Phoenix Financial Ltd.
Sector Allocation
- Technology35.4%$5.2B
- Other33.5%$4.9B
- Healthcare12.3%$1.8B
- Financials5.9%$862.6M
- Industrials4.7%$684.6M
- Consumer Discretionary2.9%$418.1M
- Utilities2.0%$300.9M
- Energy1.6%$227.7M
- Materials1.2%$180.8M
- Consumer Staples0.4%$61.8M
AUM History
13fpro.ai/research/fund/phoenix-financial-ltd-1679543
Conviction and streaks
Diversifying · top 10 = 42.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TEVA
$1.5BTSEM
$913.7M- SELECT$784.3M
- ISHARES$578.7M
TSM
$553.0MIVZ
$490.6MNVDA
$461.2MAMZN
$348.9MNVMI
$335.1M- VANGUARD$323.1M
- ISHARES$310.1M
GOOG
$304.5MESLT
$296.5MMSFT
$296.3M- ISHARES$264.1M
PANW
$256.0MAVGO
$244.0M- ISHARES$237.4M
AAPL
$201.1MNET
$198.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/phoenix-financial-ltd-1679543
Phoenix Financial Ltd. 13F holdings — Q2 2026
$14.7B portfolio (+38.7% QoQ) · 522 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
Includes $6.3M of put/call options ($58K puts, $6.2M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $14.7B. Weights use the stock portfolio.
$1.5B
9.9% of stocks
+0.4%This quarter+9.5%Since filed3+ qtrsHeld$913.7M
6.2% of stocks
+3%This quarter-28.4%Since filed3+ qtrsHeld- 3
SELECT SECTOR SPDR TR - ST STR INDL ETF
$784.3M
5.3% of stocks
+50%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - GLOBAL TECH ETF
$578.7M
4.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $553.0M
3.8% of stocks
+2028%This quarter+0.6%Since filed3+ qtrsHeld$490.6M
3.4% of stocks
+11%This quarter-9.0%Since filed3+ qtrsHeld$461.2M
3.1% of stocks
+17%This quarter-0.7%Since filed3+ qtrsHeld$348.9M
2.4% of stocks
-28%This quarter-8.5%Since filed3+ qtrsHeld$335.1M
2.3% of stocks
+7%This quarter-20.1%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 10
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
$323.1M
2.2% of stocks
+29%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Phoenix Financial Ltd. (Q2 2026)
522 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - US AER DEF ETFetf/fund | — | $310.1M | 2.1% | 1.28M | New | — | — | 13F |
| 12 | Alphabet Inc. | Technology | $304.5M | 2.1% | 862K | -22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELBIT SYSTEMS LTD | Industrials | $296.5M | 2.0% | 390K | +55% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $296.3M | 2.0% | 795K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - GLOB HLTHCRE ETFetf/fund | — | $264.1M | 1.8% | 2.68M | -28% | — | — | 13F |
| 16 | Palo Alto Networks Inc | Technology | $256.0M | 1.8% | 751K | +225% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $244.0M | 1.7% | 646K | +69% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $237.4M | 1.6% | 1.51M | +8% | — | — | 13F |
| 19 | Apple Inc. | Technology | $201.1M | 1.4% | 695K | -11% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Cloudflare, Inc. | Technology | $198.1M | 1.4% | 808K | +151% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EMERSON ELECTRIC CO | Industrials | $195.8M | 1.3% | 1.37M | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EXPAND ENERGY Corp | Energy | $189.7M | 1.3% | 2.08M | +16% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $188.3M | 1.3% | 988K | +6% | — | — | 13F |
