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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
MA icon
51
Mastercard
MA
$478B
$40.4M 0.44%
80,922
+8,140
+11% +$4.29M
BA icon
52
Boeing
BA
$170B
$39.3M 0.43%
197,606
+48,706
+33% +$11.1M
ANET icon
53
Arista Networks
ANET
$214B
$38.9M 0.43%
317,200
+52,000
+20% +$6.96M
KCE icon
54
State Street SPDR S&P Capital Markets ETF
KCE
$453M
$37.6M 0.41%
273,273
-13,447
-5% -$1.98M
NKE icon
55
Nike
NKE
$64.8B
$35.6M 0.39%
673,875
-282,513
-30% -$17.1M
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.23T
$35.5M 0.39%
123,922
-32,202
-21% -$10.1M
NFLX icon
57
Netflix
NFLX
$291B
$35.5M 0.39%
369,004
+78,721
+27% +$6.94M
SPOT icon
58
Spotify
SPOT
$97.8B
$34.7M 0.38%
71,503
+8,888
+14% +$4.46M
GRID
59
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$34.6M 0.38%
211,340
+14,125
+7% +$2.35M
RSPN icon
60
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$34.3M 0.38%
596,431
-252,100
-30% -$15.3M
RSP icon
61
Invesco S&P 500 Equal Weight ETF
RSP
$96.6B
$29.5M 0.32%
153,807
+104,264
+210% +$20.7M
HDB icon
62
HDFC Bank
HDB
$135B
$28.6M 0.31%
1,150,000
– –
CLBT icon
63
Cellebrite
CLBT
$3.85B
$26.9M 0.3%
1,954,846
+500,000
+34% +$7.54M
DIA icon
64
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
$24.9M 0.27%
53,691
– –
COST icon
65
Costco
COST
$414B
$24.3M 0.27%
24,413
-21,533
-47% -$21M
XSOE icon
66
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.05B
$23.1M 0.25%
577,262
-144
-0% -$5.99K
CRM icon
67
Salesforce
CRM
$140B
$22.5M 0.25%
120,463
-113,121
-48% -$23.4M
GRNY
68
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.35B
$21.8M 0.24%
913,800
– –
AAPL icon
69
Apple
AAPL
$4.85T
$20.8M 0.23%
82,011
+1,264
+2% +$329K
CHKP icon
70
Check Point Software Technologies
CHKP
$14.2B
$19.5M 0.21%
136,690
+6,573
+5% +$1.1M
XLRE icon
71
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$18.3M 0.2%
448,499
-119,468
-21% -$5.01M
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.06T
$17.6M 0.19%
36,666
+863
+2% +$424K
WIX icon
73
WIX.com
WIX
$2.15B
$16.5M 0.18%
182,667
+95,139
+109% +$7.95M
SPGI icon
74
S&P Global
SPGI
$133B
$15.4M 0.17%
36,233
+31,358
+643% +$14.6M
XHB icon
75
State Street SPDR S&P Homebuilders ETF
XHB
$2.1B
$14.4M 0.16%
146,159
-59,200
-29% -$6.49M
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.