PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2025
Top Holdings462 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 82.6M | $1.7B | 10.6% | $16.04 | +19.56% | 25 qtrssince 2019-Q3 | Increased 100 |
ISHARES MSCI ACWI ETF | 6.5M | $898.2M | 5.7% | $133.09 | +2.55% | 10 qtrssince 2023-Q2 | Increased 100 |
MICROSOFT CORP | 1.4M | $736.8M | 4.7% | $462.25 | +11.12% | 25 qtrssince 2019-Q3 | Increased 92 |
INVESCO S&P 500 EQUAL WEIGHT | 3.5M | $670.9M | 4.3% | $180.21 | +4.57% | 3 qtrssince 2025-Q1 | Increased 94 |
NVIDIA CORP | 3.5M | $632M | 4.0% | $148.71 | +22.28% | 17 qtrssince 2021-Q3 | Increased 91 |
AMAZON.COM INC | 2.5M | $546.5M | 3.5% | $176.27 | +26.04% | 9 qtrssince 2023-Q3 | Increased 82 |
VANGUARD RUSSELL 1000 VALUE | 5.8M | $519.1M | 3.3% | $88.71 | 0.00% | 1 qtr | New 87 |
INDUSTRIAL SELECT SECT SPDR | 3M | $469M | 3.0% | $139.99 | +8.96% | 10 qtrssince 2023-Q2 | Increased 65 |
ALPHABET INC-CL C | 1.8M | $436.1M | 2.8% | $193.57 | +26.16% | 25 qtrssince 2019-Q3 | Increased 82 |
APPLE INC | 1.7M | $435.2M | 2.8% | $232.27 | +9.22% | 9 qtrssince 2023-Q3 | Increased 86 |
REAL ESTATE SELECT SECTOR SPDR FUND ETF | 9.4M | $395.8M | 2.5% | $40.47 | +2.58% | 18 qtrssince 2021-Q2 | Increased 86 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1.3M | $360.4M | 2.3% | $130.72 | +7.06% | 17 qtrssince 2021-Q3 | Increased 86 |
CHESAPEAKE ENERGY CORP | 3.2M | $339.6M | 2.2% | $103.90 | 0.00% | 1 qtr | New 80 |
ISHARES EXPANDED TECH-SOFTWA | 2.6M | $303.8M | 1.9% | $107.36 | +8.03% | 25 qtrssince 2019-Q3 | Increased 78 |
ISHARES TR | 2.4M | $303.1M | 1.9% | $109.96 | +15.14% | 7 qtrssince 2024-Q1 | Increased 79 |
TOWER SEMICONDUCTOR LTD | 3.9M | $279.8M | 1.8% | $35.38 | +99.28% | 25 qtrssince 2019-Q3 | Increased 51 |
HEALTH CARE SELECT SECTOR SPDR | 1.9M | $269M | 1.7% | $136.44 | -0.82% | 23 qtrssince 2020-Q1 | Increased 78 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 885,841 | $247M | 1.6% | $195.84 | +39.14% | 23 qtrssince 2020-Q1 | Increased 76 |
CONSUMER STAPLES SPDR | 3M | $231.4M | 1.5% | $77.28 | +0.27% | 7 qtrssince 2024-Q1 | Increased 78 |
ISHARES TR | 2.4M | $212.6M | 1.4% | $83.20 | +3.46% | 10 qtrssince 2023-Q2 | Increased 78 |
Phoenix Financial Ltd. manages $15.7B across 462 positions as of Q3 2025. Top holdings: TEVA (10.6%), ACWI (5.7%), MSFT (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 42 exits, 336 increased. Top move: TEVA (INCREASED, conviction 100). Portfolio: $15.7B 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