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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 6 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGI S&P GLOBAL INC Financial Services 39,342.0 $16.0M 0.11% +3K +8.6% $407.37 +5.9%
102 SOXQ INVESCO EXCH TRADED FD TR II 137,840.0 $15.5M 0.10% +42K +44.5% $112.10 -17.6%
103 PERSHING SQUARE USA LTD 410,915.0 $15.4M 0.10% NEW $37.38
104 IWM ISHARES TR 41,446.0 $12.5M 0.08% NEW $300.45 -0.2%
105 PSX PHILLIPS 66 Energy 47,721.0 $11.4M 0.08% NEW $238.16 +2.0%
106 MSCI MSCI INC Financial Services 20,106.0 $11.3M 0.08% +800.0 +4.1% $560.03 +0.6%
107 QUAL ISHARES TR 49,724.0 $10.9M 0.07% -4K -7.1% $219.36 +1.8%
108 VGT VANGUARD WORLD FD 89,934.0 $10.7M 0.07% +83K +1288.3% $119.51 -0.9%
109 MELI MERCADOLIBRE INC Consumer Cyclical 5,756.0 $9.8M 0.07% +1K +27.8% $1697.39 +13.3%
110 OKTA OKTA INC Technology 67,770.0 $9.2M 0.06% NEW $136.45 -1.0%
111 AIRR FIRST TR EXCHANGE TRADED FD 64,450.0 $8.6M 0.06% $133.25 -13.5%
112 EMXC ISHARES INC 81,608.0 $8.3M 0.06% +4K +4.5% $102.30 -4.4%
113 XLB SELECT SECTOR SPDR TR 162,417.0 $8.3M 0.06% $50.83 +5.3%
114 URI UNITED RENTALS INC Industrials 7,194.0 $8.1M 0.06% NEW $1132.14 -3.0%
115 VCSH VANGUARD SCOTTSDALE FDS 101,804.0 $8.0M 0.05% +9K +9.6% $78.95 -0.5%
116 SOXX ISHARES TR 12,499.0 $8.0M 0.05% NEW $640.66 -18.8%
117 GOVT ISHARES TR 339,541.0 $7.7M 0.05% +180K +112.3% $22.74 -1.3%
118 SPYM SPDR SERIES TRUST 87,742.0 $7.7M 0.05% $87.88 +2.6%
119 C CITIGROUP INC Financial Services 49,977.0 $7.0M 0.05% NEW $139.96 -5.9%
120 AXP AMERICAN EXPRESS CO Financial Services 19,696.0 $6.7M 0.04% $338.54 -0.8%
Page 6 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%