PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2026
Top Holdings522 positions
TEVA PHARMACEUTICAL INDS LTD | 42.9M | $1.5B | 9.9% | $16.75 | +133.66% | 28 qtrssince 2019-Q3 | Increased 62 |
TOWER SEMICONDUCTOR LTD SHS NEW | 3.5M | $913.7M | 6.2% | $43.05 | +431.39% | 28 qtrssince 2019-Q3 | Increased 64 |
SELECT SECTOR SPDR TR | 4.2M | $784.3M | 5.4% | $156.72 | +7.46% | 13 qtrssince 2023-Q2 | Increased 85 |
ISHARES GLOBAL TECH ETF | 4M | $578.7M | 4.0% | $99.85 | +49.32% | 2 qtrssince 2026-Q1 | Unchanged 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.2M | $553M | 3.8% | $463.18 | -1.12% | 26 qtrssince 2020-Q1 | Increased 93 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 2.3M | $490.6M | 3.4% | $184.55 | +14.80% | 6 qtrssince 2025-Q1 | Increased 64 |
NVIDIA Corp. | 2.3M | $461.2M | 3.2% | $141.44 | +62.95% | 20 qtrssince 2021-Q3 | Increased 67 |
Amazon.com, Inc. | 1.5M | $348.9M | 2.4% | $184.32 | +37.83% | 12 qtrssince 2023-Q3 | Decreased 0 |
Nova Ltd | 617,631 | $335.1M | 2.3% | $317.45 | +11.70% | 28 qtrssince 2019-Q3 | Increased 57 |
VANGUARD RUSSELL 1000 VALUE ETF | 3M | $323.1M | 2.2% | $92.20 | +19.81% | 4 qtrssince 2025-Q3 | Increased 66 |
ISHARES U.S. AEROSPACE & DEFENSE ETF | 1.3M | $310.1M | 2.1% | $241.68 | -15.22% | 18 qtrssince 2022-Q1 | Increased 86 |
Alphabet Inc. | 861,860 | $304.5M | 2.1% | $211.92 | +62.73% | 28 qtrssince 2019-Q3 | Decreased 0 |
ELBIT SYS LTD | 390,426 | $296.5M | 2.0% | $815.55 | -18.45% | 2 qtrssince 2026-Q1 | Increased 75 |
Microsoft Corp. | 794,580 | $296.3M | 2.0% | $447.71 | +16.73% | 28 qtrssince 2019-Q3 | Increased 56 |
ISHARES GLOBAL HEALTHCARE ETF | 2.7M | $264.1M | 1.8% | $89.97 | +13.12% | 13 qtrssince 2023-Q2 | Decreased 0 |
Palo Alto Networks Inc | 750,730 | $256M | 1.7% | $297.06 | +34.15% | 23 qtrssince 2020-Q4 | Increased 78 |
Broadcom Inc | 646,023 | $244M | 1.7% | $307.72 | +17.04% | 13 qtrssince 2023-Q2 | Increased 72 |
ISHARES MSCI ACWI ETF | 1.5M | $237.4M | 1.6% | $134.62 | +18.70% | 13 qtrssince 2023-Q2 | Increased 52 |
Apple Inc. | 695,043 | $201.1M | 1.4% | $232.27 | +46.56% | 12 qtrssince 2023-Q3 | Decreased 0 |
Cloudflare Inc | 807,564 | $198.1M | 1.4% | $218.83 | +56.23% | 2 qtrssince 2026-Q1 | Increased 78 |
Phoenix Financial Ltd. manages $14.6B across 522 positions as of Q2 2026. Top holdings: TEVA (9.9%), TSEM (6.2%), XLI (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 100 new positions, 63 exits, 202 increased. Top move: TSM (INCREASED, conviction 93). Portfolio: $14.6B across 522 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR