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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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$820B
$1.02B 11.21%
1,572,253
+203,050
+15% +$138M
QQQM icon
2
Invesco NASDAQ 100 ETF
QQQM
$101B
$612M 6.71%
2,576,146
+520,102
+25% +$130M
QQQ icon
3
Invesco QQQ Trust
QQQ
$479B
$363M 3.99%
629,747
-39,498
-6% -$24M
XLC icon
4
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$351M 3.85%
3,170,335
-162,185
-5% -$18.8M
SMH icon
5
VanEck Semiconductor ETF
SMH
$71.9B
$347M 3.81%
905,426
+133,601
+17% +$53M
ESLT icon
6
Elbit Systems
ESLT
$40.6B
$333M 3.65%
397,089
+32,617
+9% +$25.1M
TSEM icon
7
Tower Semiconductor
TSEM
$25.4B
$308M 3.38%
1,777,487
-106,288
-6% -$14.3M
AMZN icon
8
Amazon
AMZN
$2.96T
$282M 3.09%
1,355,565
+527,246
+64% +$116M
NVDA icon
9
NVIDIA
NVDA
$5.39T
$268M 2.94%
1,536,778
+412,010
+37% +$75.6M
META icon
10
Meta Platforms (Facebook)
META
$1.51T
$254M 2.78%
443,682
+154,194
+53% +$98.8M
ENLT icon
11
Enlight Renewable Energy
ENLT
$11.6B
$248M 2.71%
3,686,566
-297,729
-7% -$19M
NVMI
12
Nova
NVMI
$12.4B
$247M 2.71%
572,189
+20,345
+4% +$8.96M
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$42.4B
$233M 2.55%
1,586,797
-110,413
-7% -$17M
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$216M 2.37%
1,984,664
+965,119
+95% +$113M
XLI icon
15
State Street Industrial Select Sector SPDR ETF
XLI
$34B
$215M 2.36%
1,330,667
+612,118
+85% +$103M
XLF icon
16
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$163M 1.79%
3,302,334
-2,167,171
-40% -$113M
XLU icon
17
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$158M 1.74%
3,452,577
+871,665
+34% +$39.1M
ICL icon
18
ICL Group
ICL
$6.83B
$152M 1.67%
29,770,104
+1,081,641
+4% +$5.78M
EPI icon
19
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$142M 1.56%
3,480,035
+301,826
+9% +$13.3M
V icon
20
Visa
V
$684B
$136M 1.49%
449,225
+173,777
+63% +$55.9M
AVGO icon
21
Broadcom
AVGO
$1.99T
$113M 1.24%
369,171
+127,427
+53% +$41.9M
GDX icon
22
VanEck Gold Miners ETF
GDX
$25.5B
$111M 1.22%
1,211,200
+493,000
+69% +$48.6M
XBI icon
23
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$103M 1.13%
809,579
-159,840
-16% -$20M
ZIM icon
24
ZIM Integrated Shipping Services
ZIM
$3.25B
$103M 1.13%
3,906,396
+472,092
+14% +$11.8M
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.41T
$93.4M 1.02%
326,185
-18,906
-5% -$5.94M
1
2 3 4 5

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GF
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BGC
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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.