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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 | |
|---|---|---|---|---|---|---|---|
251
21Shares Ethereum Staking ETF
TETH
$17.2M
| $665K | ﹤0.01% |
84,516
+4,238
| +5% | +$43.5K |
2025 Q3
3 quarters
|
|
252
Bitwise Ethereum ETF
ETHW
$263M
| $665K | ﹤0.01% |
58,938
+2,931
| +5% | +$43.1K |
2025 Q3
3 quarters
|
|
253
VanEck Ethereum ETF
ETHV
$120M
| $665K | ﹤0.01% |
28,838
+1,441
| +5% | +$43.3K |
2025 Q3
3 quarters
|
|
254
Citizens Financial Group
CFG
$26.9B
| $623K | ﹤0.01% |
+8,896
| New | +$574K |
2026 Q2
0 quarters
|
|
255
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
| $619K | ﹤0.01% |
+11,651
| New | +$619K |
2026 Q2
0 quarters
|
|
256
First Trust Capital Strength ETF
FTCS
$7.78B
| $613K | ﹤0.01% |
6,525
-131
| -2% | -$12.2K |
2023 Q2
12 quarters
|
|
257
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $548K | ﹤0.01% |
19,336
-1,289
| -6% | -$36.7K |
2025 Q3
3 quarters
|
|
258
Regions Financial
RF
$23.5B
| $546K | ﹤0.01% |
18,089
+1,492
| +9% | +$41.9K |
2023 Q2
12 quarters
|
|
259
Qualcomm
QCOM
$189B
| $544K | ﹤0.01% |
+2,946
| New | +$551K |
2026 Q2
0 quarters
|
|
260
KeyCorp
KEY
$21.6B
| $526K | ﹤0.01% |
+22,808
| New | +$497K |
2026 Q2
0 quarters
|
|
261
Invesco S&P 500 Momentum ETF
SPMO
$22B
| $524K | ﹤0.01% |
+3,242
| New | +$457K |
2026 Q2
0 quarters
|
|
262
Royal Gold
RGLD
$20.3B
| $506K | ﹤0.01% |
+2,537
| New | +$590K |
2026 Q2
0 quarters
|
|
263
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
| $505K | ﹤0.01% |
+5,900
| New | +$485K |
2026 Q2
0 quarters
|
|
264
iShare MSCI Eurozone ETF
EZU
$9.33B
| $501K | ﹤0.01% |
+7,205
| New | +$486K |
2026 Q2
0 quarters
|
|
265
First Citizens BancShares
FCNCA
$24.1B
| $499K | ﹤0.01% |
240
+15
| +7% | +$30.1K |
2023 Q4
10 quarters
|
|
266
HEICO Corp
HEI
$43.7B
| $497K | ﹤0.01% |
+1,396
| New | +$425K |
2026 Q2
0 quarters
|
|
267
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $473K | ﹤0.01% |
+4,038
| New | +$475K |
2026 Q2
0 quarters
|
|
268
Booking.com
BKNG
$124B
| $473K | ﹤0.01% |
2,653
+353
| +15% | +$60.2K |
2021 Q1
21 quarters
|
|
269
Leonardo DRS
DRS
$9.55B
| $464K | ﹤0.01% |
10,876
| – | – |
2022 Q4
14 quarters
|
|
270
State Street SPDR S&P Bank ETF
KBE
$1.5B
| $460K | ﹤0.01% |
6,748
| – | – |
2021 Q1
21 quarters
|
|
271
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.4B
| $447K | ﹤0.01% |
7,692
| – | – |
2021 Q3
19 quarters
|
|
272
Coinbase
COIN
$48.1B
| $439K | ﹤0.01% |
3,000
| – | – |
2026 Q1
1 quarter
|
|
273
iShares 0-3 Month Treasury Bond ETF
SGOV
$115B
| $426K | ﹤0.01% |
4,229
+297
| +8% | +$29.9K |
2022 Q4
14 quarters
|
|
274
iShares Russell Mid-Cap Growth ETF
IWP
$19.2B
| $419K | ﹤0.01% |
+2,860
| New | +$394K |
2026 Q2
0 quarters
|
|
275
iShares MSCI Mexico ETF
EWW
$1.47B
| $410K | ﹤0.01% |
+5,445
| New | +$423K |
2026 Q2
0 quarters
|
|
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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.