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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 | |
|---|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$196B
| $71.8M | 0.48% |
180,700
+12,600
| +7% | +$4.99M |
2026 Q1
1 quarter
|
|
52
Oracle
ORCL
$408B
| $71.3M | 0.48% |
486,268
+7,074
| +1% | +$1.28M |
2024 Q4
6 quarters
|
|
53
Ormat Technologies
ORA
$5.51B
| $68.1M | 0.46% |
+623,843
| New | +$77.3M |
2026 Q2
0 quarters
|
|
54
State Street Technology Select Sector SPDR ETF
XLK
$125B
| $67.5M | 0.45% |
354,121
+3,752
| +1% | +$641K |
2017 Q4
34 quarters
|
|
55
Invesco China Technology ETF
CQQQ
$2.34B
| $60.8M | 0.41% |
1,065,720
-300
| -0% | -$15.5K |
2021 Q3
19 quarters
|
|
56
Texas Instruments
TXN
$255B
| $60.1M | 0.4% |
+201,500
| New | +$55.9M |
2026 Q2
0 quarters
|
|
57
iShares MSCI China ETF
MCHI
$5.91B
| $60M | 0.4% |
1,175,148
| – | – |
2020 Q1
25 quarters
|
|
58
Nice
NICE
$6.73B
| $56.1M | 0.38% |
+617,801
| New | +$59.9M |
2026 Q2
0 quarters
|
|
59
SolarEdge
SEDG
$1.93B
| $53M | 0.36% |
906,890
-110,661
| -11% | -$5.8M |
2017 Q4
34 quarters
|
|
60
Boeing
BA
$149B
| $52.7M | 0.35% |
243,606
+46,000
| +23% | +$10.2M |
2019 Q1
29 quarters
|
|
61
Intercontinental Exchange
ICE
$88.9B
| $48.8M | 0.33% |
396,668
+47,166
| +13% | +$7.08M |
2024 Q1
9 quarters
|
|
62
Global X Silver Miners ETF NEW
SIL
$4.17B
| $48.7M | 0.33% |
628,000
-125,000
| -17% | -$11.2M |
2024 Q2
8 quarters
|
|
63
EQT Corp
EQT
$32.8B
| $47.1M | 0.32% |
885,000
| – | – |
2025 Q4
2 quarters
|
|
64
Micron Technology
MU
$1.05T
| $46.4M | 0.31% |
+40,210
| New | +$30.2M |
2026 Q2
0 quarters
|
|
65
iShares MSCI Emerging Markets ETF
EEM
$29.6B
| $46.3M | 0.31% |
+677,257
| New | +$44.2M |
2026 Q2
0 quarters
|
|
66
Mastercard
MA
$540B
| $46M | 0.31% |
89,548
+8,626
| +11% | +$4.3M |
2017 Q4
34 quarters
|
|
67
Invesco KBW Bank ETF
KBWB
$6.19B
| $45.7M | 0.31% |
491,375
+426,820
| +661% | +$37.3M |
2021 Q1
21 quarters
|
|
68
Invesco Aerospace & Defense ETF
PPA
$7.56B
| $45.4M | 0.31% |
256,977
-18,503
| -7% | -$3.17M |
2021 Q1
21 quarters
|
|
69
ExxonMobil
XOM
$718B
| $45.4M | 0.31% |
332,023
+330,000
| +16,312% | +$49.4M |
2020 Q1
25 quarters
|
|
70
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.6B
| $45M | 0.3% |
234,602
+23,262
| +11% | +$4.37M |
2022 Q1
17 quarters
|
|
71
Intuitive Surgical
ISRG
$151B
| $43.5M | 0.29% |
109,380
+633
| +0.6% | +$277K |
2024 Q4
6 quarters
|
|
72
Arista Networks
ANET
$234B
| $43M | 0.29% |
253,200
-64,000
| -20% | -$10.1M |
2025 Q3
3 quarters
|
|
73
Intel
INTC
$504B
| $41.8M | 0.28% |
+299,213
| New | +$30.3M |
2026 Q2
0 quarters
|
|
74
Costco
COST
$433B
| $40.3M | 0.27% |
43,071
+18,658
| +76% | +$18.6M |
2020 Q1
25 quarters
|
|
75
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$713M
| $38.2M | 0.26% |
596,431
| – | – |
2023 Q2
12 quarters
|
|
Similar funds
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.