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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
+2.84%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
+$795M
Cap. Flow %
8.72%
Top 10 Hldgs %
45.41%
Holding
257
New
16
Increased
100
Reduced
79
Closed
25

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$138M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$130M
3
AMZN icon
Amazon
AMZN
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$113M
2
PLD icon
Prologis
PLD
+$81.2M
3
VRT icon
Vertiv
VRT
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

Rank Sector Weight
1 Technology 15.62%
2 Industrials 6.54%
3 Financials 6.13%
4 Communication Services 4.97%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TAN icon
101
Invesco Solar ETF
TAN
$1.38B
$3.89M 0.04%
+69,810
New +$3.86M
BIIB icon
102
Biogen
BIIB
$30.1B
$3.84M 0.04%
20,972
-12,490
-37% -$2.3M
CME icon
103
CME Group
CME
$93.2B
$3.81M 0.04%
12,909
– –
CIBR icon
104
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$3.78M 0.04%
60,346
+43,960
+268% +$2.95M
GOVT icon
105
iShares US Treasury Bond ETF
GOVT
$43.7B
$3.66M 0.04%
159,946
+32,024
+25% +$738K
MO icon
106
Altria Group
MO
$109B
$3.39M 0.04%
51,343
-11,124
-18% -$716K
PLD icon
107
Prologis
PLD
$133B
$3.39M 0.04%
25,622
-607,840
-96% -$81.2M
APO icon
108
Apollo Global Management
APO
$82.8B
$3.33M 0.04%
29,931
+9,117
+44% +$1.13M
XLE icon
109
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$3.26M 0.04%
53,101
-41,533
-44% -$2.23M
IBIT icon
110
iShares Bitcoin Trust
IBIT
$47.2B
$3.2M 0.04%
83,316
+25,932
+45% +$1.12M
HODL icon
111
VanEck Bitcoin Trust
HODL
$1.06B
$3.2M 0.04%
167,062
+51,832
+45% +$1.12M
BTC
112
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$3.2M 0.04%
106,693
+32,947
+45% +$1.11M
BITB icon
113
Bitwise Bitcoin ETF
BITB
$2.43B
$3.2M 0.04%
86,884
+26,989
+45% +$1.12M
EZBC icon
114
Franklin Bitcoin ETF
EZBC
$376M
$3.2M 0.04%
81,605
+25,357
+45% +$1.12M
FBTC icon
115
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$3.2M 0.04%
54,170
+16,829
+45% +$1.12M
BTCW icon
116
WisdomTree Bitcoin Fund
BTCW
$137M
$3.2M 0.04%
44,587
+13,847
+45% +$1.12M
BRRR icon
117
Coinshares Bitcoin ETF
BRRR
$399M
$3.2M 0.04%
167,112
+51,953
+45% +$1.12M
BTCO icon
118
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$3.2M 0.04%
47,368
+14,721
+45% +$1.12M
ARKB icon
119
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$3.19M 0.04%
141,822
+44,162
+45% +$1.12M
FGM icon
120
First Trust Germany AlphaDEX Fund
FGM
$98.2M
$3.12M 0.03%
52,000
– –
SPSM icon
121
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$2.9M 0.03%
+60,000
New +$2.97M
XLP icon
122
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$2.83M 0.03%
34,480
+20,197
+141% +$1.7M
TRGP icon
123
Targa Resources
TRGP
$56.9B
$2.75M 0.03%
10,983
– –
INDA icon
124
iShares MSCI India ETF
INDA
$6.6B
$2.74M 0.03%
58,408
+24,359
+72% +$1.25M
IBDZ
125
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$865M
$2.57M 0.03%
98,505
-598
-0.6% -$15.8K
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 Q1 2026 Portfolio in Review

As of Q1 2026, Meitav Investment House held 257 positions worth $9.12B, up 5.3% from $8.66B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Meitav Investment House deployed $795M of net new capital in Q1 2026, opening 16 new positions and adding to 100 existing holdings. Its largest new stake was Analog Devices: 168,100 shares worth $53.5M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $113M trimmed.

  • Meitav Investment House's largest Q1 2026 buy was Analog Devices: 168,100 shares worth $53.5M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $138M increase.
  • Meitav Investment House's biggest Q1 2026 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $113M.
  • Meitav Investment House fully exited State Street SPDR S&P Retail ETF in Q1 2026, selling an estimated $47.8M.
  • Meitav Investment House's ten largest holdings make up 45% of its $9.12B portfolio in Q1 2026.
  • Meitav Investment House opened 16 new positions and closed 25 in Q1 2026.
  • Meitav Investment House's portfolio value rose 5.3% quarter-over-quarter to $9.12B.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.