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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
+$795M
Cap. Flow %
8.72%
Top 10 Hldgs %
45.41%
Holding
257
New
16
Increased
100
Reduced
79
Closed
25

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$138M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$130M
3
AMZN icon
Amazon
AMZN
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$113M
2
PLD icon
Prologis
PLD
+$81.2M
3
VRT icon
Vertiv
VRT
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

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
KKR icon
26
KKR & Co
KKR
$90.9B
$86.8M 0.95%
938,212
+346,035
+58% +$36.5M
XME icon
27
State Street SPDR S&P Metals & Mining ETF
XME
$3.93B
$79.6M 0.87%
736,863
-102,241
-12% -$11.9M
NEE icon
28
NextEra Energy
NEE
$186B
$71.8M 0.79%
773,400
-68,700
-8% -$6.11M
VST icon
29
Vistra
VST
$52.9B
$71.3M 0.78%
474,300
+200,000
+73% +$32.4M
ORCL icon
30
Oracle
ORCL
$369B
$70.5M 0.77%
479,194
+138,393
+41% +$22.5M
UBER icon
31
Uber
UBER
$147B
$70M 0.77%
973,832
+242,386
+33% +$18.7M
JPM icon
32
JPMorgan Chase
JPM
$913B
$69.8M 0.77%
237,291
+193,360
+440% +$58.7M
SIL icon
33
Global X Silver Miners ETF NEW
SIL
$3.91B
$67.8M 0.74%
753,000
-467,000
-38% -$46M
MCHI icon
34
iShares MSCI China ETF
MCHI
$6.05B
$66M 0.72%
1,175,148
+328,915
+39% +$19.8M
EWT icon
35
iShares MSCI Taiwan ETF
EWT
$9.95B
$63.6M 0.7%
896,670
– –
PAVE icon
36
Global X US Infrastructure Development ETF
PAVE
$14B
$62M 0.68%
1,221,025
+15,730
+1% +$819K
DXJ icon
37
WisdomTree Japan Hedged Equity Fund
DXJ
$7.06B
$58.5M 0.64%
369,091
+198,137
+116% +$31.3M
ETN icon
38
Eaton
ETN
$156B
$57.1M 0.63%
159,758
+6,366
+4% +$2.27M
EQT icon
39
EQT Corp
EQT
$31B
$56.3M 0.62%
885,000
– –
ICE icon
40
Intercontinental Exchange
ICE
$78.9B
$55M 0.6%
349,502
+346,099
+10,170% +$56.5M
ADI icon
41
Analog Devices
ADI
$184B
$53.5M 0.59%
+168,100
New +$53.5M
SEDG icon
42
SolarEdge
SEDG
$3.29B
$51.9M 0.57%
1,017,551
+858,954
+542% +$32.3M
CAMT icon
43
Camtek
CAMT
$6.94B
$51.8M 0.57%
349,773
+35,811
+11% +$5.43M
ISRG icon
44
Intuitive Surgical
ISRG
$124B
$50.1M 0.55%
108,747
+465
+0.4% +$235K
CQQQ icon
45
Invesco China Technology ETF
CQQQ
$2.95B
$49.1M 0.54%
1,066,020
+95,600
+10% +$5.03M
BX icon
46
Blackstone
BX
$156B
$48.5M 0.53%
421,630
+54,385
+15% +$7.08M
TATT icon
47
TAT Technologies
TATT
$527M
$48M 0.53%
1,211,860
+3,122
+0.3% +$162K
XLK icon
48
State Street Technology Select Sector SPDR ETF
XLK
$115B
$46.6M 0.51%
350,369
-76,878
-18% -$10.8M
PPA icon
49
Invesco Aerospace & Defense ETF
PPA
$8.02B
$45.6M 0.5%
275,480
– –
LNG icon
50
Cheniere Energy
LNG
$54.5B
$44.9M 0.49%
158,200
-40,000
-20% -$9.24M
1
2
3 4 5

Similar funds

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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.