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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
+17.52%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.42B
AUM Growth
+$1.99B
Cap. Flow
+$340M
Cap. Flow %
4.58%
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
93
Reduced
57
Closed
12

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$408M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$43.5M
4
ESLT icon
Elbit Systems
ESLT
+$33.3M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$30.6M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$123M
2
AVGO icon
Broadcom
AVGO
+$62.8M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$32M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOAT icon
176
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$488K 0.01%
5,246
-1,778
-25% -$156K
VTRS icon
177
Viatris
VTRS
$18.7B
$461K 0.01%
51,615
– –
TBLA icon
178
Taboola.com
TBLA
$1.11B
$456K 0.01%
125,500
+50,000
+66% +$163K
ORLY icon
179
O'Reilly Automotive
ORLY
$74.9B
$435K 0.01%
4,830
– –
RRC icon
180
Range Resources
RRC
$9.5B
$417K 0.01%
10,249
– –
BSCS icon
181
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
$414K 0.01%
20,219
+4,791
+31% +$97.5K
DGRW icon
182
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$408K 0.01%
4,884
– –
GLBE icon
183
Global E Online
GLBE
$6.86B
$407K 0.01%
12,400
-41,844
-77% -$1.41M
CLIP icon
184
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
$384K 0.01%
3,826
-7,594
-66% -$761K
KBE icon
185
State Street SPDR S&P Bank ETF
KBE
$1.73B
$376K 0.01%
6,748
– –
GM icon
186
General Motors
GM
$78.4B
$366K ﹤0.01%
7,447
+262
+4% +$12.4K
ETOR
187
eToro Group
ETOR
$2.33B
$366K ﹤0.01%
+5,500
New +$354K
ICE icon
188
Intercontinental Exchange
ICE
$84.9B
$364K ﹤0.01%
1,982
+30
+2% +$5.16K
SPSB icon
189
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$356K ﹤0.01%
11,799
+3,587
+44% +$108K
ABT icon
190
Abbott
ABT
$190B
$340K ﹤0.01%
2,500
– –
SPLV icon
191
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$323K ﹤0.01%
4,477
+200
+5% +$14.5K
CEG icon
192
Constellation Energy
CEG
$98.6B
$323K ﹤0.01%
+1,000
New +$265K
ALLT icon
193
Allot
ALLT
$392M
$314K ﹤0.01%
36,780
– –
VRNT
194
DELISTED
Verint Systems
VRNT
$313K ﹤0.01%
15,889
– –
SPIB icon
195
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$307K ﹤0.01%
9,134
+2,030
+29% +$67.2K
SPNS
196
DELISTED
Sapiens International
SPNS
$305K ﹤0.01%
10,434
– –
JD icon
197
JD.com
JD
$43.1B
$298K ﹤0.01%
9,116
– –
PGJ icon
198
Invesco Golden Dragon China ETF
PGJ
$97.5M
$291K ﹤0.01%
+10,250
New +$284K
PICK icon
199
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$289K ﹤0.01%
7,692
– –
SE icon
200
Sea Limited
SE
$80.5B
$288K ﹤0.01%
+1,800
New +$261K
6 7
8
9 10

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GF
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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
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IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q2 2025 Portfolio in Review

As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.

  • Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
  • Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
  • Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
  • Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
  • Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
  • Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.

Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.