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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
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
Cap. Flow
+$4.37B
Cap. Flow %
29.37%
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$396M
3
TSM icon
TSMC
TSM
+$342M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$331M
5
MSFT icon
Microsoft
MSFT
+$289M

Top Sells

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$333M
2
TSEM icon
Tower Semiconductor
TSEM
+$308M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$248M
4
NVMI
Nova
NVMI
+$247M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$159M

Sector Composition

Rank Sector Weight
1 Technology 14.71%
2 Financials 4.67%
3 Communication Services 3.91%
4 Healthcare 3.65%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TETH
251
21Shares Ethereum ETF
TETH
$13.3M
$665K ﹤0.01%
84,516
+4,238
+5% +$43.5K
ETHW
252
Bitwise Ethereum ETF
ETHW
$201M
$665K ﹤0.01%
58,938
+2,931
+5% +$43.1K
ETHV
253
VanEck Ethereum ETF
ETHV
$97.5M
$665K ﹤0.01%
28,838
+1,441
+5% +$43.3K
CFG icon
254
Citizens Financial Group
CFG
$30.6B
$623K ﹤0.01%
+8,896
New +$574K
IGIB icon
255
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$619K ﹤0.01%
+11,651
New +$619K
FTCS icon
256
First Trust Capital Strength ETF
FTCS
$7.95B
$613K ﹤0.01%
6,525
-131
-2% -$12.2K
SPTI icon
257
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$548K ﹤0.01%
19,336
-1,289
-6% -$36.7K
RF icon
258
Regions Financial
RF
$26.8B
$546K ﹤0.01%
18,089
+1,492
+9% +$41.9K
QCOM icon
259
Qualcomm
QCOM
$176B
$544K ﹤0.01%
+2,946
New +$551K
KEY icon
260
KeyCorp
KEY
$24.4B
$526K ﹤0.01%
+22,808
New +$497K
SPMO icon
261
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$524K ﹤0.01%
+3,242
New +$457K
RGLD icon
262
Royal Gold
RGLD
$19.5B
$506K ﹤0.01%
+2,537
New +$590K
ROBO icon
263
ROBO Global Robotics & Automation Index ETF
ROBO
$2.11B
$505K ﹤0.01%
+5,900
New +$485K
EZU icon
264
iShare MSCI Eurozone ETF
EZU
$9.91B
$501K ﹤0.01%
+7,205
New +$486K
FCNCA icon
265
First Citizens BancShares
FCNCA
$25.3B
$499K ﹤0.01%
240
+15
+7% +$30.1K
HEI icon
266
HEICO Corp
HEI
$51.4B
$497K ﹤0.01%
+1,396
New +$425K
IEI icon
267
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$473K ﹤0.01%
+4,038
New +$475K
BKNG icon
268
Booking.com
BKNG
$161B
$473K ﹤0.01%
2,653
+353
+15% +$60.2K
DRS icon
269
Leonardo DRS
DRS
$12B
$464K ﹤0.01%
10,876
– –
KBE icon
270
State Street SPDR S&P Bank ETF
KBE
$1.71B
$460K ﹤0.01%
6,748
– –
PICK icon
271
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$447K ﹤0.01%
7,692
– –
COIN icon
272
Coinbase
COIN
$40.5B
$439K ﹤0.01%
3,000
– –
SGOV icon
273
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$426K ﹤0.01%
4,229
+297
+8% +$29.9K
IWP icon
274
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$419K ﹤0.01%
+2,860
New +$394K
EWW icon
275
iShares MSCI Mexico ETF
EWW
$1.92B
$410K ﹤0.01%
+5,445
New +$423K
9 10
11
12 13

Similar funds

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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 Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

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.