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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
ETHA
176
iShares Ethereum Trust ETF
ETHA
$5.54B
$839K 0.01%
53,005
+5,292
+11% +$95.7K
FETH
177
Fidelity Ethereum Fund
FETH
$1.01B
$839K 0.01%
40,180
+3,965
+11% +$94.7K
MOAT icon
178
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$838K 0.01%
8,742
– –
BIL icon
179
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$810K 0.01%
8,848
-243
-3% -$22.2K
FTAI icon
180
FTAI Aviation
FTAI
$23.2B
$809K 0.01%
+3,300
New +$874K
ZM icon
181
Zoom
ZM
$31.1B
$804K 0.01%
+10,000
New +$838K
INCY icon
182
Incyte
INCY
$24.5B
$800K 0.01%
8,500
+2,000
+31% +$200K
ITRN icon
183
Ituran Location and Control
ITRN
$1.04B
$781K 0.01%
+16,291
New +$767K
KRNT icon
184
Kornit Digital
KRNT
$815M
$770K 0.01%
53,000
-824,015
-94% -$12.1M
OKLO
185
Oklo
OKLO
$8.74B
$729K 0.01%
+14,700
New +$1.06M
KTOS icon
186
Kratos Defense & Security Solutions
KTOS
$12B
$705K 0.01%
10,000
-245
-2% -$23.5K
FTA icon
187
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$697K 0.01%
7,550
– –
LMND icon
188
Lemonade
LMND
$4.09B
$688K 0.01%
10,970
+4,012
+58% +$278K
SKYY icon
189
First Trust Cloud Computing ETF
SKYY
$3.22B
$650K 0.01%
5,945
-23,130
-80% -$2.69M
FROG icon
190
JFrog
FROG
$10.4B
$634K 0.01%
13,506
-14,112
-51% -$693K
FTCS icon
191
First Trust Capital Strength ETF
FTCS
$7.99B
$617K 0.01%
6,656
– –
CEG icon
192
Constellation Energy
CEG
$98.6B
$614K 0.01%
2,200
– –
VGSH icon
193
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$611K 0.01%
10,446
+159
+2% +$9.33K
SPTI icon
194
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$591K 0.01%
20,625
+1,627
+9% +$46.9K
MTB icon
195
M&T Bank
MTB
$36.4B
$587K 0.01%
2,841
-642
-18% -$138K
NBIS
196
Nebius Group N.V.
NBIS
$49.1B
$547K 0.01%
5,930
+2,460
+71% +$246K
COIN icon
197
Coinbase
COIN
$39.2B
$524K 0.01%
+3,000
New +$591K
DRS icon
198
Leonardo DRS
DRS
$11.9B
$484K 0.01%
10,876
-41,248
-79% -$1.74M
RRC icon
199
Range Resources
RRC
$9.5B
$463K 0.01%
10,249
– –
PICK icon
200
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$435K ﹤0.01%
7,692
– –
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 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.