Data as of Q4 2025 (Dec 31, 2025)

BANK HAPOALIM BM

โ€ขCIK: 902528โ€ขFiling: Q4 2025

**BANK HAPOALIM BM** manages $1.2B across a diversified portfolio of 112 positions. The fund exhibits significant concentration in technology and growth names, highlighted by a $306.7M stake in TSLA. Core allocations include broad market exposure via VOO ($127.1M) and NDQ ($76.2M), alongside fixed income diversification through LQD ($59.1M). This structure suggests a mandate balancing high-conviction equity bets with established market benchmarks.

Total AUM
$1.1B
QoQ Performance
+42.6%
Positions
71
Top 10 Concentration
67.1%
Latest Filing
Q4 2025

Top Holdings Allocation

TSLA
VOO
NDQ
LQD
TSLA27.2%
VOO11.3%
NDQ6.8%
LQD5.2%
SPY3.5%
VEA3.3%
QQQM3.2%
ACWI2.5%

๐Ÿ“ˆ Biggest Buys

TSLA
TESLA INC
+33329.7%
27.2% of portfolio
LQD
ISHARES TR
+175.3%
5.2% of portfolio
ACWI
ISHARES TR
+647.3%
2.5% of portfolio
FTCS
FIRST TR EXCHANGE-TRADED FD
NEW
1.3% of portfolio
XLY
SELECT SECTOR SPDR TR
+88.7%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

CIBR
FIRST TR EXCHANGE TRADED FD
-9.5%
1.4% of portfolio
NDQ
INVESCO QQQ TR
-1.5%
6.8% of portfolio
IGV
ISHARES TR
-8.3%
0.9% of portfolio
XLK
SELECT SECTOR SPDR TR
-5.2%
1.2% of portfolio
FDN
FIRST TR EXCHANGE-TRADED FD
-8.6%
0.6% of portfolio

Sector Breakdown

Other51.4%
Consumer27.3%
ETF14.8%
Technology4.9%
Healthcare0.9%
Financial0.7%
Real Estate0.1%

๐Ÿšช Exited Positionssold since Q3 2025

AMZN
AMAZON COM INC
SOLD
$19.0M
BIV
VANGUARD BD INDEX FDS
SOLD
$10.1M
AAPL
APPLE INC
SOLD
$6.6M
BIDUN
BAIDU INC
SOLD
$4.6M
BRK/B
BERKSHIRE HATHAWAY INC DEL
SOLD
$1.6M
+13 more exited positions

Changes from Q3 2025

NEW8 new positions
โ†‘24 increased
โ†“53 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023