MI
Meitav Investment House LTD Investment Portfolio — 13F Data
Meitav Investment House LTDCIK: 0001398346
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$9.1B
Reporting period: 2026-03-31 · Number of holdings: 232
MEITAV INVESTMENT HOUSE LTD disclosed 232 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.1B and a quarterly turnover rate of 32.5%.
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Personality snowflake
- Concentration
- 13.33
- Portfolio Stability
- 32.52
- Momentum/Contrarian
- 100
- Sector conviction
- 61.27
- Diversification
- 100
- Sizing Uniformity
- 74
Meitav Investment House LTD's disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 30 equally-sized positions, well below its 232 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.60), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 22% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Trim NKE
-29.5% -$289.8M
Trim XLF
-39.6% -$136.5M
Add ESLT
+8.9% $123.0M
Add XLI
+85.2% $103.7M
Add XLY
+94.7% $94.5M
Trim PLD
-96.0% -$77.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.21% | +0.43% | +14.83% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.71% | +0.71% | +25.30% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.99% | -0.76% | -5.90% | |
| 4 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.85% | -0.68% | -4.87% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.81% | +0.60% | +17.31% | |
| 6 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.65% | +1.23% | +8.95% | |
| 7 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 3.38% | +0.83% | -5.64% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.09% | +0.88% | +63.65% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.52% | +36.63% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.78% | +0.57% | +53.26% | |
| 11 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 2.71% | +0.62% | -7.47% | |
| 12 | NVMI | Nova Ltd. | Stock-Other | 2.71% | +0.61% | +3.69% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.55% | -0.48% | -6.51% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.37% | +0.96% | +94.66% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.36% | +1.07% | +85.19% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.79% | -1.67% | -39.62% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.74% | +0.47% | +33.77% | |
| 18 | ICL | ICL Group Ltd | Stock-Other | 1.67% | -0.23% | +3.77% | |
| 19 | EPI | Wisdomtree India Earnings | ETF-Other | 1.56% | — | +9.50% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | +0.37% | +63.09% | |
| 21 | AVGO | Broadcom INC | Stock-Tech | 1.24% | -0.25% | +52.71% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.22% | +0.51% | +68.64% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.13% | -0.23% | -16.49% | |
| 24 | ZIM | ZIM Integrated Shipping Services Ltd. | Stock-Other | 1.13% | +0.29% | +13.75% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | -0.23% | -5.48% | |
| 26 | KKR | Kkr & Co INC | Stock-Financials | 0.95% | — | +58.43% | |
| 27 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.87% | — | -12.18% | |
| 28 | NEE | Nextera Energy INC | Stock-Utilities | 0.79% | — | -8.16% | |
| 29 | VST | Vistra CORP | Stock-Utilities | 0.78% | +0.27% | +72.91% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.77% | — | +40.61% | |
| 31 | UBER | Uber Technologies INC | Stock-Industrials | 0.77% | — | +33.14% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.61% | +440.14% | |
| 33 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.74% | -0.45% | -38.28% | |
| 34 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.72% | +0.13% | +38.87% | |
| 35 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.70% | — | — | |
| 36 | PAVE | Global X US Infrastructure | ETF-Other | 0.68% | — | +1.31% | |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.64% | +0.36% | +115.90% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | — | +4.15% | |
| 39 | EQT | Eqt CORP | Stock-Energy | 0.62% | — | — | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.60% | +0.59% | +10170.41% | |
| 41 | ADI | Analog Devices INC | Stock-Tech | 0.59% | +0.59% | NEW | |
| 42 | SEDG | Solaredge Technologies INC | Stock-Tech | 0.57% | +0.52% | +541.60% | |
| 43 | CAMT | Camtek Ltd. | Stock-Other | 0.57% | +0.18% | +11.41% | |
| 44 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.55% | — | +0.43% | |
| 45 | CQQQ | Invesco China Technology ETF | ETF-Tech | 0.54% | — | +9.85% | |
| 46 | BX | Blackstone INC | Stock-Financials | 0.53% | — | +14.81% | |
| 47 | TATT | TAT Technologies Ltd. | Stock-Other | 0.53% | — | +0.26% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.20% | -17.99% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.50% | — | — | |
| 50 | LNG | Cheniere Energy INC | Stock-Energy | 0.49% | — | -20.18% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
-0.2%
Performance Last 4 Quarters
+24.8%
Based on 87% of reported portfolio value with available pricing
- Stdev
- +15.2%
- Beta
- +1.11
- Alpha
- +0.4%
- Max Drawdown
- -8.7%
- Annualized Perf
- +21.8%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +2.94
- Stutzer
- +0.41
- Treynor
- +0.19
- Sterling
- +1.25
- Calmar
- +2.49
- Information Ratio
- +0.55
- Tracking Error
- +4.5%
- Stdev Down
- +7.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +46.9%
- Worst 12 Months
- +8.2%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.38
- Stdev Sectors
- +10.2%
- Skewness
- +0.17
- Kurtosis
- -0.51
- Upside Potential
- +4.73
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 232 | $9.1B | 33 | |
| 2025-12-31 | 241 | $8.7B | 35 | |
| 2025-09-30 | 248 | $7.6B | 45 | |
| 2025-06-30 | 217 | $7.4B | 0 | |
| 2025-03-31 | 223 | $5.4B | 100 | |
| 2024-12-31 | 224 | $5.9B | 0 | |
| 2024-09-30 | 236 | $6.0B | 0 | |
| 2024-06-30 | 221 | $5.6B | 0 | |
| 2024-03-31 | 230 | $5.1B | 0 | |
| 2023-12-31 | 336 | $6.8B | 0 | |
| 2023-09-30 | 334 | $6.2B | 0 | |
| 2023-06-30 | 531 | $6.2B | 0 | |
| 2023-03-31 | 355 | $5.8B | 0 | |
| 2022-12-31 | 358 | $5.8B | 0 | |
| 2022-09-30 | 361 | $5.7B | 0 | |
| 2022-06-30 | 335 | $5.9B | 0 | |
| 2022-03-31 | 382 | $6.7B | 0 | |
| 2021-12-31 | 383 | $6.1B | 0 | |
| 2021-09-30 | 404 | $6.1B | 0 | |
| 2021-06-30 | 412 | $3.9B | 61 | |
| 2021-03-31 | 379 | $3.6B | 70 | |
| 2020-12-31 | 413 | $2.6B | 54 | |
| 2020-09-30 | 394 | $2.0B | 53 | |
| 2020-06-30 | 385 | $1.7B | 65 | |
| 2020-03-31 | 376 | $1.3B | 84 | |
| 2019-12-31 | 422 | $1.4B | 60 | |
| 2019-09-30 | 441 | $1.4B | 52 | |
| 2019-06-30 | 429 | $1.5B | 53 | |
| 2019-03-31 | 396 | $1.8B | 50 | |
| 2018-12-31 | 336 | $1.6B | 65 | |
| 2018-09-30 | 441 | $2.1B | 48 | |
| 2018-06-30 | 422 | $2.2B | 64 | |
| 2018-03-31 | 339 | $2.0B | 69 | |
| 2017-12-31 | 204 | $1.7B | 0 |
Holding changes this quarter
Meitav Investment House LTD's most significant position changes for 2026-03-31: New buy: Analog Devices INC (ADI); Sold out: Ss Spdr S&p Retail ETF (XRT); Sold out: Ishares Silver Trust (SLV); Sold out: Carrier Global CORP (CARR); Trim: Nike INC -cl B (NKE) — shares -29.54%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESLT | Elbit Systems Ltd. | +1.2% | +8.95% | Add |
| 2 | XLI | Ss Industrial Select Sector | +1.1% | +85.19% | Add |
| 3 | XLY | Ss Consumer Disc Select Sect | +1% | +94.66% | Add |
| 4 | AMZN | Amazon.com INC | +0.9% | +63.65% | Add |
| 5 | TSEM | Tower Semiconductor Ltd. | +0.8% | -5.64% | Trim |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +25.30% | Add |
| 7 | ENLT | Enlight Renewable Energy Ltd | +0.6% | -7.47% | Trim |
| 8 | NVMI | Nova Ltd. | +0.6% | +3.69% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.6% | +440.14% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.6% | +17.31% | Add |
| 11 | ICE | Intercontinental Exchange In | +0.6% | +10170.41% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.6% | +53.26% | Add |
| 13 | NVDA | Nvidia CORP | +0.5% | +36.63% | Add |
| 14 | SEDG | Solaredge Technologies INC | +0.5% | +541.60% | Add |
| 15 | GDX | Vaneck Gold Miners ETF | +0.5% | +68.64% | Add |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +33.77% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +14.83% | Add |
