MEITAV INVESTMENT HOUSE LTD

CIK

1398346

Location

BENE-BERAQ, L3

Portfolio Value

Large $13,059,134,242

Diversification

Diversified

Reports for

MEITAV MUTUAL FUNDS LTD MEITAV PROVIDENT FUNDS & PENSION LTD MEITAV PORTFOLIO MANAGEMENT LTD

Filing Date

Global Rank

#426 / 8,826 ▲ 90 · as of Jun 2026

Top Industry

Semiconductors 26.3%

Period ended 36 days ago

Filed Oct 28, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

Company	Schedule	Event date	Filed	Shares	% of class	Change	Status
TATT Tat Technologies Ltd	13G/A	Oct 28, 2026	6d	2,528,804	19.48%	+129,949 since Apr 27, 2026	Current
WILCF G Willi Food International Ltd	13G/A	Aug 31, 2026	2mo	2,295,892	16.5%	+186,525 since Jul 2, 2026	Current
BWAY Brainsway Ltd.	13G/A	Jun 1, 2026	5mo	2,532,352	6.31%	+432,715 since Mar 31, 2026	Current

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 4 exited, below-5% or retired stakes

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.7%, 19.9 effective positions, active share 70.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

46.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.0 quarters (12+), a floor since 28.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 70.1%; sector active share 45.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

