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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
+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
Cap. Flow
+$4.37B
Cap. Flow %
29.37%
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$396M
3
TSM icon
TSMC
TSM
+$342M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$331M
5
MSFT icon
Microsoft
MSFT
+$289M

Top Sells

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$333M
2
TSEM icon
Tower Semiconductor
TSEM
+$308M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$248M
4
NVMI
Nova
NVMI
+$247M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$159M

Sector Composition

Rank Sector Weight
1 Technology 14.71%
2 Financials 4.67%
3 Communication Services 3.91%
4 Healthcare 3.65%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BWXT icon
201
BWX Technologies
BWXT
$15.6B
$1.79M 0.01%
9,205
-14,000
-60% -$2.92M
IBDV icon
202
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$1.78M 0.01%
81,888
+18,888
+30% +$412K
XHE icon
203
State Street SPDR S&P Health Care Equipment ETF
XHE
$163M
$1.74M 0.01%
20,635
-103
-0.5% -$8.34K
ZM icon
204
Zoom
ZM
$30.6B
$1.73M 0.01%
20,000
+10,000
+100% +$945K
HONA
205
Honeywell Aerospace
HONA
$53.4B
$1.67M 0.01%
+7,556
New +$1.67M
QTUM icon
206
Defiance Quantum ETF
QTUM
$5.66B
$1.57M 0.01%
+9,511
New +$1.37M
BABA icon
207
Alibaba
BABA
$308B
$1.57M 0.01%
16,362
+3,318
+25% +$416K
VTWO icon
208
Vanguard Russell 2000 ETF
VTWO
$17.9B
$1.51M 0.01%
+12,435
New +$1.41M
BRK.A icon
209
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.5M 0.01%
2
– –
IEF icon
210
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$1.47M 0.01%
+15,589
New +$1.48M
IBDT icon
211
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$1.47M 0.01%
58,123
-7,465
-11% -$188K
TER icon
212
Teradyne
TER
$59.3B
$1.45M 0.01%
+3,000
New +$1.13M
KBA icon
213
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$150M
$1.44M 0.01%
+41,927
New +$1.4M
MCO icon
214
Moody's
MCO
$82.7B
$1.41M 0.01%
+3,105
New +$1.39M
IBDY icon
215
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.36M 0.01%
52,641
+1,836
+4% +$47.3K
IHI icon
216
iShares US Medical Devices ETF
IHI
$3.38B
$1.34M 0.01%
+27,178
New +$1.38M
SPSB icon
217
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$1.31M 0.01%
43,651
+7,307
+20% +$219K
TFC icon
218
Truist Financial
TFC
$64B
$1.31M 0.01%
26,209
+2,398
+10% +$118K
CRM icon
219
Salesforce
CRM
$158B
$1.3M 0.01%
8,278
-112,185
-93% -$19.7M
SNDK
220
Sandisk
SNDK
$177B
$1.27M 0.01%
+595
New +$849K
URTH icon
221
iShares MSCI World ETF
URTH
$8.27B
$1.27M 0.01%
+6,257
New +$1.24M
RSPM icon
222
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$194M
$1.26M 0.01%
32,715
– –
SCHD icon
223
Schwab US Dividend Equity ETF
SCHD
$105B
$1.16M 0.01%
+36,684
New +$1.16M
CBRS
224
Cerebras Systems
CBRS
$50.5B
$1.15M 0.01%
+5,206
New +$1.23M
FDN icon
225
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$1.1M 0.01%
4,138
-366
-8% -$96.6K
7 8
9
10 11

Similar funds

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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 Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

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.