PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings349 positions
SELECT SECTOR SPDR TR | 13.2M | $555.6M | 9.2% | $31.53 | +14.41% | 17 qtrssince 2019-Q4 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 34.4M | $404.3M | 6.7% | $8.47 | +23.27% | 18 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD | 1.3M | $304.7M | 5.0% | $180.29 | +10.66% | 18 qtrssince 2019-Q3 | Increased 61 |
SPDR SERIES TRUST | 1.8M | $282M | 4.7% | $128.70 | -0.02% | 4 qtrssince 2023-Q1 | Increased 91 |
SPDR SERIES TRUST | 3.5M | $209.6M | 3.5% | $48.74 | 0.00% | 1 qtr | New 85 |
AMAZON COM INC | 1M | $177.2M | 2.9% | $127.12 | +19.52% | 2 qtrssince 2023-Q3 | Decreased 0 |
TARGET CORP | 974,439 | $156M | 2.6% | $99.07 | +30.14% | 3 qtrssince 2023-Q2 | Decreased 0 |
PALO ALTO NETWORKS INC | 285,495 | $151.9M | 2.5% | $94.67 | +55.74% | 13 qtrssince 2020-Q4 | Decreased 0 |
UNION PAC CORP | 525,985 | $145.5M | 2.4% | $186.03 | +24.28% | 4 qtrssince 2023-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 3.9M | $136.3M | 2.3% | $30.84 | -5.75% | 4 qtrssince 2023-Q1 | Unchanged 0 |
SPDR SERIES TRUST | 1.3M | $131.6M | 2.2% | $93.87 | -5.37% | 10 qtrssince 2021-Q3 | Decreased 0 |
ORACLE CORP | 1.1M | $128M | 2.1% | $102.49 | -0.71% | 4 qtrssince 2023-Q1 | Increased 69 |
SELECT SECTOR SPDR TR | 828,551 | $125.8M | 2.1% | $120.72 | +7.95% | 16 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 1.3M | $122.7M | 2.0% | $81.30 | +3.61% | 3 qtrssince 2023-Q2 | Unchanged 0 |
NVIDIA CORPORATION | 207,960 | $115M | 1.9% | $44.93 | +9.91% | 10 qtrssince 2021-Q3 | Increased 76 |
ISHARES TR | 1.9M | $102.1M | 1.7% | $42.91 | +12.94% | 5 qtrssince 2022-Q4 | Increased 67 |
TOWER SEMICONDUCTOR LTD | 2.8M | $96.9M | 1.6% | $36.65 | -16.73% | 18 qtrssince 2019-Q3 | Decreased 0 |
COCA-COLA FEMSA SAB DE CV | 862,522 | $91.7M | 1.5% | $74.62 | +16.10% | 4 qtrssince 2023-Q1 | Increased 47 |
ICL GROUP LTD | 15.7M | $88.6M | 1.5% | $6.38 | -27.64% | 15 qtrssince 2020-Q2 | Unchanged 0 |
BANK OF AMER CORP | 2.3M | $87.3M | 1.4% | $25.48 | +23.95% | 2 qtrssince 2023-Q3 | Decreased 0 |
Phoenix Financial Ltd. manages $6B across 349 positions as of Q4 2023. Top holdings: XLF (9.2%), TEVA (6.7%), NICE (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 69 new positions, 37 exits, 109 increased. Top move: XOP (INCREASED, conviction 91). Portfolio: $6.0B across 349 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
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