Portfolio (Quarterly)
Guide ↗
MEITAV INVESTMENT HOUSE LTD
· CIK 0001398346| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 136,690.0 | $19.5M | 0.21% | +7K | +5.0% | $142.81 | -8.6% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 36,666.0 | $17.6M | 0.19% | +863.0 | +2.4% | $478.77 | — |
| 43 | WIX | WIX COM LTD | Technology | 182,667.0 | $16.5M | 0.18% | +95K | +108.7% | $90.07 | -6.3% |
| 44 | SPGI | S&P GLOBAL INC | Financial Services | 36,233.0 | $15.4M | 0.17% | +31K | +643.2% | $424.31 | +2.6% |
| 45 | IREN | IREN LIMITED | Financial Services | 332,860.0 | $11.4M | 0.12% | +4K | +1.3% | $34.18 | +16.5% |
| 46 | MSCI | MSCI INC | Financial Services | 19,306.0 | $10.4M | 0.11% | +15K | +318.5% | $539.00 | +6.0% |
| 47 | XLB | SELECT SECTOR SPDR TR | — | 162,417.0 | $8.1M | 0.09% | +2K | +1.4% | $49.97 | +7.2% |
| 48 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 4,505.0 | $7.8M | 0.09% | +2K | +64.2% | $1729.02 | +12.7% |
| 49 | VCSH | ANGUARD SCOTTSDALE FDS | — | 92,916.0 | $7.4M | 0.08% | +25K | +36.8% | $79.21 | -0.8% |
| 50 | EMXC | ISHARES INC | — | 78,108.0 | $6.1M | 0.07% | +31K | +66.4% | $78.66 | +22.5% |
| 51 | SOXQ | INVESCO EXCH TRADED FD TR II | — | 95,370.0 | $5.7M | 0.06% | +2K | +2.5% | $59.70 | +50.6% |
| 52 | VRSN | VERISIGN INC | Technology | 20,786.0 | $5.2M | 0.06% | +10K | +86.9% | $248.36 | +17.1% |
| 53 | ASML | ASML HLDG NV | Technology | 3,578.0 | $5.0M | 0.06% | +324.0 | +10.0% | $1395.09 | +24.7% |
| 54 | BWXT | BWX TECHNOLOGIES INC | Industrials | 23,205.0 | $4.7M | 0.05% | +19K | +480.1% | $204.49 | -26.9% |
| 55 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 60,346.0 | $3.8M | 0.04% | +44K | +268.3% | $62.68 | +48.7% |
| 56 | GOVT | ISHARES TR | — | 159,946.0 | $3.7M | 0.04% | +32K | +25.0% | $22.89 | -1.8% |
| 57 | APOS | APOLLO GLOBAL MGMT INC | — | 29,931.0 | $3.3M | 0.04% | +9K | +43.8% | $111.42 | — |
| 58 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 83,316.0 | $3.2M | 0.04% | +26K | +45.2% | $38.42 | +16.2% |
| 59 | HODL | ANECK BITCOIN ETF | — | 167,062.0 | $3.2M | 0.04% | +52K | +45.0% | $19.16 | +16.3% |
| 60 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 106,693.0 | $3.2M | 0.04% | +33K | +44.7% | $29.99 | +16.2% |
① 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
37.2%
Technology
26.9%
Industrials
11.6%
Communication Services
7.1%
Consumer Cyclical
6.5%
Energy
3.1%
Basic Materials
3.0%
Utilities
2.9%
Healthcare
1.2%
Consumer Defensive
0.5%