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Adi Dauber

Bank Hapoalim Bm

Assets Managed
$651.868M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-43.37%(2Q avg: -0.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bank Hapoalim Bm's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Bank Hapoalim Bm over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 651.868M in assets, with a quarterly growth rate of -43.37% and a 2-quarter average growth rate of -0.9%. The portfolio is managed by Adi Dauber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -23.57%
14.21%
$92.581M
154,934 shares@ $597.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 87.15%
10.79%
$70.319M
108,126 shares@ $650.35 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
New Position
6.07%
$39.564M
514,490 shares@ $76.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -48.88%
5.62%
$36.605M
63,420 shares@ $577.19 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Decreased -44.42%
4.97%
$32.381M
297,866 shares@ $108.71 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -0.88%
4.25%
$27.674M
200,000 shares@ $138.37 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -42.25%
2.99%
$19.485M
82,000 shares@ $237.63 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
2.85%
$18.574M
89,180 shares@ $208.28 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -3.01%
2.74%
$17.816M
54,208 shares@ $328.66 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 47%
2.69%
$17.526M
522,551 shares@ $33.54 avg price

1-10 of 114