| 24 | Global-E Online Ltd. | Technology | $186.6M | 1.3% | 5.37M | +2213% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES INC - MSCI BRAZIL ETFetf/fund | — | $172.2M | 1.2% | 4.99M | +54% | — | — | 13F |
| 26 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $159.4M | 1.1% | 1.00M | -34% | |||
| 27 | — | CORGI ETF TR I - LITHOGRAPHY SEMI | — | $152.9M | 1.0% | 4.78M | New | |||
| 28 | — | ISHARES TR - U.S. FINLS ETF | — | $152.6M | 1.0% | 1.20M | — | |||
| 29 | $ONTO | ONTO INNOVATION INC. | Technology | $152.1M | 1.0% | 402K | New | |||
| 30 | — | ISHARES TR - US OIL EQ&SV ETF | — | $134.3M | 0.9% | 4.99M | New | |||
| 31 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $132.9M | 0.9% | 2.93M | +327% | |||
| 32 | $VST | Vistra Corp. | Utilities | $124.4M | 0.8% | 784K | +7545% | |||
| 33 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $123.8M | 0.8% | 172K | -0.1% | |||
| 34 | $SPY | SPDR S&P 500 ETF TRUST | — | $123.3M | 0.8% | 165K | +79% | |||
| 35 | — | ISHARES TR - EXPANDED TECH | — | $119.0M | 0.8% | 1.31M | +1% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $116.4M | 0.8% | 97K | -4% | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $109.5M | 0.8% | 307K | +26% | |||
| 38 | $GFS | GLOBALFOUNDRIES Inc. | Technology | $108.4M | 0.7% | 1.31M | +19% | |||
| 39 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $108.3M | 0.7% | 1.31M | +33% | |||
| 40 | — | LISTED FDS TR - ROUN MA SEVE ETF | — | $104.6M | 0.7% | 1.63M | New | |||
| 41 | $ENLT | Enlight Renewable Energy Ltd. | Utilities | $101.3M | 0.7% | 1.14M | -9% | |||
| 42 | $FPS | Forgent Power Solutions, Inc. | Technology | $92.8M | 0.6% | 1.66M | New | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $91.3M | 0.6% | 1.70M | -26% | |||
| 44 | $CLBT | Cellebrite DI Ltd. | Technology | $90.2M | 0.6% | 6.18M | +48% | |||
| 45 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $83.8M | 0.6% | 1.96M | +27% | |||
| 46 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $80.2M | 0.6% | 1.51M | -1% | |||
| 47 | $ICL | ICL Group Ltd. | Materials | $77.6M | 0.5% | 15.58M | +2% | |||
| 48 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $73.0M | 0.5% | 681K | -0.6% | |||
| 49 | $SII | SPROTT INC. | Financials | $65.7M | 0.5% | 1.25M | New | |||
| 50 | — | ISHARES TR - MSCI CHINA ETF | — | $65.4M | 0.5% | 1.28M | -55% | |||
| 51 | $NICE | NICE Ltd. | Technology | $61.6M | 0.4% | 678K | +139% | |||
| 52 | — | SPDR SERIES TRUST - ST STR SP RETAIL | — | $60.6M | 0.4% | 691K | -45% | |||
| 53 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $60.4M | 0.4% | 554K | +424% | |||
| 54 | — | ISHARES TR - MSCI EMG MKT ETF | — | $60.3M | 0.4% | 881K | +0.1% | |||
| 55 | — | ISHARES TR - US HLTHCR PR ETF | — | $56.7M | 0.4% | 1.03M | — | |||
| 56 | — | ISHARES TR - MSCI INDIA ETF | — | $54.0M | 0.4% | 1.09M | -43% | |||
| 57 | $FLY | Firefly Aerospace Inc. | Industrials | $53.3M | 0.4% | 1.81M | +175% | |||
| 58 | $GILT | GILAT SATELLITE NETWORKS LTD | Technology | $50.7M | 0.3% | 3.81M | -23% | |||
| 59 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $48.4M | 0.3% | 627K | -25% | |||
| 60 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $47.9M | 0.3% | 65K | +387% | |||
