PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings424 positions
SELECT SECTOR SPDR TR | 15M | $631.4M | 8.7% | $32.69 | +24.07% | 18 qtrssince 2019-Q4 | Increased 70 |
TEVA PHARMACEUTICAL INDS LTD | 34.6M | $488.1M | 6.7% | $9.36 | +50.72% | 19 qtrssince 2019-Q3 | Increased 61 |
SPDR SER TR | 2.7M | $418.5M | 5.8% | $136.20 | +8.86% | 5 qtrssince 2023-Q1 | Increased 83 |
NICE LTD | 1.4M | $368M | 5.1% | $179.89 | +44.88% | 19 qtrssince 2019-Q3 | Increased 64 |
SELECT SECTOR SPDR TR | 1.7M | $251.8M | 3.5% | $131.74 | +7.53% | 17 qtrssince 2020-Q1 | Increased 91 |
NVIDIA Corp. | 249,322 | $225.3M | 3.1% | $51.62 | +74.54% | 11 qtrssince 2021-Q3 | Increased 67 |
Amazon.com, Inc. | 1.1M | $205.8M | 2.8% | $131.52 | +37.15% | 3 qtrssince 2023-Q3 | Increased 57 |
ENLIGHT RENEWABLE ENERGY LTD SHS | 11.2M | $190.8M | 2.6% | $16.85 | +0.40% | 5 qtrssince 2023-Q1 | Increased 84 |
Alphabet Inc. | 1.1M | $165.2M | 2.3% | $147.25 | +2.43% | 19 qtrssince 2019-Q3 | Increased 84 |
Oracle Corp. | 1.3M | $159.7M | 2.2% | $105.59 | +15.70% | 5 qtrssince 2023-Q1 | Increased 61 |
MOHAWK INDS INC | 1M | $135.3M | 1.9% | $128.59 | +1.79% | 2 qtrssince 2023-Q4 | Increased 77 |
ISHARES INC | 1.8M | $130.5M | 1.8% | $65.35 | +2.04% | 14 qtrssince 2020-Q4 | Increased 77 |
ISHARES U.S. FINANCIALS ETF | 1.3M | $120M | 1.7% | $92.29 | 0.00% | 1 qtr | New 69 |
ISHARES GLOBAL HEALTHCARE ETF | 1.3M | $117.3M | 1.6% | $80.33 | +12.65% | 4 qtrssince 2023-Q2 | Increased 47 |
ISHARES INC | 1.7M | $113.9M | 1.6% | $63.56 | +0.85% | 6 qtrssince 2022-Q4 | Increased 76 |
JOHNSON CTLS INTL PLC | 1.6M | $108M | 1.5% | $63.28 | 0.00% | 1 qtr | New 69 |
STATE STREET SPDR S&P BIOTECH ETF | 1.1M | $104.8M | 1.4% | $83.13 | +13.56% | 11 qtrssince 2021-Q3 | Decreased 0 |
ICL GROUP LTD SHS | 19.4M | $104.6M | 1.4% | $5.58 | -10.35% | 16 qtrssince 2020-Q2 | Increased 57 |
Meta Platforms Inc | 214,645 | $104.2M | 1.4% | $239.60 | +100.95% | 19 qtrssince 2019-Q3 | Increased 49 |
SELECT SECTOR SPDR TR | 824,623 | $103.9M | 1.4% | $118.24 | +3.04% | 4 qtrssince 2023-Q2 | Increased 76 |
Phoenix Financial Ltd. manages $7.2B across 424 positions as of Q1 2024. Top holdings: XLF (8.7%), TEVA (6.7%), XOP (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 124 new positions, 46 exits, 152 increased. Top move: XLV (INCREASED, conviction 91). Portfolio: $7.2B across 424 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