PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2023
Top Holdings323 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR | 27.5M | $912.8M | 8.4% | $31.98 | +0.22% | 16 qtrssince 2019-Q4 | Increased 100 |
TEVA PHARMACEUTICAL-SP ADR | 69M | $703.4M | 6.4% | $9.32 | +9.45% | 17 qtrssince 2019-Q3 | Increased 99 |
AMAZON.COM INC | 3.4M | $436M | 4.0% | $127.12 | 0.00% | 1 qtr | New 86 |
NICE LTD - SPON ADR | 2.5M | $430.3M | 3.9% | $174.88 | -2.79% | 17 qtrssince 2019-Q3 | Increased 92 |
PALO ALTO NETWORKS INC | 1.5M | $361.4M | 3.3% | $104.84 | +11.81% | 12 qtrssince 2020-Q4 | Increased 92 |
HEALTH CARE SELECT SECTOR SPDR | 2.7M | $353.8M | 3.2% | $123.22 | +0.62% | 15 qtrssince 2020-Q1 | Increased 77 |
INVESCO EXCHANGE TRADED FD T | 8M | $336.3M | 3.1% | $40.72 | +39.96% | 4 qtrssince 2022-Q4 | Increased 92 |
SPDR S&P BIOTECH ETF | 4.3M | $314.2M | 2.9% | $83.13 | -12.63% | 9 qtrssince 2021-Q3 | Increased 86 |
ISHARES MSCI GLOBAL METALS & | 7.7M | $307.2M | 2.8% | $36.80 | -1.00% | 3 qtrssince 2023-Q1 | Increased 86 |
CONSTELLATION BRANDS INC-A | 1.1M | $277.2M | 2.5% | $233.26 | +0.88% | 3 qtrssince 2023-Q1 | Increased 85 |
UNION PACIFIC CORP | 1.3M | $261.9M | 2.4% | $189.81 | +1.94% | 3 qtrssince 2023-Q1 | Increased 85 |
META PLATFORMS INC-CLASS A | 848,212 | $254.9M | 2.3% | $231.18 | +28.96% | 17 qtrssince 2019-Q3 | Increased 73 |
HESS CORP | 1.6M | $241M | 2.2% | — | — | 7 qtrssince 2022-Q1 | Increased 76 |
MICRON TECHNOLOGY INC | 3.5M | $235.5M | 2.2% | $67.32 | 0.00% | 8 qtrssince 2021-Q4 | Increased 85 |
INVESCO EXCHANGE TRADED FD T | 7.7M | $231.5M | 2.1% | $28.59 | -1.42% | 3 qtrssince 2023-Q1 | Increased 85 |
TARGET CORP | 2.1M | $230.4M | 2.1% | $99.07 | 0.00% | 2 qtrssince 2023-Q2 | Increased 85 |
ISHARES TR | 2.5M | $207M | 1.9% | $80.31 | -0.96% | 2 qtrssince 2023-Q2 | Increased 78 |
TOWER SEMICONDUCTOR LTD | 7.3M | $180.2M | 1.7% | $30.39 | -19.17% | 17 qtrssince 2019-Q3 | Increased 77 |
ICL GROUP LTD | 31.4M | $174.3M | 1.6% | $5.95 | -12.55% | 14 qtrssince 2020-Q2 | Increased 77 |
ADVANCED MICRO DEVICES | 1.6M | $169.4M | 1.6% | $102.82 | 0.00% | 1 qtr | New 69 |
Phoenix Financial Ltd. manages $10.9B across 323 positions as of Q3 2023. Top holdings: XLF (8.4%), TEVA (6.4%), AMZN (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 42 new positions, 50 exits, 233 increased. Top move: XLF (INCREASED, conviction 100). Portfolio: $10.9B across 323 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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