PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2022
Top Holdings349 positions
SELECT SECTOR SPDR TR | 2.2M | $267.4M | 5.9% | $117.59 | -3.60% | 11 qtrssince 2020-Q1 | Increased 70 |
GLOBAL X CYBERSECURITY ETF | 8.7M | $210.9M | 4.6% | $28.80 | -17.48% | 8 qtrssince 2020-Q4 | Increased 63 |
INVESCO KBW BANK ETF | 3.8M | $188.6M | 4.2% | $55.97 | -19.64% | 6 qtrssince 2021-Q2 | Increased 60 |
TEVA PHARMACEUTICAL INDS LTD | 20.8M | $162.9M | 3.6% | $8.81 | -11.25% | 13 qtrssince 2019-Q3 | Increased 63 |
VANECK PHARMACEUTICAL ETF | 2.2M | $149.2M | 3.3% | $70.45 | -12.31% | 3 qtrssince 2022-Q1 | Increased 55 |
Microsoft Corp. | 579,265 | $137.6M | 3.0% | $204.47 | +10.23% | 13 qtrssince 2019-Q3 | Increased 70 |
WELLS FARGO CO NEW | 3.2M | $129.4M | 2.9% | $38.52 | -5.63% | 6 qtrssince 2021-Q2 | Increased 74 |
Select Sector Spdr Trust STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 806,104 | $117.1M | 2.6% | $68.81 | 0.00% | 1 qtr | New 78 |
HESS CORP | 1.1M | $116.2M | 2.6% | — | — | 3 qtrssince 2022-Q1 | Decreased 0 |
AMCOR PLC | 10.5M | $112.6M | 2.5% | $46.91 | 0.00% | 1 qtr | New 78 |
ICL GROUP LTD SHS | 11.5M | $94.4M | 2.1% | $6.69 | +2.77% | 10 qtrssince 2020-Q2 | Increased 51 |
F M C CORP | 858,617 | $91.6M | 2.0% | $97.66 | -3.85% | 4 qtrssince 2021-Q4 | Increased 54 |
Walmart Inc | 692,310 | $91.6M | 2.0% | $44.05 | -6.32% | 11 qtrssince 2020-Q1 | Decreased 0 |
ASTRAZENECA PLC | 1.6M | $86.6M | 1.9% | $102.94 | -0.68% | 8 qtrssince 2020-Q4 | Increased 52 |
ISHARES U.S. TELECOMMUNICATIONS ETF | 4M | $84.2M | 1.9% | $24.45 | +75.81% | 3 qtrssince 2022-Q1 | Unchanged 0 |
PERION NETWORK LTD SHS NEW | 3.8M | $75.9M | 1.7% | $20.40 | -2.63% | 10 qtrssince 2020-Q2 | Increased 53 |
ISHARES U.S. HEALTHCARE PROVIDERS ETF | 290,644 | $75.3M | 1.7% | $49.12 | -0.46% | 5 qtrssince 2021-Q3 | Increased 75 |
STATE STREET SPDR S&P REGIONAL BANKING ETF | 1.2M | $71.5M | 1.6% | $54.27 | -1.18% | 10 qtrssince 2020-Q2 | Increased 47 |
STATE STREET SPDR S&P BIOTECH ETF | 895,065 | $70.6M | 1.6% | $115.28 | -31.96% | 5 qtrssince 2021-Q3 | Decreased 0 |
SUNRUN INC COM | 2.4M | $67.3M | 1.5% | $49.73 | -44.66% | 12 qtrssince 2019-Q4 | Decreased 0 |
Phoenix Financial Ltd. manages $4.5B across 349 positions as of Q3 2022. Top holdings: XLV (5.9%), BUG (4.6%), KBWB (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 17 new positions, 41 exits, 128 increased. Top move: XLY (NEW, conviction 78). Portfolio: $4.5B across 349 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