Meitav Investment House Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$138M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$130M |
| 3 |
Amazon
AMZN
|
+$116M |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$113M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$103M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$113M |
| 2 |
Prologis
PLD
|
+$81.2M |
| 3 |
Vertiv
VRT
|
+$64.5M |
| 4 |
State Street SPDR S&P Retail ETF
XRT
|
+$47.8M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$46M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.62% |
| 2 | Industrials | 6.54% |
| 3 | Financials | 6.13% |
| 4 | Communication Services | 4.97% |
| 5 | Utilities | 4.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Seagate
STX
$208B
| – | – |
-11,079
| Closed | -$3.05M |
|
252
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
| – | – |
-8,422
| Closed | -$210K |
|
253
Viatris
VTRS
$18.4B
| – | – |
-17,027
| Closed | -$212K |
|
254
Vanguard Russell 2000 ETF
VTWO
$17.5B
| – | – |
-4,800
| Closed | -$478K |
|
|
255
State Street SPDR S&P Retail ETF
XRT
$644M
| – | – |
-560,000
| Closed | -$47.8M |
|
256
Rubrik
RBRK
$21.5B
| – | – |
-4,000
| Closed | -$306K |
|
|
ONC
257
BeOne Medicines Ltd
ONC
$40.3B
| – | – |
-1,200
| Closed | -$365K |
|
Similar funds
Meitav Investment House's Q1 2026 Portfolio in Review
As of Q1 2026, Meitav Investment House held 257 positions worth $9.12B, up 5.3% from $8.66B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Meitav Investment House deployed $795M of net new capital in Q1 2026, opening 16 new positions and adding to 100 existing holdings. Its largest new stake was Analog Devices: 168,100 shares worth $53.5M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Financials.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $113M trimmed.
- Meitav Investment House's largest Q1 2026 buy was Analog Devices: 168,100 shares worth $53.5M.
- Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $138M increase.
- Meitav Investment House's biggest Q1 2026 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $113M.
- Meitav Investment House fully exited State Street SPDR S&P Retail ETF in Q1 2026, selling an estimated $47.8M.
- Meitav Investment House's ten largest holdings make up 45% of its $9.12B portfolio in Q1 2026.
- Meitav Investment House opened 16 new positions and closed 25 in Q1 2026.
- Meitav Investment House's portfolio value rose 5.3% quarter-over-quarter to $9.12B.
Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.