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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+5.05%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$934M 10.78%
1,369,203
+44,721
+3% +$30.2M
QQQM icon
2
Invesco NASDAQ 100 ETF
QQQM
$102B
$520M 6%
2,056,044
+195,144
+10% +$49.3M
QQQ icon
3
Invesco QQQ Trust
QQQ
$484B
$411M 4.75%
669,245
+205,563
+44% +$126M
XLC icon
4
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$392M 4.53%
3,332,520
+1,441,971
+76% +$166M
NKE icon
5
Nike
NKE
$61.6B
$325M 3.76%
956,388
+199,700
+26% +$13M
XLF icon
6
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$300M 3.46%
5,469,505
-228,531
-4% -$12.2M
SMH icon
7
VanEck Semiconductor ETF
SMH
$72.3B
$278M 3.21%
771,825
+215,536
+39% +$75.6M
XLV icon
8
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$263M 3.03%
1,697,210
+601,919
+55% +$90.1M
TSEM icon
9
Tower Semiconductor
TSEM
$27.1B
$221M 2.55%
1,883,775
-384,728
-17% -$37.1M
ESLT icon
10
Elbit Systems
ESLT
$39.8B
$210M 2.42%
364,472
+1,237
+0.3% +$620K
NVDA icon
11
NVIDIA
NVDA
$5.13T
$210M 2.42%
1,124,768
+56,651
+5% +$10.5M
AMZN icon
12
Amazon
AMZN
$2.99T
$191M 2.21%
828,319
+182,901
+28% +$41.8M
META icon
13
Meta Platforms (Facebook)
META
$1.5T
$191M 2.21%
289,488
+89,685
+45% +$59.9M
NVMI
14
Nova
NVMI
$13.1B
$182M 2.1%
551,844
-18,941
-3% -$6.09M
ENLT icon
15
Enlight Renewable Energy
ENLT
$12.6B
$181M 2.09%
3,984,295
-63,444
-2% -$2.37M
ICL icon
16
ICL Group
ICL
$6.67B
$165M 1.9%
28,688,463
+1,681,161
+6% +$9.73M
EPI icon
17
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$147M 1.7%
3,178,209
– –
AVGO icon
18
Broadcom
AVGO
$1.99T
$129M 1.49%
241,744
+91,765
+61% +$32.8M
XLY icon
19
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$122M 1.41%
1,019,545
-476,497
-32% -$56.5M
XBI icon
20
State Street SPDR S&P Biotech ETF
XBI
$9.92B
$118M 1.36%
969,419
+287,363
+42% +$32.9M
XLI icon
21
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$111M 1.29%
718,549
+10,232
+1% +$1.57M
XLU icon
22
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$110M 1.27%
2,580,912
+95,694
+4% +$4.24M
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.59T
$108M 1.25%
345,091
-29,174
-8% -$8.36M
SIL icon
24
Global X Silver Miners ETF NEW
SIL
$4.22B
$103M 1.19%
1,220,000
– –
V icon
25
Visa
V
$690B
$96.6M 1.12%
275,448
+79,702
+41% +$27.2M
1
2 3 4 5

Similar funds

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 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.