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 8 of 25

Sort by:

233051879

Shares:83.0K

Value:$2.2M

% of Portfolio:28.9% ($2.2M/$7.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.1K

Value:$2.2M

% of Portfolio:28.6% ($2.2M/$7.6M)

CHEVRON CORP

CVX|166764100

Shares:12.8K

Value:$2.1M

% of Portfolio:28.0% ($2.1M/$7.6M)

ZIM Integrated Shipping Services Ltd.

ZIM|M9T951109

Shares:108.5K

Value:$1.9M

% of Portfolio:25.1% ($1.9M/$7.6M)

STRATASYS LTD.

SSYS|M85548101

Shares:193.3K

Value:$1.9M

% of Portfolio:24.8% ($1.9M/$7.6M)

MSCI Inc.

MSCI|55354G100

Shares:3.3K

Value:$1.8M

% of Portfolio:24.1% ($1.8M/$7.6M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:13.6K

Value:$1.8M

% of Portfolio:24.1% ($1.8M/$7.6M)

Atlassian Corp

TEAM|049468101

Shares:8.2K

Value:$1.7M

% of Portfolio:22.8% ($1.7M/$7.6M)

Airbnb, Inc.

ABNB|009066101

Shares:14.5K

Value:$1.7M

% of Portfolio:22.6% ($1.7M/$7.6M)

MERCADOLIBRE INC

MELI|58733R102

Shares:858

Value:$1.7M

% of Portfolio:21.9% ($1.7M/$7.6M)

464287150

ITOT|464287150

Shares:13.0K

Value:$1.6M

% of Portfolio:20.8% ($1.6M/$7.6M)

Datadog, Inc.

DDOG|23804L103

Shares:15.5K

Value:$1.5M

% of Portfolio:20.1% ($1.5M/$7.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:327

Value:$1.5M

% of Portfolio:19.7% ($1.5M/$7.6M)

Hippo Holdings Inc.

HIPO|433539202

Shares:55.8K

Value:$1.4M

% of Portfolio:18.7% ($1.4M/$7.6M)

Arista Networks, Inc.

ANET|040413205

Shares:17.0K

Value:$1.3M

% of Portfolio:17.3% ($1.3M/$7.6M)

CURTISS WRIGHT CORP

CW|231561101

Shares:3.9K

Value:$1.2M

% of Portfolio:16.3% ($1.2M/$7.6M)

ANSYS INC

ANSS|03662Q105

Shares:3.8K

Value:$1.2M

% of Portfolio:15.7% ($1.2M/$7.6M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:13.7K

Value:$1.2M

% of Portfolio:15.6% ($1.2M/$7.6M)

46435G474

Shares:—

Value:$1.2M

% of Portfolio:15.4% ($1.2M/$7.6M)

