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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 | |
|---|---|---|---|---|---|---|---|
151
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.78B
| $3.6M | 0.02% |
+27,592
| New | +$3.43M |
2026 Q2
0 quarters
|
|
152
Apollo Global Management
APO
$66.1B
| $3.54M | 0.02% |
29,931
| – | – |
2025 Q4
2 quarters
|
|
153
Applied Materials
AMAT
$341B
| $3.46M | 0.02% |
4,817
-1,132
| -19% | -$522K |
2018 Q2
32 quarters
|
|
154
Prologis
PLD
$121B
| $3.43M | 0.02% |
25,332
-290
| -1% | -$41.1K |
2019 Q1
29 quarters
|
|
155
First Trust Germany AlphaDEX Fund
FGM
$89.4M
| $3.3M | 0.02% |
52,000
| – | – |
2021 Q4
18 quarters
|
|
156
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $3.22M | 0.02% |
+130,790
| New | +$3.23M |
2026 Q2
0 quarters
|
|
157
Vanguard Intermediate-Term Treasury ETF
VGIT
$40B
| $3.18M | 0.02% |
54,057
+37,459
| +226% | +$2.21M |
2024 Q3
7 quarters
|
|
158
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$867M
| $3.11M | 0.02% |
119,534
+21,029
| +21% | +$548K |
2024 Q4
6 quarters
|
|
159
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| $3.08M | 0.02% |
133,260
+41,910
| +46% | +$971K |
2023 Q2
12 quarters
|
|
160
Quanta Services
PWR
$96.6B
| $3.05M | 0.02% |
4,238
| – | – |
2024 Q3
7 quarters
|
|
161
Kaspi.kz JSC
KSPI
$18B
| $2.9M | 0.02% |
33,500
+16,100
| +93% | +$1.37M |
2026 Q1
1 quarter
|
|
162
iShares MSCI India ETF
INDA
$5.94B
| $2.88M | 0.02% |
58,408
| – | – |
2019 Q3
27 quarters
|
|
163
iShares MSCI Japan ETF
EWJ
$23.2B
| $2.83M | 0.02% |
30,368
| – | – |
2023 Q4
10 quarters
|
|
164
Nasdaq
NDAQ
$52.3B
| $2.76M | 0.02% |
+35,000
| New | +$3.07M |
2026 Q2
0 quarters
|
|
165
Altria Group
MO
$123B
| $2.75M | 0.02% |
38,158
-13,185
| -26% | -$920K |
2021 Q2
20 quarters
|
|
166
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
| $2.72M | 0.02% |
32,758
-1,722
| -5% | -$144K |
2017 Q4
34 quarters
|
|
167
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.77B
| $2.63M | 0.02% |
104,670
+39,761
| +61% | +$1M |
2025 Q1
5 quarters
|
|
168
Capital One
COF
$122B
| $2.63M | 0.02% |
13,091
+1,236
| +10% | +$236K |
2025 Q3
3 quarters
|
|
169
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.86B
| $2.62M | 0.02% |
64,494
+11,968
| +23% | +$474K |
2025 Q3
3 quarters
|
|
170
MasTec
MTZ
$15.4B
| $2.61M | 0.02% |
+6,180
| New | +$2.36M |
2026 Q2
0 quarters
|
|
171
Cadence Design Systems
CDNS
$89.3B
| $2.53M | 0.02% |
+6,750
| New | +$2.37M |
2026 Q2
0 quarters
|
|
172
First Trust Natural Gas ETF
FCG
$657M
| $2.47M | 0.02% |
+92,760
| New | +$2.72M |
2026 Q2
0 quarters
|
|
173
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.2B
| $2.43M | 0.02% |
29,427
+14,869
| +102% | +$1.23M |
2024 Q1
9 quarters
|
|
174
State Street Energy Select Sector SPDR ETF
XLE
$42.8B
| $2.41M | 0.02% |
45,321
-7,780
| -15% | -$445K |
2017 Q4
34 quarters
|
|
175
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
| $2.4M | 0.02% |
46,402
| – | – |
2018 Q1
33 quarters
|
|
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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.