PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2026
Top Holdings522 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 42.9M | $1.5B | 9.9% | $16.75 | +118.44% | 28 qtrssince 2019-Q3 | Increased 62 |
TOWER SEMICONDUCTOR LTD | 3.5M | $913.7M | 6.2% | $42.78 | +462.33% | 28 qtrssince 2019-Q3 | Increased 64 |
INDUSTRIAL SELECT SECT SPDR | 4.2M | $784.3M | 5.4% | $157.62 | +16.47% | 13 qtrssince 2023-Q2 | Increased 85 |
ISHARES TR GLOBAL TECH ETF | 4M | $578.7M | 4.0% | $104.40 | +33.71% | 2 qtrssince 2026-Q1 | Unchanged 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.2M | $553M | 3.8% | $464.33 | -10.97% | 26 qtrssince 2020-Q1 | Increased 93 |
INVESCO S&P 500 EQUAL WEIGHT | 2.3M | $490.6M | 3.4% | $187.75 | +17.07% | 6 qtrssince 2025-Q1 | Increased 64 |
NVIDIA CORP | 2.3M | $461.2M | 3.2% | $159.28 | +37.96% | 20 qtrssince 2021-Q3 | Increased 67 |
AMAZON.COM INC | 1.5M | $348.9M | 2.4% | $185.40 | +39.94% | 12 qtrssince 2023-Q3 | Decreased 0 |
NOVA LTD | 617,631 | $335.1M | 2.3% | $320.80 | +21.87% | 28 qtrssince 2019-Q3 | Increased 57 |
VANGUARD RUSSELL 1000 VALUE | 3M | $323.1M | 2.2% | $92.63 | +21.55% | 4 qtrssince 2025-Q3 | Increased 66 |
ISHARES U.S. AEROSPACE & DEF | 1.3M | $310.1M | 2.1% | $241.95 | +4.22% | 18 qtrssince 2022-Q1 | Increased 86 |
ALPHABET INC-CL C | 861,860 | $304.5M | 2.1% | $215.98 | +58.02% | 28 qtrssince 2019-Q3 | Decreased 0 |
ELBIT SYSTEMS LTD | 390,426 | $296.5M | 2.0% | $800.12 | -0.55% | 2 qtrssince 2026-Q1 | Increased 75 |
MICROSOFT CORP | 794,580 | $296.3M | 2.0% | $451.88 | +6.58% | 28 qtrssince 2019-Q3 | Increased 56 |
ISHARES TR | 2.7M | $264.1M | 1.8% | $89.97 | +15.49% | 13 qtrssince 2023-Q2 | Decreased 0 |
PALO ALTO NETWORKS INC | 750,730 | $256M | 1.7% | $297.82 | +25.63% | 23 qtrssince 2020-Q4 | Increased 78 |
BROADCOM INC | 646,023 | $244M | 1.7% | $314.49 | +20.83% | 13 qtrssince 2023-Q2 | Increased 72 |
ISHARES MSCI ACWI ETF | 1.5M | $237.4M | 1.6% | $134.90 | +18.66% | 13 qtrssince 2023-Q2 | Increased 52 |
APPLE INC | 695,043 | $201.1M | 1.4% | $232.27 | +31.57% | 12 qtrssince 2023-Q3 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 807,564 | $198.1M | 1.4% | $218.83 | +37.71% | 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 Rating: 3.5/5.0.
Active quarter - 99 new positions, 62 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
Best and worst performing positions by estimated return
Top Winners
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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