| 61 | — | ISHARES TR - US BR DEL SE ETF | — | $47.9M | 0.3% | 273K | New | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $47.0M | 0.3% | 84K | -7% | |||
| 63 | $STT | STATE STREET CORP | Financials | $46.8M | 0.3% | 1.06M | -0.0% | |||
| 64 | $MU | MICRON TECHNOLOGY INC | Technology | $43.9M | 0.3% | 38K | +48% | |||
| 65 | — | ISHARES TR - GLOB INDSTRL ETF | — | $43.2M | 0.3% | 215K | — | |||
| 66 | $MATW | MATTHEWS INTERNATIONAL CORP | Materials | $39.4M | 0.3% | 1.47M | — | |||
| 67 | $CAMT | CAMTEK LTD | Technology | $38.7M | 0.3% | 238K | +179% | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $37.5M | 0.3% | 451K | -0.0% | |||
| 69 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $36.7M | 0.3% | 63K | +6% | |||
| 70 | $MA | Mastercard Inc | Financials | $36.6M | 0.3% | 71K | +37% | |||
| 71 | $ORCL | ORACLE CORP | Technology | $32.0M | 0.2% | 218K | +17% | |||
| 72 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $30.9M | 0.2% | 410K | New | |||
| 73 | $IR | Ingersoll Rand Inc. | Industrials | $30.6M | 0.2% | 373K | New | |||
| 74 | $NYAX | Nayax Ltd. | Technology | $30.5M | 0.2% | 465K | New | |||
| 75 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $26.3M | 0.2% | 63K | +34% | |||
| 76 | $SSYS | STRATASYS LTD. | Technology | $26.0M | 0.2% | 3.03M | -12% | |||
| 77 | $TSLA | Tesla, Inc. | Consumer Discretionary | $25.6M | 0.2% | 61K | +10% | |||
| 78 | — | ISHARES TR - CORE S&P500 ETF | — | $19.9M | 0.1% | 27K | +7500% | |||
| 79 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $18.9M | 0.1% | 138K | +3% | |||
| 80 | $SIND | Sinda Ltd. | Materials | $18.6M | 0.1% | 1.55M | New | |||
| 81 | $V | VISA INC. | Financials | $17.6M | 0.1% | 51K | -2% | |||
| 82 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $17.4M | 0.1% | 27K | +2% | |||
| 83 | $RSKD | RISKIFIED LTD. | Industrials | $16.4M | 0.1% | 3.25M | -36% | |||
| 84 | $SSMR | Sunshine Silver Mining & Refining Co | Materials | $16.3M | 0.1% | 1.23M | New | |||
| 85 | $JPM | JPMORGAN CHASE & CO | Financials | $15.4M | 0.1% | 47K | -18% | |||
| 86 | $TATT | TAT TECHNOLOGIES LTD | Industrials | $15.4M | 0.1% | 319K | +27% | |||
| 87 | — | ISHARES TR - MORNINGSTAR GRWT | — | $13.7M | 0.1% | 200K | — | |||
| 88 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $13.4M | 0.1% | 27K | -11% | |||
| 89 | $KMDA | KAMADA LTD | Healthcare | $12.1M | 0.1% | 1.65M | — | |||
| 90 | $ABBV | AbbVie Inc. | Healthcare | $12.0M | 0.1% | 47K | +31% | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $11.9M | 0.1% | 47K | -10% | |||
| 92 | $UBER | Uber Technologies, Inc | Technology | $11.7M | 0.1% | 162K | +6% | |||
| 93 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $11.2M | 0.1% | 336K | +5% | |||
| 94 | $SLGL | Sol-Gel Technologies Ltd. | Healthcare | $10.8M | 0.1% | 146K | -31% | |||
| 95 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.8M | 0.1% | 16K | New | |||
| 96 | $MBLY | Mobileye Global Inc. | Technology | $10.7M | 0.1% | 1.10M | — | |||
| 97 | $CSCO | CISCO SYSTEMS, INC. | Technology | $10.7M | 0.1% | 91K | -14% | |||
| 98 | — | ISHARES TR - ISHS 5-10YR INVT | — | $9.7M | 0.1% | 182K | +18% | |||
| 99 | $GEV | GE Vernova Inc. | Industrials | $8.8M | 0.1% | 7,489 | +45% | |||
| 100 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.5M | 0.1% | 9,050 | -9% | |||
| 101 | $C | CITIGROUP INC | Financials | $8.4M | 0.1% | 60K | +0.6% | |||
| 102 | $MRVL | Marvell Technology, Inc. | Technology | $8.4M | 0.1% | 28K | New | |||
| 103 | $VRT | Vertiv Holdings Co | Technology | $8.0M | 0.1% | 24K | +154% | |||
| 104 | $NKE | NIKE, Inc. | Consumer Discretionary | $7.9M | 0.1% | 193K | +6% | |||
| 105 | $CAT | CATERPILLAR INC | Industrials | $7.9M | 0.1% | 7,433 | -5% | |||
| 106 | $LIN | LINDE PLC | Materials | $7.9M | 0.1% | 15K | -4% | |||
| 107 | — | GLOBAL X FDS - US INFR DEV ETF | — | $7.7M | 0.1% | 131K | — | |||
| 108 | $ODYS | Odysight.ai Inc. | Technology | $7.7M | 0.1% | 1.85M | -10% | |||
| 109 | $PEP | PEPSICO INC | Consumer Staples | $7.7M | 0.1% | 56K | -0.3% | |||
| 110 | $NVO | NOVO NORDISK A S | Healthcare | $7.6M | 0.1% | 158K | +54% | |||
| 111 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $7.4M | 0.1% | 82K | — | |||
| 112 | $GLD | SPDR GOLD TRUST | Financials | $7.1M | 0.1% | 19K | +83% | |||
| 113 | $QCOM | QUALCOMM INC/DE | Technology | $7.1M | 0.1% | 38K | +118% | |||
| 114 | $MCK | MCKESSON CORP | Consumer Staples | $6.9M | 0.1% | 9,145 | +48% | |||
| 115 | $MRK | Merck & Co., Inc. | Healthcare | $6.8M | 0.1% | 53K | -16% | |||
| 116 | $PBI | PITNEY BOWES INC /DE/ | Technology | $6.7M | 0.1% | 380K | -6% | |||
| 117 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $6.6M | 0.1% | 272K | +17% | |||
| 118 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $6.6M | 0.1% | 114K | — | |||
| 119 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.5M | 0.0% | 82K | +12% | |||
| 120 | $WMT | Walmart Inc. | Consumer Staples | $6.5M | 0.0% | 57K | -41% | |||
| 121 | $BA | BOEING CO | Industrials | $6.3M | 0.0% | 29K | +19% | |||
| 122 | $KLAC | KLA CORP | Technology | $6.3M | 0.0% | 21K | +888% | |||
| 123 | $UNH CALL | UNITEDHEALTH GROUP INC | Healthcare | $6.2M | — | 15K | New | |||
| 124 | $PYPL | PayPal Holdings, Inc. | Financials | $6.2M | 0.0% | 144K | -0.3% | |||
| 125 | $TT | Trane Technologies plc | Technology | $6.2M | 0.0% | 13K | -79% | |||
| 126 | $GS | GOLDMAN SACHS GROUP INC | Financials | $6.2M | 0.0% | 6,088 | +8% | |||
| 127 | $PFE | PFIZER INC | Healthcare | $6.1M | 0.0% | 254K | +57% | |||
| 128 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.1M | 0.0% | 105K | -8% | |||
| 129 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.1M | 0.0% | 17K | -35% | |||
| 130 | $ELLO | Ellomay Capital Ltd. | Utilities | $5.9M | 0.0% | 318K | — | |||
| 131 | $APP | AppLovin Corp | Technology | $5.7M | 0.0% | 11K | +7% | |||
| 132 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.6M | 0.0% | 94K | +7% | |||
| 133 | — | ISHARES TR - MSCI EURO FL ETF | — | $5.6M | 0.0% | 143K | New | |||
| 134 | $FCX | FREEPORT-MCMORAN INC | Materials | $5.6M | 0.0% | 89K | -22% | |||
| 135 | $INTC | INTEL CORP | Technology | $5.5M | 0.0% | 40K | New | |||
| 136 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $5.3M | 0.0% | 46K | +41% | |||
| 137 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.3M | 0.0% | 10K | +0.5% | |||
| 138 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.3M | 0.0% | 19K | +0.3% | |||
