PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2023
Top Holdings323 positions
FINANCIAL SELECT SECTOR SPDR | 13.8M | $456.4M | 8.4% | $31.59 | +0.22% | 16 qtrssince 2019-Q4 | Increased 98 |
TEVA PHARMACEUTICAL IND LTD | 34.5M | $351.7M | 6.4% | $9.33 | +9.27% | 17 qtrssince 2019-Q3 | Increased 62 |
AMAZON.COM INC | 1.7M | $218M | 4.0% | $127.12 | 0.00% | 1 qtr | New 85 |
NICE LTD | 1.3M | $215.2M | 3.9% | $174.92 | -2.81% | 17 qtrssince 2019-Q3 | Increased 91 |
PALO ALTO NETWORKS INC | 770,576 | $180.7M | 3.3% | $105.94 | +10.64% | 12 qtrssince 2020-Q4 | Increased 59 |
HEALTH CARE SELECT SECTOR | 1.4M | $176.9M | 3.2% | $121.26 | +1.00% | 15 qtrssince 2020-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 4M | $168.2M | 3.1% | $39.75 | +32.44% | 4 qtrssince 2022-Q4 | Increased 90 |
SPDR SER TR | 2.2M | $157.1M | 2.9% | $83.13 | -12.63% | 9 qtrssince 2021-Q3 | Increased 52 |
ISHARES INC | 3.9M | $153.6M | 2.8% | $36.80 | -1.00% | 3 qtrssince 2023-Q1 | Unchanged 0 |
CONSTELLATION BRANDS INC-A | 551,447 | $138.6M | 2.5% | $233.26 | +0.88% | 3 qtrssince 2023-Q1 | Increased 68 |
UNION PACIFIC CORP | 638,600 | $130.9M | 2.4% | $188.32 | +1.21% | 3 qtrssince 2023-Q1 | Unchanged 0 |
FACEBOOK INC-CLASS A | 424,106 | $127.5M | 2.3% | $230.21 | +29.17% | 17 qtrssince 2019-Q3 | Decreased 0 |
HESS CORP | 787,090 | $120.5M | 2.2% | — | — | 7 qtrssince 2022-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.7M | $117.8M | 2.2% | $67.28 | 0.00% | 8 qtrssince 2021-Q4 | Increased 83 |
INVESCO EXCHANGE TRADED FD T | 3.9M | $115.7M | 2.1% | $29.72 | -7.27% | 3 qtrssince 2023-Q1 | Increased 83 |
TARGET CORP | 1M | $115.2M | 2.1% | $99.07 | 0.00% | 2 qtrssince 2023-Q2 | Increased 83 |
ISHARES TR | 1.3M | $103.5M | 1.9% | $80.31 | -0.96% | 2 qtrssince 2023-Q2 | Unchanged 0 |
TOWER SEMICONDUCTOR LTD | 3.7M | $90.1M | 1.7% | $30.60 | -19.75% | 17 qtrssince 2019-Q3 | Increased 50 |
ICL GROUP LTD | 15.7M | $87.2M | 1.6% | $5.72 | -11.53% | 14 qtrssince 2020-Q2 | Increased 47 |
ADVANCED MICRO DEVICES | 823,567 | $84.7M | 1.6% | $102.82 | 0.00% | 1 qtr | New 68 |
Phoenix Financial Ltd. manages $5.5B across 323 positions as of Q3 2023. Top holdings: XLF (8.4%), TEVA (6.4%), AMZN (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 45 new positions, 52 exits, 116 increased. Top move: XLF (INCREASED, conviction 98). Portfolio: $5.5B across 323 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