MEITAV INVESTMENT HOUSE LTD — 13F Holdings & Portfolio
CIK 1398346 · latest 13F-HR filed 2026-07-20
MEITAV INVESTMENT HOUSE LTD manages $14.87B in 13F-reported U.S. long-equity assets across 299 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (11.56%), SPY (7.37%), QQQM (7.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 115 new positions, exited 48, added to 118, and trimmed 39.
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.
BENE-BERAQ 5112302
$14.87B
Long-equity book
299
Distinct positions
2026-06-30
Filed 2026-07-20
+115 / −48 / ↑118 / ↓39
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCH TRADED FD TR II$454.2M +74.2%
- INVESCO QQQ TR$151.8M +41.8%
- ALPHABET INC$109.5M +308.2%
- GE VERNOVA INC$107.1M +6169.7%
- GLOBAL X FDS$104.9M +169.2%
Top Trims
- SELECT SECTOR SPDR TR-$92.6M -26.4%
- SELECT SECTOR SPDR TR-$39.2M -16.9%
- VANECK ETF TRUST-$38.9M -35.0%
- SELECT SECTOR SPDR TR-$30.0M -18.4%
- SALESFORCE INC-$21.2M -94.2%
New Positions
- VANGUARD INDEX FDS$1.72B
- ISHARES TR$407.2M
- TAIWAN SEMICONDUCTOR MANUFAC$401.9M
- TEVA PHARMACEUTICAL INDS LTD$336.9M
- ISHARES INC$310.5M
Exited Positions
- ELBIT SYS LTD$333.0M
- TOWER SEMICONDUCTOR LTD$307.9M
- ENLIGHT RENEWABLE ENERGY LTD$247.5M
- NOVA LTD$247.3M
- ICL GROUP LTD$152.3M
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 | VANGUARD INDEX FDS | VOO | 922908363 | $1.72B | 11.56% | 2,501,606 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.10B | 7.37% | 1,468,305 | SH |
| 3 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $1.07B | 7.17% | 3,519,556 | SH |
| 4 | INVESCO QQQ TR | QQQ | 46090E103 | $515.3M | 3.47% | 699,790 | SH |
| 5 | ISHARES TR | IVV | 464287200 | $407.2M | 2.74% | 543,750 | SH |
| 6 | VANECK ETF TRUST | SMH | 92189F676 | $402.4M | 2.71% | 613,486 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $401.9M | 2.70% | 841,661 | SH |
| 8 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $336.9M | 2.27% | 9,947,045 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $315.0M | 2.12% | 1,321,674 | SH |
| 10 | ISHARES INC | EWY | 464286772 | $310.5M | 2.09% | 1,537,862 | SH |
| 11 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $290.4M | 1.95% | 412,840 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $287.3M | 1.93% | 1,436,796 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $274.1M | 1.84% | 486,597 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $266.4M | 1.79% | 714,255 | SH |
| 15 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $258.8M | 1.74% | 2,416,041 | SH |
| 16 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $249.6M | 1.68% | 2,127,980 | SH |
| 17 | PALO ALTO NETWORKS INC | PANW | 697435105 | $245.6M | 1.65% | 720,511 | SH |
| 18 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $231.6M | 1.56% | 1,250,129 | SH |
| 19 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $193.4M | 1.30% | 1,219,207 | SH |
| 20 | GLOBAL X FDS | PAVE | 37954Y673 | $167.0M | 1.12% | 2,832,025 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $160.7M | 1.08% | 425,578 | SH |
| 22 | ISHARES TR | IGV | 464287515 | $156.2M | 1.05% | 1,724,569 | SH |
| 23 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $156.1M | 1.05% | 3,442,907 | SH |
| 24 | VISA INC | V | 92826C839 | $155.9M | 1.05% | 454,559 | SH |
| 25 | ALPHABET INC | GOOGL | 02079K305 | $145.0M | 0.98% | 406,013 | SH |
| 26 | WISDOMTREE TR | EPI | 97717W422 | $145.0M | 0.98% | 3,390,302 | SH |
| 27 | ELI LILLY & CO | LLY | 532457108 | $143.1M | 0.96% | 119,333 | SH |
| 28 | ZIM INTEGRATED SHIPPING SERV | ZIM | M9T951109 | $137.3M | 0.92% | 5,481,537 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $135.4M | 0.91% | 383,246 | SH |
| 30 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $133.1M | 0.90% | 2,482,473 | SH |
| 31 | SPDR SERIES TRUST | XBI | 78464A870 | $125.7M | 0.85% | 794,579 | SH |
| 32 | ISHARES TR | ILF | 464287390 | $124.2M | 0.84% | 3,680,000 | SH |
| 33 | SPDR SERIES TRUST | XME | 78464A755 | $111.9M | 0.75% | 1,046,020 | SH |
| 34 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $111.8M | 0.75% | 525,520 | SH |
| 35 | ISHARES TR | ITB | 464288752 | $110.9M | 0.75% | 1,061,830 | SH |
| 36 | GE VERNOVA INC | GEV | 36828A101 | $108.8M | 0.73% | 92,625 | SH |
| 37 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $106.8M | 0.72% | 1,480,438 | SH |
| 38 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $98.2M | 0.66% | 169,047 | SH |
| 39 | MORGAN STANLEY | MS | 617446448 | $94.5M | 0.64% | 452,100 | SH |
| 40 | ISHARES INC | EWT | 46434G772 | $88.8M | 0.60% | 817,470 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | PSI | 46137V647 | $86.2M | 0.58% | 458,708 | SH |
| 42 | KKR & CO INC | KKR | 48251W104 | $86.1M | 0.58% | 938,212 | SH |
| 43 | ISHARES INC | EWZ | 464286400 | $85.5M | 0.58% | 2,479,247 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $82.3M | 0.55% | 251,402 | SH |
| 45 | VISTRA CORP | VST | 92840M102 | $80.7M | 0.54% | 508,800 | SH |
| 46 | ISHARES TR | AAXJ | 464288182 | $78.3M | 0.53% | 655,751 | SH |
| 47 | NEXTERA ENERGY INC | NEE | 65339F101 | $77.1M | 0.52% | 878,550 | SH |
| 48 | ISHARES TR | IAI | 464288794 | $77.1M | 0.52% | 439,719 | SH |
| 49 | WISDOMTREE TR | DXJ | 97717W851 | $76.7M | 0.52% | 442,091 | SH |
| 50 | VANECK ETF TRUST | GDX | 92189F106 | $72.3M | 0.49% | 958,200 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $14.87B | 299 | 0001178913-26-003532 |
| 2026-03-31 | 2026-04-29 | $9.12B | 232 | 0001178913-26-002286 |
| 2025-12-31 | 2026-02-10 | $8.66B | 241 | 0001178913-26-000385 |