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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
+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
Cap. Flow
+$4.37B
Cap. Flow %
29.37%
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$396M
3
TSM icon
TSMC
TSM
+$342M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$331M
5
MSFT icon
Microsoft
MSFT
+$289M

Top Sells

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$333M
2
TSEM icon
Tower Semiconductor
TSEM
+$308M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$248M
4
NVMI
Nova
NVMI
+$247M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$159M

Sector Composition

Rank Sector Weight
1 Technology 14.71%
2 Financials 4.67%
3 Communication Services 3.91%
4 Healthcare 3.65%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVOO icon
151
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.92B
$3.6M 0.02%
+27,592
New +$3.43M
APO icon
152
Apollo Global Management
APO
$73.4B
$3.54M 0.02%
29,931
– –
AMAT icon
153
Applied Materials
AMAT
$428B
$3.46M 0.02%
4,817
-1,132
-19% -$522K
PLD icon
154
Prologis
PLD
$133B
$3.43M 0.02%
25,332
-290
-1% -$41.1K
FGM icon
155
First Trust Germany AlphaDEX Fund
FGM
$99.1M
$3.3M 0.02%
52,000
– –
SCHR
156
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$3.22M 0.02%
+130,790
New +$3.23M
VGIT icon
157
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$3.18M 0.02%
54,057
+37,459
+226% +$2.21M
IBDZ
158
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$3.11M 0.02%
119,534
+21,029
+21% +$548K
IBDU icon
159
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$3.08M 0.02%
133,260
+41,910
+46% +$971K
PWR icon
160
Quanta Services
PWR
$101B
$3.05M 0.02%
4,238
– –
KSPI icon
161
Kaspi.kz JSC
KSPI
$17.2B
$2.9M 0.02%
33,500
+16,100
+93% +$1.37M
INDA icon
162
iShares MSCI India ETF
INDA
$6.63B
$2.88M 0.02%
58,408
– –
EWJ icon
163
iShares MSCI Japan ETF
EWJ
$22.8B
$2.83M 0.02%
30,368
– –
NDAQ icon
164
Nasdaq
NDAQ
$52.9B
$2.76M 0.02%
+35,000
New +$3.07M
MO icon
165
Altria Group
MO
$114B
$2.75M 0.02%
38,158
-13,185
-26% -$920K
XLP icon
166
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.72M 0.02%
32,758
-1,722
-5% -$144K
IBDX icon
167
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
$2.63M 0.02%
104,670
+39,761
+61% +$1M
COF icon
168
Capital One
COF
$134B
$2.63M 0.02%
13,091
+1,236
+10% +$236K
CWI icon
169
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$2.62M 0.02%
64,494
+11,968
+23% +$474K
MTZ icon
170
MasTec
MTZ
$21.9B
$2.61M 0.02%
+6,180
New +$2.36M
CDNS icon
171
Cadence Design Systems
CDNS
$93.4B
$2.53M 0.02%
+6,750
New +$2.37M
FCG icon
172
First Trust Natural Gas ETF
FCG
$614M
$2.47M 0.02%
+92,760
New +$2.72M
VCIT icon
173
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$2.43M 0.02%
29,427
+14,869
+102% +$1.23M
XLE icon
174
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$2.41M 0.02%
45,321
-7,780
-15% -$445K
SPEM icon
175
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$2.4M 0.02%
46,402
– –
5 6
7
8 9

Similar funds

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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 Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

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.