PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2026
Top Holdings486 positions
TEVA PHARMACEUTICAL INDS LTD | 42.8M | $1.3B | 12.2% | $17.16 | +75.57% | 27 qtrssince 2019-Q3 | Increased 65 |
TOWER SEMICONDUCTOR LTD SHS NEW | 3.4M | $595M | 5.6% | $35.66 | +392.07% | 27 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.8M | $456.1M | 4.3% | $142.67 | +12.78% | 12 qtrssince 2023-Q2 | Decreased 0 |
Amazon.com, Inc. | 2M | $425.6M | 4.0% | $184.32 | +12.99% | 11 qtrssince 2023-Q3 | Increased 76 |
ISHARES GLOBAL TECH ETF | 4M | $400.4M | 3.8% | $99.85 | 0.00% | 1 qtr | New 86 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 2.1M | $397.4M | 3.8% | $181.44 | +4.98% | 5 qtrssince 2025-Q1 | Increased 71 |
ISHARES GLOBAL HEALTHCARE ETF | 3.7M | $349.3M | 3.3% | $89.97 | +9.93% | 12 qtrssince 2023-Q2 | Increased 86 |
NVIDIA Corp. | 2M | $344.4M | 3.3% | $131.65 | +32.17% | 19 qtrssince 2021-Q3 | Increased 65 |
Alphabet Inc. | 1.1M | $316.4M | 3.0% | $211.92 | +35.19% | 27 qtrssince 2019-Q3 | Increased 65 |
Microsoft Corp. | 749,341 | $277.4M | 2.6% | $452.26 | -18.48% | 27 qtrssince 2019-Q3 | Increased 59 |
Nova Ltd | 576,989 | $250.3M | 2.4% | $301.57 | +44.01% | 27 qtrssince 2019-Q3 | Increased 60 |
SELECT SECTOR SPDR TR | 1.5M | $224.3M | 2.1% | $138.48 | +5.00% | 25 qtrssince 2020-Q1 | Increased 66 |
VANGUARD RUSSELL 1000 VALUE ETF | 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% | $232.27 | +9.07% | 11 qtrssince 2023-Q3 | Decreased 0 |
EXPAND ENERGY CORPORATION COM | 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% | $132.78 | +3.54% | 12 qtrssince 2023-Q2 | Decreased 0 |
EMERSON ELEC CO | 1.3M | $173.2M | 1.6% | $129.96 | +0.07% | 9 qtrssince 2024-Q1 | Increased 77 |
ISHARES MSCI CHINA ETF | 2.8M | $158.4M | 1.5% | $57.23 | -2.48% | 7 qtrssince 2024-Q3 | Increased 77 |
ISHARES U.S. FINANCIALS ETF | 1.2M | $140.8M | 1.3% | $108.49 | +7.79% | 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
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