| 139 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $5.1M | 0.0% | 83K | +48% | |||
| 140 | $NFLX | NETFLIX INC | Communication Services | $5.1M | 0.0% | 71K | -20% | |||
| 141 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.1M | 0.0% | 33K | -12% | |||
| 142 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.1M | 0.0% | 17K | +30% | |||
| 143 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.0M | 0.0% | 34K | -9% | |||
| 144 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $4.9M | 0.0% | 83K | -11% | |||
| 145 | $ARM | ARM HOLDINGS PLC /UK | Technology | $4.7M | 0.0% | 10K | New | |||
| 146 | $TIMB | TIM S.A. | Communication Services | $4.6M | 0.0% | 6,706 | New | |||
| 147 | $SNDK | Sandisk Corp | Technology | $4.5M | 0.0% | 1,981 | +13% | |||
| 148 | $NEE | NEXTERA ENERGY INC | Utilities | $4.5M | 0.0% | 51K | -20% | |||
| 149 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $4.4M | 0.0% | 100K | -95% | |||
| 150 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.2M | 0.0% | 15K | +107% |
What changed in Q2 2026
Against the previous quarter's 13F: 101 new, 203 added to, 156 trimmed, 64 sold out. Share-count changes; largest moves by dollar size first.
New positions (101)
- CORGI ETF TR I - LITHOGRAPHY SEMI$152.9M
first bought this quarter
$ONTOONTO INNOVATION INC.$152.1M
first bought this quarter
- ISHARES TR - US OIL EQ&SV ETF$134.3M
first bought this quarter
- LISTED FDS TR - ROUN MA SEVE ETF$104.6M
first bought this quarter
$FPSForgent Power Solutions, Inc.$92.8M
first bought this quarter
$SIISPROTT INC.$65.7M
first bought this quarter
+95 more in the Excel export
Added to (203)
now $553.0M · held 3+ qtrs
- SELECT SECTOR SPDR TR - ST STR INDL ETF+50%
now $784.3M
$GLBEGlobal-E Online Ltd.+2213%
now $186.6M · held 3+ qtrs
now $256.0M · held 3+ qtrs
$VSTVistra Corp.+7545%
now $124.4M · held 3+ qtrs
now $198.1M · held 2 qtrs, 2 adds in a row
+197 more in the Excel export
Trimmed (156)
now $348.9M · held 3+ qtrs
- ISHARES TR - GLOB HLTHCRE ETF-28%
now $264.1M
now $304.5M · held 3+ qtrs
$YMMFull Truck Alliance Co. Ltd.-95%
now $4.4M · held 3+ qtrs
$COFCAPITAL ONE FINANCIAL CORP-98%
now $1.9M
- SELECT SECTOR SPDR TR - ST STR CARE ETF-34%
now $159.4M
+150 more in the Excel export
Holdings by quarter
Every 13F Phoenix Financial Ltd. has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Phoenix Financial Ltd.?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Phoenix Financial Ltd.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-5.0%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Phoenix Financial Ltd. disclosed 522 positions worth $14.7B in its Form 13F-HR for Q2 2026 — $14.7B in common stock plus $6.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $TEVA (TEVA PHARMACEUTICAL INDUSTRIES LTD) at 9.9% of the equity portfolio, followed by $TSEM. During the quarter the fund opened 101 new positions and exited 64 and a full exit from $JHX. The portfolio is most concentrated in Technology (35.4% of disclosed assets). All figures are sourced directly from Phoenix Financial Ltd.’s Form 13F-HR filing with the SEC under CIK 1679543.
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