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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 | |
|---|---|---|---|---|---|---|---|
201
BWX Technologies
BWXT
$12.5B
| $1.79M | 0.01% |
9,205
-14,000
| -60% | -$2.92M |
2025 Q3
3 quarters
|
|
202
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.35B
| $1.78M | 0.01% |
81,888
+18,888
| +30% | +$412K |
2024 Q1
9 quarters
|
|
203
State Street SPDR S&P Health Care Equipment ETF
XHE
$177M
| $1.74M | 0.01% |
20,635
-103
| -0.5% | -$8.34K |
2021 Q1
21 quarters
|
|
204
Zoom
ZM
$27.5B
| $1.73M | 0.01% |
20,000
+10,000
| +100% | +$945K |
2026 Q1
1 quarter
|
|
|
HONA
205
Honeywell Aerospace
HONA
$52.8B
| $1.67M | 0.01% |
+7,556
| New | +$1.67M |
2026 Q2
0 quarters
|
|
206
Defiance Quantum ETF
QTUM
$5.19B
| $1.57M | 0.01% |
+9,511
| New | +$1.37M |
2026 Q2
0 quarters
|
|
207
Alibaba
BABA
$271B
| $1.57M | 0.01% |
16,362
+3,318
| +25% | +$416K |
2018 Q1
33 quarters
|
|
208
Vanguard Russell 2000 ETF
VTWO
$16.1B
| $1.51M | 0.01% |
+12,435
| New | +$1.41M |
2026 Q2
0 quarters
|
|
209
Berkshire Hathaway Class A
BRK.A
$1.13T
| $1.5M | 0.01% |
2
| – | – |
2019 Q1
29 quarters
|
|
210
iShares 7-10 Year Treasury Bond ETF
IEF
$41.7B
| $1.47M | 0.01% |
+15,589
| New | +$1.48M |
2026 Q2
0 quarters
|
|
211
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.14B
| $1.47M | 0.01% |
58,123
-7,465
| -11% | -$188K |
2023 Q1
13 quarters
|
|
212
Teradyne
TER
$51.3B
| $1.45M | 0.01% |
+3,000
| New | +$1.13M |
2026 Q2
0 quarters
|
|
213
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$112M
| $1.44M | 0.01% |
+41,927
| New | +$1.4M |
2026 Q2
0 quarters
|
|
214
Moody's
MCO
$83.5B
| $1.41M | 0.01% |
+3,105
| New | +$1.39M |
2026 Q2
0 quarters
|
|
215
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.17B
| $1.36M | 0.01% |
52,641
+1,836
| +4% | +$47.3K |
2024 Q4
6 quarters
|
|
216
iShares US Medical Devices ETF
IHI
$3.72B
| $1.34M | 0.01% |
+27,178
| New | +$1.38M |
2026 Q2
0 quarters
|
|
217
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.2B
| $1.31M | 0.01% |
43,651
+7,307
| +20% | +$219K |
2022 Q3
15 quarters
|
|
218
Truist Financial
TFC
$57.9B
| $1.31M | 0.01% |
26,209
+2,398
| +10% | +$118K |
2023 Q2
12 quarters
|
|
219
Salesforce
CRM
$198B
| $1.3M | 0.01% |
8,278
-112,185
| -93% | -$19.7M |
2022 Q4
14 quarters
|
|
220
Sandisk
SNDK
$190B
| $1.27M | 0.01% |
+595
| New | +$849K |
2026 Q2
0 quarters
|
|
221
iShares MSCI World ETF
URTH
$8.19B
| $1.27M | 0.01% |
+6,257
| New | +$1.24M |
2026 Q2
0 quarters
|
|
222
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$176M
| $1.26M | 0.01% |
32,715
| – | – |
2021 Q2
20 quarters
|
|
223
Schwab US Dividend Equity ETF
SCHD
$114B
| $1.16M | 0.01% |
+36,684
| New | +$1.16M |
2026 Q2
0 quarters
|
|
224
Cerebras Systems
CBRS
$30.5B
| $1.15M | 0.01% |
+5,206
| New | +$1.23M |
2026 Q2
0 quarters
|
|
225
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.16B
| $1.1M | 0.01% |
4,138
-366
| -8% | -$96.6K |
2023 Q2
12 quarters
|
|
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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.