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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
+5.05%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$8.66B
AUM Growth
+$1.09B
Cap. Flow
+$765M
Cap. Flow %
8.84%
Top 10 Hldgs %
44.49%
Holding
258
New
22
Increased
105
Reduced
67
Closed
17

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$166M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$126M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$90.1M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$82.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$75.6M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$147M
2
SLV icon
iShares Silver Trust
SLV
+$126M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$56.5M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$41.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$37.1M

Sector Composition

Rank Sector Weight
1 Technology 13.58%
2 Consumer Discretionary 6.24%
3 Industrials 6.2%
4 Financials 4.85%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDX icon
151
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
$1.69M 0.02%
66,410
+7,796
+13% +$200K
EXPE icon
152
Expedia Group
EXPE
$38.5B
$1.57M 0.02%
5,526
+4,512
+445% +$1.11M
MRK icon
153
Merck
MRK
$322B
$1.53M 0.02%
14,516
-9,278
-39% -$871K
VLN icon
154
Valens Semiconductor
VLN
$182M
$1.53M 0.02%
1,074,243
– –
BRK.A icon
155
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.02%
2
– –
FDN icon
156
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
$1.49M 0.02%
5,534
-1,658
-23% -$454K
AEO icon
157
American Eagle Outfitters
AEO
$2.91B
$1.47M 0.02%
+55,586
New +$1.1M
EFIV icon
158
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
$1.43M 0.02%
21,490
+5,755
+37% +$374K
TFC icon
159
Truist Financial
TFC
$63.9B
$1.42M 0.02%
28,832
-9,412
-25% -$433K
IBDY icon
160
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.4M 0.02%
53,750
-1,033
-2% -$27.1K
TSLA icon
161
Tesla
TSLA
$1.31T
$1.39M 0.02%
3,095
– –
MRNA icon
162
Moderna
MRNA
$24.2B
$1.27M 0.01%
43,210
– –
CIBR icon
163
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$1.17M 0.01%
16,386
– –
RSPM icon
164
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$186M
$1.11M 0.01%
32,715
– –
XLP icon
165
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.11M 0.01%
14,283
-3,114
-18% -$243K
BNY
166
Bank of New York Mellon
BNY
$109B
$1.1M 0.01%
+9,467
New +$1.05M
IBDV icon
167
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$1.09M 0.01%
49,540
-6,242
-11% -$138K
ETH
168
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$1.08M 0.01%
38,376
+4,071
+12% +$133K
TETH
169
21Shares Ethereum ETF
TETH
$13M
$1.07M 0.01%
72,449
+7,752
+12% +$134K
ETHW
170
Bitwise Ethereum ETF
ETHW
$197M
$1.07M 0.01%
50,490
+5,427
+12% +$134K
ETHV
171
VanEck Ethereum ETF
ETHV
$95.5M
$1.07M 0.01%
24,713
+2,655
+12% +$134K
EZET
172
Franklin Ethereum ETF
EZET
$37.7M
$1.07M 0.01%
47,643
+5,114
+12% +$134K
QETH
173
Invesco Galaxy Ethereum ETF
QETH
$16.9M
$1.07M 0.01%
36,282
+3,900
+12% +$134K
FETH
174
Fidelity Ethereum Fund
FETH
$1.01B
$1.07M 0.01%
36,215
+3,888
+12% +$134K
ETHA
175
iShares Ethereum Trust ETF
ETHA
$5.54B
$1.07M 0.01%
47,713
+5,159
+12% +$135K
5 6
7
8 9

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 Q4 2025 Portfolio in Review

As of Q4 2025, Meitav Investment House held 258 positions worth $8.66B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meitav Investment House deployed $765M of net new capital in Q4 2025, opening 22 new positions and adding to 105 existing holdings. Its largest new stake was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $147M trimmed.

  • Meitav Investment House's largest Q4 2025 buy was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2025, an estimated $166M increase.
  • Meitav Investment House's biggest Q4 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $147M.
  • Meitav Investment House fully exited Invesco S&P 500 Quality ETF in Q4 2025, selling an estimated $13.4M.
  • Meitav Investment House's ten largest holdings make up 44% of its $8.66B portfolio in Q4 2025.
  • Meitav Investment House opened 22 new positions and closed 17 in Q4 2025.
  • Meitav Investment House's portfolio value rose 14% quarter-over-quarter to $8.66B.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.