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Portfolio (Quarterly) Guide ↗

MEITAV INVESTMENT HOUSE LTD

· CIK 0001398346
13F Portfolio $14.9B AUM 299 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 115 New 93 Added 48 Reduced 48 Exited
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 180,700.0 $71.8M 0.48% +13K +7.5% $397.17 -6.5%
22 ORCL ORACLE CORP Technology 486,268.0 $71.3M 0.48% +7K +1.5% $146.56 -2.8%
23 XLK SELECT SECTOR SPDR TR 354,121.0 $67.5M 0.45% +4K +1.1% $190.50 -5.5%
24 BA BOEING CO Industrials 243,606.0 $52.7M 0.35% +46K +23.3% $216.47 -2.8%
25 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 396,668.0 $48.8M 0.33% +47K +13.5% $123.11 +32.4%
26 MA MASTERCARD INCORPORATED Financial Services 89,548.0 $46.0M 0.31% +9K +10.7% $513.55 +16.8%
27 KBWB INVESCO EXCH TRADED FD TR II 491,375.0 $45.7M 0.31% +427K +661.2% $92.98 +3.4%
28 XOM EXXON MOBIL CORP Energy 332,023.0 $45.4M 0.30% +330K +10000.0% $136.72 +20.0%
29 GRID FIRST TR EXCHANGE-TRADED FD 234,602.0 $45.0M 0.30% +23K +11.0% $191.75 -7.1%
30 ISRG INTUITIVE SURGICAL INC Healthcare 109,380.0 $43.5M 0.29% +633.0 +0.6% $397.68 -6.1%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 43,071.0 $40.3M 0.27% +19K +76.4% $935.47 +3.8%
32 TSLA TESLA INC Consumer Cyclical 85,190.0 $35.8M 0.24% +82K +2499.6% $420.60 -17.0%
33 NFLX NETFLIX INC. Communication Services 371,477.0 $26.5M 0.18% +2K +0.7% $71.40 +12.1%
34 XHB SPDR SERIES TRUST 218,326.0 $25.2M 0.17% +72K +49.4% $115.56 -8.0%
35 BERKSHIRE HATHAWAY INC DEL 38,368.0 $19.2M 0.13% +2K +4.6% $499.91
36 GS GOLDMAN SACHS GROUP INC Financial Services 17,157.0 $17.4M 0.12% +6K +49.1% $1011.69 +2.4%
37 SPGI S&P GLOBAL INC Financial Services 39,342.0 $16.0M 0.11% +3K +8.6% $407.37 +6.9%
38 SOXQ INVESCO EXCH TRADED FD TR II 137,840.0 $15.5M 0.10% +42K +44.5% $112.10 -19.8%
39 MSCI MSCI INC Financial Services 20,106.0 $11.3M 0.08% +800.0 +4.1% $560.03 +2.0%
40 VGT VANGUARD WORLD FD 89,934.0 $10.7M 0.07% +83K +1288.3% $119.51 -2.6%
Page 2 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.3%
Technology 31.1%
Healthcare 7.9%
Communication Services 6.5%
Consumer Cyclical 5.7%
Utilities 4.9%
Industrials 3.3%
Energy 2.3%
Consumer Defensive 0.9%
Real Estate 0.1%