We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
176
Delek US
DK
$4.71B
| $2.4M | 0.02% |
47,250
| – | – |
2026 Q1
1 quarter
|
|
177
GE Aerospace
GE
$324B
| $2.39M | 0.02% |
+6,400
| New | +$2M |
2026 Q2
0 quarters
|
|
178
KLA
KLAC
$228B
| $2.39M | 0.02% |
+8,150
| New | +$1.62M |
2026 Q2
0 quarters
|
|
179
Amphenol
APH
$201B
| $2.38M | 0.02% |
27,000
-6,000
| -18% | -$433K |
2025 Q4
2 quarters
|
|
180
Cisco
CSCO
$433B
| $2.37M | 0.02% |
20,130
+5,000
| +33% | +$523K |
2025 Q3
3 quarters
|
|
181
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
| $2.35M | 0.02% |
+6,350
| New | +$2.27M |
2026 Q2
0 quarters
|
|
182
Fortinet
FTNT
$133B
| $2.3M | 0.02% |
14,950
| – | – |
2026 Q1
1 quarter
|
|
183
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
| $2.29M | 0.02% |
68,791
+39,609
| +136% | +$1.33M |
2025 Q1
5 quarters
|
|
184
Dell
DELL
$301B
| $2.29M | 0.02% |
+5,300
| New | +$1.53M |
2026 Q2
0 quarters
|
|
185
SentinelOne
S
$8.13B
| $2.25M | 0.02% |
133,200
| – | – |
2023 Q1
13 quarters
|
|
186
Coherent
COHR
$49.4B
| $2.2M | 0.01% |
5,585
+1,600
| +40% | +$566K |
2026 Q1
1 quarter
|
|
187
Revolution Medicines
RVMD
$40.6B
| $2.15M | 0.01% |
+11,500
| New | +$1.68M |
2026 Q2
0 quarters
|
|
188
Cboe Global Markets
CBOE
$32.2B
| $2.14M | 0.01% |
8,800
| – | – |
2025 Q2
4 quarters
|
|
189
PNC Financial Services
PNC
$85.7B
| $2.08M | 0.01% |
+8,447
| New | +$1.89M |
2026 Q2
0 quarters
|
|
190
Ciena
CIEN
$50.6B
| $2.02M | 0.01% |
+4,115
| New | +$2.1M |
2026 Q2
0 quarters
|
|
191
CME Group
CME
$104B
| $1.99M | 0.01% |
9,013
-3,896
| -30% | -$1.08M |
2025 Q1
5 quarters
|
|
192
Vanguard Total Bond Market
BND
$163B
| $1.98M | 0.01% |
+27,082
| New | +$1.99M |
2026 Q2
0 quarters
|
|
193
US Bancorp
USB
$89.4B
| $1.97M | 0.01% |
+32,655
| New | +$1.83M |
2026 Q2
0 quarters
|
|
194
Moderna
MRNA
$94.4B
| $1.9M | 0.01% |
27,143
| – | – |
2022 Q1
17 quarters
|
|
195
iShares China Large-Cap ETF
FXI
$3.94B
| $1.89M | 0.01% |
+59,932
| New | +$2.14M |
2026 Q2
0 quarters
|
|
196
Howmet Aerospace
HWM
$87.6B
| $1.88M | 0.01% |
+7,000
| New | +$1.8M |
2026 Q2
0 quarters
|
|
197
Merck
MRK
$358B
| $1.87M | 0.01% |
14,516
| – | – |
2025 Q3
3 quarters
|
|
198
CEVA Inc
CEVA
$824M
| $1.85M | 0.01% |
+40,815
| New | +$1.44M |
2026 Q2
0 quarters
|
|
199
Invesco S&P 500 Top 50 ETF
XLG
$11.7B
| $1.83M | 0.01% |
29,956
+12,738
| +74% | +$778K |
2025 Q4
2 quarters
|
|
200
Hewlett Packard
HPE
$77.8B
| $1.8M | 0.01% |
+40,000
| New | +$1.44M |
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.