Harel-Insurance-Investments--Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  null,
  "PINS",
  "SE",
  "SPSC",
  "GTX",
  "RNG",
  "CDRE",
  "INMD",
  "RXO",
  "AIR",
  "KTOS",
  "INFA",
  null,
  "SNDR",
  "GLBE",
  "STRL",
  "AKAM",
  null,
  "LYFT",
  "AAXJ",
  null,
  "AVAV",
  "SPR",
  "HUBG",
  "SNOW",
  "MU",
  null,
  "PATK",
  "ZS",
  "ARCB",
  "MMM",
  "ABNB",
  "ABT",
  "ADBE",
  "BABA",
  "TGTX",
  null,
  null,
  "ALL",
  "MOG-A",
  "GOOGL",
  "RIOT",
  "AXP",
  null,
  "ARRY",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "CP.TO",
  "FCPT",
  "ARCC",
  "YMM",
  "HGV",
  "FWRD",
  null,
  "BSX",
  "HTZ",
  null,
  null,
  null,
  "NICE",
  "MCFT",
  null,
  "RGTI",
  null,
  null,
  "UEC",
  "EXPE",
  "EXPD",
  null,
  "FFIV",
  null,
  "TSEM",
  "DAC",
  null,
  "SPNS",
  "GD",
  null,
  null,
  "GILD",
  null,
  "HON",
  "HD",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "FNV",
  "ENLT.TA",
  "QCOM",
  "ISRG",
  null,
  null,
  "HTLD",
  "HLI",
  "HWM",
  "AMAT",
  "INVZ",
  "RIVN",
  null,
  "BKNG",
  null,
  null,
  null,
  "ICE",
  "META",
  null,
  "NYAX.TA",
  null,
  "MRCY",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "SEDG",
  "SSYS",
  "UHAL",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "LBTYK",
  "MGIC",
  null,
  null,
  null,
  "PWR",
  "MRVL",
  "DRS",
  "MA",
  "MSFT",
  "MS",
  null,
  "TMUS",
  "DBX",
  "ENPH",
  "EQIX",
  "EXC",
  "FIS",
  null,
  "GE",
  "GTLB",
  null,
  "HXL",
  "GXO",
  "NI",
  "HRL",
  "NVS",
  "TEVA",
  "OXY",
  "ODFL",
  null,
  null,
  "ORLY",
  "ZIM",
  "ZTO",
  "ANSS",
  "ANET",
  "KKR",
  "ORCL",
  "NOC",
  "DASH",
  null,
  "VHT",
  null,
  null,
  "EEM",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "PSTG",
  "MDB",
  null,
  "ORA",
  "MSTR",
  "REGN",
  null,
  null,
  null,
  "SPGI",
  null,
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "TPR",
  "TMO",
  "TJX",
  "TDG",
  "TWLO",
  "UBER",
  "UAL",
  "UPS",
  "BIV",
  "VO",
  "LILAK",
  "OB",
  "RCL",
  "PCTY",
  "RKLB",
  "MRNA",
  "MBLY",
  "ULH",
  "PERI",
  "SEM",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  null,
  "EME",
  "LILA",
  "MRTN",
  "TTE",
  "TRGP",
  "VVX",
  "ASLE",
  null,
  null,
  "NTNX",
  "XLB",
  "GDDY",
  null,
  "TSM",
  null,
  "RMD",
  null,
  null,
  null,
  "BN.TO",
  null,
  "VRTX",
  null,
  "K",
  "EW",
  "LOPE",
  "MEDP",
  "R",
  "SAIA",
  "SEIC",
  "PSN",
  "ADSK",
  "AON",
  "GM",
  "AXON",
  "AMD",
  "SONY",
  "X",
  "FI",
  "F",
  "DECK",
  "AJG",
  "FSLR",
  "FOX",
  "FTNT",
  "FOUR",
  null,
  "AEP",
  "CGEN",
  "IFF",
  "IDXX",
  null,
  "LSTR",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "NIO",
  "TTWO",
  "IVE",
  "LCID",
  null,
  "HII",
  null,
  "TPL",
  null,
  null,
  "BBCA",
  "CEF",
  "HDB",
  "TDC",
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "URGN",
  null,
  "VGK",
  null,
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "V",
  "VST",
  "VICI",
  "WMT",
  "WERN",
  "WFC",
  "WST",
  null,
  "WIX",
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "XPO",
  "XYL",
  "BBEU",
  "ESTC",
  "HIPO",
  "GEN",
  "DVY",
  "CHKP",
  null,
  "JD",
  "JBHT",
  "JNPR",
  "KNX",
  "MSCI",
  "NSC",
  "JCI",
  "ESLT",
  "ICL",
  "MNDY",
  "TER",
  "TFII",
  null,
  "ON",
  "OKTA",
  "CRM",
  "SNAP",
  "RBLX",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  "MELI",
  "ZM",
  "MCK",
  "PEGA",
  null,
  "NTAP",
  "PAYC",
  "FDX",
  "ALLY",
  null,
  "LULU",
  "ADP",
  "AZO",
  "CAR",
  "BAC",
  "BCS",
  "BK",
  "BRK-B",
  "BILL",
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "CHRW",
  "CAMT",
  "CDNS",
  "CARR",
  "CCL",
  "CAPR",
  "CBOE",
  "CDW",
  "CNC",
  "CHE",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COHR",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "CON",
  "CFLT",
  "CEG",
  "CPRT",
  "COST",
  "CSGP",
  "CRWD",
  "CVLG",
  "CVS",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DK",
  "DELL",
  "DAY",
  "FANG",
  "DAL",
  "DFS",
  "DOCU",
  "RSP",
  "EWJ",
  "EFA",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "ITRN",
  "APO",
  "KRT",
  "XLK",
  "ITOT",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 481
Total Value: 7641316
Accession Number: 0001178913-25-001489
Form Type: 13F-HR
CIK: harel-insurance-investments--financial-services
Manager Name: Harel-Insurance-Investments--Financial-Services

