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Portfolio (Quarterly) Guide ↗

MEITAV INVESTMENT HOUSE LTD

· CIK 0001398346
13F Portfolio $9.1B AUM 232 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 97 Added 77 Reduced 25 Exited
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHKP CHECK POINT SOFTWARE TECH LT Technology 136,690.0 $19.5M 0.21% +7K +5.0% $142.81 -13.1%
42 BERKSHIRE HATHAWAY INC DEL 36,666.0 $17.6M 0.19% +863.0 +2.4% $478.77
43 WIX WIX COM LTD Technology 182,667.0 $16.5M 0.18% +95K +108.7% $90.07 -41.5%
44 SPGI S&P GLOBAL INC Financial Services 36,233.0 $15.4M 0.17% +31K +643.2% $424.31 -4.8%
45 IREN IREN LIMITED Financial Services 332,860.0 $11.4M 0.12% +4K +1.3% $34.18 +70.9%
46 MSCI MSCI INC Financial Services 19,306.0 $10.4M 0.11% +15K +318.5% $539.00 +5.7%
47 XLB SELECT SECTOR SPDR TR 162,417.0 $8.1M 0.09% +2K +1.4% $49.97 +0.7%
48 MELI MERCADOLIBRE INC Consumer Cyclical 4,505.0 $7.8M 0.09% +2K +64.2% $1729.02 -7.0%
49 VCSH ANGUARD SCOTTSDALE FDS 92,916.0 $7.4M 0.08% +25K +36.8% $79.21 -0.5%
50 EMXC ISHARES INC 78,108.0 $6.1M 0.07% +31K +66.4% $78.66 +19.0%
51 SOXQ INVESCO EXCH TRADED FD TR II 95,370.0 $5.7M 0.06% +2K +2.5% $59.70 +52.7%
52 VRSN VERISIGN INC Technology 20,786.0 $5.2M 0.06% +10K +86.9% $248.36 +18.0%
53 ASML ASML HLDG NV Technology 3,578.0 $5.0M 0.06% +324.0 +10.0% $1395.09 +7.6%
54 BWXT BWX TECHNOLOGIES INC Industrials 23,205.0 $4.7M 0.05% +19K +480.1% $204.49 +0.1%
55 CIBR FIRST TR EXCHANGE-TRADED FD 60,346.0 $3.8M 0.04% +44K +268.3% $62.68 +26.1%
56 GOVT ISHARES TR 159,946.0 $3.7M 0.04% +32K +25.0% $22.89 -1.4%
57 APOS APOLLO GLOBAL MGMT INC Financial Services 29,931.0 $3.3M 0.04% +9K +43.8% $111.42 -76.8%
58 IBIT ISHARES BITCOIN TRUST ETF Financial Services 83,316.0 $3.2M 0.04% +26K +45.2% $38.42 +16.7%
59 HODL ANECK BITCOIN ETF 167,062.0 $3.2M 0.04% +52K +45.0% $19.16 +16.7%
60 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 106,693.0 $3.2M 0.04% +33K +44.7% $29.99 +16.6%
Page 3 of 5  ·  97 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.6%
Technology 25.9%
Industrials 11.2%
Communication Services 8.6%
Consumer Cyclical 6.2%
Energy 3.0%
Basic Materials 2.9%
Utilities 2.8%
Healthcare 1.1%
Consumer Defensive 0.5%