13F value (AUM)
$14.9B
ME
Meitav Investment House
MEITAV INVESTMENT HOUSE LTD
$14.9B
13F long value · 2026-Q2Positions299
CategoryAsset Manager
Quarters tracked9
● #414 of 581 by 13F value
Size rank 3/10
36 NEW31 ADD15 2×+10 TRIM2 NEAR EXIT16 EXIT
Snapshot
Meitav Investment House's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
299 (3 unmapped)
Top 100 weight
96.5%
Quarters tracked
9
Latest 13F filed
Jul 20, 2026
New positions
36
Exits / near-exits
18
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 96.5% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.6% | $1.7B | 2.5M | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.4% | $1.1B | 1.5M | +3.1% |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.2% | $1.1B | 3.5M | — |
| QQQ | INVESCO QQQ TR | 3.5% | $515.3M | 699.8K | +1.8% |
| IVV | ISHARES TR | 2.7% | $407.2M | 543.8K | — |
| SMH | VANECK ETF TRUST | 2.7% | $402.4M | 613.5K | -22.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.7% | $401.9M | 841.7K | -15.2% |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.3% | $336.9M | 9.9M | -7.7% |
| AMZN | AMAZON COM INC | 2.1% | $315.0M | 1.3M | +5.5% |
| EWY | ISHARES INC | 2.1% | $310.5M | 1.5M | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.0% | $290.4M | 412.8K | — |
| NVDA | NVIDIA CORPORATION | 1.9% | $287.3M | 1.4M | +17.0% |
| META | META PLATFORMS INC | 1.8% | $274.1M | 486.6K | +29.3% |
| MSFT | MICROSOFT CORP | 1.8% | $266.4M | 714.3K | +38.8% |
| XLC | SELECT SECTOR SPDR TR | 1.7% | $258.8M | 2.4M | — |
Quarterly changes — 2026-Q2
What Meitav Investment House opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | VOO | VANGUARD INDEX FDS | — | 2.5M | — | +$1.7B |
| ADD | QQQM | INVESCO EXCH TRADED FD TR II | 2.6M | 3.5M | +36.6% | +$454.2M |
| NEW | IVV | ISHARES TR | — | 543.8K | — | +$407.2M |
| NEW | TSM | TAIWAN SEMICONDUCTOR MANUFAC | — | 841.7K | — | +$401.9M |
| NEW | TEVA | TEVA PHARMACEUTICAL INDS LTD | — | 9.9M | — | +$336.9M |
| EXIT | — | ELBIT SYS LTD | 397.1K | 0 | -100.0% | -$333.0M |
| NEW | EWY | ISHARES INC | — | 1.5M | — | +$310.5M |
| EXIT | — | TOWER SEMICONDUCTOR LTD | 1.8M | 0 | -100.0% | -$307.9M |
| NEW | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 412.8K | — | +$290.4M |
| NEW | MSFT | MICROSOFT CORP | — | 714.3K | — | +$266.4M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.