Data Enrichment

78% identified

373 identified108 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

481 positions • $7.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 25

Sort by:

HUNT J B TRANSPORT SERVICES INC

JBHT|445658107

Shares:1.6K

Value:$236.0K

% of Portfolio:3.1% ($236.0K/$7.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:475

Value:$235.0K

% of Portfolio:3.1% ($235.0K/$7.6M)

MasterCraft Boat Holdings, Inc.

MCFT|57637H103

Shares:13.2K

Value:$227.0K

% of Portfolio:3.0% ($227.0K/$7.6M)

UNITED RENTALS, INC.

URI|911363109

Shares:360

Value:$226.0K

% of Portfolio:3.0% ($226.0K/$7.6M)

HORTON D R INC /DE/

DHI|23331A109

Shares:1.8K

Value:$224.0K

% of Portfolio:2.9% ($224.0K/$7.6M)

PFIZER INC

PFE|717081103

Shares:8.8K

Value:$223.0K

% of Portfolio:2.9% ($223.0K/$7.6M)

FEDEX CORP

FDX|31428X106

Shares:915

Value:$223.0K

% of Portfolio:2.9% ($223.0K/$7.6M)

74348A467

Shares:2.2K

Value:$222.0K

% of Portfolio:2.9% ($222.0K/$7.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.1K

Value:$219.0K

% of Portfolio:2.9% ($219.0K/$7.6M)

XCEL ENERGY INC

XEL|98389B100

Shares:3.1K

Value:$217.0K

% of Portfolio:2.8% ($217.0K/$7.6M)

464287168

DVY|464287168

Shares:2.1K

Value:$212.0K

% of Portfolio:2.8% ($212.0K/$7.6M)

Workday, Inc.

WDAY|98138H101

Shares:901

Value:$210.0K

% of Portfolio:2.7% ($210.0K/$7.6M)

AAR CORP

AIR|000361105

Shares:3.7K

Value:$209.0K

% of Portfolio:2.7% ($209.0K/$7.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.0K

Value:$208.0K

% of Portfolio:2.7% ($208.0K/$7.6M)

464287226

Shares:2.0K

Value:$202.0K

% of Portfolio:2.6% ($202.0K/$7.6M)

TERADATA CORP /DE/

TDC|88076W103

Shares:8.7K

Value:$195.0K

% of Portfolio:2.6% ($195.0K/$7.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.6K

Value:$177.0K

% of Portfolio:2.3% ($177.0K/$7.6M)

464287200

IVV|464287200

Shares:313

Value:$176.0K

% of Portfolio:2.3% ($176.0K/$7.6M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:1.1K

Value:$175.0K

% of Portfolio:2.3% ($175.0K/$7.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:724

