | 2.07M | SH | $199.7K 2.61% | 2.07M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | SBI INT-UTILS | 2.33M | SH | $183.7K 2.40% | 2.33M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IIDFND | KBW BK ETF | 2.27M | SH | $142.7K 1.87% | 2.27M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IIDFND | KBW PPTY CASUT | 1.12M | SH | $139.2K 1.82% | 1.12M | 0.00 | 0.00 |
APPLE INCDFND | COM | 625.88K | SH | $139.0K 1.82% | 625.88K | 0.00 | 0.00 |
ISHARES TRDFND | EXPANDED TECH | 1.55M | SH | $137.8K 1.80% | 1.55M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 803.03K | SH | $124.2K 1.63% | 803.03K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 616.51K | SH | $117.3K 1.54% | 616.51K | 0.00 | 0.00 |
ISHARES TRDFND | US CONSUM DISCRE | 1.32M | SH | $116.3K 1.52% | 1.32M | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTDFND | MSCI COMMNTN SVC | 2.03M | SH | $113.9K 1.49% | 2.03M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 286.61K | SH | $107.6K 1.41% | 286.61K | 0.00 | 0.00 |
NICE LTDDFND | SH | 638.81K | SH | $98.5K 1.29% | 638.81K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | SBI CONS DISCR | 481.15K | SH | $95.0K 1.24% | 481.15K | 0.00 | 0.00 |
ISHARES TRDFND | US BR DEL SE ETF | 640K | SH | $89.7K 1.17% | 640K | 0.00 | 0.00 |
HONEYWELL INTL INCDFND | COM | 391.78K | SH | $83.0K 1.09% | 391.78K | 0.00 | 0.00 |
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