PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2025
Top Holdings425 positions
TEVA PHARMACEUTICAL INDS LTD | 37.8M | $632.9M | 8.3% | $12.37 | +35.45% | 24 qtrssince 2019-Q3 | Increased 80 |
Microsoft Corp. | 742,793 | $369.3M | 4.9% | $413.01 | +19.26% | 24 qtrssince 2019-Q3 | Increased 71 |
SELECT SECTOR SPDR TR | 2.4M | $360.6M | 4.8% | $136.10 | +6.73% | 9 qtrssince 2023-Q2 | Increased 89 |
Amazon.com, Inc. | 1.6M | $346M | 4.6% | $149.23 | +47.02% | 8 qtrssince 2023-Q3 | Increased 61 |
ISHARES MSCI ACWI ETF | 2.3M | $294.8M | 3.9% | $126.60 | +0.04% | 9 qtrssince 2023-Q2 | Increased 91 |
NVIDIA Corp. | 1.8M | $287.7M | 3.8% | $71.07 | +121.77% | 16 qtrssince 2021-Q3 | Increased 63 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 1.6M | $282.4M | 3.7% | $169.08 | +5.34% | 2 qtrssince 2025-Q1 | Decreased 0 |
NICE LTD | 1.2M | $209.7M | 2.8% | $178.27 | -5.25% | 24 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 6.6M | $190.7M | 2.5% | $27.31 | +1.10% | 4 qtrssince 2024-Q3 | Increased 84 |
Alphabet Inc. | 1M | $177.5M | 2.3% | $153.23 | +15.36% | 24 qtrssince 2019-Q3 | Increased 63 |
TOWER SEMICONDUCTOR LTD SHS NEW | 3.7M | $169.5M | 2.2% | $33.58 | +29.09% | 24 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc. | 683,459 | $169M | 2.2% | $200.08 | +2.05% | 8 qtrssince 2023-Q3 | Increased 57 |
SELECT SECTOR SPDR TR | 3M | $159.1M | 2.1% | $32.71 | +57.12% | 23 qtrssince 2019-Q4 | Decreased 0 |
NORFOLK SOUTHN CORP | 580,349 | $148.6M | 2.0% | $234.19 | +6.88% | 2 qtrssince 2025-Q1 | Increased 58 |
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 1.4M | $148.1M | 2.0% | $97.06 | +12.79% | 24 qtrssince 2019-Q3 | Increased 48 |
ISHARES U.S. FINANCIALS ETF | 1.2M | $144.8M | 1.9% | $92.29 | +28.70% | 6 qtrssince 2024-Q1 | Unchanged 0 |
Nova Ltd | 398,260 | $138.1M | 1.8% | $155.89 | +76.53% | 24 qtrssince 2019-Q3 | Increased 60 |
SELECT SECTOR SPDR TR | 966,761 | $130.3M | 1.7% | $135.99 | -2.96% | 22 qtrssince 2020-Q1 | Decreased 0 |
ICL GROUP LTD SHS | 18.8M | $129.4M | 1.7% | $5.51 | +21.55% | 21 qtrssince 2020-Q2 | Decreased 0 |
Oracle Corp. | 524,070 | $114.5M | 1.5% | $118.11 | +82.63% | 10 qtrssince 2023-Q1 | Decreased 0 |
Phoenix Financial Ltd. manages $7.6B across 425 positions as of Q2 2025. Top holdings: TEVA (8.3%), MSFT (4.9%), XLI (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 89 new positions, 34 exits, 139 increased. Top move: ACWI (INCREASED, conviction 91). Portfolio: $7.6B across 425 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
Verify source filings on SEC EDGAR