Latest MEITAV DASH INVESTMENTS LTD Stock Portfolio

MEITAV DASH INVESTMENTS LTD Performance:

2025 Q2: 18.34%YTD: 15.5%2024: 13.27%

Performance for 2025 Q2 is 18.34%, and YTD is 15.5%, and 2024 is 13.27%.

About MEITAV DASH INVESTMENTS LTD and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MEITAV INVESTMENT HOUSE LTD reported an equity portfolio of $7.4 Billions as of 30 Jun, 2025.

The top stock holdings of MEITAV INVESTMENT HOUSE LTD are SPY, AMD, NKE. The fund has invested 11% of it's portfolio in SPDR S&P 500 ETF TR and 5.8% of portfolio in ADVANCED MICRO DEVICES INC.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA), CRH PLC (CRH) and FREEPORT-MCMORAN INC (FCX) stocks. They significantly reduced their stock positions in EXXON MOBIL CORP (XOM), APPLIED MATLS INC (AMAT) and BROADCOM INC (AVGO). MEITAV INVESTMENT HOUSE LTD opened new stock positions in SPDR SERIES TRUST (BIL), INVESCO EXCH TRADED FD TR II (BAB) and CBOE GLOBAL MKTS INC. The fund showed a lot of confidence in some stocks as they added substantially to INTUITIVE SURGICAL INC (ISRG), SPDR SERIES TRUST (BIL) and OREILLY AUTOMOTIVE INC (ORLY).

MEITAV DASH INVESTMENTS LTD Annual Return Estimates Vs S&P 500

Our best estimate is that MEITAV INVESTMENT HOUSE LTD made a return of 18.34% in the last quarter. In trailing 12 months, it's portfolio return was 21.63%.

New Buys

Ticker	$ Bought
spdr series trust	5,683,330
invesco exch traded fd tr ii	4,812,200
cboe global mkts inc	3,666,990
lam research corp	2,485,670
ishares tr	511,206
etoro group ltd	366,245
constellation energy corp	322,760
invesco exchange traded fd t	290,895

New stocks bought by MEITAV DASH INVESTMENTS LTD

Additions

Ticker	% Inc.
intuitive surgical inc	2,909
spdr series trust	2,199
oreilly automotive inc	1,400
altria group inc	875
ark 21shares bitcoin etf	397
asml holding n v	352
cme group inc	332
ishares tr	329

Additions to existing portfolio by MEITAV DASH INVESTMENTS LTD

Reductions

Ticker	% Reduced
exxon mobil corp	-99.05
applied matls inc	-93.37
broadcom inc	-78.94
solaredge technologies inc	-77.33
global e online ltd	-77.14
global x fds	-66.5
tesla inc	-59.81
ishares tr	-59.57

MEITAV DASH INVESTMENTS LTD reduced stake in above stock

Sold off

Ticker	$ Sold
janus detroit str tr	-40,039,400
freeport-mcmoran inc	-15,135,900
invesco exch traded fd tr ii	-7,496,140
crh plc	-17,584,500
sanofi	-3,292,720
halozyme therapeutics inc	-2,132,690
payoneer global inc	-166,222
ishares tr	-522,879

MEITAV DASH INVESTMENTS LTD got rid off the above stocks

Sector Distribution

MEITAV INVESTMENT HOUSE LTD has about 63.9% of it's holdings in Others sector.

Sector	%
Others	63.9
Technology	13.1
Consumer Cyclical	7.8
Financial Services	3.6
Communication Services	3.6
Utilities	2.9
Industrials	2.7

Market Cap. Distribution

MEITAV INVESTMENT HOUSE LTD has about 33.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.9
MEGA-CAP	19.4
LARGE-CAP	13.9
SMALL-CAP	2.1

Stocks belong to which Index?

About 33.2% of the stocks held by MEITAV INVESTMENT HOUSE LTD either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.8
S&P 500	30.6
RUSSELL 2000	2.6

Top 5 Winners (%)		%
AMPS	ishares tr	3970.9 %
NKE	nike inc	615.6 %
AMD	advanced micro devices inc	209.1 %
COIN	coinbase global inc	100.3 %
VRT	vertiv holdings co	78.0 %

Top 5 Winners ($)		$
NKE	nike inc	364.5 M
AMD	advanced micro devices inc	292.9 M
SPY	spdr s&p 500 etf tr	63.3 M
NVDA	nvidia corporation	56.6 M
QQQ	invesco qqq tr	38.4 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
IBKR	interactive brokers group in	-67.7 %
GMRE	global med reit inc	-20.8 %
XOM	exxon mobil corp	-10.1 %
AAPL	apple inc	-8.4 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-12.1 M
ORLY	oreilly automotive inc	-6.2 M
PLD	prologis inc.	-4.0 M
XOM	exxon mobil corp	-2.5 M
AAPL	apple inc	-2.2 M

MEITAV DASH INVESTMENTS LTD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MEITAV DASH INVESTMENTS LTD

MEITAV INVESTMENT HOUSE LTD has 216 stocks in it's portfolio. About 46.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. NKE was the most profitable stock for MEITAV INVESTMENT HOUSE LTD last quarter.

Last Reported on: 23 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf tr	11.00	1,320,820	816,220,000	added	117
Historical Trend of SPDR S&P 500 ETF TR Position Held By MEITAV DASH INVESTMENTS LTD What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	AMD	advanced micro devices inc	5.84	68,828	433,008,000	added	67.65

	NKE	nike inc	5.71	512,241	423,761,000	added	8.98

	BAB	invesco exch traded fd tr ii	5.68	1,853,670	421,211,000	added	4.62

	XLB	select sector spdr tr	4.07	5,768,250	302,158,000	reduced	-5.65

	QQQ	invesco qqq tr	3.49	469,241	258,831,000	added	2.39

		nova ltd	2.89	769,584	214,680,000	added	13.38

		icl group ltd	2.60	28,156,100	192,889,000	reduced	-3.21

	NVDA	nvidia corporation	2.51	1,177,340	186,040,000	added	7.51

	CSD	invesco exchange traded fd t	2.42	986,210	179,312,000	added	34.33

		elbit sys ltd	2.27	378,223	168,600,000	added	27.73

	META	meta platforms inc	2.21	221,926	163,839,000	added	13.63

	AGZD	wisdomtree tr	2.16	3,367,900	159,919,000	added	1.39

	AMPS	ishares tr	1.93	2,601,230	143,385,000	added	0.38

	XLB	select sector spdr tr	1.91	1,047,930	141,296,000	reduced	-46.6

	AMZN	amazon com inc	1.84	621,483	136,409,000	added	2.19

	AFK	vaneck etf trust	1.79	475,332	132,605,000	added	25.95

	XLB	select sector spdr tr	1.76	1,205,560	130,862,000	added	67.9

		enlight renewable energy ltd	1.73	5,668,800	128,607,000	added	0.35

	XLB	select sector spdr tr	1.52	517,919	112,606,000	reduced	-21.43