PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2025
Top Holdings371 positions
TEVA PHARMACEUTICAL-SP ADR | 27.5M | $422.1M | 6.5% | $10.07 | +52.71% | 23 qtrssince 2019-Q3 | Increased 76 |
AMAZON COM INC | 1.5M | $282.9M | 4.3% | $144.89 | +31.31% | 7 qtrssince 2023-Q3 | Increased 58 |
INVESCO EXCHANGE TRADED FD T | 1.6M | $269.3M | 4.1% | $169.08 | 0.00% | 1 qtr | New 85 |
MICROSOFT CORP | 584,567 | $219.6M | 3.4% | $392.83 | -5.55% | 23 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 4.1M | $203.1M | 3.1% | $32.65 | +49.20% | 22 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.4M | $199.1M | 3.0% | $135.80 | +4.77% | 21 qtrssince 2020-Q1 | Increased 59 |
NICE LTD | 1.4M | $193.6M | 3.0% | $182.12 | -15.35% | 23 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 570,214 | $178.1M | 2.7% | $288.63 | +4.33% | 13 qtrssince 2022-Q1 | Increased 60 |
NVIDIA CORPORATION | 1.6M | $177.5M | 2.7% | $61.51 | +75.75% | 15 qtrssince 2021-Q3 | Increased 62 |
SELECT SECTOR SPDR TR | 1.3M | $172.8M | 2.6% | $128.30 | +0.29% | 8 qtrssince 2023-Q2 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.7M | $154.8M | 2.4% | $42.06 | +6.24% | 17 qtrssince 2021-Q1 | Increased 74 |
SELECT SECTOR SPDR TR | 3.5M | $147.9M | 2.3% | $37.87 | +5.00% | 16 qtrssince 2021-Q2 | Increased 71 |
APPLE INC | 631,655 | $140.5M | 2.1% | $199.99 | +10.39% | 7 qtrssince 2023-Q3 | Increased 58 |
TOWER SEMICONDUCTOR LTD | 3.8M | $137.2M | 2.1% | $37.92 | -5.95% | 23 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.2M | $135M | 2.1% | $92.29 | +19.65% | 5 qtrssince 2024-Q1 | Unchanged 0 |
ORACLE CORP | 961,490 | $134.5M | 2.1% | $117.76 | +16.29% | 9 qtrssince 2023-Q1 | Increased 76 |
SPDR SER TR | 1.9M | $133.3M | 2.0% | $76.92 | -11.32% | 3 qtrssince 2024-Q3 | Unchanged 0 |
ALPHABET INC | 814,001 | $127.2M | 1.9% | $146.68 | +6.01% | 23 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 1.3M | $120.1M | 1.8% | $97.19 | -8.45% | 23 qtrssince 2019-Q3 | Increased 47 |
ALLY FINL INC | 3.2M | $117.1M | 1.8% | $33.77 | +11.20% | 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 Score: 3.5/5.0.
Active quarter - 60 new positions, 50 exits, 112 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
Verify source filings on SEC EDGAR