PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2022
Top Holdings376 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTH CARE SELECT SECTOR SPDR | 1.9M | $239.1M | 4.9% | $120.61 | +0.58% | 10 qtrssince 2020-Q1 | Decreased 0 |
GLOBAL X FDS | 7.8M | $194.1M | 4.0% | $29.71 | -15.93% | 7 qtrssince 2020-Q4 | Increased 56 |
INVESCO EXCH TRADED FD TR II | 3.5M | $185M | 3.8% | $56.79 | -16.53% | 5 qtrssince 2021-Q2 | Increased 66 |
VANECK ETF TRUST | 2.2M | $168.7M | 3.4% | $72.41 | -0.12% | 2 qtrssince 2022-Q1 | Increased 90 |
TEVA PHARMACEUTICAL-SP ADR | 18.5M | $139.4M | 2.9% | $8.93 | -11.02% | 12 qtrssince 2019-Q3 | Increased 58 |
MICROSOFT CORP | 447,521 | $115M | 2.4% | $200.55 | +26.12% | 12 qtrssince 2019-Q3 | Increased 52 |
HESS CORP | 1.1M | $113.6M | 2.3% | — | — | 2 qtrssince 2022-Q1 | Decreased 0 |
ICL GROUP LTD | 11.5M | $104M | 2.1% | $7.08 | +10.98% | 9 qtrssince 2020-Q2 | Increased 83 |
ISHARES TR | 4M | $99.4M | 2.0% | $24.45 | -4.75% | 2 qtrssince 2022-Q1 | Increased 83 |
ASTRAZENECA PLC | 1.4M | $94M | 1.9% | $103.01 | +18.44% | 7 qtrssince 2020-Q4 | Decreased 0 |
SOLAREDGE TECHNOLOGIES INC | 330,630 | $90.3M | 1.8% | $207.41 | +26.78% | 12 qtrssince 2019-Q3 | Increased 57 |
FMC CORP | 817,263 | $87.8M | 1.8% | $97.85 | -2.79% | 3 qtrssince 2021-Q4 | Increased 54 |
WALMART INC | 694,193 | $84.4M | 1.7% | $44.00 | -11.67% | 10 qtrssince 2020-Q1 | Decreased 0 |
SALESFORCE.COM INC | 503,833 | $83.2M | 1.7% | $230.54 | -26.88% | 10 qtrssince 2020-Q1 | Decreased 0 |
SUNRUN INC | 3.4M | $78.6M | 1.6% | $49.73 | -55.36% | 11 qtrssince 2019-Q4 | Decreased 0 |
WELLS FARGO & CO | 2M | $78.1M | 1.6% | $39.83 | -11.73% | 5 qtrssince 2021-Q2 | Increased 52 |
SPDR SERIES TRUST | 1.2M | $70M | 1.4% | $54.27 | -2.58% | 9 qtrssince 2020-Q2 | Increased 75 |
| 1.6M | $69.4M | 1.4% | — | — | — | Decreased — | |
WESCO INTERNATIONAL INC | 646,775 | $69.3M | 1.4% | $123.38 | +193.03% | 3 qtrssince 2021-Q4 | Increased 55 |
SPDR S&P BIOTECH ETF | 918,847 | $68.2M | 1.4% | $115.28 | -35.46% | 4 qtrssince 2021-Q3 | Increased 53 |
Phoenix Financial Ltd. manages $4.9B across 376 positions as of Q2 2022. Top holdings: XLV (4.9%), BUG (4.0%), KBWB (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 32 new positions, 68 exits, 143 increased. Top move: PPH (INCREASED, conviction 90). Portfolio: $4.9B across 376 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