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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
BKNG icon
101
Booking.com
BKNG
$160B
$4.37M 0.05%
20,375
-8,975
-31% -$1.85M
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$4.24M 0.05%
94,634
-7,660
-7% -$341K
ABNB icon
103
Airbnb
ABNB
$111B
$4.18M 0.05%
30,784
-10,874
-26% -$1.35M
PAYC icon
104
Paycom
PAYC
$9.57B
$3.82M 0.04%
+24,000
New +$4.25M
SKYY icon
105
First Trust Cloud Computing ETF
SKYY
$3.22B
$3.78M 0.04%
29,075
+590
+2% +$78.8K
MO icon
106
Altria Group
MO
$109B
$3.6M 0.04%
62,467
-5,810
-9% -$351K
CME icon
107
CME Group
CME
$93.2B
$3.53M 0.04%
12,909
– –
EMXC icon
108
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$3.41M 0.04%
46,933
– –
FGM icon
109
First Trust Germany AlphaDEX Fund
FGM
$98.2M
$3.24M 0.04%
52,000
– –
STX icon
110
Seagate
STX
$186B
$3.05M 0.04%
11,079
-45
-0.4% -$11.7K
APO icon
111
Apollo Global Management
APO
$82.8B
$3.01M 0.03%
+20,814
New +$2.76M
ASML icon
112
ASML
ASML
$691B
$2.97M 0.03%
3,254
+98
+3% +$102K
GOVT icon
113
iShares US Treasury Bond ETF
GOVT
$43.7B
$2.94M 0.03%
127,922
+7,016
+6% +$162K
BTC
114
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$2.86M 0.03%
73,746
+14,084
+24% +$624K
HODL icon
115
VanEck Bitcoin Trust
HODL
$1.06B
$2.85M 0.03%
115,230
+22,039
+24% +$624K
IBIT icon
116
iShares Bitcoin Trust
IBIT
$47.2B
$2.85M 0.03%
57,384
+11,011
+24% +$626K
BTCW icon
117
WisdomTree Bitcoin Fund
BTCW
$137M
$2.85M 0.03%
30,740
+5,889
+24% +$624K
BITB icon
118
Bitwise Bitcoin ETF
BITB
$2.43B
$2.85M 0.03%
59,895
+11,466
+24% +$624K
BRRR icon
119
Coinshares Bitcoin ETF
BRRR
$399M
$2.85M 0.03%
115,159
+22,119
+24% +$625K
FBTC icon
120
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$2.85M 0.03%
37,341
+7,154
+24% +$624K
EZBC icon
121
Franklin Bitcoin ETF
EZBC
$376M
$2.85M 0.03%
56,248
+10,761
+24% +$623K
BTCO icon
122
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$2.85M 0.03%
32,647
+6,245
+24% +$623K
ARKB icon
123
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$2.84M 0.03%
97,660
+18,773
+24% +$624K
VRSN icon
124
VeriSign
VRSN
$26B
$2.7M 0.03%
11,122
-522
-4% -$131K
PERI icon
125
Perion Network
PERI
$379M
$2.7M 0.03%
281,701
+1,915
+0.7% +$18.6K
3 4
5
6 7

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.