1y return+32.1%S&P 500 +20.9%
3y return+87.9%S&P 500 +68.5%
5y return+68.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $289 against $280 in the S&P 500.2
Meitav Investment House LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $1.7B | 11.6% | New |
| SPYState Str Spdr S&p 500 Etf T | $1.1B | 7.4% | −6.6% |
| QQQMInvesco Exch Traded Fd Tr II | $1.1B | 7.2% | +36.6% |
| QQQInvesco Qqq Tr | $515.3M | 3.5% | +11.1% |
| IVVIshares Tr | $407.2M | 2.7% | New |
| SMHVaneck Etf Trust | $402.4M | 2.7% | −32.2% |
| TSMTaiwan Semiconductor Manufac | $401.9M | 2.7% | New |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $336.9M | 2.3% | New |
| AMZNAmazon Com Inc | $315.0M | 2.1% | −2.5% |
| EWYIshares Inc | $310.5M | 2.1% | New |
| MDYState Str Spdr S&p Midcap 40 | $290.4M | 2.0% | New |
| NVDANvidia Corporation | $287.3M | 1.9% | −6.5% |
| METAMeta Platforms Inc | $274.1M | 1.8% | +9.7% |
| MSFTMicrosoft Corp | $266.4M | 1.8% | New |
| XLCSelect Sector Spdr Tr | $258.8M | 1.7% | −23.8% |
| XLYSelect Sector Spdr Tr | $249.6M | 1.7% | +7.2% |
| PANWPalo Alto Networks Inc | $245.6M | 1.7% | New |
| XLISelect Sector Spdr Tr | $231.6M | 1.6% | −6.1% |
| XLVSelect Sector Spdr Tr | $193.4M | 1.3% | −23.2% |
| PAVEGlobal X Fds | $167.0M | 1.1% | +131.9% |
| AVGOBroadcom Inc | $160.7M | 1.1% | +15.3% |
| IGVIshares Tr | $156.2M | 1.1% | New |
| XLUSelect Sector Spdr Tr | $156.1M | 1.0% | |
| VVisa Inc | $155.9M | 1.0% | +1.2% |
| GOOGLAlphabet Inc | $145.0M | 1.0% | +227.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $287.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $160.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $98.2M |
| SMHVaneck Etf Trust | March 31, 2021 | +438.6% | $402.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $145.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $135.4M |
| PAVEGlobal X Fds | September 30, 2020 | +249.5% | $167.0M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2022 | +176.6% | $1.1B |
| XLISelect Sector Spdr Tr | June 30, 2020 | +169.6% | $231.6M |
| XMESpdr Series Trust | March 31, 2021 | +167.9% | $111.9M |
Sold off last quarter
- Elbit Sys LtdCUSIP M3760D101 was $333.0M
- Tower Semiconductor LtdCUSIP M87915274 was $307.9M
- Enlight Renewable Energy LtdCUSIP M4056D110 was $247.5M
- Nova LtdCUSIP M7516K103 was $247.3M
- Icl Group LtdCUSIP M53213100 was $152.3M
- Aton Corp PLCCUSIP G29183103 was $57.1M
- Camtek LtdCUSIP M20791105 was $51.8M
- Tat Technologies LtdCUSIP M8740S227 was $48.0M
- LNGCheniere Energy Inc was $44.9M
- Spotify Technology S ACUSIP L8681T102 was $34.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.4% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +4.6% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | +14.5% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | −8.3% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meitav Investment House Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1398346&type=13F-HR&dateb=&owner=include&count=40CIK 1398346
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1398346/000117891326003532/Filed July 20, 2026 · accession 0001178913-26-003532