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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
SPSB icon
176
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.03M 0.01%
33,972
+6,869
+25% +$208K
VCIT icon
177
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$1.02M 0.01%
12,162
+2,108
+21% +$177K
VGIT icon
178
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$1.01M 0.01%
16,820
+2,833
+20% +$170K
STIP icon
179
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.01M 0.01%
9,842
+1,133
+13% +$117K
CWI icon
180
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$995K 0.01%
27,693
+17,508
+172% +$620K
SPIB icon
181
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$945K 0.01%
27,956
+7,322
+35% +$248K
BSCS icon
182
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
$904K 0.01%
43,900
+9,255
+27% +$191K
MOAT icon
183
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$895K 0.01%
8,742
– –
GILT icon
184
Gilat Satellite Networks
GILT
$864M
$880K 0.01%
67,905
– –
URGN icon
185
UroGen Pharma
URGN
$2.3B
$832K 0.01%
35,517
+4,004
+13% +$86.9K
BIL icon
186
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$829K 0.01%
9,091
-3,450
-28% -$316K
GEV icon
187
GE Vernova
GEV
$269B
$784K 0.01%
1,200
+500
+71% +$305K
KTOS icon
188
Kratos Defense & Security Solutions
KTOS
$12B
$778K 0.01%
+10,245
New +$839K
CEG icon
189
Constellation Energy
CEG
$98.6B
$777K 0.01%
2,200
-500
-19% -$182K
ARGX icon
190
argenx
ARGX
$54.1B
$757K 0.01%
+900
New +$770K
CRWD icon
191
CrowdStrike
CRWD
$226B
$754K 0.01%
6,424
+1,128
+21% +$144K
MTB icon
192
M&T Bank
MTB
$36.4B
$702K 0.01%
3,483
-2,084
-37% -$398K
KEN icon
193
Kenon Holdings
KEN
$3.34B
$701K 0.01%
10,656
– –
BWXT icon
194
BWX Technologies
BWXT
$15.5B
$691K 0.01%
4,000
-650
-14% -$122K
FTA icon
195
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$650K 0.01%
7,550
– –
INCY icon
196
Incyte
INCY
$24.5B
$642K 0.01%
+6,500
New +$629K
NXT icon
197
Nextpower Inc
NXT
$15.9B
$636K 0.01%
7,300
-1,000
-12% -$90.7K
HLT icon
198
Hilton Worldwide
HLT
$70.8B
$617K 0.01%
2,147
-3,715
-63% -$1.01M
FTCS icon
199
First Trust Capital Strength ETF
FTCS
$7.99B
$616K 0.01%
6,656
– –
XLG icon
200
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$606K 0.01%
+10,228
New +$601K
6 7
8
9 10

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.