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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 | |
|---|---|---|---|---|---|---|---|
276
Lockheed Martin
LMT
$126B
| $405K | ﹤0.01% |
+796
| New | +$430K |
2026 Q2
0 quarters
|
|
277
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.1B
| $396K | ﹤0.01% |
4,145
-428
| -9% | -$40.4K |
2021 Q1
21 quarters
|
|
278
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $388K | ﹤0.01% |
+3,115
| New | +$376K |
2026 Q2
0 quarters
|
|
279
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $383K | ﹤0.01% |
6,830
+2,098
| +44% | +$114K |
2020 Q1
25 quarters
|
|
280
Range Resources
RRC
$10.1B
| $381K | ﹤0.01% |
10,249
| – | – |
2021 Q1
21 quarters
|
|
281
East-West Bancorp
EWBC
$17.3B
| $372K | ﹤0.01% |
2,882
+259
| +10% | +$31.8K |
2024 Q3
7 quarters
|
|
282
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
| $371K | ﹤0.01% |
+3,200
| New | +$355K |
2026 Q2
0 quarters
|
|
283
WisdomTree Japan SmallCap Dividend Fund
DFJ
$439M
| $334K | ﹤0.01% |
3,170
| – | – |
2022 Q4
14 quarters
|
|
284
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
| $333K | ﹤0.01% |
13,752
-2,629
| -16% | -$63.6K |
2022 Q3
15 quarters
|
|
285
Adobe
ADBE
$95.3B
| $319K | ﹤0.01% |
1,554
-23,259
| -94% | -$5.51M |
2017 Q4
34 quarters
|
|
286
First Horizon
FHN
$10.9B
| $297K | ﹤0.01% |
+11,587
| New | +$283K |
2026 Q2
0 quarters
|
|
287
SouthState Bank Corp
SSB
$9.92B
| $296K | ﹤0.01% |
2,962
+380
| +15% | +$36.6K |
2025 Q4
2 quarters
|
|
288
DELISTED
Webster Financial
WBS
| $295K | ﹤0.01% |
+3,860
| New | +$281K |
2026 Q2
0 quarters
|
|
289
Riot Platforms
RIOT
$5.2B
| $293K | ﹤0.01% |
+10,700
| New | +$241K |
2026 Q2
0 quarters
|
|
290
First Trust Emerging Markets AlphaDEX Fund
FEM
$790M
| $284K | ﹤0.01% |
8,893
| – | – |
2025 Q1
5 quarters
|
|
291
Invesco S&P International Developed Quality ETF
IDHQ
$1.13B
| $283K | ﹤0.01% |
6,487
-1,462
| -18% | -$58.6K |
2025 Q1
5 quarters
|
|
292
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.18B
| $240K | ﹤0.01% |
5,075
-1,929
| -28% | -$91.7K |
2022 Q3
15 quarters
|
|
293
Expedia Group
EXPE
$34.3B
| $230K | ﹤0.01% |
898
| – | – |
2025 Q3
3 quarters
|
|
294
Roundhill Generative AI & Technology ETF
CHAT
$1.65B
| $218K | ﹤0.01% |
+2,230
| New | +$191K |
2026 Q2
0 quarters
|
|
295
Howard Hughes
HHH
$4.1B
| $214K | ﹤0.01% |
3,000
-500
| -14% | -$32.5K |
2025 Q3
3 quarters
|
|
296
KraneShares Public-Private Emerging Markets Internet and Technology ETF
KEMQ
$22.7M
| $208K | ﹤0.01% |
+8,033
| New | +$200K |
2026 Q2
0 quarters
|
|
297
Baidu
BIDU
$27.4B
| $206K | ﹤0.01% |
+1,800
| New | +$223K |
2026 Q2
0 quarters
|
|
298
Odysight.ai Inc
ODYS
$36.1M
| $131K | ﹤0.01% |
31,296
| – | – |
2025 Q1
5 quarters
|
|
299
Airbnb
ABNB
$101B
| – | – |
-2,390
| Closed | -$302K | – |
|
300
AeroVironment
AVAV
$6.16B
| – | – |
-2,000
| Closed | -$366K | – |
|
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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.