PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2025
Top Holdings462 positions
TEVA PHARMACEUTICAL-SP ADR | 41.3M | $834.2M | 10.2% | $12.60 | +60.30% | 25 qtrssince 2019-Q3 | Increased 68 |
ISHARES TR | 3.2M | $449.1M | 5.5% | $129.41 | +5.21% | 10 qtrssince 2023-Q2 | Increased 81 |
MICROSOFT CORP | 700,309 | $362.7M | 4.4% | $414.07 | +24.07% | 25 qtrssince 2019-Q3 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 1.8M | $335.5M | 4.1% | $171.21 | +9.05% | 3 qtrssince 2025-Q1 | Increased 65 |
NVIDIA CORPORATION | 1.7M | $305M | 3.7% | $71.66 | +159.73% | 17 qtrssince 2021-Q3 | Decreased 0 |
TOWER SEMICONDUCTOR LTD | 3.9M | $279.8M | 3.4% | $39.77 | +81.82% | 25 qtrssince 2019-Q3 | Increased 60 |
AMAZON COM INC | 1.2M | $266.8M | 3.3% | $149.23 | +47.14% | 9 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 2.9M | $259.5M | 3.2% | $88.16 | 0.00% | 1 qtr | New 85 |
SELECT SECTOR SPDR TR | 1.5M | $234.5M | 2.9% | $136.11 | +12.03% | 10 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC | 892,560 | $217.4M | 2.6% | $152.30 | +59.50% | 25 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 850,706 | $216.7M | 2.6% | $210.80 | +20.35% | 9 qtrssince 2023-Q3 | Increased 64 |
SELECT SECTOR SPDR TR | 4.7M | $197.9M | 2.4% | $39.29 | +3.56% | 18 qtrssince 2021-Q2 | Increased 84 |
SELECT SECTOR SPDR TR | 639,299 | $180.2M | 2.2% | $121.91 | +15.02% | 17 qtrssince 2021-Q3 | Increased 70 |
EXPAND ENERGY CORPORATION | 1.6M | $169.8M | 2.1% | $103.90 | 0.00% | 1 qtr | New 79 |
ISHARES TR | 1.3M | $151.9M | 1.9% | $97.21 | +18.28% | 25 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.2M | $151.5M | 1.8% | $92.29 | +35.13% | 7 qtrssince 2024-Q1 | Unchanged 0 |
SELECT SECTOR SPDR TR | 966,324 | $134.5M | 1.6% | $135.80 | +0.80% | 23 qtrssince 2020-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 434,409 | $121.6M | 1.5% | $125.56 | +120.10% | 23 qtrssince 2020-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.5M | $115.7M | 1.4% | $75.83 | +0.59% | 7 qtrssince 2024-Q1 | Increased 76 |
ICL GROUP LTD | 18M | $111.7M | 1.4% | $6.02 | +0.62% | 22 qtrssince 2020-Q2 | Decreased 0 |
Phoenix Financial Ltd. manages $8.2B across 462 positions as of Q3 2025. Top holdings: TEVA (10.2%), ACWI (5.5%), MSFT (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 79 new positions, 43 exits, 154 increased. Top move: VONV (NEW, conviction 85). Portfolio: $8.2B across 462 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
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