PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings363 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FINANCIAL SELECT SECTOR SPDR | 10.9M | $529.1M | 7.2% | $33.11 | +43.84% | 21 qtrssince 2019-Q4 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 21.2M | $467.5M | 6.4% | $9.35 | +138.80% | 22 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 1.5M | $320.3M | 4.4% | $144.40 | +53.25% | 6 qtrssince 2023-Q3 | Increased 57 |
MICROSOFT CORP | 625,666 | $263.8M | 3.6% | $393.78 | +7.10% | 22 qtrssince 2019-Q3 | Decreased 0 |
NICE LTD - SPON ADR | 1.4M | $253.8M | 3.5% | $177.87 | -4.13% | 22 qtrssince 2019-Q3 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 1.7M | $227M | 3.1% | $129.44 | +0.53% | 7 qtrssince 2023-Q2 | Increased 91 |
GLOBAL X FDS | 3.3M | $199.1M | 2.7% | $51.01 | +47.02% | 3 qtrssince 2024-Q2 | Increased 65 |
TOWER SEMICONDUCTOR LTD | 3.9M | $198.5M | 2.7% | $33.39 | +55.99% | 22 qtrssince 2019-Q3 | Unchanged 0 |
NVIDIA CORP | 1.4M | $183.9M | 2.5% | $114.71 | +19.82% | 14 qtrssince 2021-Q3 | Decreased 0 |
HEALTH CARE SELECT SECTOR SPDR | 1.3M | $177.9M | 2.4% | $137.28 | -1.75% | 20 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR GLOBAL TECH ETF | 1.9M | $157.9M | 2.2% | $78.64 | +7.57% | 4 qtrssince 2024-Q1 | Unchanged 0 |
SPDR SERIES TRUST | 1.9M | $153.5M | 2.1% | $77.54 | +1.74% | 2 qtrssince 2024-Q3 | Increased 76 |
ALPHABET INC-CL C | 779,014 | $148.4M | 2.0% | $147.56 | +30.08% | 22 qtrssince 2019-Q3 | Increased 52 |
MCDONALDS CORP | 496,317 | $143.9M | 2.0% | $291.66 | -2.97% | 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-SOFTWA | 1.3M | $134.9M | 1.8% | $99.14 | +1.81% | 22 qtrssince 2019-Q3 | Increased 77 |
ISHARES TR | 1.2M | $132.3M | 1.8% | $93.31 | +16.84% | 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-CL A | 549,703 | $104.1M | 1.4% | $146.41 | +30.11% | 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 Rating: 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.
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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