PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings363 positions
Financial Select Sector SPDR Fund | 10.9M | $529.1M | 7.2% | $32.71 | +43.98% | 21 qtrssince 2019-Q4 | Decreased 0 |
Teva Pharmaceutical Industries | 21.2M | $467.5M | 6.4% | $9.36 | +135.42% | 22 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com Inc | 1.5M | $320.3M | 4.4% | $144.08 | +52.27% | 6 qtrssince 2023-Q3 | Increased 57 |
Microsoft Corp | 625,666 | $263.8M | 3.6% | $391.48 | +6.20% | 22 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD | 1.4M | $253.8M | 3.5% | $178.27 | -4.73% | 22 qtrssince 2019-Q3 | Decreased 0 |
Industrial Select Sector SPDR Fund | 1.7M | $227M | 3.1% | $128.28 | +0.52% | 7 qtrssince 2023-Q2 | Increased 91 |
GLOBAL X FDS | 3.3M | $199.1M | 2.7% | $51.01 | +41.43% | 3 qtrssince 2024-Q2 | Increased 65 |
Tower Semiconductor Ltd | 3.9M | $198.5M | 2.7% | $33.58 | +53.39% | 22 qtrssince 2019-Q3 | Unchanged 0 |
NVIDIA Corp | 1.4M | $183.9M | 2.5% | $51.62 | +159.47% | 14 qtrssince 2021-Q3 | Decreased 0 |
Health Care Select Sector SPDR Fund | 1.3M | $177.9M | 2.4% | $135.65 | -1.56% | 20 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 1.9M | $157.9M | 2.2% | $78.59 | +6.54% | 4 qtrssince 2024-Q1 | Unchanged 0 |
SPDR S&P Retail ETF | 1.9M | $153.5M | 2.1% | $76.92 | +1.88% | 2 qtrssince 2024-Q3 | Increased 76 |
Alphabet Inc | 779,014 | $148.4M | 2.0% | $147.48 | +28.38% | 22 qtrssince 2019-Q3 | Increased 52 |
McDonald's Corp | 496,317 | $143.9M | 2.0% | $286.73 | -3.10% | 12 qtrssince 2022-Q1 | Increased 55 |
Apple Inc | 560,986 | $140.5M | 1.9% | $197.09 | +26.14% | 6 qtrssince 2023-Q3 | Increased 50 |
iShares Expanded Tech-Software Sector ETF | 1.3M | $134.9M | 1.8% | $97.04 | +3.15% | 22 qtrssince 2019-Q3 | Increased 77 |
ISHARES TR | 1.2M | $132.3M | 1.8% | $92.29 | +16.86% | 4 qtrssince 2024-Q1 | Unchanged 0 |
Ally Financial Inc | 3.4M | $122.1M | 1.7% | $33.79 | +1.57% | 2 qtrssince 2024-Q3 | Increased 74 |
MITEK SYS INC | 425,248 | $105.5M | 1.4% | $11.29 | 0.00% | 1 qtr | New 68 |
Alphabet Inc | 549,703 | $104.1M | 1.4% | $146.28 | +28.65% | 14 qtrssince 2021-Q3 | Increased 47 |
Phoenix Financial Ltd. manages $7.3B across 363 positions as of Q4 2024. Top holdings: XLF (7.2%), TEVA (6.4%), AMZN (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 40 new positions, 42 exits, 117 increased. Top move: XLI (INCREASED, conviction 91). Portfolio: $7.3B across 363 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
Verify source filings on SEC EDGAR