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Bank Hapoalim Bm

Portfolio Manager
Bank Hapoalim Bm
Performance
-7.75% (2026 Q1)
AUM (13F)
$651.87M
# of Holdings
114
Performance Rank
Allocation (Top 20)
77.61%

Bank Hapoalim Bm Holdings Map

Top 50 Bank Hapoalim Bm Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
14.2%154.9K$92.6M
-23.58%(-47.80K)
2025-Q1: 166.9K shares2025-Q2: 165.6K shares2025-Q3: 202.7K shares2025-Q4: 202.7K shares2026-Q1: 154.9K shares
$469.62(+45.31%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
10.79%108.1K$70.3M
+87.14%(+50.35K)
2025-Q1: 59.1K shares2025-Q2: 59.2K shares2025-Q3: 58.5K shares2025-Q4: 57.8K shares2026-Q1: 108.1K shares
$546.53(+35.82%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
6.07%514.5K$39.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 129.0K shares2025-Q4: 0 shares2026-Q1: 514.5K shares
$77.06(-0.57%)
2026-03-31
QQQ
INVESCO QQQ TR
5.62%63.4K$36.6M
-48.88%(-60.65K)
2025-Q1: 86.3K shares2025-Q2: 84.7K shares2025-Q3: 125.9K shares2025-Q4: 124.1K shares2026-Q1: 63.4K shares
$424.49(+68.37%)
2026-03-31
LQD
ISHARES TR
4.97%297.9K$32.4M
-44.42%(-238.06K)
2025-Q1: 59.6K shares2025-Q2: 108.7K shares2025-Q3: 194.7K shares2025-Q4: 535.9K shares2026-Q1: 297.9K shares
$110.22(-1.45%)
2026-03-31
ACWI
ISHARES TR
4.25%200.0K$27.7M
-0.88%(-1.78K)
2025-Q1: 269.0K shares2025-Q2: 269.0K shares2025-Q3: 27.0K shares2025-Q4: 201.8K shares2026-Q1: 200.0K shares
$128.81(+21.01%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
2.99%82.0K$19.5M
-42.25%(-60.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 142.0K shares2025-Q4: 142.0K shares2026-Q1: 82.0K shares
$234.55(+25.42%)
2026-03-31
AMZN
AMAZON COM INC
2.85%89.2K$18.6Mnew2025-Q1: 40.9K shares2025-Q2: 43.5K shares2025-Q3: 86.5K shares2025-Q4: 0 shares2026-Q1: 89.2K shares
$179.97(+50.10%)
2026-03-31
SOXX
ISHARES TR
2.73%54.2K$17.8M
-3.02%(-1.69K)
2025-Q1: 45.8K shares2025-Q2: 54.7K shares2025-Q3: 57.9K shares2025-Q4: 55.9K shares2026-Q1: 54.2K shares
$162.28(+225.54%)
2026-03-31
SPIB
SPDR SERIES TRUST
2.69%522.6K$17.5M
+47.00%(+167.07K)
2025-Q1: 254.9K shares2025-Q2: 274.6K shares2025-Q3: 299.7K shares2025-Q4: 355.5K shares2026-Q1: 522.6K shares
$33.34(+0.27%)
2026-03-31

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