MEITAV INVESTMENT HOUSE LTD

Q1 2026 13F-HR Detailed Holdings

Location
Bene Beraq, L3
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
232
Total value ($000)
$9,120,130
Net value change ($000)
+458,115 (5.3%)
New positions
16
Sold out positions
25
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

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

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 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)
ESLT 122,987 58.6%
XLI 103,748 93.1%
XLY 94,546 77.7%
QQQM 92,129 17.7%
AMZN 91,046 47.6%
SPY 88,922 9.5%
TSEM 87,035 39.4%
SMH 69,183 24.9%
ENLT 66,522 36.8%
NVMI 65,076 35.7%
Top Reduces (Value $000, Stocks/ETFs)
NKE -289,770 -89.1%
XLF -136,529 -45.6%
PLD -77,481 -95.8%
XRT -47,762 -100.0%
QQQ -47,637 -11.6%
VRT -45,665 -92.0%
ADBE -43,990 -87.9%
XLC -40,841 -10.4%
CRM -39,427 -63.7%
SIL -34,895 -34.0%
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