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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
+11.9%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.57B
AUM Growth
+$149M
Cap. Flow
+$34.1M
Cap. Flow %
0.45%
Top 10 Hldgs %
42.22%
Holding
247
New
30
Increased
85
Reduced
79
Closed
11

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$76.1M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$52.7M
3
KBWB icon
Invesco KBW Bank ETF
KBWB
+$43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$42.2M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$32M

Top Sells

Rank Stock Value
1
MCHI icon
iShares MSCI China ETF
MCHI
+$105M
2
NVMI
Nova
NVMI
+$54.9M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$43.1M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$39.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.4M

Sector Composition

Rank Sector Weight
1 Technology 17.77%
2 Industrials 5.61%
3 Financials 4.79%
4 Communication Services 3.93%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KCE icon
51
State Street SPDR S&P Capital Markets ETF
KCE
$470M
$40.1M 0.53%
262,324
+9
+0% +$1.38K
ISRG icon
52
Intuitive Surgical
ISRG
$141B
$40.1M 0.53%
89,806
+50,954
+131% +$24.5M
LNG icon
53
Cheniere Energy
LNG
$55.4B
$39.4M 0.52%
168,200
– –
HDB icon
54
HDFC Bank
HDB
$119B
$39.2M 0.52%
1,150,000
– –
COST icon
55
Costco
COST
$420B
$34.8M 0.46%
37,557
+32
+0.1% +$30.7K
PWR icon
56
Quanta Services
PWR
$103B
$32.1M 0.42%
77,738
-22,262
-22% -$8.65M
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$4.18T
$32M 0.42%
131,521
+19,326
+17% +$4.05M
GRID
58
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$29.8M 0.39%
197,160
+158
+0.1% +$22.7K
BA icon
59
Boeing
BA
$182B
$29.6M 0.39%
137,380
– –
UBER icon
60
Uber
UBER
$156B
$28M 0.37%
286,813
-98,839
-26% -$9.24M
CLBT icon
61
Cellebrite
CLBT
$3.84B
$27M 0.36%
1,454,846
– –
CHKP icon
62
Check Point Software Technologies
CHKP
$13.1B
$26.9M 0.36%
130,117
+111,170
+587% +$22.4M
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.09T
$26.7M 0.35%
53,060
+35
+0.1% +$17K
DIA icon
64
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$24.9M 0.33%
53,751
+260
+0.5% +$117K
XLRE icon
65
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$23.9M 0.32%
567,967
+72
+0% +$3.01K
XHB icon
66
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
$22.8M 0.3%
205,864
-40
-0% -$4.39K
CARR icon
67
Carrier Global
CARR
$52.2B
$21.8M 0.29%
364,653
+161,513
+80% +$11M
AAPL icon
68
Apple
AAPL
$4.41T
$20.7M 0.27%
81,162
+11,001
+16% +$2.49M
SPOT icon
69
Spotify
SPOT
$101B
$18.8M 0.25%
26,993
+24,173
+857% +$16.9M
WIX icon
70
WIX.com
WIX
$2.77B
$17.3M 0.23%
97,417
-10,576
-10% -$1.59M
GRNY
71
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$16.7M 0.22%
667,000
– –
IREN icon
72
Iris Energy
IREN
$15.3B
$15M 0.2%
+320,000
New +$7.77M
ANET icon
73
Arista Networks
ANET
$260B
$14.5M 0.19%
+100,000
New +$12.9M
INMD icon
74
InMode
INMD
$872M
$14.5M 0.19%
976,886
-346,319
-26% -$5.06M
SPHQ icon
75
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$13.4M 0.18%
183,888
+92,750
+102% +$6.69M
1 2
3
4 5

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
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
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q3 2025 Portfolio in Review

As of Q3 2025, Meitav Investment House held 247 positions worth $7.57B, up 2% from $7.42B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Meitav Investment House's Q3 2025 filing shows 30 new, 85 increased, 79 reduced and 11 closed positions. Its largest new stake was Arista Networks: 100,000 shares worth $14.5M. The largest sale was iShares MSCI China ETF, an estimated $105M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Industrials and Financials.

  • Meitav Investment House's largest Q3 2025 buy was Arista Networks: 100,000 shares worth $14.5M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q3 2025, an estimated $76.1M increase.
  • Meitav Investment House's biggest Q3 2025 reduction was iShares MSCI China ETF, cutting an estimated $105M.
  • Meitav Investment House fully exited First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025, selling an estimated $573K.
  • Meitav Investment House's ten largest holdings make up 42% of its $7.57B portfolio in Q3 2025.
  • Meitav Investment House opened 30 new positions and closed 11 in Q3 2025.
  • Meitav Investment House's portfolio value rose 2% quarter-over-quarter to $7.57B.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.