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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 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI ANALOG DEVICES INC Technology 168,100.0 $53.5M 0.59% NEW $318.14 +31.2%
42 SEDG SOLAREDGE TECHNOLOGIES INC Energy 1,017,551.0 $51.9M 0.57% +859K +541.6% $51.05 -1.6%
43 CAMT CAMTEK LTD Technology 349,773.0 $51.8M 0.57% +36K +11.4% $148.20 +13.6%
44 ISRG INTUITIVE SURGICAL INC Healthcare 108,747.0 $50.1M 0.55% $460.99 -7.1%
45 CQQQ INVESCO EXCH TRADED FD TR II 1,066,020.0 $49.1M 0.54% +96K +9.8% $46.02 +12.9%
46 BX BLACKSTONE INC Financial Services 421,630.0 $48.5M 0.53% +54K +14.8% $114.99 +2.5%
47 TATT TAT TECHNOLOGIES LTD Industrials 1,211,860.0 $48.0M 0.53% $39.60 -15.9%
48 XLK SELECT SECTOR SPDR TR 350,369.0 $46.6M 0.51% -77K -18.0% $132.88 +32.7%
49 PPA INVESCO EXCHANGE TRADED FD T 275,480.0 $45.6M 0.50% $165.70 -0.7%
50 LNG CHENIERE ENERGY INC Energy 158,200.0 $44.9M 0.49% -40K -20.2% $283.76 -15.0%
51 MA MASTERCARD INCORPORATED Financial Services 80,922.0 $40.4M 0.44% +8K +11.2% $499.49 -1.9%
52 BA BOEING CO Industrials 197,606.0 $39.3M 0.43% +49K +32.7% $199.03 +10.8%
53 ANET ARISTA NETWORKS INC Technology 317,200.0 $38.9M 0.43% +52K +19.6% $122.78 +15.6%
54 KCE SPDR SERIES TRUST 273,273.0 $37.6M 0.41% -13K -4.7% $137.60 +10.2%
55 NKE NIKE INC Consumer Cyclical 673,875.0 $35.6M 0.39% -283K -29.5% $52.82 -20.4%
56 GOOGL ALPHABET INC Communication Services 123,922.0 $35.5M 0.39% -32K -20.6% $286.74 +39.9%
57 NFLX NETFLIX INC. Communication Services 369,004.0 $35.5M 0.39% +79K +27.1% $96.13 -9.6%
58 SPOT SPOTIFY TECHNOLOGY S A Communication Services 71,503.0 $34.7M 0.38% +9K +14.2% $484.91 -10.8%
59 GRID FIRST TR EXCHANGE-TRADED FD 211,340.0 $34.6M 0.38% +14K +7.2% $163.58 +17.2%
60 RSPN INVESCO EXCHANGE TRADED FD T 596,431.0 $34.3M 0.38% -252K -29.7% $57.58 +3.6%
Page 3 of 12  ·  232 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%