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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MOD MODINE MFG CO Consumer Cyclical 21,838.0 $5.8M 0.04% NEW $267.02 -29.5%
42 GLW CORNING INC Technology 18,630.0 $4.8M 0.03% NEW $255.44 -43.0%
43 WFC WELLS FARGO & CO Financial Services 54,877.0 $4.5M 0.03% NEW $82.66 +2.5%
44 VT VANGUARD INTL EQUITY INDEX F 28,071.0 $4.4M 0.03% NEW $156.86 +2.1%
45 NOC NORTHROP GRUMMAN CORP Industrials 8,634.0 $4.4M 0.03% NEW $509.26 +7.9%
46 ACWX ISHARES TR 57,476.0 $4.4M 0.03% NEW $76.11 +1.8%
47 VRSK VERISK ANALYTICS INC Industrials 24,150.0 $4.3M 0.03% NEW $179.53 +5.6%
48 SCHM SCHWAB STRATEGIC TR 110,000.0 $4.1M 0.03% NEW $36.87 -2.9%
49 JNJ JOHNSON & JOHNSON Healthcare 15,252.0 $3.9M 0.03% NEW $253.81 +7.6%
50 NTRA NATERA INC Healthcare 14,200.0 $3.9M 0.03% NEW $271.45 +20.7%
51 AGG ISHARES TR 38,677.0 $3.8M 0.03% NEW $98.78 -1.2%
52 MRVL MARVELL TECHNOLOGY INC Technology 12,153.0 $3.6M 0.02% NEW $297.89 -23.0%
53 IVOO VANGUARD ADMIRAL FDS INC 27,592.0 $3.6M 0.02% NEW $130.40 -1.1%
54 SCHR SCHWAB STRATEGIC TR 130,790.0 $3.2M 0.02% NEW $24.62 -0.8%
55 NDAQ NASDAQ INC Financial Services 35,000.0 $2.8M 0.02% NEW $78.82 +25.3%
56 MTZ MASTEC INC Industrials 6,180.0 $2.6M 0.02% NEW $421.78 -39.5%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 6,750.0 $2.5M 0.02% NEW $375.32 -15.8%
58 FCG FIRST TR EXCHANGE-TRADED FD 92,760.0 $2.5M 0.02% NEW $26.61 +17.0%
59 GE GE AEROSPACE Industrials 6,400.0 $2.4M 0.02% NEW $373.73 -8.5%
60 KLAC KLA CORP Technology 8,150.0 $2.4M 0.02% NEW $292.70 -38.0%
Page 3 of 6  ·  115 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%