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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
JPM icon
76
JPMorgan Chase
JPM
$962B
$14.2M 0.16%
43,931
+16,390
+60% +$5.07M
INMD icon
77
InMode
INMD
$870M
$13.5M 0.16%
920,150
-56,736
-6% -$835K
AXP icon
78
American Express
AXP
$230B
$13.2M 0.15%
35,629
+5,737
+19% +$2.05M
BAC icon
79
Bank of America
BAC
$448B
$13M 0.15%
235,350
+53,522
+29% +$2.83M
KRNT icon
80
Kornit Digital
KRNT
$815M
$12.6M 0.15%
877,015
-1,421
-0.2% -$19.5K
SPGM icon
81
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$12.6M 0.15%
163,800
– –
IREN icon
82
Iris Energy
IREN
$14.2B
$12.4M 0.14%
328,600
+8,600
+3% +$444K
FLEX icon
83
Flex
FLEX
$45.2B
$11.4M 0.13%
188,075
– –
GS icon
84
Goldman Sachs
GS
$301B
$11.1M 0.13%
12,591
+3,949
+46% +$3.22M
QUAL icon
85
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$11M 0.13%
55,417
-501
-0.9% -$98.4K
XAR icon
86
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$10.7M 0.12%
44,540
+4,665
+12% +$1.11M
RSP icon
87
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$9.49M 0.11%
49,543
-773,392
-94% -$147M
WIX icon
88
WIX.com
WIX
$2.79B
$9.09M 0.11%
87,528
-9,889
-10% -$1.2M
SPYM
89
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$8.14M 0.09%
101,472
+54
+0.1% +$4.29K
XLB icon
90
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$7.27M 0.08%
160,256
– –
KBWB icon
91
Invesco KBW Bank ETF
KBWB
$6.77B
$6.87M 0.08%
81,460
-528,995
-87% -$41.8M
MDWD icon
92
MediWound
MDWD
$179M
$6.86M 0.08%
371,618
+80,000
+27% +$1.46M
BIIB icon
93
Biogen
BIIB
$30.1B
$5.89M 0.07%
33,462
+62
+0.2% +$10.1K
MELI icon
94
Mercado Libre
MELI
$98.4B
$5.53M 0.06%
2,743
+1
+0% +$2.1K
VCSH icon
95
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.41M 0.06%
67,930
+4,058
+6% +$324K
SOXQ icon
96
Invesco PHLX Semiconductor ETF
SOXQ
$2.85B
$5.19M 0.06%
93,070
-13,780
-13% -$754K
VGT icon
97
Vanguard Information Technology ETF
VGT
$147B
$4.88M 0.06%
51,824
– –
PSI icon
98
Invesco Semiconductors ETF
PSI
$2.48B
$4.83M 0.06%
61,208
-19,122
-24% -$1.46M
SEDG icon
99
SolarEdge
SEDG
$2.05B
$4.58M 0.05%
158,597
-2,323
-1% -$81K
COF icon
100
Capital One
COF
$134B
$4.51M 0.05%
18,591
+16,356
+732% +$3.64M
2 3
4
5 6

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.