MEITAV INVESTMENT HOUSE LTD — 13F Holdings & Portfolio

CIK 1398346 · latest 13F-HR filed 2026-04-29

MEITAV INVESTMENT HOUSE LTD manages $9.12B in 13F-reported U.S. long-equity assets across 232 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (11.21%), QQQM (6.71%), QQQ (3.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 25, added to 96, and trimmed 95.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$9.12B

Long-equity book

Holdings

232

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+16 / −25 / ↑96 / ↓95

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ELBIT SYS LTD$123.0M +58.6%
  • SELECT SECTOR SPDR TR$103.7M +93.1%
  • ELECT SECTOR SPDR TR$94.5M +77.7%
  • INVESCO EXCH TRADED FD TR II$92.1M +17.7%
  • AMAZON COM INC$91.0M +47.6%
Show all 96

Top Trims

  • NIKE INC-$289.8M -89.1%
  • SELECT SECTOR SPDR TR-$136.5M -45.6%
  • PROLOGIS INC.-$77.5M -95.8%
  • INVESCO QQQ TR-$47.6M -11.6%
  • VERTIV HOLDINGS CO-$45.7M -92.0%
Show all 95

New Positions

  • ANALOG DEVICES INC$53.5M
  • FIRST TR EXCHANGE TRADED FD$7.1M
  • NVESCO EXCH TRADED FD TR II$3.9M
  • SPDR SERIES TRUST$2.9M
  • DELEK US HLDGS INC NEW$2.1M
Show all 16

Exited Positions

  • SPDR SERIES TRUST$47.8M
  • ISHARES SILVER TR$29.1M
  • CARRIER GLOBAL CORPORATION$19.2M
  • PAYCOM SOFTWARE INC$3.8M
  • SEAGATE TECHNOLOGY HLDNGS PL$3.1M
Show all 25
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.02B 11.21% 1,572,253 SH
2 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $612.1M 6.71% 2,576,146 SH
3 INVESCO QQQ TR QQQ 46090E103 $363.5M 3.99% 629,747 SH
4 SELECT SECTOR SPDR TR XLC 81369Y852 $351.5M 3.85% 3,170,335 SH
5 VANECK ETF TRUST SMH 92189F676 $347.1M 3.81% 905,426 SH
6 ELBIT SYS LTD ESLT M3760D101 $333.0M 3.65% 397,089 SH
7 TOWER SEMICONDUCTOR LTD TSEM M87915274 $307.9M 3.38% 1,777,487 SH
8 AMAZON COM INC AMZN 023135106 $282.2M 3.09% 1,355,565 SH
9 NVIDIA CORPORATION NVDA 67066G104 $267.7M 2.94% 1,536,778 SH
10 META PLATFORMS INC META 30303M102 $253.6M 2.78% 443,682 SH
11 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $247.5M 2.71% 3,686,566 SH
12 NOVA LTD NVMI M7516K103 $247.3M 2.71% 572,189 SH
13 SELECT SECTOR SPDR TR XLV 81369Y209 $232.6M 2.55% 1,586,797 SH
14 ELECT SECTOR SPDR TR XLY 81369Y407 $216.3M 2.37% 1,984,664 SH
15 SELECT SECTOR SPDR TR XLI 81369Y704 $215.2M 2.36% 1,330,667 SH
16 SELECT SECTOR SPDR TR XLF 81369Y605 $163.0M 1.79% 3,302,334 SH
17 SELECT SECTOR SPDR TR XLU 81369Y886 $158.4M 1.74% 3,452,577 SH
18 ICL GROUP LTD ICL M53213100 $152.3M 1.67% 29,770,104 SH
19 WISDOMTREE TR EPI 97717W422 $142.0M 1.56% 3,480,035 SH
20 VISA INC V 92826C839 $135.8M 1.49% 449,225 SH
21 BROADCOM INC AVGO 11135F101 $113.3M 1.24% 369,171 SH
22 VANECK ETF TRUST GDX 92189F106 $111.2M 1.22% 1,211,200 SH
23 SPDR SERIES TRUST XBI 78464A870 $103.4M 1.13% 809,579 SH
24 ZIM INTEGRATED SHIPPING SERV ZIM M9T951109 $102.9M 1.13% 3,906,396 SH
25 LPHABET INC GOOG 02079K107 $93.4M 1.02% 326,185 SH
26 KKR & CO INC KKR 48251W104 $86.8M 0.95% 938,212 SH
27 SPDR SERIES TRUST XME 78464A755 $79.6M 0.87% 736,863 SH
28 NEXTERA ENERGY INC NEE 65339F101 $71.8M 0.79% 773,400 SH
29 VISTRA CORP VST 92840M102 $71.3M 0.78% 474,300 SH
30 ORACLE CORP ORCL 68389X105 $70.5M 0.77% 479,194 SH
31 BER TECHNOLOGIES INC UBER 90353T100 $70.0M 0.77% 973,832 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $69.8M 0.77% 237,291 SH
33 GLOBAL X FDS SIL 37954Y848 $67.8M 0.74% 753,000 SH
34 ISHARES TR MCHI 46429B671 $66.0M 0.72% 1,175,148 SH
35 ISHARES INC EWT 46434G772 $63.6M 0.70% 896,670 SH
36 GLOBAL X FDS PAVE 37954Y673 $62.0M 0.68% 1,221,025 SH
37 WISDOMTREE TR DXJ 97717W851 $58.5M 0.64% 369,091 SH
38 ATON CORP PLC ETN G29183103 $57.1M 0.63% 159,758 SH
39 EQT CORP EQT 26884L109 $56.3M 0.62% 885,000 SH
40 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $55.0M 0.60% 349,502 SH
41 ANALOG DEVICES INC ADI 032654105 $53.5M 0.59% 168,100 SH
42 SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 $51.9M 0.57% 1,017,551 SH
43 CAMTEK LTD CAMT M20791105 $51.8M 0.57% 349,773 SH
44 INTUITIVE SURGICAL INC ISRG 46120E602 $50.1M 0.55% 108,747 SH
45 INVESCO EXCH TRADED FD TR II CQQQ 46138E800 $49.1M 0.54% 1,066,020 SH
46 BLACKSTONE INC BX 09260D107 $48.5M 0.53% 421,630 SH
47 TAT TECHNOLOGIES LTD TATT M8740S227 $48.0M 0.53% 1,211,860 SH
48 SELECT SECTOR SPDR TR XLK 81369Y803 $46.6M 0.51% 350,369 SH
49 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $45.6M 0.50% 275,480 SH
50 CHENIERE ENERGY INC LNG 16411R208 $44.9M 0.49% 158,200 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $9.12B 232 0001178913-26-002286
2025-12-31 2026-02-10 $8.66B 241 0001178913-26-000385