46428Q109

Shares:37.5K

Value:$1.2M

% of Portfolio:15.2% ($1.2M/$7.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip233051879)✕	83.0K	QoQ +4005.44% (+81.0K) YoY +3282.72% (+80.6K)	All Managers (Combined)	$2.2M	28.9% ($2.2M/$7.6M)	QoQ +3985.18% (+$2) YoY +3638.98% (+$2)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.1K	QoQ +58.41% (+1.5K) YoY +121.18% (+2.2K)	All Managers (Combined)	$2.2M	28.6% ($2.2M/$7.6M)	QoQ +86.11% (+$1) YoY +180.12% (+$1)
CHEVRON CORP(CVXcusip166764100)	12.8K	QoQ +4630.74% (+12.5K) YoY +210.92% (+8.7K)	All Managers (Combined)	$2.1M	28.0% ($2.1M/$7.6M)	QoQ +5379.48% (+$2) YoY +229.78% (+$1)
ZIM Integrated Shipping Services Ltd.(ZIMcusipM9T951109)	108.5K	QoQ +3034.68% (+105.0K) YoY +1867.70% (+102.9K)	All Managers (Combined)	$1.9M	25.1% ($1.9M/$7.6M)	QoQ +2495.94% (+$2) YoY +3330.35% (+$2)
STRATASYS LTD.(SSYScusipM85548101)	193.3K	QoQ NEW(+193.3K) YoY +24615.72% (+192.5K)	All Managers (Combined)	$1.9M	24.8% ($1.9M/$7.6M)	QoQ NEW(+$2) YoY +20922.22% (+$2)
MSCI Inc.(MSCIcusip55354G100)	3.3K	QoQ +57.94% (+1.2K) YoY +149.42% (+2.0K)	All Managers (Combined)	$1.8M	24.1% ($1.8M/$7.6M)	QoQ +48.94% (+$1) YoY +151.56% (+$1)
Leidos Holdings, Inc.(LDOScusip525327102)	13.6K	QoQ +35.35% (+3.6K) YoY +1231.64% (+12.6K)	All Managers (Combined)	$1.8M	24.1% ($1.8M/$7.6M)	QoQ +26.80% (+$0) YoY +1273.13% (+$2)
Atlassian Corp(TEAMcusip049468101)	8.2K	QoQ +4.31% (-340) YoY +2865.70% (+7.9K)	All Managers (Combined)	$1.7M	22.8% ($1.7M/$7.6M)	QoQ -9.07% (-$0) YoY +3127.77% (+$2)
Airbnb, Inc.(ABNBcusip009066101)	14.5K	QoQ +72.20% (+6.1K) YoY -20.36% (-3.7K)	All Managers (Combined)	$1.7M	22.6% ($1.7M/$7.6M)	QoQ +56.57% (+$1) YoY -42.31% (-$1)
MERCADOLIBRE INC(MELIcusip58733R102)	858	QoQ +221.34% (+591) YoY NEW(+858)	All Managers (Combined)	$1.7M	21.9% ($1.7M/$7.6M)	QoQ +268.72% (+$1) YoY NEW(+$2)
(ITOTcusip464287150)	13.0K	QoQ NEW(+13.0K) YoY NEW(+13.0K)	All Managers (Combined)	$1.6M	20.8% ($1.6M/$7.6M)	QoQ NEW(+$2) YoY NEW(+$2)
Datadog, Inc.(DDOGcusip23804L103)	15.5K	QoQ -4.36% (-706) YoY +132.57% (+8.8K)	All Managers (Combined)	$1.5M	20.1% ($1.5M/$7.6M)	QoQ -33.62% (-$1) YoY +86.61% (+$1)
Booking Holdings Inc.(BKNGcusip09857L108)	327	QoQ -6.30% (-22) YoY -77.03% (-1.1K)	All Managers (Combined)	$1.5M	19.7% ($1.5M/$7.6M)	QoQ -13.14% (-$0) YoY -70.84% (-$4)
Hippo Holdings Inc.(HIPOcusip433539202)	55.8K	QoQ NEW(+55.8K) YoY NEW(+55.8K)	All Managers (Combined)	$1.4M	18.7% ($1.4M/$7.6M)	QoQ NEW(+$1) YoY NEW(+$1)
Arista Networks, Inc.(ANETcusip040413205)	17.0K	QoQ +9.00% (-1.4K) YoY NEW(+17.0K)	All Managers (Combined)	$1.3M	17.3% ($1.3M/$7.6M)	QoQ -23.59% (-$0) YoY NEW(+$1)
CURTISS WRIGHT CORP(CWcusip231561101)	3.9K	QoQ +36.64% (+1.1K) YoY +1086.36% (+3.6K)	All Managers (Combined)	$1.2M	16.3% ($1.2M/$7.6M)	QoQ +22.12% (+$0) YoY +1378.57% (+$1)
ANSYS INC(ANSScusip03662Q105)	3.8K	QoQ +134.71% (+2.2K) YoY +4415.47% (+3.7K)	All Managers (Combined)	$1.2M	15.7% ($1.2M/$7.6M)	QoQ +120.36% (+$1) YoY +4041.37% (+$1)
MICRON TECHNOLOGY INC(MUcusip595112103)	13.7K	QoQ NEW(+13.7K) YoY +804.21% (+12.2K)	All Managers (Combined)	$1.2M	15.6% ($1.2M/$7.6M)	QoQ NEW(+$1) YoY +563.88% (+$1)
(cusip46435G474)✕	—	QoQ - YoY -	All Managers (Combined)	$1.2M	15.4% ($1.2M/$7.6M)	QoQ +0.25% (+$0) YoY -2.97% (-$0)
(cusip46428Q109)✕	37.5K	QoQ +44.23% (+11.5K) YoY +207.37% (+25.3K)	All Managers (Combined)	$1.2M	15.2% ($1.2M/$7.6M)	QoQ +69.38% (+$0) YoY +322.54% (+$1)