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Meitav Investment House Portfolio holdings
AUM
$14.9B
Turnover
46.97%
1-Year Est. Return
46.8%
This Fund
S&P 500
This Quarter
Est. Return
+21.43%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$14.9B
AUM Growth
+$5.75B
(+63%)
Cap. Flow
+$4.37B
Cap. Flow
% of AUM
29.37%
Top 10 Holdings %
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48
Avg Time Held
2.3
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.67B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$396M |
| 3 |
TSMC
TSM
|
+$342M |
| 4 |
Teva Pharmaceutical Industries Limited
TEVA
|
+$331M |
| 5 |
Microsoft
MSFT
|
+$289M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Elbit Systems
ESLT
|
+$333M |
| 2 |
Tower Semiconductor
TSEM
|
+$308M |
| 3 |
Enlight Renewable Energy
ENLT
|
+$248M |
| 4 |
Nova
NVMI
|
+$247M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$159M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.48% |
| 2 | Technology | 14.71% |
| 3 | Financials | 4.67% |
| 4 | Communication Services | 3.91% |
| 5 | Healthcare | 3.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
First Trust Cloud Computing ETF
SKYY
$3.2B
| $1.08M | 0.01% |
8,035
+2,090
| +35% | +$266K |
2019 Q3
27 quarters
|
|
227
Fifth Third Bancorp
FITB
$45.7B
| $1.07M | 0.01% |
+19,066
| New | +$966K |
2026 Q2
0 quarters
|
|
228
CrowdStrike
CRWD
$232B
| $1.06M | 0.01% |
5,540
-3,136
| -36% | -$446K |
2024 Q1
9 quarters
|
|
229
iShares Core S&P Total US Stock Market ETF
ITOT
$95.9B
| $1.02M | 0.01% |
+5,967
| New | +$947K |
2026 Q2
0 quarters
|
|
230
McKesson
MCK
$117B
| $1M | 0.01% |
+1,324
| New | +$1.05M |
2026 Q2
0 quarters
|
|
231
Viavi Solutions
VIAV
$8.39B
| $955K | 0.01% |
+20,000
| New | +$958K |
2026 Q2
0 quarters
|
|
232
Lumentum
LITE
$75.8B
| $944K | 0.01% |
+1,100
| New | +$981K |
2026 Q2
0 quarters
|
|
233
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
| $900K | 0.01% |
8,742
| – | – |
2022 Q1
17 quarters
|
|
234
Nextpower Inc. Common Stock
NXT
$12.3B
| $870K | 0.01% |
7,300
| – | – |
2025 Q3
3 quarters
|
|
235
Vanguard International Dividend Appreciation ETF
VIGI
$9.05B
| $834K | 0.01% |
+8,932
| New | +$828K |
2026 Q2
0 quarters
|
|
236
SPDR Gold Trust
GLD
$141B
| $784K | 0.01% |
+2,128
| New | +$882K |
2026 Q2
0 quarters
|
|
237
Huntington Bancshares
HBAN
$31B
| $756K | 0.01% |
+42,644
| New | +$704K |
2026 Q2
0 quarters
|
|
238
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $746K | 0.01% |
+14,230
| New | +$746K |
2026 Q2
0 quarters
|
|
239
First Solar
FSLR
$18.7B
| $745K | 0.01% |
+3,159
| New | +$741K |
2026 Q2
0 quarters
|
|
240
M&T Bank
MTB
$30.9B
| $733K | ﹤0.01% |
3,081
+240
| +8% | +$52.5K |
2023 Q2
12 quarters
|
|
241
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
| $731K | ﹤0.01% |
7,550
| – | – |
2022 Q4
14 quarters
|
|
242
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.53B
| $705K | ﹤0.01% |
34,639
-7,142
| -17% | -$146K |
2024 Q3
7 quarters
|
|
243
Western Digital
WDC
$127B
| $688K | ﹤0.01% |
+1,055
| New | +$513K |
2026 Q2
0 quarters
|
|
244
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$50.9B
| $676K | ﹤0.01% |
7,372
-1,476
| -17% | -$135K |
2022 Q3
15 quarters
|
|
245
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.02B
| $669K | ﹤0.01% |
44,486
+2,170
| +5% | +$42.4K |
2025 Q3
3 quarters
|
|
246
Fidelity Ethereum Fund
FETH
$1.3B
| $668K | ﹤0.01% |
42,456
+2,276
| +6% | +$46.6K |
2025 Q3
3 quarters
|
|
247
Invesco Galaxy Ethereum ETF
QETH
$23.6M
| $667K | ﹤0.01% |
42,450
+2,228
| +6% | +$45.6K |
2025 Q3
3 quarters
|
|
248
iShares Ethereum Trust ETF
ETHA
$8.51B
| $666K | ﹤0.01% |
18,675
+1,007
| +6% | +$46.9K |
2025 Q3
3 quarters
|
|
249
Franklin Ethereum ETF
EZET
$49M
| $666K | ﹤0.01% |
55,626
+2,778
| +5% | +$43.3K |
2025 Q3
3 quarters
|
|
250
Vanguard Short-Term Treasury ETF
VGSH
$35.2B
| $665K | ﹤0.01% |
11,448
+1,002
| +10% | +$58.4K |
2025 Q3
3 quarters
|
|
Similar funds
Meitav Investment House's Q2 2026 Portfolio in Review
As of Q2 2026, Meitav Investment House held 347 positions worth $14.9B, up 63% from $9.12B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Meitav Investment House deployed $4.37B of net new capital in Q2 2026, opening 115 new positions and adding to 94 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, up from 55% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was VanEck Semiconductor ETF, an estimated $159M trimmed.
- Meitav Investment House's largest Q2 2026 buy was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.
- Meitav Investment House added most to Invesco NASDAQ 100 ETF in Q2 2026, an estimated $267M increase.
- Meitav Investment House's biggest Q2 2026 reduction was VanEck Semiconductor ETF, cutting an estimated $159M.
- Meitav Investment House fully exited Elbit Systems in Q2 2026, selling an estimated $333M.
- Meitav Investment House's ten largest holdings make up 44% of its $14.9B portfolio in Q2 2026.
- Meitav Investment House opened 115 new positions and closed 48 in Q2 2026.
- Meitav Investment House's portfolio value rose 63% quarter-over-quarter to $14.9B.
Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.