PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings349 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR | 13.2M | $555.6M | 9.2% | $31.98 | +14.16% | 17 qtrssince 2019-Q4 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 34.4M | $404.3M | 6.7% | $9.32 | +12.03% | 18 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD - SPON ADR | 1.3M | $304.7M | 5.0% | $174.88 | +14.08% | 18 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 1.8M | $282M | 4.7% | $130.46 | -0.09% | 4 qtrssince 2023-Q1 | Increased 91 |
SPDR SERIES TRUST | 3.5M | $209.6M | 3.5% | $49.59 | 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% | $104.84 | +40.64% | 13 qtrssince 2020-Q4 | Decreased 0 |
UNION PACIFIC CORP | 525,985 | $145.5M | 2.4% | $189.81 | +23.65% | 4 qtrssince 2023-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 3.9M | $136.3M | 2.3% | $28.59 | +3.97% | 4 qtrssince 2023-Q1 | Decreased 0 |
SPDR S&P BIOTECH ETF | 1.3M | $131.6M | 2.2% | $83.13 | +6.86% | 10 qtrssince 2021-Q3 | Decreased 0 |
ORACLE CORP | 1.1M | $128M | 2.1% | $103.37 | -0.49% | 4 qtrssince 2023-Q1 | Decreased 0 |
HEALTH CARE SELECT SECTOR SPDR | 828,551 | $125.8M | 2.1% | $123.22 | +7.07% | 16 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 1.3M | $122.7M | 2.0% | $80.31 | +4.89% | 3 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 207,960 | $115M | 1.9% | $44.07 | +12.30% | 10 qtrssince 2021-Q3 | Increased 76 |
ISHARES MSCI INDIA ETF | 1.9M | $102.1M | 1.7% | $40.50 | +19.65% | 5 qtrssince 2022-Q4 | Decreased 0 |
TOWER SEMICONDUCTOR LTD | 2.8M | $96.9M | 1.6% | $30.39 | +0.44% | 18 qtrssince 2019-Q3 | Decreased 0 |
COCA-COLA FEMSA SAB-SP ADR | 862,522 | $91.7M | 1.5% | $74.73 | +19.62% | 4 qtrssince 2023-Q1 | Decreased 0 |
ICL GROUP LTD | 15.7M | $88.6M | 1.5% | $5.95 | -20.29% | 15 qtrssince 2020-Q2 | Decreased 0 |
BANK OF AMERICA CORP | 2.3M | $87.3M | 1.4% | $25.89 | +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 Rating: 3.5/5.0.
Active quarter - 69 new positions, 37 exits, 16 increased. Top move: XOP (INCREASED, conviction 91). Portfolio: $6.0B across 349 positions.
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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