PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q2 2025
Top Holdings425 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 37.8M | $632.9M | 8.3% | $12.32 | +36.07% | 24 qtrssince 2019-Q3 | Increased 80 |
MICROSOFT CORP | 742,793 | $369.3M | 4.9% | $415.17 | +19.04% | 24 qtrssince 2019-Q3 | Increased 71 |
INDUSTRIAL SELECT SECT SPDR | 2.4M | $360.6M | 4.8% | $136.93 | +6.40% | 9 qtrssince 2023-Q2 | Increased 89 |
AMAZON.COM INC | 1.6M | $346M | 4.6% | $149.80 | +49.07% | 8 qtrssince 2023-Q3 | Increased 61 |
ISHARES MSCI ACWI ETF | 2.3M | $294.8M | 3.9% | $126.87 | +0.04% | 9 qtrssince 2023-Q2 | Increased 91 |
NVIDIA CORP | 1.8M | $287.7M | 3.8% | $118.52 | +33.08% | 16 qtrssince 2021-Q3 | Increased 63 |
INVESCO S&P 500 EQUAL WEIGHT | 1.6M | $282.4M | 3.7% | $169.69 | +5.72% | 2 qtrssince 2025-Q1 | Decreased 0 |
NICE LTD - SPON ADR | 1.2M | $209.7M | 2.8% | $177.87 | -7.19% | 24 qtrssince 2019-Q3 | Decreased 0 |
ISHARES MSCI BRAZIL ETF | 6.6M | $190.7M | 2.5% | $27.13 | +0.24% | 4 qtrssince 2024-Q3 | Increased 84 |
ALPHABET INC-CL C | 1M | $177.5M | 2.3% | $153.52 | +15.94% | 24 qtrssince 2019-Q3 | Increased 63 |
TOWER SEMICONDUCTOR LTD | 3.7M | $169.5M | 2.2% | $33.39 | +30.08% | 24 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 683,459 | $169M | 2.2% | $200.08 | +2.05% | 8 qtrssince 2023-Q3 | Increased 57 |
FINANCIAL SELECT SECTOR SPDR | 3M | $159.1M | 2.1% | $33.11 | +55.84% | 23 qtrssince 2019-Q4 | Decreased 0 |
NORFOLK SOUTHERN CORP | 580,349 | $148.6M | 2.0% | $234.19 | +6.88% | 2 qtrssince 2025-Q1 | Increased 58 |
ISHARES EXPANDED TECH-SOFTWA | 1.4M | $148.1M | 2.0% | $99.15 | +8.70% | 24 qtrssince 2019-Q3 | Increased 48 |
ISHARES TR | 1.2M | $144.8M | 1.9% | $93.31 | +27.63% | 6 qtrssince 2024-Q1 | Unchanged 0 |
NOVA LTD | 398,260 | $138.1M | 1.8% | $154.38 | +73.37% | 24 qtrssince 2019-Q3 | Increased 60 |
HEALTH CARE SELECT SECTOR SPDR | 966,761 | $130.3M | 1.7% | $137.55 | -3.49% | 22 qtrssince 2020-Q1 | Decreased 0 |
ICL GROUP LTD | 18.8M | $129.4M | 1.7% | $5.71 | +18.13% | 21 qtrssince 2020-Q2 | Decreased 0 |
ORACLE CORP | 524,070 | $114.5M | 1.5% | $119.32 | +75.06% | 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 Rating: 3.5/5.0.
Active quarter - 89 new positions, 35 exits, 138 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