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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
PPA icon
51
Invesco Aerospace & Defense ETF
PPA
$8.72B
$43.1M 0.5%
275,480
– –
KCE icon
52
State Street SPDR S&P Capital Markets ETF
KCE
$471M
$43M 0.5%
286,720
+24,396
+9% +$3.62M
HDB icon
53
HDFC Bank
HDB
$120B
$42M 0.49%
1,150,000
– –
MA icon
54
Mastercard
MA
$492B
$41.6M 0.48%
72,782
-3,209
-4% -$1.79M
COST icon
55
Costco
COST
$419B
$39.6M 0.46%
45,946
+8,389
+22% +$7.6M
LNG icon
56
Cheniere Energy
LNG
$54.8B
$38.5M 0.44%
198,200
+30,000
+18% +$6.3M
SPOT icon
57
Spotify
SPOT
$103B
$36.4M 0.42%
62,615
+35,622
+132% +$22.3M
ANET icon
58
Arista Networks
ANET
$250B
$34.7M 0.4%
265,200
+165,200
+165% +$22.7M
CAMT icon
59
Camtek
CAMT
$7.67B
$33.5M 0.39%
313,962
-207,891
-40% -$23.4M
PWR icon
60
Quanta Services
PWR
$101B
$32.8M 0.38%
77,738
– –
BA icon
61
Boeing
BA
$184B
$32.3M 0.37%
148,900
+11,520
+8% +$2.37M
GRID
62
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$30.2M 0.35%
197,215
+55
+0% +$8.44K
SLV icon
63
iShares Silver Trust
SLV
$31.5B
$29.1M 0.34%
451,600
-2,521,000
-85% -$126M
NFLX icon
64
Netflix
NFLX
$311B
$27.2M 0.31%
290,283
+240,753
+486% +$26M
CLBT icon
65
Cellebrite
CLBT
$4B
$26.2M 0.3%
1,454,846
– –
DIA icon
66
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$25.8M 0.3%
53,691
-60
-0.1% -$28.4K
DXJ icon
67
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$24.6M 0.28%
+170,954
New +$23.4M
CHKP icon
68
Check Point Software Technologies
CHKP
$13.2B
$24.2M 0.28%
130,117
– –
XLRE icon
69
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$22.9M 0.26%
567,967
– –
GRNY
70
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$22.6M 0.26%
913,800
+246,800
+37% +$6.2M
XSOE icon
71
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$22.5M 0.26%
577,406
-603,736
-51% -$23.3M
AAPL icon
72
Apple
AAPL
$4.45T
$22M 0.25%
80,747
-415
-0.5% -$111K
XHB icon
73
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$21.1M 0.24%
205,359
-505
-0.2% -$53.6K
CARR icon
74
Carrier Global
CARR
$52.4B
$19.2M 0.22%
364,140
-513
-0.1% -$28.5K
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.11T
$18M 0.21%
35,803
-17,257
-33% -$8.59M
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 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.