PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2023
Top Holdings294 positions
SELECT SECTOR SPDR TR | 1.9M | $245.8M | 5.5% | $120.72 | +1.18% | 13 qtrssince 2020-Q1 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 22.1M | $195.9M | 4.4% | $8.90 | -0.55% | 15 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 635,530 | $183.1M | 4.1% | $232.73 | +20.52% | 15 qtrssince 2019-Q3 | Increased 80 |
INVESCO EXCHANGE TRADED FD T | 1.3M | $170.3M | 3.8% | $38.68 | +6.28% | 2 qtrssince 2022-Q4 | Increased 74 |
SPDR SERIES TRUST | 2.1M | $162.6M | 3.6% | $94.04 | -19.47% | 7 qtrssince 2021-Q3 | Increased 75 |
INVESCO EXCH TRADED FD TR II | 3.9M | $162.2M | 3.6% | $53.62 | -28.34% | 8 qtrssince 2021-Q2 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 900,476 | $153.5M | 3.4% | $30.88 | 0.00% | 1 qtr | New 84 |
HESS CORP | 1.1M | $149.3M | 3.3% | — | — | 5 qtrssince 2022-Q1 | Increased 74 |
PALO ALTO NETWORKS INC | 723,459 | $144.4M | 3.2% | $93.15 | +7.21% | 10 qtrssince 2020-Q4 | Increased 90 |
META PLATFORMS INC | 672,105 | $142.4M | 3.2% | $196.43 | +6.87% | 15 qtrssince 2019-Q3 | Increased 71 |
UNION PAC CORP | 639,914 | $129.1M | 2.9% | $186.03 | 0.00% | 1 qtr | New 78 |
WELLS FARGO & CO | 3.3M | $124.5M | 2.8% | $38.34 | -10.76% | 8 qtrssince 2021-Q2 | Decreased 0 |
SPDR SERIES TRUST | 1.1M | $102.6M | 2.3% | $91.77 | 0.00% | 1 qtr | New 78 |
ASTRAZENECA PLC | 1.5M | $101.6M | 2.3% | $106.06 | +23.34% | 10 qtrssince 2020-Q4 | Increased 60 |
THERMO FISHER SCIENTIFIC INC | 173,907 | $100.3M | 2.2% | $517.54 | +10.15% | 5 qtrssince 2022-Q1 | Increased 52 |
ICL GROUP LTD | 13.5M | $91.9M | 2.1% | $6.61 | -9.04% | 12 qtrssince 2020-Q2 | Increased 56 |
SELECT SECTOR SPDR TR | 2.4M | $78.1M | 1.7% | $30.88 | -1.51% | 14 qtrssince 2019-Q4 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 2.6M | $71.8M | 1.6% | $26.00 | +35.04%as of Oct 16 | 1 qtr | New 68 |
NICE LTD | 312,144 | $71.4M | 1.6% | $195.99 | +16.79% | 15 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.8M | $69.2M | 1.5% | $39.69 | -1.72% | 2 qtrssince 2022-Q4 | Increased 75 |
Phoenix Financial Ltd. manages $4.5B across 294 positions as of Q1 2023. Top holdings: XLV (5.5%), TEVA (4.4%), MSFT (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 59 new positions, 51 exits, 116 increased. Top move: PANW (INCREASED, conviction 90). Portfolio: $4.5B across 294 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