MEITAV INVESTMENT HOUSE LTD

Q1 2025 13F-HR Detailed Holdings

Location
Bene Beraq, L3
Holdings as of
3/31/2025
Date filed
5/12/2025
Form type
13F-HR
Num holdings
223
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/3/2025 Next filing: 7/23/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 MEITAV MUTUAL FUNDS LTD 028-18633
2 MEITAV PROVIDENT FUNDS & PENSION LTD 028-18635
3 MEITAV PORTFOLIO MANAGEMENT LTD 028-18634