13F filer · CIK 1398346 ↗
Meitav Investment House Ltd
You are looking at Q4 2023. See the latest, Q3 2026 →
Reported value
$6.81B
+10% on the quarter before
Positions
336
25 new · 23 sold out
Top 10
34.2%
of the value
Est. gain
+$589.3M
on stocks held all quarter
Est. return
+10.8%
on those stocks since Q3 2023
Positions as of Dec 31, 2023, from Meitav Investment House Ltd's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 56% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2023. Striped tiles are options.
Largest buys
Since Q3 2023, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Select Sector SPDR Tr~$91.7MAdded · 1.5% → 2.9%+805,113 shares
- Vaneck ETF Trust~$65.0MAdded · 0.8% → 1.9%+371,831 shares
- Invesco Qqq Tr~$56.3MAdded · 3.5% → 4.4%+137,141 shares
- Ishares Inc~$48.8MNew · 0.0% → 0.7%+760,708 shares
- Ishares Tr~$45.9MAdded · 0.1% → 0.7%+228,171 shares
- Ishares Tr~$43.3MAdded · 2.4% → 3.1%+90,598 shares
- Wisdomtree Tr~$40.3MAdded · 0.2% → 0.8%+983,112 shares
- Invesco Exchange Traded Fd T~$38.1MAdded · 1.9% → 2.5%+241,600 shares
- Schlumberger Ltd~$36.7MAdded · 0.0% → 0.6%+705,682 shares
- Merck & Co Inc~$31.6MAdded · 0.0% → 0.5%+289,971 shares
Largest sells
Since Q3 2023, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Ishares Inc~$98.8MCut · 1.7% → 0.3%−2,825,474 shares
- Select Sector SPDR Tr~$59.1MCut · 1.5% → 0.6%−330,630 shares
- First Tr Nasdaq 100 Tech Ind~$43.6MCut · 1.8% → 1.3%−248,231 shares
- Thermo Fisher Scientific Inc~$38.1MCut · 0.6% → 0.0%−71,869 shares
- SPDR S&P 500 ETF Tr~$36.4MCut · 4.6% → 4.1%−76,333 shares
- Select Sector SPDR Tr~$31.5MCut · 3.6% → 3.2%−839,207 shares
- Microsoft~$26.0MCut · 2.3% → 2.1%−69,223 shares
- Amdocs Ltd~$23.8MCut · 0.4% → 0.0%−270,748 shares
- Unitedhealth Group Inc~$23.3MCut · 0.4% → 0.0%−44,200 shares
- Wix Com Ltd~$22.8MCut · 0.8% → 0.6%−185,509 shares
Holdings
As of Dec 31, 2023. Changes are in shares against Sep 30, 2023, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS · shares −3.2% · price +9.8% | 6.0% | $408.8M | +$36.5M | ||||||||
| Invesco Qqq TrUNIT SER 1 · shares +23% · price +13.8% | 4.4% | $299.4M | +$29.4M | ||||||||
| SPDR S&P 500 ETF TrTR UNIT · shares −12% · price +10.4% | 4.1% | $276.1M | +$26.0M | ||||||||
| Select Sector SPDR TrFINANCIAL · shares −13% · price +11.6% | 3.2% | $216.6M | +$22.6M | ||||||||
| Invesco Exch Traded Fd Tr IiNASDAQ 100 ETF · shares 0% · price +13.5% | 3.1% | $209.9M | +$25.0M | ||||||||
| Ishares TrCORE S&P500 ETF · shares +26% · price +10.1% | 3.1% | $208.1M | +$15.1M | ||||||||
| Select Sector SPDR TrINDL · shares +89% · price +11.2% | 2.9% | $194.7M | +$10.4M | ||||||||
| Select Sector SPDR TrSBI HEALTHCARE · shares −0.1% · price +4.5% | 2.6% | $177.7M | +$7.6M | ||||||||
| Invesco Exchange Traded Fd TS&P500 EQL WGT · shares +29% · price +10.7% | 2.5% | $171.3M | +$12.9M | ||||||||
| Select Sector SPDR TrCOMMUNICATION · shares −6.7% · price +9.4% | 2.5% | $167.0M | +$14.3M | ||||||||
| Ishares TrU.S. MED DVC ETF · shares +17% · price +9.1% | 2.4% | $165.5M | +$11.8M | ||||||||
| MicrosoftCOM · shares −16% · price +19.1% | 2.1% | $141.0M | +$22.6M | ||||||||
| AmazonCOM · shares −2.7% · price +19.7% | 1.9% | $128.4M | +$21.1M | ||||||||
| Vaneck ETF TrustSEMICONDUCTR ETF · shares +103% · price +20.3% | 1.9% | $127.9M | +$10.6M | ||||||||