296 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.7%

+4.1 pts

Top 5

45.1%

+0.2 pts

Top 10

60.4%

+1.7 pts

HHI

567

Diversified+65

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.6%	$7,656,037,587	148
Technology	20.3%	$2,654,864,659	49
Financial Services	6.4%	$837,744,087	48
Communication Services	5.1%	$665,943,473	4
Consumer Cyclical	3.0%	$391,835,761	6
Industrials	1.7%	$219,856,891	14
Healthcare	1.7%	$215,617,465	12
Utilities	1.5%	$194,655,401	3
Energy	1.1%	$145,684,298	6
Consumer Defensive	0.5%	$71,354,169	2
Real Estate	0.0%	$3,499,969	2
Basic Materials	0.0%	$2,040,482	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSUS	Pershing Square USA, Ltd.	+1,804,527	2,215,442	$82,192,898
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+940,508	985,829	$60,628,483
QQQM	Invesco Ltd.	+906,614	4,426,170	$0
KBWB	Invesco Ltd.	+476,270	967,645	$0
VOO	VANGUARD 500 INDEX FUND	+410,586	2,912,192	$2,041,038,885
SEDG	Solaredge Technologies, Inc.	+362,951	1,269,841	$40,469,832
EWY	iShares Trust	+330,146	1,868,008	$0
RSP	Victory Portfolios II	+313,175	838,695	$0
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+312,272	1,562,401	$260,889,718
SMH	VanEck Semiconductor ETF	+289,196	902,682	$549,733,338
EQT	EQT Corp	+190,000	1,075,000	$52,202,000
SPMO	Invesco Ltd.	+189,080	192,322	$0
V	Visa Inc.	+157,161	611,720	$219,809,347
ORA	Ormat Technologies, Inc.	+155,990	779,833	$71,346,921
XOM	ExxonMobil Holdings Corp	+153,977	486,000	$79,096,500
MS	Morgan Stanley	+135,000	587,100	$110,421,768
ORCL	Oracle Corp	+133,007	619,275	$85,026,457
IVV	iShares Core S&P 500 ETF	+111,304	655,054	$501,673,105
NOW	ServiceNow, Inc.	+95,130	421,384	$56,469,669
KKR	KKR & Co. Inc.	+93,021	1,031,233	$94,151,572
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+91,784	933,445	$425,828,274
SPY	Spdr S&P 500 ETF Trust	+90,713	1,559,018	$1,188,953,897
AMZN	Amazon Com Inc	+90,162	1,411,836	$351,758,939
MU	Micron Technology Inc	+87,084	127,294	$135,582,112
NVDA	Nvidia Corp	+84,831	1,521,627	$347,509,174
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−2,741,702	701,205	$27,655,525
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−1,734,457	681,584	$75,635,376
IGV	iShares Expanded Tech-Software Sector ETF	−1,064,802	659,767	$70,251,990
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	−775,982	18,597	$2,932,374
ITB	iShares U.S. Home Construction ETF	−748,138	313,692	$27,297,477
DXJ	WisdomTree Japan Hedged Equity Fund	−440,197	1,894	$341,961
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	−415,629	630,391	$65,283,291
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−318,343	1,809,637	$196,960,891
GDX	VanEck Gold Miners ETF	−314,950	643,250	$56,477,350
MCHI	iShares MSCI China ETF	−237,470	937,678	$48,937,414
RSPN	Victory Portfolios II	−219,700	376,731	$0
JPM	Jpmorgan Chase & Co	−213,289	38,113	$12,608,923
SIL	Global X Silver Miners ETF	−209,000	419,000	$36,038,190
NEE	Nextera Energy Inc	−183,550	695,000	$52,639,300
NICE	NICE Ltd.	−145,520	472,281	$52,550,706
EEM	iShares MSCI Emerging Markets ETF	−123,476	553,781	$36,987,032
PSI	Victory Portfolios II	−50,000	408,708	$0
META	Meta Platforms, Inc.	−44,050	442,547	$320,926,232
PANW	Palo Alto Networks Inc	−39,925	680,586	$270,403,623
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−38,110	51,824	$6,512,722
SOXQ	Invesco Ltd.	−30,790	107,050	$0
QUAL	iShares MSCI USA Quality Factor ETF	−24,181	25,543	$5,676,676
MSFT	Microsoft Corp	−23,961	690,294	$354,051,792
—		−19,500	90,000	$0
S	SentinelOne, Inc.	−17,000	116,200	$2,760,912
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	102,350	$82,984,356
SKHY	SK hynix Inc.	354,700	$65,318,005
PS	Pershing Square Inc.	600,000	$33,564,000
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	94,696	$9,676,037
WQTM	WisdomTree Quantum Computing Fund	215,751	$6,916,977
SMCI	Super Micro Computer, Inc.	124,000	$5,092,680
OIH	VanEck Oil Services ETF	9,965	$3,770,457
TMO	Thermo Fisher Scientific Inc.	4,991	$3,369,174
SPCX	Space Exploration Technologies Corp	21,737	$3,279,243
GH	Guardant Health, Inc.	17,200	$3,067,792
STM	STMicroelectronics N.V.	51,000	$2,721,360
POWR	iShares U.S. Power Infrastructure ETF	95,720	$2,314,509
MSTR	Strategy Inc	11,080	$1,696,237
NEM	NEWMONT Corp	12,500	$1,441,750
CVX	Chevron Corp	6,000	$1,225,260
VRNS	Varonis Systems Inc	16,120	$764,894
INCY	Incyte Corp	6,000	$728,100
CLIP	Global X 1-3 Month T-Bill ETF	5,689	$570,834
GILD	Gilead Sciences, Inc.	1,862	$277,531
SPLV	Invesco S&P 500 Low Volatility ETF	3,612	$254,682
IBBQ	Invesco Ltd.	35,650	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	9,947,045	$337,005,884
ZIM	ZIM Integrated Shipping Services Ltd.	5,481,537	$142,519,962
BA	Boeing Co	243,606	$52,733,390
—		913,800	$25,266,570
NKE	NIKE, Inc.	558,700	$22,934,635
VRSN	Verisign Inc	20,786	$5,228,926
MO	Altria Group, Inc.	38,158	$2,745,468
MTZ	Mastec Inc	6,180	$2,571,250
MRNA	Moderna, Inc.	27,143	$1,900,824
HWM	Howmet Aerospace Inc.	7,000	$1,882,020
BWXT	BWX Technologies, Inc.	9,205	$1,791,753
ZM	Zoom Communications, Inc.	20,000	$1,726,200
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	12,435	$1,509,857
TER	Teradyne, Inc	3,000	$1,451,520
VIAV	Viavi Solutions Inc.	20,000	$955,000
LITE	Lumentum Holdings Inc.	1,100	$943,866
NXT	Nextpower Inc.	7,300	$869,722
WDC	Western Digital Corp	1,055	$673,849
ETHA	iShares Ethereum Trust ETF	56,026	$666,149
EWW	iShares MSCI Mexico ETF	5,445	$409,845
—		3,860	$294,981
—		8,033	$207,685
BIDU	Baidu, Inc.	1,800	$205,722
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

