PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2025
Top Holdings466 positions
TEVA PHARMACEUTICAL-SP ADR | 41.1M | $1.3B | 13.9% | $12.60 | +147.67% | 26 qtrssince 2019-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 4M | $612.8M | 6.6% | $147.05 | +4.65% | 11 qtrssince 2023-Q2 | Increased 99 |
TOWER SEMICONDUCTOR LTD | 3.8M | $449.7M | 4.9% | $39.77 | +195.29% | 26 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.5M | $334.8M | 3.6% | $163.33 | +41.32% | 10 qtrssince 2023-Q3 | Increased 68 |
MICROSOFT CORP | 677,270 | $316.5M | 3.4% | $414.07 | +16.06% | 26 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 1.7M | $311.6M | 3.4% | $75.84 | +145.34% | 18 qtrssince 2021-Q3 | Increased 59 |
INVESCO EXCHANGE TRADED FD T | 1.6M | $311.4M | 3.4% | $171.21 | +10.56% | 4 qtrssince 2025-Q1 | Decreased 0 |
ALPHABET INC | 878,093 | $275.6M | 3.0% | $152.30 | +105.64% | 26 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 850,228 | $225.9M | 2.4% | $210.80 | +28.62% | 10 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 2.4M | $218M | 2.4% | $88.16 | +3.83% | 2 qtrssince 2025-Q3 | Decreased 0 |
ISHARES TR | 2.1M | $207M | 2.2% | $87.95 | +9.77% | 11 qtrssince 2023-Q2 | Increased 80 |
ISHARES TR | 1.4M | $198.3M | 2.1% | $129.41 | +8.63% | 11 qtrssince 2023-Q2 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.3M | $184M | 2.0% | $121.91 | +17.67% | 18 qtrssince 2021-Q3 | Increased 77 |
SELECT SECTOR SPDR TR | 1.2M | $182.9M | 2.0% | $138.91 | +10.07% | 24 qtrssince 2020-Q1 | Increased 58 |
NOVA LTD | 508,641 | $167.1M | 1.8% | $283.76 | +15.73% | 26 qtrssince 2019-Q3 | Increased 77 |
ISHARES TR | 1.2M | $154.3M | 1.7% | $92.29 | +38.18% | 8 qtrssince 2024-Q1 | Unchanged 0 |
EXPAND ENERGY CORPORATION | 1.4M | $149.7M | 1.6% | $103.90 | +4.38% | 2 qtrssince 2025-Q3 | Decreased 0 |
ISHARES TR | 1.3M | $139.6M | 1.5% | $97.22 | +8.70% | 26 qtrssince 2019-Q3 | Increased 47 |
ALBEMARLE CORP | 919,426 | $130.4M | 1.4% | $140.26 | 0.00% | 1 qtr | New 69 |
TAIWAN SEMICONDUCTOR MANUFAC | 442,898 | $130M | 1.4% | $128.94 | +133.85% | 24 qtrssince 2020-Q1 | Increased 48 |
Phoenix Financial Ltd. manages $9.2B across 466 positions as of Q4 2025. Top holdings: TEVA (13.9%), XLI (6.6%), TSEM (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 46 new positions, 41 exits, 189 increased. Top move: XLI (INCREASED, conviction 99). Portfolio: $9.2B across 466 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR