Meitav Investment House Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Meitav Investment House Ltd. reported 217 stock positions worth $7.4 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.0% of the portfolio, followed by Advanced Micro Devices (AMD, 5.8%) and Nike Class B (NKE, 5.7%). Compared with Q1 2025, it opened 13 new positions, sold out of 12, added to 93 and reduced 57. The biggest buy was Advanced Micro Devices (AMD, shares +68%) and the biggest sale SS Health Care Select Sector (XLV, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- BENE-BERAQ, L3
- CIK
- 0001398346
- Portfolio Value
- $7.4B (Q2 2025)
- SEC Filing
- 0001178913-25-002449 ↗ filed Jul 23, 2025
Holdings Value
Holdings 217 stocks · $7.4B
| SPY SS SPDR S&P 500 ETF Trust-US | 11.00% | 1,320,819 | $816.2M | Add +117.3% |
| AMD Advanced Micro Devices | 5.84% | 68,828 | $433.0M | Add +67.7% |
| NKE Nike Inc. Class B | 5.71% | 512,241 | $423.8M | Add +9.0% |
| QQQM Invesco Nasdaq 100 ETF | 5.68% | 1,853,672 | $421.2M | Add +4.6% |
| XLF SS Financial Select Sector | 4.07% | 5,768,249 | $302.2M | Reduce -5.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.49% | 469,241 | $258.8M | Add +2.4% |
| NVMI Nova Ltd. | 2.89% | 769,584 | $214.7M | Add +13.4% |
| ICL Icl Group Ltd. | 2.60% | 28,156,119 | $192.9M | Reduce -3.2% |
| NVDA Nvidia Corp. | 2.51% | 1,177,338 | $186.0M | Add +7.5% |
| RSP Invesco S&P 500 Equal Weight | 2.42% | 986,210 | $179.3M | Add +34.3% |
| ESLT Elbit Systems Ltd. | 2.27% | 378,223 | $168.6M | Add +27.7% |
| META Meta Platforms Inc. Class A | 2.21% | 221,926 | $163.8M | Add +13.6% |
| EPI Wisdomtree India Earnings | 2.16% | 3,367,899 | $159.9M | Add +1.4% |
| MCHI iShares MSCI China ETF | 1.93% | 2,601,233 | $143.4M | Add +0.4% |
| XLV SS Health Care Select Sector | 1.90% | 1,047,929 | $141.3M | Reduce -46.6% |
| AMZN Amazon.com Inc. | 1.84% | 621,483 | $136.4M | Add +2.2% |
| SMH Vaneck Semiconductor ETF | 1.79% | 475,332 | $132.6M | Add +25.9% |
| XLC SS Comm Select Sector SPDR | 1.76% | 1,205,556 | $130.9M | Add +67.9% |
| ENLT Enlight Renewable Energy Ltd. | 1.73% | 5,668,798 | $128.6M | Add +0.3% |
| XLY SS Consumer Disc Select Sect | 1.52% | 517,919 | $112.6M | Reduce -21.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.45% | 1,319,434 | $107.8M | Add +8.0% |
| XLI SS Industrial Select Sector | 1.43% | 716,753 | $105.7M | Add +0.6% |
| ORCL Oracle Corp. | 1.34% | 455,534 | $99.5M | Add +27.0% |
| SLV iShares Silver Trust | 1.32% | 2,972,600 | $97.6M | Add +5.4% |
| TSEM Tower Semiconductor Ltd. | 1.31% | 2,242,514 | $97.2M | Add +1.0% |
| PAVE Global X US Infrastructure | 1.10% | 1,878,569 | $82.0M | Reduce -29.9% |
| CAMT Camtek Ltd. | 0.97% | 850,180 | $72.1M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 0.96% | 401,826 | $71.3M | Reduce -0.6% |
| V Visa Inc. Class A | 0.95% | 197,951 | $70.2M | Reduce -6.9% |
| ETN Eaton Corp. PLC | 0.95% | 196,644 | $70.2M | Add +1.1% |
| PLD Prologis Inc. | 0.92% | 651,384 | $68.5M | Add +6.1% |
| NEE Nextera Energy Inc. | 0.87% | 924,241 | $64.2M | Reduce -18.4% |
| KKR KKR & Co. Inc. | 0.82% | 456,328 | $60.7M | Reduce -8.7% |
| CRM Salesforce Inc. | 0.77% | 209,041 | $57.0M | Add +56.7% |
| XLK SS Technology Select Sector | 0.70% | 206,306 | $52.2M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.66% | 127,228 | $49.2M | Reduce -13.6% |
| RSPN Invesco S&P 500 Equal Weight | 0.61% | 851,431 | $45.6M | Reduce -3.7% |
| VRT Vertiv Holdings Co. Class A | 0.61% | 351,500 | $45.2M | No change |
| TATT Tat Technologies Ltd. | 0.60% | 1,454,618 | $44.7M | Add +61.7% |
| HDB HDFC Bank Ltd.-ADR | 0.59% | 575,000 | $44.1M | Add +32.2% |
| CQQQ Invesco China Technology ETF | 0.58% | 970,420 | $43.0M | Add +240.0% |
| MA Mastercard Inc. Class A | 0.58% | 76,157 | $42.8M | Reduce -0.5% |
| LNG Cheniere Energy Inc. | 0.55% | 168,200 | $41.0M | Add +31.7% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.55% | 1,181,001 | $40.7M | No change |
| PPA Invesco Aerospace & Defense | 0.53% | 275,480 | $39.0M | Add +2.1% |
| KCE SS SPDR S&P Cap MKTS ETF | 0.51% | 262,315 | $38.0M | Add +0.0% |
| PWR Quanta Services Inc. | 0.51% | 100,000 | $37.8M | Reduce -33.3% |
| COST Costco Wholesale Corp. | 0.50% | 37,525 | $37.1M | Add +64.0% |
| BX Blackstone Inc. | 0.49% | 242,591 | $36.3M | Add +91.6% |
| UBER Uber Technologies Inc. | 0.49% | 385,652 | $36.0M | Reduce -46.0% |
| XBI SS SPDR S&P Biotech ETF | 0.45% | 400,454 | $33.2M | Add +2199.6% |
| SIL Global X Silver Miners ETF | 0.42% | 650,000 | $31.3M | No change |
| BA The Boeing Co. | 0.39% | 137,380 | $28.8M | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.37% | 197,002 | $27.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 53,025 | $25.7M | Reduce -25.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 53,491 | $23.6M | Reduce -0.8% |
| XLRE SS Real Estate Select Sector | 0.32% | 567,895 | $23.5M | No change |
| CLBT Cellebrite Di Ltd. | 0.31% | 1,454,846 | $23.3M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.29% | 77,147 | $21.2M | Reduce -78.9% |
| ISRG Intuitive Surgical Inc. | 0.28% | 38,852 | $21.1M | Add +2909.4% |
| XHB SS SPDR S&P Homebldrs ETF | 0.27% | 205,904 | $20.3M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.27% | 112,195 | $19.8M | Add +6.0% |
| INMD Inmode Ltd. | 0.26% | 1,323,205 | $19.1M | Reduce -0.2% |
| EWT iShares MSCI Taiwan ETF | 0.25% | 326,670 | $18.8M | No change |
| KRNT Kornit Digital Ltd. | 0.25% | 933,684 | $18.6M | Reduce -17.7% |
| WIX Wix.com Ltd. | 0.23% | 107,993 | $17.1M | Reduce -32.4% |
| CYBR Cyberark Software Ltd./Israel | 0.21% | 37,652 | $15.3M | Reduce -1.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.20% | 667,000 | $15.1M | No change |
| CARR Carrier Global Corp. | 0.20% | 203,140 | $14.9M | Reduce -49.7% |
| AAPL Apple Inc. | 0.19% | 70,161 | $14.4M | Reduce -40.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 49,674 | $14.4M | Add +18.6% |
| FROG Jfrog Ltd. | 0.17% | 281,319 | $12.4M | Reduce -27.0% |
| SPGM State Street SPDR Portfolio | 0.15% | 163,800 | $11.3M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 54,560 | $10.0M | Add +0.7% |
| NFLX Netflix Inc. | 0.13% | 7,376 | $9.9M | Reduce -19.1% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 121,475 | $9.8M | Reduce -10.7% |
| AXP American Express Co. | 0.13% | 30,175 | $9.6M | Add +30.5% |
| FLEX Flex Ltd. | 0.13% | 188,075 | $9.4M | No change |
| PERI Perion Network Ltd. | 0.12% | 733,766 | $8.6M | Reduce -14.5% |
| GS Goldman Sachs Group Inc. | 0.11% | 11,811 | $8.3M | Add +15.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 173,546 | $8.2M | Add +83.1% |
| GILT Gilat Satellite Networks Ltd. | 0.11% | 1,119,353 | $8.0M | No change |
| XAR SS SPDR S&P Aerospace Def | 0.11% | 37,503 | $7.9M | Add +173.3% |
| XLB SS Materials Select Sector | 0.10% | 87,128 | $7.7M | No change |
| BKNG Booking Holdings Inc. | 0.09% | 1,162 | $6.7M | Add +14.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.09% | 91,138 | $6.5M | Reduce -42.0% |
| ABNB Airbnb Inc. Class A | 0.09% | 49,095 | $6.5M | Add +60.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 78,186 | $5.7M | New |
| PSI Invesco Semiconductors ETF | 0.07% | 91,446 | $5.5M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.07% | 7,073 | $5.3M | Add +352.2% |
| MO Altria Group Inc. | 0.07% | 87,417 | $5.1M | Add +875.9% |
| SOXQ Invesco PHLX Semiconductor | 0.06% | 110,220 | $4.8M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 59,356 | $4.7M | Reduce -17.1% |
| XLE SS Energy Select Sector | 0.06% | 53,207 | $4.5M | Reduce -7.4% |
| VGT Vanguard Info Tech ETF | 0.06% | 6,562 | $4.4M | No change |
| BIIB Biogen Inc. | 0.06% | 33,400 | $4.2M | No change |
| CHKP Check Point Software Tech | 0.06% | 18,947 | $4.2M | No change |
| CME Cme Group Inc. | 0.05% | 14,485 | $4.0M | Add +332.5% |
| VRSN Verisign Inc. | 0.05% | 13,815 | $4.0M | Reduce -2.9% |
| INDA iShares MSCI India ETF | 0.05% | 70,123 | $3.9M | Add +2.3% |
Portfolio Sells Q1 2025 → Q2 2025
| XLV SS Health Care Select Sector | Reduce -46.6% | 1.90% | −3.37 |
| XLF SS Financial Select Sector | Reduce -5.7% | 4.07% | −1.54 |
| XLY SS Consumer Disc Select Sect | Reduce -21.4% | 1.52% | −0.88 |
| AVGO Broadcom Inc. | Reduce -78.9% | 0.29% | −0.84 |
| PAVE Global X US Infrastructure | Reduce -29.9% | 1.10% | −0.76 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.74 |
| NEE Nextera Energy Inc. | Reduce -18.4% | 0.87% | −0.57 |
| UBER Uber Technologies Inc. | Reduce -46.0% | 0.49% | −0.47 |
| XOM Exxon Mobil Corp. | Reduce -99.0% | 0.00% | −0.46 |
| V Visa Inc. Class A | Reduce -6.9% | 0.95% | −0.43 |
| ICL Icl Group Ltd. | Reduce -3.2% | 2.60% | −0.41 |
| ADBE Adobe Inc. | Reduce -13.6% | 0.66% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -25.1% | 0.35% | −0.35 |
| CRH CRH PLC | Sold out | 0.00% | −0.32 |
| AAPL Apple Inc. | Reduce -40.4% | 0.19% | −0.29 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.28 |
| CARR Carrier Global Corp. | Reduce -49.7% | 0.20% | −0.27 |
| AMAT Applied Materials Inc. | Reduce -93.4% | 0.02% | −0.27 |
| WIX Wix.com Ltd. | Reduce -32.4% | 0.23% | −0.25 |
| KKR KKR & Co. Inc. | Reduce -8.7% | 0.82% | −0.25 |
| CLBT Cellebrite Di Ltd. | Reduce -2.3% | 0.31% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.96% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.58% | −0.20 |
| PWR Quanta Services Inc. | Reduce -33.3% | 0.51% | −0.19 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -3.7% | 0.61% | −0.18 |
| SEDG Solaredge Technologies Inc. | Reduce -77.3% | 0.05% | −0.18 |
| INMD Inmode Ltd. | Reduce -0.2% | 0.26% | −0.18 |
| KRNT Kornit Digital Ltd. | Reduce -17.7% | 0.25% | −0.15 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -42.0% | 0.09% | −0.10 |
| XLK SS Technology Select Sector | Reduce -2.3% | 0.70% | −0.10 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.8% | 0.32% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.7% | 0.13% | −0.07 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.06 |
| FROG Jfrog Ltd. | Reduce -27.0% | 0.17% | −0.06 |
| PERI Perion Network Ltd. | Reduce -14.5% | 0.12% | −0.05 |
| CAMT Camtek Ltd. | Reduce -9.6% | 0.97% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -17.1% | 0.06% | −0.04 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Reduce -7.4% | 0.06% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -47.2% | 0.04% | −0.04 |
| CYBR Cyberark Software Ltd./Israel | Reduce -1.6% | 0.21% | −0.03 |
| GLBE Global-E Online Ltd. | Reduce -77.1% | 0.01% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -36.3% | 0.02% | −0.03 |
| TSLA Tesla Inc. | Reduce -59.8% | 0.01% | −0.02 |
| NFLX Netflix Inc. | Reduce -19.1% | 0.13% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -9.6% | 0.03% | −0.02 |
| CLIP Global X 1-3 Month T-Bill | Reduce -66.5% | 0.01% | −0.02 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Reduce -3.9% | 0.04% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -19.7% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AMD Advanced Micro Devices | Add +67.7% | 5.84% | +5.76 |
