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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
VGSH icon
201
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$604K 0.01%
10,287
+4,072
+66% +$239K
FCNCA icon
202
First Citizens BancShares
FCNCA
$25.4B
$601K 0.01%
280
-378
-57% -$712K
IBDS icon
203
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$581K 0.01%
23,967
+2,100
+10% +$51K
ICE icon
204
Intercontinental Exchange
ICE
$84.9B
$551K 0.01%
3,403
+843
+33% +$132K
SPTI icon
205
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$548K 0.01%
18,998
+6,119
+48% +$177K
RF icon
206
Regions Financial
RF
$26.9B
$542K 0.01%
20,011
-12,480
-38% -$319K
LMND icon
207
Lemonade
LMND
$4.09B
$495K 0.01%
+6,958
New +$467K
AVAV icon
208
AeroVironment
AVAV
$9.92B
$484K 0.01%
2,000
+700
+54% +$220K
VTWO icon
209
Vanguard Russell 2000 ETF
VTWO
$17.3B
$478K 0.01%
+4,800
New +$477K
APP icon
210
Applovin
APP
$107B
$445K 0.01%
+660
New +$416K
ORLY icon
211
O'Reilly Automotive
ORLY
$74.9B
$441K 0.01%
4,830
– –
SGOV icon
212
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$425K ﹤0.01%
4,237
+352
+9% +$35.4K
QLTA icon
213
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$419K ﹤0.01%
8,743
-1,659
-16% -$80.3K
KBE icon
214
State Street SPDR S&P Bank ETF
KBE
$1.73B
$410K ﹤0.01%
6,748
– –
PICK icon
215
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$395K ﹤0.01%
7,692
– –
TLN
216
Talen Energy Corp
TLN
$17.1B
$375K ﹤0.01%
+1,000
New +$389K
DGRW icon
217
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$365K ﹤0.01%
4,093
-662
-14% -$59K
ONC
218
BeOne Medicines Ltd
ONC
$40.6B
$365K ﹤0.01%
+1,200
New +$393K
RRC icon
219
Range Resources
RRC
$9.5B
$361K ﹤0.01%
10,249
– –
EWBC icon
220
East-West Bancorp
EWBC
$18.2B
$350K ﹤0.01%
3,115
-2,860
-48% -$304K
NOBL icon
221
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$322K ﹤0.01%
6,192
-6,302
-50% -$326K
ABT icon
222
Abbott
ABT
$190B
$313K ﹤0.01%
2,500
– –
KMDA icon
223
Kamada
KMDA
$409M
$308K ﹤0.01%
43,543
-16,825
-28% -$116K
RBRK icon
224
Rubrik
RBRK
$20B
$306K ﹤0.01%
4,000
– –
DFJ icon
225
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$305K ﹤0.01%
3,170
– –
7 8
9
10 11

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.