Meitav Investment House Ltd.
Annual return '25
+27.0%
SPY '25
+17.7%
Alpha
+9.3ptsvs SPY
Invested
$9.1B
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 69%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
TATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 1.37M shares)
13.8%
02
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 2.06M shares)
8.2%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 669.2k shares)
4.9%
04
$XLC
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 3.33M shares)
4.7%
05
$SMH
VANECK ETF TRUST
Q1 2026: Exited (was 771.8k shares)
4.7%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 68.0% (828.3k → 264.6k shares)
3.8%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 1.12M shares)
3.6%
08
$META
META PLATFORMS INC
Q1 2026: Sold 71.8% (289.5k → 81.7k shares)
3.4%
09
$XLV
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 1.70M shares)
3.1%
10
$XLY
ELECT SECTOR SPDR TR
Q1 2026: Exited (was 1.02M shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:04 UTC.