| 18 | V | Visa Inc-class A Shares | +0.4% | +63.09% | Add |
| 19 | DXJ | Wisdomtree Japan Hedged Eq | +0.4% | +115.90% | Add |
| 20 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.3% | +13.75% | Add |
| 21 | VST | Vistra CORP | +0.3% | +72.91% | Add |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +210.45% | Add |
| 23 | CAMT | Camtek Ltd. | +0.2% | +11.41% | Add |
| 24 | SPGI | S&p Global INC | +0.1% | +643.24% | Add |
| 25 | MCHI | Ishares Msci China ETF | +0.1% | +38.87% | Add |
| 26 | INMD | InMode Ltd. | -0.2% | -98.90% | Trim |
| 27 | RSPN | Invesco S&p 500 Equal Weight | -0.2% | -29.71% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | -0.2% | -20.63% | Trim |
| 29 | HDB | Hdfc Bank Ltd-adr | -0.2% | — | Unchanged |
| 30 | COST | Costco Wholesale CORP | -0.2% | -46.87% | Trim |
| 31 | XLK | Ss Technology Select Sector | -0.2% | -17.99% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | -0.2% | -5.48% | Trim |
| 33 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -16.49% | Trim |
| 34 | ICL | ICL Group Ltd | -0.2% | +3.77% | Add |
| 35 | AVGO | Broadcom INC | -0.3% | +52.71% | Add |
| 36 | PWR | Quanta Services INC | -0.4% | -94.55% | Trim |
| 37 | SIL | Global X Silver Miners ETF | -0.5% | -38.28% | Trim |
| 38 | CRM | Salesforce INC | -0.5% | -48.43% | Trim |
| 39 | XLV | Ss Health Care Select Sector | -0.5% | -6.51% | Trim |
| 40 | ADBE | Adobe INC | -0.5% | -82.64% | Trim |
| 41 | VRT | Vertiv Holdings Co-a | -0.5% | -94.84% | Trim |
| 42 | XLC | Ss Comm Select Sector Spdr | -0.7% | -4.87% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -5.90% | Trim |
| 44 | PLD | Prologis INC | -0.9% | -95.96% | Trim |
| 45 | XLF | Ss Financial Select Sector | -1.7% | -39.62% | Trim |
| 46 | NKE | Nike INC -cl B | -3.4% | -29.54% | Trim |
| 47 | ADI | Analog Devices INC | — | NEW | New buy |
| 48 | XRT | Ss Spdr S&p Retail ETF | — | EXIT | Sold out |
| 49 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 50 | CARR | Carrier Global CORP | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-29 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-23 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-29 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-01 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | Amendment | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-01 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-08 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-03 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-18 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-02 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
FAQ
What is Meitav Investment House LTD and what type of investor is it?
Meitav Investment House LTD is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $9.1B, spread across 232 disclosed positions.
What are Meitav Investment House LTD's largest equity positions?
Based on the latest 13F filing, Meitav Investment House LTD's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $1.0B (11.2%)
2. Invesco Nasdaq 100 ETF (QQQM) — $612.1M (6.7%)
3. Invesco Qqq Trust Series 1 (QQQ) — $363.5M (4.0%)
4. Ss Comm Select Sector Spdr (XLC) — $351.5M (3.9%)
5. Vaneck Semiconductor ETF (SMH) — $347.1M (3.8%)
What changes did Meitav Investment House LTD make in its most recent portfolio filing?
In the latest reported quarter, Meitav Investment House LTD made 49 notable position adjustments: 1 new positions were initiated, 25 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Analog Devices INC (ADI); Sold out: Ss Spdr S&p Retail ETF (XRT); Sold out: Ishares Silver Trust (SLV); Sold out: Carrier Global CORP (CARR); Trim: Nike INC -cl B (NKE) — shares -29.54%
What sectors does Meitav Investment House LTD focus on?
Meitav Investment House LTD is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.1%
• Communication Services: 20.8%
• Financials: 19.6%
• Consumer Discretionary: 16.4%
• Industrials: 5.7%
• Utilities: 3.6%
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