PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings424 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR | 15M | $631.4M | 8.7% | $33.09 | +24.07% | 18 qtrssince 2019-Q4 | Increased 70 |
TEVA PHARMACEUTICAL-SP ADR | 34.6M | $488.1M | 6.7% | $9.35 | +50.96% | 19 qtrssince 2019-Q3 | Increased 61 |
SPDR SERIES TRUST | 2.7M | $418.5M | 5.8% | $136.20 | +8.86% | 5 qtrssince 2023-Q1 | Increased 83 |
NICE LTD - SPON ADR | 1.4M | $368M | 5.1% | $179.86 | +44.91% | 19 qtrssince 2019-Q3 | Increased 64 |
HEALTH CARE SELECT SECTOR SPDR | 1.7M | $251.8M | 3.5% | $133.60 | +7.35% | 17 qtrssince 2020-Q1 | Increased 91 |
NVIDIA CORP | 249,322 | $225.3M | 3.1% | $51.74 | +74.55% | 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 | 11.2M | $190.8M | 2.6% | $16.85 | +0.40% | 5 qtrssince 2023-Q1 | Increased 84 |
ALPHABET INC-CL C | 1.1M | $165.2M | 2.3% | $147.31 | +2.59% | 19 qtrssince 2019-Q3 | Increased 84 |
ORACLE CORP | 1.3M | $159.7M | 2.2% | $106.28 | +15.76% | 5 qtrssince 2023-Q1 | Increased 61 |
MOHAWK INDUSTRIES INC | 1M | $135.3M | 1.9% | $128.59 | +1.79% | 2 qtrssince 2023-Q4 | Increased 77 |
ISHARES MSCI JAPAN ETF | 1.8M | $130.5M | 1.8% | $65.35 | +2.04% | 14 qtrssince 2020-Q4 | Increased 77 |
ISHARES TR | 1.3M | $120M | 1.7% | $93.31 | 0.00% | 1 qtr | New 69 |
ISHARES TR | 1.3M | $117.3M | 1.6% | $80.33 | +12.65% | 4 qtrssince 2023-Q2 | Increased 47 |
ISHARES MSCI SOUTH KOREA ETF | 1.7M | $113.9M | 1.6% | $63.56 | +0.85% | 6 qtrssince 2022-Q4 | Increased 76 |
JOHNSON CONTROLS INTERNATION | 1.6M | $108M | 1.5% | $63.83 | 0.00% | 1 qtr | New 69 |
SPDR S&P BIOTECH ETF | 1.1M | $104.8M | 1.4% | $83.13 | +13.56% | 11 qtrssince 2021-Q3 | Decreased 0 |
ICL GROUP LTD | 19.4M | $104.6M | 1.4% | $5.79 | -11.25% | 16 qtrssince 2020-Q2 | Increased 57 |
META PLATFORMS INC-CLASS A | 214,645 | $104.2M | 1.4% | $240.58 | +100.65% | 19 qtrssince 2019-Q3 | Increased 49 |
INDUSTRIAL SELECT SECT SPDR | 824,623 | $103.9M | 1.4% | $119.13 | +3.09% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 123 new positions, 44 exits, 153 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
Best and worst performing positions by estimated return
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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