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☆BANK HAPOALIM BM

CIK 0000902528 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.174
AUM ($M)
1,505
Positions
117
Turnover
0.47
Top-10 wt
74%
Herfindahl
0.132
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 124 positions · portfolio value $1,505M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TSLA funds › TESLA INC ADD — 31.5% +31.4% 473.5 1,125,788 +1,123,767 0 —
☆IVV funds › ISHARES TR NEW — 13.2% +13.2% 199.2 266,000 +266,000 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 7.0% -3.8% 105.6 141,384 +33,258 0 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 6.0% -8.2% 90.7 132,090 -22,844 0 —
☆LQD funds › ISHARES TR ADD — 4.1% -0.9% 61.9 567,136 +269,270 0 —
☆QQQ funds › INVESCO QQQ TR TRIM — 2.9% -2.7% 44.0 59,707 -3,713 0 —
☆SPBO funds › SPDR SERIES TRUST NEW — 2.4% +2.4% 36.2 346,250 +346,250 0 —
☆KLAC funds › KLA CORP ADD — 2.2% -0.4% 33.1 109,630 +98,124 0 —
☆SOXX funds › ISHARES TR TRIM — 2.1% -0.6% 31.6 49,285 -4,923 0 —
☆ACWI funds › ISHARES TR HOLD — 2.1% -2.2% 31.4 200,000 +0 0 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 2.0% -4.1% 29.4 382,990 -131,500 0 —
☆SPIB funds › SPDR SERIES TRUST ADD — 1.8% -0.9% 26.4 788,820 +266,269 0 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II HOLD — 1.7% -1.3% 24.8 82,000 +0 0 —
☆GOOG funds › ALPHABET INC TRIM — 1.4% -1.3% 21.0 59,313 -1,032 0 —
☆AMZN funds › AMAZON COM INC TRIM — 1.4% -1.5% 20.8 87,107 -2,073 0 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 1.2% -0.7% 18.1 95,087 +1,784 0 —
☆EZU funds › ISHARES INC ADD — 1.1% -1.1% 16.1 232,200 +3,200 0 —
☆EWU funds › ISHARES TR HOLD — 1.0% -1.3% 15.5 335,600 +0 0 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.9% -1.1% 13.4 249,096 -12,051 0 —
☆MSFT funds › MICROSOFT CORP ADD — 0.8% -0.8% 12.8 34,242 +5,077 0 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.8% -1.5% 12.3 114,535 -20,881 0 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.6% -0.8% 9.4 109,499 -10,015 0 —
☆CSCO funds › CISCO SYS INC TRIM — 0.6% -0.3% 8.4 71,784 -3,199 0 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.5% -0.4% 8.1 43,771 +7,088 0 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.5% -0.9% 8.1 50,796 -11,021 0 —
☆ASML funds › ASML HLDG NV TRIM — 0.5% -0.5% 7.3 3,668 -1,003 0 —
☆PAVE funds › GLOBAL X FDS TRIM — 0.5% -0.5% 6.8 115,725 -2,115 0 —
☆AAPL funds › APPLE INC TRIM — 0.5% -0.5% 6.8 23,420 -1,100 0 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.4% 5.0 42,246 -3,440 0 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.3% -0.4% 4.9 14,855 -493 0 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% -0.1% 4.7 23,391 +6,191 0 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.3% -0.4% 4.3 52,024 -1,136 0 —
☆ZM funds › ZOOM COMMUNICATIONS INC TRIM — 0.3% -0.3% 4.0 46,811 -696 0 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT TRIM — 0.3% -0.4% 4.0 30,061 -835 0 —
☆BIDU funds › BAIDU INC TRIM — 0.3% -0.4% 3.8 33,062 -3,147 0 —
☆INTC funds › INTEL CORP TRIM — 0.2% -0.1% 3.7 26,450 -19,411 0 —
☆QCOM funds › QUALCOMM INC ADD — 0.2% -0.1% 3.6 19,356 +4,086 0 —
☆GOOGL funds › ALPHABET INC ADD — 0.2% -0.2% 3.3 9,314 +352 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% -0.0% 3.3 5,609 -1,876 0 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% -0.2% 3.2 12,788 -300 0 —
☆NVO funds › NOVO-NORDISK A S ADD — 0.2% -0.2% 3.2 65,863 +1,868 0 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.2% -0.2% 3.1 10,856 +60 0 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% -0.2% 3.0 19,179 +600 0 —
☆IGV funds › ISHARES TR TRIM — 0.2% -0.4% 2.9 32,226 -18,449 0 —
☆ZS funds › ZSCALER INC ADD — 0.2% -0.1% 2.7 18,885 +6,385 0 —
☆NOW funds › SERVICENOW INC ADD — 0.2% -0.0% 2.7 26,753 +13,230 0 —
☆PFE funds › PFIZER INC TRIM — 0.2% -0.3% 2.6 109,145 -350 0 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% -0.1% 2.6 2,173 -103 0 —
☆SEDG funds › SOLAREDGE TECHNOLOGIES INC TRIM — 0.2% -0.2% 2.4 40,309 -4,251 0 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.2% +0.1% 2.3 2,031 +710 0 —
☆CRM funds › SALESFORCE INC TRIM — 0.2% -0.3% 2.3 14,741 -1,018 0 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.2% 2.2 4,206 -337 0 —
☆JETS funds › ETF SER SOLUTIONS TRIM — 0.1% -0.1% 2.2 64,989 -3,619 0 —
☆VEEV funds › VEEVA SYS INC TRIM — 0.1% -0.2% 2.1 11,870 -553 0 —
☆SNPS funds › SYNOPSYS INC TRIM — 0.1% -0.1% 2.1 4,655 -78 0 —
☆SHLD funds › GLOBAL X FDS TRIM — 0.1% -0.3% 2.0 33,566 -1,923 0 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% -0.1% 1.9 2,661 -915 0 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 1.8 3,280 +1,374 0 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.1% -0.1% 1.8 4,924 +162 0 —
☆EW funds › EDWARDS LIFESCIENCES CORP ADD — 0.1% -0.1% 1.8 19,640 +130 0 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.2% 1.6 13,858 -757 0 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.1% 1.6 17,802 -6,883 0 —
