PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings366 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR | 12.1M | $548.8M | 8.1% | $33.11 | +33.94% | 20 qtrssince 2019-Q4 | Increased 61 |
TEVA PHARMACEUTICAL-SP ADR | 22.6M | $406.6M | 6.0% | $9.35 | +86.81% | 21 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD - SPON ADR | 1.8M | $331M | 4.9% | $177.87 | -3.62% | 21 qtrssince 2019-Q3 | Increased 68 |
MICROSOFT CORP | 626,119 | $269.5M | 4.0% | $393.78 | +7.68% | 21 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 1.4M | $268.6M | 4.0% | $143.40 | +31.08% | 5 qtrssince 2023-Q3 | Increased 68 |
HEALTH CARE SELECT SECTOR SPDR | 1.7M | $260.4M | 3.8% | $137.28 | +9.05% | 19 qtrssince 2020-Q1 | Increased 71 |
TOWER SEMICONDUCTOR LTD | 3.9M | $170.6M | 2.5% | $33.39 | +31.52% | 21 qtrssince 2019-Q3 | Increased 58 |
NVIDIA CORP | 1.4M | $168M | 2.5% | $114.71 | +5.79% | 13 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR GLOBAL TECH ETF | 1.9M | $153.8M | 2.3% | $78.64 | +3.48% | 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 |
CONSUMER STAPLES SPDR | 1.7M | $138.4M | 2.0% | $74.50 | +7.64% | 3 qtrssince 2024-Q1 | Increased 63 |
MCDONALDS CORP | 429,058 | $130.7M | 1.9% | $293.02 | +0.67% | 11 qtrssince 2022-Q1 | Increased 77 |
ALPHABET INC-CL C | 774,789 | $129.5M | 1.9% | $147.31 | +11.64% | 21 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 221,866 | $127.1M | 1.9% | $252.07 | +124.19% | 21 qtrssince 2019-Q3 | Increased 49 |
ISHARES TR | 1.2M | $124.3M | 1.8% | $93.31 | +8.91% | 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 TR | 1.2M | $117.9M | 1.7% | $80.33 | +19.15% | 6 qtrssince 2023-Q2 | Decreased 0 |
REAL ESTATE SELECT SECTOR SPDR FUND ETF | 2.4M | $107.6M | 1.6% | $35.88 | +18.05% | 14 qtrssince 2021-Q2 | Increased 48 |
ORACLE CORP | 604,004 | $103M | 1.5% | $106.28 | +56.44% | 7 qtrssince 2023-Q1 | Decreased 0 |
JOHNSON CONTROLS INTERNATION | 1.3M | $98M | 1.4% | $64.30 | +18.58% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 56 new positions, 44 exits, 160 increased. Top move: IXN (INCREASED, conviction 84). Portfolio: $6.8B across 366 positions.
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Portfolio allocation by GICS sector
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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