We are live on ! Find out more
MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
+5.05%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$8.66B
AUM Growth
+$1.09B
Cap. Flow
+$765M
Cap. Flow %
8.84%
Top 10 Hldgs %
44.49%
Holding
258
New
22
Increased
105
Reduced
67
Closed
17

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$166M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$126M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$90.1M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$82.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$75.6M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$147M
2
SLV icon
iShares Silver Trust
SLV
+$126M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$56.5M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$41.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$37.1M

Sector Composition

Rank Sector Weight
1 Technology 13.58%
2 Consumer Discretionary 6.24%
3 Industrials 6.2%
4 Financials 4.85%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDHQ icon
226
Invesco S&P International Developed Quality ETF
IDHQ
$986M
$305K ﹤0.01%
8,700
+634
+8% +$21.9K
NBIS
227
Nebius Group N.V.
NBIS
$59.5B
$296K ﹤0.01%
3,470
+870
+33% +$90.2K
SOFI icon
228
SoFi Technologies
SOFI
$22.9B
$288K ﹤0.01%
+11,000
New +$307K
HHH icon
229
Howard Hughes
HHH
$3.92B
$279K ﹤0.01%
3,500
– –
SSB icon
230
SouthState Bank Corp
SSB
$10.6B
$263K ﹤0.01%
+2,795
New +$259K
XOM icon
231
ExxonMobil
XOM
$653B
$243K ﹤0.01%
2,023
– –
FEM icon
232
First Trust Emerging Markets AlphaDEX Fund
FEM
$793M
$243K ﹤0.01%
8,893
– –
SLQD icon
233
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$241K ﹤0.01%
4,775
-280
-6% -$14.2K
VTRS icon
234
Viatris
VTRS
$18.6B
$212K ﹤0.01%
17,027
-21,065
-55% -$227K
VRIG icon
235
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
$210K ﹤0.01%
8,422
-1,810
-18% -$45.4K
PRGO icon
236
Perrigo
PRGO
$1.69B
$147K ﹤0.01%
10,592
-5,184
-33% -$86.4K
CSTE icon
237
Caesarstone
CSTE
$103M
$138K ﹤0.01%
73,638
– –
INVZ icon
238
Innoviz Technologies
INVZ
$114M
$138K ﹤0.01%
160,535
-4,670
-3% -$7.39K
ODYS
239
Odysight.ai Inc
ODYS
$73.5M
$103K ﹤0.01%
31,296
– –
SMWB icon
240
Similarweb
SMWB
$745M
$74.9K ﹤0.01%
10,000
– –
NRSN icon
241
NeuroSense Therapeutics
NRSN
$18.3M
$30.8K ﹤0.01%
40,000
– –
AEM icon
242
Agnico Eagle Mines
AEM
$93.9B
– –
-2,500
Closed -$421K
AGX icon
243
Argan
AGX
$8.22B
– –
-2,000
Closed -$540K
ALLT icon
244
Allot
ALLT
$390M
– –
-36,780
Closed -$389K
COIN icon
245
Coinbase
COIN
$39.1B
– –
-2,513
Closed -$848K
FINX icon
246
Global X FinTech ETF
FINX
$164M
– –
-15,258
Closed -$511K
GM icon
247
General Motors
GM
$76.5B
– –
-5,447
Closed -$332K
LRCX icon
248
Lam Research
LRCX
$409B
– –
-25,283
Closed -$3.39M
MNDY icon
249
monday.com
MNDY
$3.58B
– –
-1,275
Closed -$257K
PGJ icon
250
Invesco Golden Dragon China ETF
PGJ
$95.9M
– –
-8,580
Closed -$285K
7 8 9
10
11

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q4 2025 Portfolio in Review

As of Q4 2025, Meitav Investment House held 258 positions worth $8.66B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meitav Investment House deployed $765M of net new capital in Q4 2025, opening 22 new positions and adding to 105 existing holdings. Its largest new stake was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $147M trimmed.

  • Meitav Investment House's largest Q4 2025 buy was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2025, an estimated $166M increase.
  • Meitav Investment House's biggest Q4 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $147M.
  • Meitav Investment House fully exited Invesco S&P 500 Quality ETF in Q4 2025, selling an estimated $13.4M.
  • Meitav Investment House's ten largest holdings make up 44% of its $8.66B portfolio in Q4 2025.
  • Meitav Investment House opened 22 new positions and closed 17 in Q4 2025.
  • Meitav Investment House's portfolio value rose 14% quarter-over-quarter to $8.66B.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.