☆NKE funds › NIKE INC ADD — 0.1% -0.1% 1.6 38,702 +8,200 0 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% -0.1% 1.6 3,780 -364 0 —
☆EQIX funds › EQUINIX INC TRIM — 0.1% -0.1% 1.6 1,494 -2 0 —
☆CUSIP:842587ED5 funds › SOUTHERN CO NEW — 0.1% +0.1% 1.5 1,494,000 +1,494,000 0 —
☆EPAM funds › EPAM SYS INC ADD — 0.1% -0.2% 1.5 18,793 +4,653 0 —
☆CUSIP:83417MAE4 funds › SOLAREDGE TECHNOLOGIES INC HOLD — 0.1% -0.1% 1.5 770,000 +0 0 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.1% 1.4 11,273 -246 0 —
☆V funds › VISA INC TRIM — 0.1% -0.1% 1.4 4,011 -375 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.1% 1.3 2,649 -229 0 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.1% -0.1% 1.3 4,193 -952 0 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 1.2 12,765 +5,699 0 —
☆C funds › CITIGROUP INC ADD — 0.1% -0.1% 1.1 8,154 +910 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.1% 1.1 13,880 -171 0 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.9 2,612 -125 0 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.1% 0.8 8,777 -441 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% -0.0% 0.8 1,618 +83 0 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.1% 0.7 5,071 -364 0 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.7 1,667 -433 0 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.1% 0.7 13,697 -1,359 0 —
☆KBWB funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.6 6,280 -200 0 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% -0.0% 0.5 5,005 +359 0 —
☆IHI funds › ISHARES TR TRIM — 0.0% -0.1% 0.5 10,370 -2,890 0 —
☆IYG funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 5,327 -1,045 0 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.0% -0.0% 0.5 928 +122 0 —
☆NVMI funds › NOVA LTD TRIM — 0.0% -0.0% 0.5 877 -16 0 —
☆ARRY funds › ARRAY TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.4 59,570 -940 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD TRIM — 0.0% -0.1% 0.4 4,284 -4 0 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.1% 0.4 1,545 -924 0 —
☆IWM funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 1,321 +0 0 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.4 599 -4 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.0% +0.0% 0.4 1,368 +1,368 0 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,836 -173 0 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.1% 0.4 3,295 -721 0 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.4 2,141 +2,141 0 —
☆IAK funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 2,520 -410 0 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.0% -0.0% 0.3 1,238 +165 0 —
☆ITB funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 2,998 -390 0 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% -0.0% 0.3 910 -680 0 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.3 2,304 +2,016 0 —
☆AVGO funds › BROADCOM INC ADD — 0.0% -0.0% 0.3 705 +18 0 —
☆CAT funds › CATERPILLAR INC NEW — 0.0% +0.0% 0.3 247 +247 0 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.3 1,435 +1,372 0 —
☆PPH funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.3 2,299 -174 0 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.0% +0.0% 0.2 243 +243 0 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.1% 0.2 1,779 -2,635 0 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.2 4,462 -600 0 —
☆XLU funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 4,924 +4,924 0 —
☆VIS funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.2 610 -42 0 —
☆BETA funds › BETA TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 13,000 +13,000 0 —
☆PATH funds › UIPATH INC TRIM — 0.0% -0.0% 0.2 15,755 -180 0 —
☆CUSIP:76954AAD5 funds › RIVIAN AUTOMOTIVE INC ADD — 0.0% -0.0% 0.2 150,000 +50,000 0 —
☆CUSIP:926711300 funds › QUANTUM X LABS INC NEW — 0.0% +0.0% 0.1 20,000 +20,000 0 —
☆LYG funds › LLOYDS BANKING GROUP PLC HOLD — 0.0% -0.0% 0.1 13,000 +0 0 —
☆GPRO funds › GOPRO INC HOLD — 0.0% -0.0% 0.0 43,750 +0 0 —
☆INVZ funds › INNOVIZ TECHNOLOGIES LTD HOLD — 0.0% -0.0% 0.0 15,700 +0 0 —
☆KWEB funds › KRANESHARES TRUST EXIT — 0.0% -0.0% 0.0 0 -7,305 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.0% 0.0 0 -567 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.0% 0.0 0 -2,205 0 —
☆TDOC funds › TELADOC HEALTH INC EXIT — 0.0% -0.1% 0.0 0 -84,198 0 —
☆PNQI funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -4,600 0 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -1,244 0 —
☆CGEN funds › COMPUGEN LTD EXIT — 0.0% -0.0% 0.0 0 -24,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,505 117 0.47 74% 0.132 0.174 — in
2026Q1 652 114 0.46 57% 0.052 0.077 — in
2025Q4 1,151 112 0.33 66% 0.098 0.278 — in
2025Q3 813 123 0.29 52% 0.048 0.193 — in
2025Q2 733 123 0.05 49% 0.036 0.637 — entered
2025Q1 690 124 0.00 51% 0.038 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status