BANK HAPOALIM BM

CIK 0000902528 · Q1 2026

13F Equity AUM

$652K

-100.0% QoQ

Positions

114

+2 QoQ

AUM Rank

#12,058

Top 97%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,743 · Top 58%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 41.6%Top 10: 57.1%Top 20: 77.6%

VOO14.2%

SPY10.8%

BIV6.1%

NDQ5.6%

LQD5.0%

ACWI4.3%

QQQM3.0%

AMZN2.9%

SOXX2.7%

SPIB2.7%

Others (104)42.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.6%

Technology12.0%

Communication Services3.9%

Consumer Cyclical3.3%

Healthcare2.8%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 114Median: 0.22%Avg: 0.88%

0–0.5%

82(13.2%)

0.5–1%

12(9.3%)

1–3%

14(31.7%)

3–5%

2(9.2%)

5%+

4(36.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 114Unique: 0vs 20 funds

1.6%Low

114

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.1%

BANK OF AMERICA CORP /DE/

2.3%

2.2%

3.4%

2.3%

1.9%

GEODE CAPITAL MANAGEMENT, LLC

1.6%

VANGUARD CAPITAL MANAGEMENT LLC

1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New20Increased27Decreased60Exited18

New Positions

BIV6.1%

+514K

AMZN2.9%

+89K

EWU2.4%

+336K

EZU2.2%

+229K

VXUS1.4%

+120K

AAPL0.9%

+25K

BIDUN0.6%

+36K

JETS0.3%

+69K

NKE0.3%

+31K

AMD0.2%

+7K

Increased

SPIB2.7%

+167K(+47%)

SPY10.8%

+50K(+87%)

PFE0.5%

+41K(+60%)

INTC0.3%

+40K(+630%)

PAVE0.9%

+30K(+34%)

NVO0.4%

+6K(+11%)

MSFT1.7%

+3K(+13%)

NVDA0.5%

+2K(+16%)

CDNS0.2%

+2K(+88%)

SNPS0.3%

+2K(+72%)

Decreased

TSLA0.1%

-679,944(-100%)

LQD5.0%

-238,065(-44%)

CIBR0.2%

-190,915(-89%)

SEDG 2.25 07/01/290.2%

-100,000(-11%)

TDOC0.1%

-73,643(-47%)

NDQ5.6%

-60,652(-49%)

QQQM3.0%

-60,000(-42%)

VOO14.2%

-47,799(-24%)

IGV0.6%

-40,101(-44%)

FDN0.1%

-24,687(-91%)

Exited

-603,000

-320,400

-384,000

-262,000

-101,500

-47,700

-119,500

-159,000

-422,900

-86,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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