MEITAV INVESTMENT HOUSE LTD

CIK 0001398346 · Q1 2026

13F Equity AUM

$9.1B

+5.3% QoQ

Positions

232

-9 QoQ

AUM Rank

#683

Top 6%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,323 · Top 40%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 29.6%Top 10: 45.4%Top 20: 66.3%

SPY11.2%

QQQM6.7%

NDQ4.0%

XLC3.9%

SMH3.8%

ESLT3.6%

TSEM3.4%

AMZN3.1%

NVDA2.9%

META2.8%

Others (222)54.6%

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

Sector Allocation

Financial Services60.7%

Technology15.1%

Industrials6.5%

Communication Services5.0%

Utilities4.3%

Consumer Cyclical3.6%

Other4.8%

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

Position Sizing

Positions: 232Median: 0.04%Avg: 0.43%

0–0.5%

183(12.0%)

0.5–1%

24(15.9%)

1–3%

17(32.4%)

3–5%

6(21.8%)

5%+

2(17.9%)

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

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Portfolio Overlap

Shared: 216Unique: 16vs 20 funds

3%Low

232

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

4.3%

5.2%

3.8%

GEODE CAPITAL MANAGEMENT, LLC

3.2%

VANGUARD CAPITAL MANAGEMENT LLC

3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased100Decreased79Exited25

New Positions

ADI0.6%

+168K

AIRR0.1%

+64K

TAN0.0%

+70K

SPSM0.0%

+60K

DK0.0%

+47K

NU0.0%

+111K

ZM0.0%

+10K

FTNT0.0%

+15K

FTAIN0.0%

+3K

ITRN0.0%

+16K

Increased

ICL1.7%

+1.1M(+4%)

XLY2.4%

+965K(+95%)

XLU1.7%

+872K(+34%)

SEDG0.6%

+859K(+542%)

XLI2.4%

+612K(+85%)

AMZN3.1%

+527K(+64%)

QQQM6.7%

+520K(+25%)

CLBT0.3%

+500K(+34%)

GDX1.2%

+493K(+69%)

ZIM1.1%

+472K(+14%)

Decreased

XLF1.8%

-2,167,171(-40%)

INMD0.0%

-910,000(-99%)

KRNT0.0%

-824,015(-94%)

PLD0.0%

-607,840(-96%)

SIL0.7%

-467,000(-38%)

ENLT2.7%

-297,729(-7%)

VRT0.0%

-290,500(-95%)

NKE0.4%

-282,513(-30%)

PERI0.0%

-257,634(-91%)

RSPN0.4%

-252,100(-30%)

Exited

-560,000

-451,600

-364,140

-11,079

-24,000

-5,284

-20,040

-13,000

-40,364

-55,586

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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