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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
+17.52%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.42B
AUM Growth
+$1.99B
Cap. Flow
+$340M
Cap. Flow %
4.58%
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
93
Reduced
57
Closed
12

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$408M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$43.5M
4
ESLT icon
Elbit Systems
ESLT
+$33.3M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$30.6M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$123M
2
AVGO icon
Broadcom
AVGO
+$62.8M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$32M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAVE icon
26
Global X US Infrastructure Development ETF
PAVE
$14.3B
$82M 1.1%
1,878,569
-800,000
-30% -$32M
CAMT icon
27
Camtek
CAMT
$7.38B
$72.1M 0.97%
850,180
-90,443
-10% -$6.1M
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.35T
$71.3M 0.96%
401,826
-2,534
-0.6% -$419K
V icon
29
Visa
V
$675B
$70.2M 0.95%
197,951
-14,745
-7% -$5.14M
ETN icon
30
Eaton
ETN
$173B
$70.2M 0.95%
196,644
+2,094
+1% +$645K
PLD icon
31
Prologis
PLD
$132B
$68.5M 0.92%
651,384
+37,385
+6% +$3.92M
NEE icon
32
NextEra Energy
NEE
$177B
$64.2M 0.87%
924,241
-207,894
-18% -$14.4M
KKR icon
33
KKR & Co
KKR
$93.2B
$60.7M 0.82%
456,328
-43,612
-9% -$5.11M
CRM icon
34
Salesforce
CRM
$162B
$57M 0.77%
209,041
+75,644
+57% +$20.2M
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$122B
$52.2M 0.7%
412,612
-9,898
-2% -$1.1M
ADBE icon
36
Adobe
ADBE
$109B
$49.2M 0.66%
127,228
-20,050
-14% -$7.73M
RSPN icon
37
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$45.6M 0.61%
851,431
-33,000
-4% -$1.66M
VRT icon
38
Vertiv
VRT
$104B
$45.2M 0.61%
351,500
– –
TATT icon
39
TAT Technologies
TATT
$512M
$44.7M 0.6%
1,454,618
+555,286
+62% +$16M
HDB icon
40
HDFC Bank
HDB
$120B
$44.1M 0.59%
1,150,000
+280,000
+32% +$10.1M
CQQQ icon
41
Invesco China Technology ETF
CQQQ
$3.3B
$43M 0.58%
970,420
+685,000
+240% +$28.9M
MA icon
42
Mastercard
MA
$493B
$42.8M 0.58%
76,157
-384
-0.5% -$212K
LNG icon
43
Cheniere Energy
LNG
$54.9B
$41M 0.55%
168,200
+40,500
+32% +$9.38M
XSOE icon
44
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.07B
$40.7M 0.55%
1,181,001
– –
PPA icon
45
Invesco Aerospace & Defense ETF
PPA
$8.72B
$39M 0.53%
275,480
+5,634
+2% +$714K
KCE icon
46
State Street SPDR S&P Capital Markets ETF
KCE
$466M
$38M 0.51%
262,315
+28
+0% +$3.65K
PWR icon
47
Quanta Services
PWR
$99.4B
$37.8M 0.51%
100,000
-50,000
-33% -$16.1M
COST icon
48
Costco
COST
$423B
$37.1M 0.5%
37,525
+14,645
+64% +$14.6M
BX icon
49
Blackstone
BX
$113B
$36.3M 0.49%
242,591
+116,000
+92% +$15.9M
UBER icon
50
Uber
UBER
$159B
$36M 0.49%
385,652
-329,187
-46% -$27.1M
1
2
3 4 5

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BGC
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
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JFG
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UM
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Impax Asset Management Group
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Meitav Investment House's Q2 2025 Portfolio in Review

As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.

  • Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
  • Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
  • Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
  • Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
  • Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
  • Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.

Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.