296 tracked positions · $13,059,134,242 total · filing declares 300 positions · $15,536,596,399 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 296 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	2,912,192	+410,586	$2,041,038,885	+18.8%	15.63%
SPY	Spdr S&P 500 ETF Trust	Added	1,559,018	+90,713	$1,188,953,897	+8.4%	9.10%
SMH	VanEck Semiconductor ETF	Added	902,682	+289,196	$549,733,338	+36.6%	4.21%
QQQ	Invesco Qqq Trust, Series 1	Added	702,242	+2,452	$519,497,564	+0.8%	3.98%
IVV	iShares Core S&P 500 ETF	Added	655,054	+111,304	$501,673,105	+23.2%	3.84%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	933,445	+91,784	$425,828,274	+5.9%	3.26%
MSFT	Microsoft Corp Technology	Reduced	690,294	-23,961	$354,051,792	+32.9%	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,411,836	+90,162	$351,758,939	+11.7%	2.69%
NVDA	Nvidia Corp Technology	Added	1,521,627	+84,831	$347,509,174	+20.9%	2.66%
META	Meta Platforms, Inc. Communication Services	Reduced	442,547	-44,050	$320,926,232	+17.1%	2.46%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	412,045	-795	$270,594,071	−6.8%	2.07%
PANW	Palo Alto Networks Inc Technology	Reduced	680,586	-39,925	$270,403,623	+10.1%	2.07%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	1,562,401	+312,272	$260,889,718	+12.7%	2.00%
V	Visa Inc. Financial Services	Added	611,720	+157,161	$219,809,347	+40.9%	1.68%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	1,298,480	+79,273	$218,690,001	+13.1%	1.67%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	1,809,637	-318,343	$196,960,891	−21.1%	1.51%
AVGO	Broadcom Inc. Technology	Added	478,929	+53,351	$168,195,075	+4.6%	1.29%
GOOGL	Alphabet Inc. Communication Services	Added	477,716	+71,703	$164,372,521	+13.3%	1.26%
GOOG	Alphabet Inc. Communication Services	Added	455,378	+72,132	$155,165,499	+14.6%	1.19%
PAVE	Global X U.S. Infrastructure Development ETF	Held	2,832,025	0	$148,681,312	−10.9%	1.14%
EPI	WisdomTree India Earnings Fund	Held	3,390,302	0	$138,087,000	−4.8%	1.06%
MU	Micron Technology Inc Technology	Added	127,294	+87,084	$135,582,112	+192.1%	1.04%
LLY	ELI LILLY & Co Healthcare	Reduced	115,333	-4,000	$133,449,507	−6.8%	1.02%
ILF	iShares Latin America 40 ETF	Held	3,680,000	0	$126,960,000	+2.2%	0.97%
MS	Morgan Stanley Financial Services	Added	587,100	+135,000	$110,421,768	+16.8%	0.85%
UBER	Uber Technologies, Inc Technology	Added	1,486,803	+6,365	$101,860,873	−4.7%	0.78%
GEV	GE Vernova Inc. Industrials	Added	105,775	+13,150	$100,538,079	−7.6%	0.77%
AMD	Advanced Micro Devices Inc Technology	Reduced	158,460	-10,587	$96,939,489	−1.3%	0.74%
KKR	KKR & Co. Inc. Financial Services	Added	1,031,233	+93,021	$94,151,572	+9.3%	0.72%
EWT	iShares MSCI Taiwan ETF	Held	817,470	0	$92,292,363	+3.9%	0.71%
EWZ	iShares MSCI Brazil ETF	Reduced	2,467,870	-11,377	$91,928,157	+7.5%	0.70%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Added	494,681	+54,962	$87,133,111	+13.0%	0.67%
ORCL	Oracle Corp Technology	Added	619,275	+133,007	$85,026,457	+19.3%	0.65%
CAT	Caterpillar Inc Industrials	NEW	102,350	NEW	$82,984,356	NEW	0.64%
PSUS	Pershing Square USA, Ltd. Financial Services	Added	2,215,442	+1,804,527	$82,192,898	+435.1%	0.63%
XOM	ExxonMobil Holdings Corp Energy	Added	486,000	+153,977	$79,096,500	+74.2%	0.61%
AAXJ	iShares Trust	Added	657,576	+1,825	$76,568,149	−2.2%	0.59%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	681,584	-1,734,457	$75,635,376	−70.8%	0.58%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	373,960	+19,839	$73,202,670	+8.5%	0.56%
ADI	Analog Devices Inc Technology	Held	180,700	0	$71,685,497	−0.1%	0.55%
ORA	Ormat Technologies, Inc. Utilities	Added	779,833	+155,990	$71,346,921	+5.0%	0.55%
VST	Vistra Corp. Utilities	Added	510,800	+2,000	$70,669,180	−12.4%	0.54%
IGV	iShares Expanded Tech-Software Sector ETF	Reduced	659,767	-1,064,802	$70,251,990	−55.0%	0.54%
SKHY	SK hynix Inc. Technology	NEW	354,700	NEW	$65,318,005	NEW	0.50%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Reduced	630,391	-415,629	$65,283,291	−41.6%	0.50%
TXN	Texas Instruments Inc Technology	Added	218,900	+17,400	$61,311,701	+2.1%	0.47%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	985,829	+940,508	$60,628,483	+2418.8%	0.46%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	396,984	+316	$60,353,477	+23.6%	0.46%
GDX	VanEck Gold Miners ETF	Reduced	643,250	-314,950	$56,477,350	−21.9%	0.43%
NOW	ServiceNow, Inc. Technology	Added	421,384	+95,130	$56,469,669	+74.3%	0.43%

Showing the top 50 of 296 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.