MEITAV INVESTMENT HOUSE LTD

Q2 2025 13F-HR Detailed Holdings

Location
Bene Beraq, L3
Holdings as of
6/30/2025
Date filed
7/23/2025
Form type
13F-HR
Num holdings
217
Total value ($000)
$7,418,247
Net value change ($000)
+1,993,187 (36.7%)
New positions
13
Sold out positions
12
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/12/2025 Next filing: 10/29/2025 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 Q1 2025
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)
SPY 476,382 140.2%
AMD 428,790 10165.7%
NKE 393,931 1320.6%
NVMI 90,065 72.3%
QQQM 79,411 23.2%
NVDA 67,377 56.8%
XLC 61,622 89.0%
ESLT 55,105 48.6%
SMH 52,826 66.2%
RSP 52,182 41.0%
Top Reduces (Value $000, Stocks/ETFs)
XLV -145,099 -50.7%
AVGO -40,135 -65.4%
JAAA -40,039 -100.0%
XOM -24,984 -99.1%
PAVE -19,067 -18.9%
CRH -17,585 -100.0%
XLY -17,500 -13.5%
UBER -16,068 -30.9%
FCX -15,136 -100.0%
AMAT -14,064 -91.6%
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 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