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Portfolio (Quarterly) Guide ↗

MEITAV INVESTMENT HOUSE LTD

· CIK 0001398346
13F Portfolio $8.7B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 241 New
Page 2 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLI SELECT SECTOR SPDR TR 718,549.0 $111.5M 1.29% NEW $155.12 +10.5%
22 XLU SELECT SECTOR SPDR TR 2,580,912.0 $110.2M 1.27% NEW $42.69 +2.8%
23 GOOG ALPHABET INC Communication Services 345,091.0 $108.3M 1.25% NEW $313.84 +26.6%
24 SIL GLOBAL X FDS 1,220,000.0 $102.7M 1.19% NEW $84.20 +8.8%
25 V VISA INC Financial Services 275,448.0 $96.6M 1.11% NEW $350.77 -8.1%
26 XME SPDR SERIES TRUST 839,104.0 $86.9M 1.00% NEW $103.61 +11.6%
27 PLD PROLOGIS INC. Real Estate 633,462.0 $80.9M 0.93% NEW $127.66 +11.7%
28 KKR KKR & CO INC Financial Services 592,177.0 $75.5M 0.87% NEW $127.48 -21.9%
29 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 3,434,304.0 $72.9M 0.84% NEW $21.23 +21.0%
30 NEE NEXTERA ENERGY INC Utilities 842,100.0 $67.6M 0.78% NEW $80.28 +19.2%
31 ORCL ORACLE CORP Technology 340,801.0 $66.4M 0.77% NEW $194.95 +0.3%
32 CRM SALESFORCE INC Technology 233,584.0 $61.9M 0.71% NEW $265.06 -36.8%
33 GDX VANECK ETF TRUST 718,200.0 $61.6M 0.71% NEW $85.77 +1.8%
34 XLK SELECT SECTOR SPDR TR 427,247.0 $61.5M 0.71% NEW $143.95 +22.5%
35 ISRG INTUITIVE SURGICAL INC Healthcare 108,282.0 $61.3M 0.71% NEW $566.36 -24.4%
36 UBER UBER TECHNOLOGIES INC Technology 731,446.0 $59.8M 0.69% NEW $81.71 -8.6%
37 PAVE GLOBAL X FDS 1,205,295.0 $57.6M 0.67% NEW $47.79 +15.9%
38 EWT ISHARES INC 896,670.0 $57.0M 0.66% NEW $63.53 +43.7%
39 BX BLACKSTONE INC Financial Services 367,245.0 $56.6M 0.65% NEW $154.14 -23.5%
40 TATT TAT TECHNOLOGIES LTD Industrials 1,208,738.0 $54.2M 0.63% NEW $44.86 -25.8%
Page 2 of 13  ·  241 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 36.1%
Technology 23.0%
Industrials 10.6%
Consumer Cyclical 10.6%
Communication Services 8.2%
Basic Materials 3.2%
Utilities 2.3%
Energy 1.9%
Healthcare 1.7%
Real Estate 1.6%