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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
+5.05%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$8.66B
AUM Growth
+$1.09B
Cap. Flow
+$765M
Cap. Flow %
8.84%
Top 10 Hldgs %
44.49%
Holding
258
New
22
Increased
105
Reduced
67
Closed
17

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$166M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$126M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$90.1M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$82.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$75.6M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$147M
2
SLV icon
iShares Silver Trust
SLV
+$126M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$56.5M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$41.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$37.1M

Sector Composition

Rank Sector Weight
1 Technology 13.58%
2 Consumer Discretionary 6.24%
3 Industrials 6.2%
4 Financials 4.85%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XME icon
26
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
$86.9M 1%
839,104
+830,490
+9,641% +$82.1M
PLD icon
27
Prologis
PLD
$133B
$80.9M 0.93%
633,462
-81,922
-11% -$10.2M
KKR icon
28
KKR & Co
KKR
$99.5B
$75.5M 0.87%
592,177
+155,745
+36% +$19.4M
ZIM icon
29
ZIM Integrated Shipping Services
ZIM
$2.96B
$72.9M 0.84%
+3,434,304
New +$57.6M
NEE icon
30
NextEra Energy
NEE
$178B
$67.6M 0.78%
842,100
-70,900
-8% -$5.87M
ORCL icon
31
Oracle
ORCL
$418B
$66.4M 0.77%
340,801
-109,160
-24% -$26M
CRM icon
32
Salesforce
CRM
$161B
$61.9M 0.71%
233,584
+10,843
+5% +$2.69M
GDX icon
33
VanEck Gold Miners ETF
GDX
$27.4B
$61.6M 0.71%
718,200
– –
XLK icon
34
State Street Technology Select Sector SPDR ETF
XLK
$122B
$61.5M 0.71%
427,247
+9,509
+2% +$1.37M
ISRG icon
35
Intuitive Surgical
ISRG
$141B
$61.3M 0.71%
108,282
+18,476
+21% +$9.84M
UBER icon
36
Uber
UBER
$160B
$59.8M 0.69%
731,446
+444,633
+155% +$40M
PAVE icon
37
Global X US Infrastructure Development ETF
PAVE
$14.4B
$57.6M 0.67%
1,205,295
+194,091
+19% +$9.31M
EWT icon
38
iShares MSCI Taiwan ETF
EWT
$11.2B
$57M 0.66%
896,670
+75,000
+9% +$4.83M
BX icon
39
Blackstone
BX
$118B
$56.6M 0.65%
367,245
+29,632
+9% +$4.5M
TATT icon
40
TAT Technologies
TATT
$487M
$54.2M 0.63%
1,208,738
-125,407
-9% -$5.13M
MCHI icon
41
iShares MSCI China ETF
MCHI
$6.28B
$50.8M 0.59%
846,233
– –
CQQQ icon
42
Invesco China Technology ETF
CQQQ
$3.23B
$50.5M 0.58%
970,420
– –
ADBE icon
43
Adobe
ADBE
$105B
$50M 0.58%
142,923
+25,771
+22% +$8.76M
VRT icon
44
Vertiv
VRT
$107B
$49.6M 0.57%
306,300
+29,800
+11% +$5.17M
ETN icon
45
Eaton
ETN
$178B
$48.9M 0.56%
153,392
+33,700
+28% +$11.9M
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.21T
$48.8M 0.56%
156,124
+24,603
+19% +$7.03M
RSPN icon
47
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$48.1M 0.55%
848,531
-2,900
-0.3% -$162K
XRT icon
48
State Street SPDR S&P Retail ETF
XRT
$648M
$47.8M 0.55%
+560,000
New +$47M
EQT icon
49
EQT Corp
EQT
$34.1B
$47.4M 0.55%
+885,000
New +$49.7M
VST icon
50
Vistra
VST
$48.8B
$44.3M 0.51%
274,300
+272,532
+15,415% +$49.6M
1
2
3 4 5

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GF
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BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
Verition Fund Management
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IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q4 2025 Portfolio in Review

As of Q4 2025, Meitav Investment House held 258 positions worth $8.66B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meitav Investment House deployed $765M of net new capital in Q4 2025, opening 22 new positions and adding to 105 existing holdings. Its largest new stake was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $147M trimmed.

  • Meitav Investment House's largest Q4 2025 buy was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2025, an estimated $166M increase.
  • Meitav Investment House's biggest Q4 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $147M.
  • Meitav Investment House fully exited Invesco S&P 500 Quality ETF in Q4 2025, selling an estimated $13.4M.
  • Meitav Investment House's ten largest holdings make up 44% of its $8.66B portfolio in Q4 2025.
  • Meitav Investment House opened 22 new positions and closed 17 in Q4 2025.
  • Meitav Investment House's portfolio value rose 14% quarter-over-quarter to $8.66B.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.