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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,468,305.0 $1.10B 7.38% -104K -6.6% $746.76 +2.5%
2 SMH VANECK ETF TRUST 613,486.0 $402.4M 2.71% -292K -32.2% $655.89 -14.6%
3 AMZN AMAZON COM INC Consumer Cyclical 1,321,674.0 $315.0M 2.12% -34K -2.5% $238.35 +8.5%
4 NVDA NVIDIA CORPORATION Technology 1,436,796.0 $287.3M 1.93% -100K -6.5% $199.94 +7.4%
5 XLC SELECT SECTOR SPDR TR 2,416,041.0 $258.8M 1.74% -754K -23.8% $107.13 +4.0%
6 XLI SELECT SECTOR SPDR TR 1,250,129.0 $231.6M 1.56% -81K -6.0% $185.23 -2.7%
7 XLV SELECT SECTOR SPDR TR 1,219,207.0 $193.4M 1.30% -368K -23.2% $158.66 +10.1%
8 EPI WISDOMTREE TR 3,390,302.0 $145.0M 0.98% -90K -2.6% $42.78 +0.5%
9 XLF SELECT SECTOR SPDR TR 2,482,473.0 $133.1M 0.90% -820K -24.8% $53.61 +7.2%
10 XBI SPDR SERIES TRUST 794,579.0 $125.7M 0.85% -15K -1.9% $158.25 +4.7%
11 EWT ISHARES INC 817,470.0 $88.8M 0.60% -79K -8.8% $108.61 -4.0%
12 GDX VANECK ETF TRUST 958,200.0 $72.3M 0.49% -253K -20.9% $75.45 +36.3%
13 SEDG SOLAREDGE TECHNOLOGIES INC Energy 906,890.0 $53.0M 0.36% -111K -10.9% $58.44 -47.2%
14 SIL GLOBAL X FDS 628,000.0 $48.7M 0.33% -125K -16.6% $77.54 +28.4%
15 PPA INVESCO EXCHANGE TRADED FD T 256,977.0 $45.4M 0.30% -19K -6.7% $176.65 -1.7%
16 ANET ARISTA NETWORKS INC Technology 253,200.0 $43.0M 0.29% -64K -20.2% $169.88 +11.0%
17 KCE SPDR SERIES TRUST 246,277.0 $36.3M 0.24% -27K -9.9% $147.24 +15.2%
18 BX BLACKSTONE INC Financial Services 304,130.0 $35.8M 0.24% -118K -27.9% $117.67 +21.8%
19 NKE NIKE INC Consumer Cyclical 558,700.0 $22.9M 0.15% -115K -17.1% $41.05 -0.7%
20 XSOE WISDOMTREE TR 418,672.0 $20.6M 0.14% -159K -27.5% $49.18 -3.4%
Page 1 of 3  ·  48 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%