Value:$171.0K

% of Portfolio:2.2% ($171.0K/$7.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HUNT J B TRANSPORT SERVICES INC(JBHTcusip445658107)	1.6K	QoQ +92.27% (+765) YoY +32.72% (-393)	All Managers (Combined)	$236.0K	3.1% ($236.0K/$7.6M)	QoQ +67.37% (+$0) YoY -1.25% (-$0)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	475	QoQ NEW(+475) YoY -13.63% (-75)	All Managers (Combined)	$235.0K	3.1% ($235.0K/$7.6M)	QoQ NEW(+$0) YoY +7.30% (-$0)
MasterCraft Boat Holdings, Inc.(MCFTcusip57637H103)	13.2K	QoQ +8.19% (-1.0K) YoY +633.33% (+11.4K)	All Managers (Combined)	$227.0K	3.0% ($227.0K/$7.6M)	QoQ -2.57% (-$0) YoY +427.90% (+$0)
UNITED RENTALS, INC.(URIcusip911363109)	360	QoQ NEW(+360) YoY +1700.00% (+340)	All Managers (Combined)	$226.0K	3.0% ($226.0K/$7.6M)	QoQ NEW(+$0) YoY +1514.28% (+$0)
HORTON D R INC /DE/(DHIcusip23331A109)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$224.0K	2.9% ($224.0K/$7.6M)	QoQ NEW(+$0) YoY NEW(+$0)
PFIZER INC(PFEcusip717081103)	8.8K	QoQ NEW(+8.8K) YoY -9.30% (-903)	All Managers (Combined)	$223.0K	2.9% ($223.0K/$7.6M)	QoQ NEW(+$0) YoY -17.10% (-$0)
FEDEX CORP(FDXcusip31428X106)	915	QoQ -15.97% (-174) YoY -99.02% (-93.4K)	All Managers (Combined)	$223.0K	2.9% ($223.0K/$7.6M)	QoQ -27.36% (-$0) YoY -99.18% (-$27)
(cusip74348A467)✕	2.2K	QoQ -22.70% (-637) YoY -65.03% (-4.0K)	All Managers (Combined)	$222.0K	2.9% ($222.0K/$7.6M)	QoQ -20.43% (-$0) YoY -64.70% (-$0)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.1K	QoQ +137.63% (+1.8K) YoY NEW(+3.1K)	All Managers (Combined)	$219.0K	2.9% ($219.0K/$7.6M)	QoQ +135.48% (+$0) YoY NEW(+$0)
XCEL ENERGY INC(XELcusip98389B100)	3.1K	QoQ -53.48% (-3.5K) YoY NEW(+3.1K)	All Managers (Combined)	$217.0K	2.8% ($217.0K/$7.6M)	QoQ -51.23% (-$0) YoY NEW(+$0)
(DVYcusip464287168)	2.1K	QoQ -60.13% (-3.2K) YoY +67.82% (+860)	All Managers (Combined)	$212.0K	2.8% ($212.0K/$7.6M)	QoQ -69.75% (-$0) YoY +35.89% (+$0)
Workday, Inc.(WDAYcusip98138H101)	901	QoQ +65.62% (+357) YoY +203.36% (+604)	All Managers (Combined)	$210.0K	2.7% ($210.0K/$7.6M)	QoQ +50.00% (+$0) YoY +159.25% (+$0)
AAR CORP(AIRcusip000361105)	3.7K	QoQ +37.69% (+1.0K) YoY +1081.32% (+3.4K)	All Managers (Combined)	$209.0K	2.7% ($209.0K/$7.6M)	QoQ +25.90% (+$0) YoY +1000.00% (+$0)
CONOCOPHILLIPS(COPcusip20825C104)	2.0K	QoQ -53.98% (-2.3K) YoY -88.05% (-14.6K)	All Managers (Combined)	$208.0K	2.7% ($208.0K/$7.6M)	QoQ -51.28% (-$0) YoY -90.14% (-$2)
(cusip464287226)✕	2.0K	QoQ +101.47% (+1.0K) YoY +101.47% (+1.0K)	All Managers (Combined)	$202.0K	2.6% ($202.0K/$7.6M)	QoQ +106.12% (+$0) YoY +104.04% (+$0)
TERADATA CORP /DE/(TDCcusip88076W103)	8.7K	QoQ +77.67% (+3.8K) YoY NEW(+8.7K)	All Managers (Combined)	$195.0K	2.6% ($195.0K/$7.6M)	QoQ +28.28% (+$0) YoY NEW(+$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.6K	QoQ -20.09% (-404) YoY -43.58% (-1.2K)	All Managers (Combined)	$177.0K	2.3% ($177.0K/$7.6M)	QoQ -30.03% (-$0) YoY -58.15% (-$0)
(IVVcusip464287200)	313	QoQ +19.46% (+51) YoY NEW(+313)	All Managers (Combined)	$176.0K	2.3% ($176.0K/$7.6M)	QoQ +14.28% (+$0) YoY NEW(+$0)
Diamondback Energy, Inc.(FANGcusip25278X109)	1.1K	QoQ +22.23% (+199) YoY NEW(+1.1K)	All Managers (Combined)	$175.0K	2.3% ($175.0K/$7.6M)	QoQ +19.04% (+$0) YoY NEW(+$0)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	724	QoQ NEW(+724) YoY NEW(+724)	All Managers (Combined)	$171.0K	2.2% ($171.0K/$7.6M)	QoQ NEW(+$0) YoY NEW(+$0)