PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2026
Top Holdings486 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 42.8M | $1.3B | 12.2% | $16.68 | +93.48% | 27 qtrssince 2019-Q3 | Increased 65 |
TOWER SEMICONDUCTOR LTD | 3.4M | $595M | 5.6% | $35.38 | +254.78% | 27 qtrssince 2019-Q3 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 2.8M | $456.1M | 4.3% | $143.77 | +22.03% | 12 qtrssince 2023-Q2 | Decreased 0 |
AMAZON.COM INC | 2M | $425.6M | 4.0% | $185.40 | +12.59% | 11 qtrssince 2023-Q3 | Increased 76 |
ISHARES TR GLOBAL TECH ETF | 4M | $400.4M | 3.8% | $104.40 | 0.00% | 1 qtr | New 86 |
INVESCO S&P 500 EQUAL WEIGHT | 2.1M | $397.4M | 3.8% | $184.91 | +9.29% | 5 qtrssince 2025-Q1 | Increased 71 |
ISHARES TR | 3.7M | $349.3M | 3.3% | $89.97 | +9.93% | 12 qtrssince 2023-Q2 | Increased 86 |
NVIDIA CORP | 2M | $344.4M | 3.3% | $152.44 | +18.11% | 19 qtrssince 2021-Q3 | Increased 65 |
ALPHABET INC-CL C | 1.1M | $316.4M | 3.0% | $215.98 | +40.55% | 27 qtrssince 2019-Q3 | Increased 65 |
MICROSOFT CORP | 749,341 | $277.4M | 2.6% | $456.64 | -11.54% | 27 qtrssince 2019-Q3 | Increased 59 |
NOVA LTD | 576,989 | $250.3M | 2.4% | $305.15 | +39.36% | 27 qtrssince 2019-Q3 | Increased 60 |
HEALTH CARE SELECT SECTOR SPDR | 1.5M | $224.3M | 2.1% | $141.06 | +11.12% | 25 qtrssince 2020-Q1 | Increased 66 |
VANGUARD RUSSELL 1000 VALUE | 2.4M | $221.4M | 2.1% | $88.71 | +9.97% | 3 qtrssince 2025-Q3 | Unchanged 0 |
ELBIT SYSTEMS LTD | 251,137 | $213.2M | 2.0% | $823.08 | 0.00% | 1 qtr | New 79 |
APPLE INC | 777,344 | $197.3M | 1.9% | $232.27 | +9.07% | 11 qtrssince 2023-Q3 | Decreased 0 |
CHESAPEAKE ENERGY CORP | 1.8M | $196.6M | 1.9% | $105.01 | +3.30% | 3 qtrssince 2025-Q3 | Increased 61 |
ISHARES MSCI ACWI ETF | 1.4M | $193.3M | 1.8% | $133.09 | +7.96% | 12 qtrssince 2023-Q2 | Decreased 0 |
EMERSON ELECTRIC CO | 1.3M | $173.2M | 1.6% | $146.39 | +0.12% | 9 qtrssince 2024-Q1 | Increased 77 |
ISHARES TR | 2.8M | $158.4M | 1.5% | $58.02 | -1.93% | 7 qtrssince 2024-Q3 | Increased 77 |
ISHARES TR | 1.2M | $140.8M | 1.3% | $109.96 | +10.99% | 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 Rating: 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