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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 13 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MTB M & T BK CORP Financial Services 3,081.0 $733K 0.01% +240.0 +8.4% $238.01 +2.4%
242 FTA FIRST TR EXCHANGE-TRADED ALP 7,550.0 $731K 0.01% $96.80 +7.9%
243 BSCS INVESCO EXCH TRD SLF IDX FD 34,639.0 $705K 0.01% -7K -17.1% $20.34 -0.2%
244 WDC WESTERN DIGITAL CORP Technology 1,055.0 $688K 0.01% NEW $651.88 -34.7%
245 BIL SPDR SERIES TRUST 7,372.0 $676K 0.01% -1K -16.7% $91.64 -0.0%
246 ETH GRAYSCALE ETHEREUM STAKING Financial Services 44,486.0 $669K 0.00% +2K +5.1% $15.03 +58.4%
247 FETH FIDELITY ETHEREUM FD Financial Services 42,456.0 $668K 0.00% +2K +5.7% $15.74 +57.8%
248 QETH INVESCO GALAXY ETHEREUM ETF Financial Services 42,450.0 $667K 0.00% +2K +5.5% $15.71 +58.0%
249 ETHA ISHARES ETHEREUM TR Financial Services 56,026.0 $666K 0.00% +3K +5.7% $11.89 +58.3%
250 EZET FRANKLIN ETHEREUM TR Financial Services 55,626.0 $666K 0.00% +3K +5.3% $11.96 +58.0%
251 VGSH VANGUARD SCOTTSDALE FDS 11,448.0 $665K 0.00% +1K +9.6% $58.11 +0.1%
252 TETH 21SHARES ETHEREUM ETF Financial Services 84,516.0 $665K 0.00% +4K +5.3% $7.87 +58.1%
253 ETHW BITWISE ETHEREUM ETF Financial Services 58,938.0 $665K 0.00% +3K +5.2% $11.28 +58.2%
254 ETHV VANECK ETHEREUM TR Financial Services 28,838.0 $665K 0.00% +1K +5.3% $23.05 +58.1%
255 CFG CITIZENS FINL GROUP INC Financial Services 8,896.0 $623K 0.00% NEW $70.07 +0.8%
256 IGIB ISHARES TR 11,651.0 $619K 0.00% NEW $53.17 -1.8%
257 FTCS FIRST TR EXCHANGE-TRADED FD 6,525.0 $613K 0.00% -131.0 -2.0% $93.92 +9.0%
258 SPTI SPDR SERIES TRUST 19,336.0 $548K 0.00% -1K -6.2% $28.36 -0.9%
259 RF REGIONS FINANCIAL CORP NEW Financial Services 18,089.0 $546K 0.00% +1K +9.0% $30.20 +2.4%
260 QCOM QUALCOMM INC Technology 2,946.0 $544K 0.00% NEW $184.72 -14.9%
Page 13 of 15  ·  299 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%