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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 | |
|---|---|---|---|---|---|---|---|
126
Corning
GLW
$119B
| $4.76M | 0.03% |
+18,630
| New | +$3.39M |
2026 Q2
0 quarters
|
|
127
Wells Fargo
WFC
$248B
| $4.54M | 0.03% |
+54,877
| New | +$4.41M |
2026 Q2
0 quarters
|
|
128
Biogen
BIIB
$34.8B
| $4.53M | 0.03% |
20,972
| – | – |
2022 Q1
17 quarters
|
|
129
Vertiv
VRT
$82.7B
| $4.52M | 0.03% |
13,500
-2,300
| -15% | -$729K |
2024 Q3
7 quarters
|
|
130
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.9B
| $4.41M | 0.03% |
49,135
-11,211
| -19% | -$860K |
2021 Q3
19 quarters
|
|
131
Vanguard Total World Stock ETF
VT
$82.1B
| $4.4M | 0.03% |
+28,071
| New | +$4.28M |
2026 Q2
0 quarters
|
|
132
Northrop Grumman
NOC
$71B
| $4.4M | 0.03% |
+8,634
| New | +$4.98M |
2026 Q2
0 quarters
|
|
133
iShares MSCI ACWI ex US ETF
ACWX
$17.5B
| $4.37M | 0.03% |
+57,476
| New | +$4.28M |
2026 Q2
0 quarters
|
|
134
Verisk Analytics
VRSK
$24.4B
| $4.34M | 0.03% |
+24,150
| New | +$4.25M |
2026 Q2
0 quarters
|
|
135
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
| $4.27M | 0.03% |
58,805
+19,215
| +49% | +$1.35M |
2025 Q1
5 quarters
|
|
136
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $4.06M | 0.03% |
+110,000
| New | +$3.79M |
2026 Q2
0 quarters
|
|
137
Johnson & Johnson
JNJ
$610B
| $3.87M | 0.03% |
+15,252
| New | +$3.55M |
2026 Q2
0 quarters
|
|
138
Natera
NTRA
$58.3B
| $3.85M | 0.03% |
+14,200
| New | +$3.03M |
2026 Q2
0 quarters
|
|
139
iShares Core US Aggregate Bond ETF
AGG
$138B
| $3.82M | 0.03% |
+38,677
| New | +$3.83M |
2026 Q2
0 quarters
|
|
140
iShares Bitcoin Trust
IBIT
$66.2B
| $3.72M | 0.03% |
111,670
+28,354
| +34% | +$1.15M |
2025 Q1
5 quarters
|
|
141
VanEck Bitcoin Trust
HODL
$1.37B
| $3.67M | 0.02% |
220,925
+53,863
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
142
Grayscale Bitcoin Mini Trust ETF
BTC
$4.36B
| $3.66M | 0.02% |
141,129
+34,436
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
143
Bitwise Bitcoin ETF
BITB
$3.04B
| $3.66M | 0.02% |
114,940
+28,056
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
144
Franklin Bitcoin ETF
EZBC
$487M
| $3.66M | 0.02% |
107,964
+26,359
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
145
Invesco Galaxy Bitcoin ETF
BTCO
$439M
| $3.66M | 0.02% |
62,673
+15,305
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
146
Coinshares Bitcoin ETF
BRRR
$484M
| $3.66M | 0.02% |
221,127
+54,015
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
147
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.3B
| $3.66M | 0.02% |
71,677
+17,507
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
148
WisdomTree Bitcoin Fund
BTCW
$190M
| $3.66M | 0.02% |
58,993
+14,406
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
149
ARK 21Shares Bitcoin ETF
ARKB
$3.14B
| $3.65M | 0.02% |
187,726
+45,904
| +32% | +$1.09M |
2025 Q1
5 quarters
|
|
150
Marvell Technology
MRVL
$217B
| $3.62M | 0.02% |
+12,153
| New | +$2.44M |
2026 Q2
0 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.