| NKE Nike Inc. Class B | Add +9.0% | 5.71% | +5.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +117.3% | 11.00% | +4.74 |
| NVMI Nova Ltd. | Add +13.4% | 2.89% | +0.60 |
| XLC SS Comm Select Sector SPDR | Add +67.9% | 1.76% | +0.49 |
| XBI SS SPDR S&P Biotech ETF | Add +2199.6% | 0.45% | +0.42 |
| ORCL Oracle Corp. | Add +27.0% | 1.34% | +0.42 |
| CQQQ Invesco China Technology ETF | Add +240.0% | 0.58% | +0.35 |
| NVDA Nvidia Corp. | Add +7.5% | 2.51% | +0.32 |
| SMH Vaneck Semiconductor ETF | Add +25.9% | 1.79% | +0.32 |
| ISRG Intuitive Surgical Inc. | Add +2909.4% | 0.28% | +0.27 |
| ESLT Elbit Systems Ltd. | Add +27.7% | 2.27% | +0.18 |
| BX Blackstone Inc. | Add +91.6% | 0.49% | +0.16 |
| TATT Tat Technologies Ltd. | Add +61.7% | 0.60% | +0.15 |
| CRM Salesforce Inc. | Add +56.7% | 0.77% | +0.14 |
| META Meta Platforms Inc. Class A | Add +13.6% | 2.21% | +0.13 |
| COST Costco Wholesale Corp. | Add +64.0% | 0.50% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +34.3% | 2.42% | +0.07 |
| XAR SS SPDR S&P Aerospace Def | Add +173.3% | 0.11% | +0.07 |
| SOXQ Invesco PHLX Semiconductor | New | 0.06% | +0.06 |
| ENLT Enlight Renewable Energy Ltd. | Add +0.3% | 1.73% | +0.06 |
| HDB HDFC Bank Ltd.-ADR | Add +32.2% | 0.59% | +0.06 |
| MO Altria Group Inc. | Add +875.9% | 0.07% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +352.2% | 0.07% | +0.06 |
| CBOE Cboe Global Markets Inc. | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +83.1% | 0.11% | +0.04 |
| CME Cme Group Inc. | Add +332.5% | 0.05% | +0.04 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| SKYY First Trust Cloud Computing | Add +197.8% | 0.05% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +60.0% | 0.09% | +0.02 |
| SPOT Spotify Technology SA | Add +177.0% | 0.03% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +329.4% | 0.02% | +0.02 |
| AXP American Express Co. | Add +30.5% | 0.13% | +0.02 |
| FLOT iShares Floating Rate Bond E | Add +226.8% | 0.02% | +0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +66.2% | 0.03% | +0.01 |
| BTCO Invsco GLXY BTCN ETF | Add +66.6% | 0.03% | +0.01 |
| HODL Vaneck Bitcoin ETF | Add +66.6% | 0.03% | +0.01 |
| BTCW Wisdomtree Bitcoin Fund | Add +66.7% | 0.03% | +0.01 |
| BITB Bitwise Bitcoin ETF | Add +66.7% | 0.03% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +66.7% | 0.03% | +0.01 |
| EZBC Franklin Bitcoin ETF | Add +66.6% | 0.03% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +66.4% | 0.03% | +0.01 |
| BRRR Coinshares Bitcoin ETF | Add +66.6% | 0.03% | +0.01 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +65.7% | 0.03% | +0.01 |
| FDN First Trust DJ Internet Ind | Add +64.4% | 0.03% | +0.01 |
| KBWB Invesco KBW Bank ETF | Add +60.7% | 0.04% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +327.3% | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +15.1% | 0.11% | +0.01 |
| LNG Cheniere Energy Inc. | Add +31.7% | 0.55% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 299 | $14.9B | VOO, SPY, QQQM, QQQ, IVV |
| Q1 2026 | 232 | $9.1B | SPY, QQQM, QQQ, XLC, SMH |
| Q4 2025 | 241 | $8.7B | SPY, QQQM, QQQ, XLC, NKE |
| Q3 2025 | 236 | $7.6B | SPY, QQQM, XLF, AMD, QQQ |
| Q2 2025 | 217 | $7.4B | SPY, AMD, NKE, QQQM, XLF |
| Q1 2025 | 216 | $5.4B | QQQM, SPY, XLF, XLV, QQQ |
| Q4 2024 | 221 | $5.9B | SPY, QQQM, XLF, QQQ, XLV |
| Q3 2024 | 227 | $6.0B | SPY, XLF, QQQM, QQQ, XLV |
| Q2 2024 | 221 | $5.6B | SPY, XLF, QQQ, QQQM, XLV |
| Q1 2024 | 230 | $5.1B | SPY, XLF, QQQ, RSP, QQQM |