PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2023
Top Holdings310 positions
TEVA PHARMACEUTICAL INDS LTD | 33.7M | $253.8M | 5.2% | $8.43 | -10.67% | 16 qtrssince 2019-Q3 | Increased 83 |
SELECT SECTOR SPDR TR | 1.9M | $252M | 5.2% | $120.72 | +4.16% | 14 qtrssince 2020-Q1 | Unchanged 0 |
Microsoft Corp. | 689,308 | $234.5M | 4.8% | $240.48 | +38.08% | 16 qtrssince 2019-Q3 | Increased 61 |
Palo Alto Networks Inc | 726,620 | $185.6M | 3.8% | $93.30 | +36.92% | 11 qtrssince 2020-Q4 | Increased 56 |
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | 1.3M | $183.7M | 3.8% | $38.68 | +15.02% | 3 qtrssince 2022-Q4 | Unchanged 0 |
STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | 1.8M | $178.4M | 3.6% | $94.04 | +3.70% | 2 qtrssince 2023-Q1 | Increased 82 |
STATE STREET SPDR S&P BIOTECH ETF | 2.1M | $177.6M | 3.6% | $93.79 | -12.38% | 8 qtrssince 2021-Q3 | Unchanged 0 |
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | 1M | $169.6M | 3.5% | $30.84 | -1.09% | 2 qtrssince 2023-Q1 | Increased 63 |
Meta Platforms Inc | 564,298 | $161.8M | 3.3% | $196.43 | +44.71% | 16 qtrssince 2019-Q3 | Decreased 0 |
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | 3.9M | $156.3M | 3.2% | $37.16 | -0.87% | 2 qtrssince 2023-Q1 | Increased 90 |
SELECT SECTOR SPDR TR | 1.9M | $152.6M | 3.1% | $36.13 | +1.45% | 10 qtrssince 2021-Q1 | Increased 90 |
HESS CORP | 981,860 | $133.7M | 2.7% | — | — | 6 qtrssince 2022-Q1 | Decreased 0 |
Union Pacific Corporation | 638,600 | $131.6M | 2.7% | $186.03 | +2.36% | 2 qtrssince 2023-Q1 | Decreased 0 |
TOWER SEMICONDUCTOR LTD SHS NEW | 3.4M | $128.6M | 2.6% | $37.49 | +0.07% | 16 qtrssince 2019-Q3 | Increased 83 |
ISHARES GLOBAL HEALTHCARE ETF | 1.3M | $106.7M | 2.2% | $81.08 | 0.00% | 1 qtr | New 78 |
CONSTELLATION BRANDS INC | 398,648 | $98.1M | 2.0% | $229.63 | +0.02% | 2 qtrssince 2023-Q1 | Increased 83 |
NICE LTD | 430,888 | $89M | 1.8% | $198.89 | +3.83% | 16 qtrssince 2019-Q3 | Increased 62 |
ICL GROUP LTD SHS | 15.6M | $85.3M | 1.7% | $6.39 | -22.63% | 13 qtrssince 2020-Q2 | Increased 54 |
SELECT SECTOR SPDR TR | 2.4M | $81.9M | 1.7% | $30.88 | +3.73% | 15 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES TR | 1.8M | $76.8M | 1.6% | $39.69 | +9.33% | 3 qtrssince 2022-Q4 | Unchanged 0 |
Phoenix Financial Ltd. manages $4.9B across 310 positions as of Q2 2023. Top holdings: TEVA (5.2%), XLV (5.2%), MSFT (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 69 new positions, 53 exits, 134 increased. Top move: PICK (INCREASED, conviction 90). Portfolio: $4.9B across 310 positions.
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Portfolio allocation by GICS sector
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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
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