PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2023
Top Holdings310 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 33.7M | $253.8M | 5.2% | $8.40 | -9.85% | 16 qtrssince 2019-Q3 | Increased 83 |
HEALTH CARE SELECT SECTOR SPDR | 1.9M | $252M | 5.2% | $122.87 | +2.55% | 14 qtrssince 2020-Q1 | Unchanged 0 |
MICROSOFT CORP | 689,308 | $234.5M | 4.8% | $241.18 | +36.31% | 16 qtrssince 2019-Q3 | Increased 61 |
PALO ALTO NETWORKS INC | 726,620 | $185.6M | 3.8% | $90.96 | +39.27% | 11 qtrssince 2020-Q4 | Increased 56 |
INVESCO EXCHANGE TRADED FD T | 1.3M | $183.7M | 3.8% | $38.70 | +14.55% | 3 qtrssince 2022-Q4 | Unchanged 0 |
SPDR SERIES TRUST | 1.8M | $178.4M | 3.6% | $94.04 | +3.70% | 2 qtrssince 2023-Q1 | Increased 82 |
SPDR S&P BIOTECH ETF | 2.1M | $177.6M | 3.6% | $93.79 | -12.38% | 8 qtrssince 2021-Q3 | Unchanged 0 |
INVESCO EXCHANGE TRADED FD T | 1M | $169.6M | 3.5% | $31.26 | -1.05% | 2 qtrssince 2023-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 564,298 | $161.8M | 3.3% | $197.49 | +41.56% | 16 qtrssince 2019-Q3 | Decreased 0 |
ISHARES MSCI GLOBAL METALS & | 3.9M | $156.3M | 3.2% | $37.16 | -0.87% | 2 qtrssince 2023-Q1 | Increased 90 |
ENERGY SELECT SECTOR SPDR | 1.9M | $152.6M | 3.1% | $36.63 | +1.38% | 10 qtrssince 2021-Q1 | Increased 90 |
HESS CORP | 981,860 | $133.7M | 2.7% | — | — | 6 qtrssince 2022-Q1 | Decreased 0 |
UNION PACIFIC CORP | 638,600 | $131.6M | 2.7% | $186.13 | +3.87% | 2 qtrssince 2023-Q1 | Decreased 0 |
TOWER SEMICONDUCTOR LTD | 3.4M | $128.6M | 2.6% | $37.03 | +0.06% | 16 qtrssince 2019-Q3 | Increased 83 |
ISHARES TR | 1.3M | $106.7M | 2.2% | $81.08 | 0.00% | 1 qtr | New 78 |
CONSTELLATION BRANDS INC-A | 398,648 | $98.1M | 2.0% | $229.63 | +0.02% | 2 qtrssince 2023-Q1 | Increased 83 |
NICE LTD - SPON ADR | 430,888 | $89M | 1.8% | $198.70 | +3.12% | 16 qtrssince 2019-Q3 | Increased 62 |
ICL GROUP LTD | 15.6M | $85.3M | 1.7% | $6.71 | -25.14% | 13 qtrssince 2020-Q2 | Increased 54 |
FINANCIAL SELECT SECTOR SPDR | 2.4M | $81.9M | 1.7% | $31.26 | +2.86% | 15 qtrssince 2019-Q4 | Unchanged 0 |
ISHARES MSCI INDIA ETF | 1.8M | $76.8M | 1.6% | $39.32 | +9.44% | 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 Rating: 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.
Top holdings by portfolio weight
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