| Enlight Renewable Energy LtdSHS · shares −1.8% · price +24.2% | 1.9% | $126.1M | +$24.6M | ||||||||
| MetaCL A · shares −6.3% · price +15.7% | 1.6% | $108.1M | +$14.7M | ||||||||
| Select Sector SPDR TrTECHNOLOGY · shares +3.6% · price +17.2% | 1.4% | $94.7M | +$13.4M | ||||||||
| First Tr Nasdaq 100 Tech IndSHS · shares −32% · price +20.5% | 1.3% | $91.1M | +$15.5M | ||||||||
| Visa Inc.COM CL A · shares +1.2% · price +11.7% | 1.3% | $88.1M | +$9.1M | ||||||||
| Costco Whsl Corp NewCOM · shares −6.0% · price +15.7% | 1.2% | $85.0M | +$11.5M | ||||||||
| MastercardCL A · shares −0.9% · price +6.1% | 1.2% | $83.9M | +$4.8M | ||||||||
| Icl Group LtdSHS · shares −1.3% · price −9.1% | 1.2% | $83.6M | −$8.4M | ||||||||
| NvidiaCOM · shares +12% · price +14.1% | 1.1% | $78.1M | +$8.6M | ||||||||
| Goldman SachsCOM · shares +12% · price +17.7% | 1.1% | $72.8M | +$9.7M | ||||||||
| Global X FdsUS INFR DEV ETF · shares +23% · price +12.3% | 1.1% | $72.7M | +$6.5M | ||||||||
| Total · 336 positions | 100% | $6.81B | +$589.3M |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q3 2023 to Q4 2023: 311 stocks held throughout, up $589.3M (+10.8%).
- Vanguard Index Fds+$36.5M+10%
- Invesco Qqq Tr+$29.4M+14%
- SPDR S&P 500 ETF Tr+$26.0M+10%
- Invesco Exch Traded Fd Tr Ii+$25.0M+14%
- Enlight Renewable Energy Ltd+$24.6M+24%
- Ishares Tr−$4.2M−6%
- Exxon Mobil Corp−$4.9M−17%
- Icl Group Ltd−$8.4M−9%
- Inmode Ltd−$14.1M−29%
- Solaredge Technologies Inc−$15.7M−29%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | $15.54B+5% | SEC ↗ |
| Q2 2026 | Jul 20, 2026 | $14.87B+63% | SEC ↗ |
| Q1 2026 | Apr 29, 2026 | $9.12B+5% | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | $8.66B+14% | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | $7.57B+2% | SEC ↗ |
| Q2 2025 | Jul 23, 2025 | $7.42B+37% | SEC ↗ |
| Q1 2025 | May 12, 2025 | $5.43B−8% | SEC ↗ |
| Q4 2024 | Feb 3, 2025 | $5.93B−1% | SEC ↗ |
| Q3 2024 | Oct 28, 2024 | $5.97B+6% | SEC ↗ |
| Q2 2024 | Jul 29, 2024 | $5.62B+10% | SEC ↗ |
| Q1 2024 | May 1, 2024 | $5.10B−25% | SEC ↗ |
| Q4 2023 | Jan 29, 2024 | $6.81B+10% | SEC ↗ |
| Q3 2023 | Oct 30, 2023 | $6.17B−50% | SEC ↗ |
| Q2 2023 | Jul 24, 2023 (amended) | $12.45B+115% | SEC ↗ |
| Q1 2023 | May 11, 2023 | $5.79B−1% | SEC ↗ |
| Q4 2022 | Feb 6, 2023 | $5.82B+3% | SEC ↗ |
| Q3 2022 | Oct 31, 2022 | $5.67B−3% | SEC ↗ |
| Q2 2022 | Aug 1, 2022 | $5.86B−13% | SEC ↗ |
| Q1 2022 | May 9, 2022 | $6.74B+10% | SEC ↗ |
| Q4 2021 | Feb 8, 2022 | $6.14B+1% | SEC ↗ |
| Q3 2021 | Nov 3, 2021 | $6.10B−22% | SEC ↗ |
| Q2 2021 | Aug 5, 2021 (amended) | $7.81B+119% | SEC ↗ |
| Q1 2021 | May 6, 2021 | $3.57B+40% | SEC ↗ |
| Q4 2020 | Feb 2, 2021 | $2.55B+27% | SEC ↗ |
| Q3 2020 | Nov 5, 2020 | $2.02B+21% | SEC ↗ |
| Q2 2020 | Aug 10, 2020 | $1.67B+25% | SEC ↗ |
| Q1 2020 | May 11, 2020 | $1.34B−3% | SEC ↗ |
| Q4 2019 | Feb 10, 2020 | $1.38B−1% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $1.39B−7% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $1.50B−16% | SEC ↗ |
| Q1 2019 | May 13, 2019 | $1.78B+10% | SEC ↗ |
| Q4 2018 | Feb 13, 2019 | $1.62B−21% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $2.05B−8% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $2.24B+14% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $1.97B+15% | SEC ↗ |
| Q4 2017 | Feb 15, 2018 | $1.71B | SEC ↗ |