MEITAV INVESTMENT HOUSE LTD

CIK 0001398346 · Q2 2026

13F Equity AUM

$14.9B

+63.0% QoQ

Positions

299

+67 QoQ

AUM Rank

#410

Top 5%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,537 · Top 31%

vs S&P +0.2%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 32.3%Top 10: 44.2%Top 20: 60.8%

VOO11.6%

SPY7.4%

QQQM7.2%

NDQ3.5%

IVV2.7%

SMH2.7%

TSM2.7%

TEVA2.3%

AMZN2.1%

EWY2.1%

Others (289)55.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.6%

Technology14.3%

Communication Services3.9%

Healthcare3.6%

Consumer Cyclical2.6%

Utilities2.3%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 299Median: 0.02%Avg: 0.33%

0–0.5%

250(17.2%)

0.5–1%

25(17.8%)

1–3%

20(35.4%)

3–5%

1(3.5%)

5%+

3(26.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 299vs 20 funds

0%Low

299

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New114Increased94Decreased52Exited48

New Positions

VOO11.6%

+2.5M

IVV2.7%

+544K

TSM2.7%

+842K

TEVA2.3%

+9.9M

EWY2.1%

+1.5M

MDY1.9%

+413K

MSFT1.8%

+714K

PANW1.6%

+721K

IGV1.1%

+1.7M

LLY1.0%

+119K

Increased

PAVE1.1%

+1.6M(+132%)

ZIM0.9%

+1.6M(+40%)

QQQM7.2%

+943K(+37%)

UBER0.7%

+507K(+52%)

KBWB0.3%

+427K(+661%)

PSI0.6%

+398K(+649%)

RSP0.8%

+372K(+242%)

XOM0.3%

+330K(+16312%)

XME0.8%

+309K(+42%)

GOOGL1.0%

+282K(+228%)

Decreased

XLF0.9%

-819,861(-25%)

XLC1.7%

-754,294(-24%)

XLV1.3%

-367,590(-23%)

SMH2.7%

-291,940(-32%)

GDX0.5%

-253,000(-21%)

XSOE0.1%

-158,590(-27%)

SIL0.3%

-125,000(-17%)

BX0.2%

-117,500(-28%)

NKE0.1%

-115,175(-17%)

CRM0.0%

-112,185(-93%)

Exited

-397,089

-1,777,487

-572,189

-3,686,566

-29,770,104

-159,758

-349,773

-1,211,860

-158,200

-71,503

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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