MEITAV INVESTMENT HOUSE LTD

Q1 2025 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
3/31/2025
Date filed
5/12/2025
Form type
13F-HR
Num holdings
216
Total value ($000)
$5,425,060
Net value change ($000)
-503,444 (-8.5%)
New positions
28
Sold out positions
33
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/3/2025 Next filing: 7/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLV 70,124 32.4%
ICL 62,050 61.2%
ORCL 49,745 12405.2%
SLV 42,095 93.0%
MCHI 38,751 37.9%
ESLT 31,150 37.8%
ETN 28,325 115.4%
UBER 25,590 96.7%
NEE 18,072 30.1%
CRH 17,585 NEW
Top Reduces (Value $000, Stocks/ETFs)
SMH -71,490 -47.3%
QQQ -68,457 -24.2%
XLC -64,424 -48.2%
RSPT -48,732 -100.0%
COST -44,459 -67.3%
XLRE -43,483 -64.7%
GOOGL -41,769 -71.9%
MRK -39,515 -100.0%
SPY -39,365 -10.4%
JPM -37,418 -78.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type