PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2024
Top Holdings354 positions
Financial Select Sector SPDR Fund | 12.1M | $497M | 7.6% | $32.69 | +21.58% | 19 qtrssince 2019-Q4 | Decreased 0 |
Teva Pharmaceutical Industries | 25.4M | $413.1M | 6.3% | $9.36 | +73.57% | 20 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD | 1.5M | $305.2M | 4.6% | $179.20 | -4.03% | 20 qtrssince 2019-Q3 | Increased 62 |
Microsoft Corp | 631,181 | $282.6M | 4.3% | $391.48 | +12.19% | 20 qtrssince 2019-Q3 | Increased 91 |
NVIDIA Corp | 2M | $251.9M | 3.8% | $51.62 | +138.66% | 12 qtrssince 2021-Q3 | Increased 91 |
Amazon.com Inc | 1.2M | $227.7M | 3.5% | $133.30 | +44.98% | 4 qtrssince 2023-Q3 | Increased 58 |
Alphabet Inc | 1.1M | $198.7M | 3.0% | $147.25 | +23.53% | 20 qtrssince 2019-Q3 | Decreased 0 |
Health Care Select Sector SPDR Fund | 1.3M | $190.1M | 2.9% | $131.74 | +6.51% | 18 qtrssince 2020-Q1 | Decreased 0 |
SPDR S&P Oil & Gas Exploration & Production ETF | 1.2M | $168.3M | 2.6% | $136.20 | +2.77% | 6 qtrssince 2023-Q1 | Decreased 0 |
Johnson Controls International | 2.4M | $160.4M | 2.4% | $63.74 | +1.58% | 2 qtrssince 2024-Q1 | Increased 71 |
Tower Semiconductor Ltd | 3.5M | $135.7M | 2.1% | $32.34 | +21.56% | 20 qtrssince 2019-Q3 | Increased 63 |
ISHARES INC | 3.2M | $129M | 2.0% | $38.78 | 0.00% | 1 qtr | New 69 |
GE Vernova LLC | 741,865 | $127.3M | 1.9% | $170.79 | 0.00% | 1 qtr | New 69 |
iShares MSCI India ETF | 2.3M | $125.5M | 1.9% | $43.46 | +27.43% | 7 qtrssince 2022-Q4 | Increased 57 |
ISHARES TR | 1.2M | $113.2M | 1.7% | $92.29 | -0.81% | 2 qtrssince 2024-Q1 | Decreased 0 |
iShares Global Healthcare ETF | 1.2M | $111.5M | 1.7% | $80.33 | +13.07% | 5 qtrssince 2023-Q2 | Decreased 0 |
Oracle Corp | 780,148 | $110.1M | 1.7% | $105.59 | +30.48% | 6 qtrssince 2023-Q1 | Decreased 0 |
Facebook Inc | 214,009 | $108.6M | 1.7% | $239.60 | +108.87% | 20 qtrssince 2019-Q3 | Decreased 0 |
iShares MSCI South Korea ETF | 1.6M | $107.2M | 1.6% | $63.56 | -0.68% | 7 qtrssince 2022-Q4 | Decreased 0 |
State Street ETF/USA | 1.4M | $103.5M | 1.6% | $71.79 | +0.57% | 2 qtrssince 2024-Q1 | Increased 73 |
Phoenix Financial Ltd. manages $6.6B across 354 positions as of Q2 2024. Top holdings: XLF (7.6%), TEVA (6.3%), NICE (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 26 new positions, 88 exits, 151 increased. Top move: MSFT (INCREASED, conviction 91). Portfolio: $6.6B across 354 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