PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2025
Top Holdings371 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 27.5M | $422.1M | 6.5% | $10.65 | +41.57% | 23 qtrssince 2019-Q3 | Increased 76 |
AMAZON.COM INC | 1.5M | $282.9M | 4.3% | $145.25 | +32.68% | 7 qtrssince 2023-Q3 | Increased 58 |
INVESCO S&P 500 EQUAL WEIGHT | 1.6M | $269.3M | 4.1% | $169.69 | 0.00% | 1 qtr | New 85 |
MICROSOFT CORP | 584,567 | $219.6M | 3.4% | $393.78 | -4.32% | 23 qtrssince 2019-Q3 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 4.1M | $203.1M | 3.1% | $33.11 | +47.14% | 22 qtrssince 2019-Q4 | Decreased 0 |
HEALTH CARE SELECT SECTOR SPDR | 1.4M | $199.1M | 3.0% | $137.55 | +3.65% | 21 qtrssince 2020-Q1 | Increased 59 |
NICE LTD - SPON ADR | 1.4M | $193.6M | 3.0% | $177.87 | -12.59% | 23 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 570,214 | $178.1M | 2.7% | $292.98 | +3.02% | 13 qtrssince 2022-Q1 | Increased 60 |
NVIDIA CORP | 1.6M | $177.5M | 2.7% | $113.89 | -3.72% | 15 qtrssince 2021-Q3 | Increased 62 |
INDUSTRIAL SELECT SECT SPDR | 1.3M | $172.8M | 2.6% | $129.44 | -0.51% | 8 qtrssince 2023-Q2 | Decreased 0 |
ENERGY SELECT SECTOR SPDR | 1.7M | $154.8M | 2.4% | $42.36 | +6.40% | 17 qtrssince 2021-Q1 | Increased 74 |
REAL ESTATE SELECT SECTOR SPDR FUND ETF | 3.5M | $147.9M | 2.3% | $37.29 | +8.05% | 16 qtrssince 2021-Q2 | Increased 71 |
APPLE INC | 631,655 | $140.5M | 2.1% | $199.74 | +10.53% | 7 qtrssince 2023-Q3 | Increased 58 |
TOWER SEMICONDUCTOR LTD | 3.8M | $137.2M | 2.1% | $33.39 | +6.12% | 23 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.2M | $135M | 2.1% | $93.31 | +18.41% | 5 qtrssince 2024-Q1 | Unchanged 0 |
ORACLE CORP | 961,490 | $134.5M | 2.1% | $119.32 | +16.88% | 9 qtrssince 2023-Q1 | Increased 76 |
SPDR SERIES TRUST | 1.9M | $133.3M | 2.0% | $77.54 | -12.13% | 3 qtrssince 2024-Q3 | Unchanged 0 |
ALPHABET INC-CL C | 814,001 | $127.2M | 1.9% | $147.90 | +5.22% | 23 qtrssince 2019-Q3 | Increased 50 |
ISHARES EXPANDED TECH-SOFTWA | 1.3M | $120.1M | 1.8% | $99.13 | -9.34% | 23 qtrssince 2019-Q3 | Increased 47 |
ALLY FINANCIAL INC | 3.2M | $117.1M | 1.8% | $33.79 | +29.07% | 3 qtrssince 2024-Q3 | Decreased 0 |
Phoenix Financial Ltd. manages $6.5B across 371 positions as of Q1 2025. Top holdings: TEVA (6.5%), AMZN (4.3%), RSP (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 58 new positions, 48 exits, 113 increased. Top move: RSP (NEW, conviction 85). Portfolio: $6.5B across 371 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
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer