We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
76
State Street SPDR S&P Capital Markets ETF
KCE
$503M
| $36.3M | 0.24% |
246,277
-26,996
| -10% | -$4.06M |
2024 Q2
8 quarters
|
|
77
Tesla
TSLA
$1.43T
| $35.8M | 0.24% |
85,190
+81,913
| +2,500% | +$32.6M |
2021 Q1
21 quarters
|
|
78
Blackstone
BX
$87.1B
| $35.8M | 0.24% |
304,130
-117,500
| -28% | -$14.1M |
2021 Q1
21 quarters
|
|
79
ServiceNow
NOW
$154B
| $32.4M | 0.22% |
+326,254
| New | +$32.3M |
2026 Q2
0 quarters
|
|
80
KraneShares CSI China Internet ETF
KWEB
$4.48B
| $30.9M | 0.21% |
+1,262,928
| New | +$35M |
2026 Q2
0 quarters
|
|
81
IBM
IBM
$221B
| $30.8M | 0.21% |
+109,638
| New | +$27.6M |
2026 Q2
0 quarters
|
|
82
iShares Global Clean Energy ETF
ICLN
$2.14B
| $30.8M | 0.21% |
+1,502,000
| New | +$31.1M |
2026 Q2
0 quarters
|
|
83
HDFC Bank
HDB
$121B
| $29.7M | 0.2% |
1,150,000
| – | – |
2022 Q3
15 quarters
|
|
84
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
| $28.1M | 0.19% |
53,725
+34
| +0.1% | +$17K |
2021 Q1
21 quarters
|
|
85
Netflix
NFLX
$302B
| $26.5M | 0.18% |
371,477
+2,473
| +0.7% | +$218K |
2021 Q1
21 quarters
|
|
86
iShares MSCI ACWI ETF
ACWI
$32.9B
| $25.6M | 0.17% |
+163,021
| New | +$24.9M |
2026 Q2
0 quarters
|
|
87
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.46B
| $25.3M | 0.17% |
913,800
| – | – |
2024 Q4
6 quarters
|
|
88
State Street SPDR S&P Homebuilders ETF
XHB
$1.48B
| $25.2M | 0.17% |
218,326
+72,167
| +49% | +$7.56M |
2021 Q1
21 quarters
|
|
89
Palantir
PLTR
$482B
| $24.5M | 0.16% |
+209,597
| New | +$28.6M |
2026 Q2
0 quarters
|
|
90
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.83B
| $23.3M | 0.16% |
+69,703
| New | +$20M |
2026 Q2
0 quarters
|
|
91
Nike
NKE
$55.2B
| $22.9M | 0.15% |
558,700
-115,175
| -17% | -$5.07M |
2019 Q3
27 quarters
|
|
92
iShares US Aerospace & Defense ETF
ITA
$12B
| $21.8M | 0.15% |
+90,081
| New | +$20.5M |
2026 Q2
0 quarters
|
|
93
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.98B
| $20.6M | 0.14% |
418,672
-158,590
| -27% | -$7.37M |
2021 Q1
21 quarters
|
|
94
Walmart Inc
WMT
$935B
| $20.2M | 0.14% |
+177,961
| New | +$22.1M |
2026 Q2
0 quarters
|
|
95
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.88B
| $19.7M | 0.13% |
448,499
| – | – |
2021 Q1
21 quarters
|
|
96
Global X Defense Tech ETF
SHLD
$6.45B
| $19.6M | 0.13% |
+327,597
| New | +$21.8M |
2026 Q2
0 quarters
|
|
97
Berkshire Hathaway Class B
BRK.B
$1.13T
| $19.2M | 0.13% |
38,368
+1,702
| +5% | +$818K |
2020 Q2
24 quarters
|
|
98
Goldman Sachs
GS
$260B
| $17.4M | 0.12% |
17,157
+5,653
| +49% | +$5.51M |
2020 Q2
24 quarters
|
|
99
Apple
AAPL
$4.99T
| $17.1M | 0.11% |
59,091
-22,920
| -28% | -$6.56M |
2017 Q4
34 quarters
|
|
100
S&P Global
SPGI
$125B
| $16M | 0.11% |
39,342
+3,109
| +9% | +$1.31M |
2017 Q4
34 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.