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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
+2.84%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
KSPI icon
151
Kaspi.kz JSC
KSPI
$18.1B
$1.29M 0.01%
+17,400
New +$1.31M
RSPM icon
152
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$186M
$1.26M 0.01%
32,715
– –
FTNT icon
153
Fortinet
FTNT
$119B
$1.22M 0.01%
+14,950
New +$1.21M
TSLA icon
154
Tesla
TSLA
$1.31T
$1.22M 0.01%
3,277
+182
+6% +$75K
VLN icon
155
Valens Semiconductor
VLN
$182M
$1.21M 0.01%
1,074,243
– –
VCIT icon
156
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$1.2M 0.01%
14,558
+2,396
+20% +$200K
CSCO icon
157
Cisco
CSCO
$475B
$1.17M 0.01%
15,130
-11,465
-43% -$897K
TFC icon
158
Truist Financial
TFC
$63.9B
$1.09M 0.01%
23,811
-5,021
-17% -$248K
SPSB icon
159
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.09M 0.01%
36,344
+2,372
+7% +$71.6K
FDN icon
160
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
$1.05M 0.01%
4,504
-1,030
-19% -$257K
GILT icon
161
Gilat Satellite Networks
GILT
$864M
$1M 0.01%
67,795
-110
-0.2% -$1.83K
VGIT icon
162
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$987K 0.01%
16,598
-222
-1% -$13.3K
SPIB icon
163
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$978K 0.01%
29,182
+1,226
+4% +$41.4K
COHR icon
164
Coherent
COHR
$64.3B
$949K 0.01%
+3,985
New +$913K
XLG icon
165
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$939K 0.01%
17,218
+6,990
+68% +$401K
NXT icon
166
Nextpower Inc
NXT
$15.9B
$880K 0.01%
7,300
– –
KEN icon
167
Kenon Holdings
KEN
$3.34B
$870K 0.01%
10,656
– –
BSCS icon
168
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
$852K 0.01%
41,781
-2,119
-5% -$43.6K
CRWD icon
169
CrowdStrike
CRWD
$226B
$845K 0.01%
8,676
+2,252
+35% +$239K
TETH
170
21Shares Ethereum ETF
TETH
$13M
$841K 0.01%
80,278
+7,829
+11% +$93.7K
ETH
171
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$840K 0.01%
42,316
+3,940
+10% +$89.3K
EZET
172
Franklin Ethereum ETF
EZET
$37.7M
$840K 0.01%
52,848
+5,205
+11% +$94.6K
ETHW
173
Bitwise Ethereum ETF
ETHW
$197M
$840K 0.01%
56,007
+5,517
+11% +$94.6K
ETHV
174
VanEck Ethereum ETF
ETHV
$95.5M
$840K 0.01%
27,397
+2,684
+11% +$94K
QETH
175
Invesco Galaxy Ethereum ETF
QETH
$16.9M
$839K 0.01%
40,222
+3,940
+11% +$94K
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 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.