PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2026
Top Holdings486 positions
TEVA PHARMACEUTICAL-SP ADR | 42.8M | $1.3B | 12.2% | $13.29 | +126.57% | 27 qtrssince 2019-Q3 | Increased 65 |
TOWER SEMICONDUCTOR LTD | 3.4M | $595M | 5.6% | $39.77 | +341.29% | 27 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.8M | $456.1M | 4.3% | $147.05 | +9.42% | 12 qtrssince 2023-Q2 | Decreased 0 |
AMAZON COM INC | 2M | $425.6M | 4.0% | $175.96 | +18.36% | 11 qtrssince 2023-Q3 | Increased 76 |
ISHARES TR | 4M | $400.4M | 3.8% | $99.85 | 0.00% | 1 qtr | New 86 |
INVESCO EXCHANGE TRADED FD T | 2.1M | $397.4M | 3.8% | $175.35 | +8.62% | 5 qtrssince 2025-Q1 | Increased 71 |
ISHARES TR | 3.7M | $349.3M | 3.3% | $90.01 | +3.01% | 12 qtrssince 2023-Q2 | Increased 86 |
NVIDIA CORPORATION | 2M | $344.4M | 3.3% | $87.52 | +98.81% | 19 qtrssince 2021-Q3 | Increased 65 |
ALPHABET INC | 1.1M | $316.4M | 3.0% | $179.64 | +59.49% | 27 qtrssince 2019-Q3 | Increased 65 |
MICROSOFT CORP | 749,341 | $277.4M | 2.6% | $409.70 | -10.01% | 27 qtrssince 2019-Q3 | Increased 59 |
NOVA LTD | 576,989 | $250.3M | 2.4% | $301.59 | +44.00% | 27 qtrssince 2019-Q3 | Increased 60 |
SELECT SECTOR SPDR TR | 1.5M | $224.3M | 2.1% | $140.39 | +3.57% | 25 qtrssince 2020-Q1 | Increased 66 |
VANGUARD SCOTTSDALE FDS | 2.4M | $221.4M | 2.1% | $88.16 | +5.92% | 3 qtrssince 2025-Q3 | Unchanged 0 |
ELBIT SYS LTD | 251,137 | $213.2M | 2.0% | $847.08 | 0.00% | 1 qtr | New 79 |
APPLE INC | 777,344 | $197.3M | 1.9% | $210.80 | +20.18% | 11 qtrssince 2023-Q3 | Decreased 0 |
EXPAND ENERGY CORPORATION | 1.8M | $196.6M | 1.9% | $105.01 | +3.30% | 3 qtrssince 2025-Q3 | Increased 61 |
ISHARES TR | 1.4M | $193.3M | 1.8% | $129.41 | +6.23% | 12 qtrssince 2023-Q2 | Decreased 0 |
EMERSON ELEC CO | 1.3M | $173.2M | 1.6% | $129.94 | +0.08% | 9 qtrssince 2024-Q1 | Increased 77 |
ISHARES TR | 2.8M | $158.4M | 1.5% | $56.35 | -0.96% | 7 qtrssince 2024-Q3 | Increased 77 |
ISHARES TR | 1.2M | $140.8M | 1.3% | $92.29 | +26.72% | 9 qtrssince 2024-Q1 | Unchanged 0 |
Phoenix Financial Ltd. manages $10.5B across 486 positions as of Q1 2026. Top holdings: TEVA (12.2%), TSEM (5.6%), XLI (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 71 new positions, 51 exits, 164 increased. Top move: IXN (NEW, conviction 86). Portfolio: $10.5B across 486 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