PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings366 positions
Financial Select Sector SPDR Fund | 12.1M | $548.8M | 8.1% | $32.71 | +34.44% | 20 qtrssince 2019-Q4 | Increased 61 |
Teva Pharmaceutical Industries | 22.6M | $406.6M | 6.0% | $9.36 | +92.48% | 21 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD | 1.8M | $331M | 4.9% | $178.27 | -2.58% | 21 qtrssince 2019-Q3 | Increased 68 |
Microsoft Corp | 626,119 | $269.5M | 4.0% | $391.48 | +8.21% | 21 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com Inc | 1.4M | $268.6M | 4.0% | $143.10 | +30.21% | 5 qtrssince 2023-Q3 | Increased 68 |
Health Care Select Sector SPDR Fund | 1.7M | $260.4M | 3.8% | $135.65 | +9.72% | 19 qtrssince 2020-Q1 | Increased 71 |
Tower Semiconductor Ltd | 3.9M | $170.6M | 2.5% | $33.58 | +31.80% | 21 qtrssince 2019-Q3 | Increased 58 |
NVIDIA Corp | 1.4M | $168M | 2.5% | $51.62 | +134.62% | 13 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR | 1.9M | $153.8M | 2.3% | $78.59 | +3.51% | 3 qtrssince 2024-Q1 | Increased 84 |
GLOBAL X FDS | 2.6M | $141.3M | 2.1% | $49.50 | +1.58% | 2 qtrssince 2024-Q2 | Increased 84 |
State Street ETF/USA | 1.7M | $138.4M | 2.0% | $73.09 | +7.63% | 3 qtrssince 2024-Q1 | Increased 63 |
McDonald's Corp | 429,058 | $130.7M | 1.9% | $288.12 | +0.69% | 11 qtrssince 2022-Q1 | Increased 77 |
Alphabet Inc | 774,789 | $129.5M | 1.9% | $147.25 | +12.75% | 21 qtrssince 2019-Q3 | Decreased 0 |
Facebook Inc | 221,866 | $127.1M | 1.9% | $251.26 | +126.35% | 21 qtrssince 2019-Q3 | Increased 49 |
ISHARES TR | 1.2M | $124.3M | 1.8% | $92.29 | +9.36% | 3 qtrssince 2024-Q1 | Unchanged 0 |
Apple Inc | 530,941 | $123.8M | 1.8% | $194.18 | +19.00% | 5 qtrssince 2023-Q3 | Increased 68 |
iShares Global Healthcare ETF | 1.2M | $117.9M | 1.7% | $80.33 | +19.15% | 6 qtrssince 2023-Q2 | Decreased 0 |
Real Estate Select Sector SPDR Fund | 2.4M | $107.6M | 1.6% | $34.91 | +19.49% | 14 qtrssince 2021-Q2 | Increased 48 |
Oracle Corp | 604,004 | $103M | 1.5% | $105.59 | +57.91% | 7 qtrssince 2023-Q1 | Decreased 0 |
Johnson Controls International | 1.3M | $98M | 1.4% | $63.74 | +19.18% | 3 qtrssince 2024-Q1 | Decreased 0 |
Phoenix Financial Ltd. manages $6.8B across 366 positions as of Q3 2024. Top holdings: XLF (8.1%), TEVA (6.0%), NICE (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 56 new positions, 44 exits, 160 increased. Top move: IXN (INCREASED, conviction 84). Portfolio: $6.8B across 366 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR