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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 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 425,578.0 $160.7M 1.08% +56K +15.3% $377.62 -2.4%
22 IGV ISHARES TR 1,724,569.0 $156.2M 1.05% NEW $90.60 +14.1%
23 XLU SELECT SECTOR SPDR TR 3,442,907.0 $156.1M 1.05% $45.34 -5.7%
24 V VISA INC Financial Services 454,559.0 $155.9M 1.05% +5K +1.2% $343.07 +8.2%
25 GOOGL ALPHABET INC Communication Services 406,013.0 $145.0M 0.98% +282K +227.6% $357.24 -3.5%
26 EPI WISDOMTREE TR 3,390,302.0 $145.0M 0.98% -90K -2.6% $42.78 +0.5%
27 LLY ELI LILLY & CO Healthcare 119,333.0 $143.1M 0.96% NEW $1199.43 +4.6%
28 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 5,481,537.0 $137.3M 0.92% +1.6M +40.3% $25.05 +12.8%
29 GOOG ALPHABET INC 383,246.0 $135.4M 0.91% +57K +17.5% $353.23
30 XLF SELECT SECTOR SPDR TR 2,482,473.0 $133.1M 0.90% -820K -24.8% $53.61 +7.2%
31 XBI SPDR SERIES TRUST 794,579.0 $125.7M 0.85% -15K -1.9% $158.25 +4.7%
32 ILF ISHARES TR 3,680,000.0 $124.2M 0.83% NEW $33.75 +2.8%
33 XME SPDR SERIES TRUST 1,046,020.0 $111.9M 0.75% +309K +42.0% $106.93 +11.6%
34 RSP INVESCO EXCHANGE TRADED FD T 525,520.0 $111.8M 0.75% +372K +241.7% $212.77 +4.2%
35 ITB ISHARES TR 1,061,830.0 $110.9M 0.75% NEW $104.48 -6.7%
36 GEV GE VERNOVA INC Utilities 92,625.0 $108.8M 0.73% +91K +4554.5% $1174.82 -18.6%
37 UBER UBER TECHNOLOGIES INC Technology 1,480,438.0 $106.8M 0.72% +507K +52.0% $72.16 +9.2%
38 AMD ADVANCED MICRO DEVICES INC Technology 169,047.0 $98.2M 0.66% +160K +1719.3% $580.90 -18.5%
39 MS MORGAN STANLEY Financial Services 452,100.0 $94.5M 0.64% NEW $209.04 +2.5%
40 EWT ISHARES INC 817,470.0 $88.8M 0.60% -79K -8.8% $108.61 -4.0%
Page 2 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%