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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
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

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

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

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
EWJ icon
126
iShares MSCI Japan ETF
EWJ
$21.5B
$2.56M 0.03%
30,368
– –
CBOE icon
127
Cboe Global Markets
CBOE
$28.6B
$2.47M 0.03%
8,800
– –
EFIV icon
128
State Street SPDR S&P 500 ESG ETF
EFIV
$1.07B
$2.44M 0.03%
39,590
+18,100
+84% +$1.2M
PWR icon
129
Quanta Services
PWR
$94.3B
$2.33M 0.03%
4,238
-73,500
-95% -$37.9M
SPEM icon
130
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$2.18M 0.02%
46,402
-2,700
-5% -$132K
COF icon
131
Capital One
COF
$128B
$2.16M 0.02%
11,855
-6,736
-36% -$1.41M
DK icon
132
Delek US
DK
$3.87B
$2.13M 0.02%
+47,250
New +$1.69M
IBDU icon
133
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
$2.12M 0.02%
91,350
-17,112
-16% -$400K
APH icon
134
Amphenol
APH
$186B
$2.08M 0.02%
16,500
+3,000
+22% +$422K
AMAT icon
135
Applied Materials
AMAT
$420B
$2.02M 0.02%
5,949
-973
-14% -$327K
CWI icon
136
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.72B
$1.92M 0.02%
52,526
+24,833
+90% +$936K
AMD icon
137
Advanced Micro Devices
AMD
$807B
$1.89M 0.02%
9,292
+736
+9% +$157K
MRK icon
138
Merck
MRK
$315B
$1.75M 0.02%
14,516
– –
GEV icon
139
GE Vernova
GEV
$284B
$1.74M 0.02%
1,990
+790
+66% +$616K
S icon
140
SentinelOne
S
$6.71B
$1.7M 0.02%
133,200
+8,000
+6% +$111K
IBDT icon
141
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$1.66M 0.02%
65,588
-3,138
-5% -$79.8K
IBDX icon
142
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$1.64M 0.02%
64,909
-1,501
-2% -$38.3K
BABA icon
143
Alibaba
BABA
$275B
$1.63M 0.02%
13,044
+443
+4% +$66.6K
XHE icon
144
State Street SPDR S&P Health Care Equipment ETF
XHE
$151M
$1.62M 0.02%
20,738
– –
NU icon
145
Nu Holdings
NU
$65.6B
$1.59M 0.02%
+110,522
New +$1.79M
CCJ icon
146
Cameco
CCJ
$37.3B
$1.58M 0.02%
14,509
-9,775
-40% -$1.12M
BRK.A icon
147
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.44M 0.02%
2
– –
MRNA icon
148
Moderna
MRNA
$24.5B
$1.38M 0.02%
27,143
-16,067
-37% -$750K
IBDV icon
149
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.22B
$1.38M 0.02%
63,000
+13,460
+27% +$297K
IBDY icon
150
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.1B
$1.31M 0.01%
50,805
-2,945
-5% -$76.9K
4 5
6
7 8

Similar funds

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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.