PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2025
Top Holdings466 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEVA PHARMACEUTICAL-SP ADR | 41.1M | $1.3B | 13.9% | $16.04 | +95.36% | 26 qtrssince 2019-Q3 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 4M | $612.8M | 6.6% | $143.77 | +8.80% | 11 qtrssince 2023-Q2 | Increased 77 |
TOWER SEMICONDUCTOR LTD | 3.8M | $449.7M | 4.9% | $35.38 | +241.05% | 26 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 1.5M | $334.8M | 3.6% | $176.27 | +31.91% | 10 qtrssince 2023-Q3 | Decreased 0 |
MICROSOFT CORP | 677,270 | $316.5M | 3.4% | $462.25 | +5.46% | 26 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORP | 1.7M | $311.6M | 3.4% | $148.71 | +26.11% | 18 qtrssince 2021-Q3 | Decreased 0 |
INVESCO S&P 500 EQUAL WEIGHT | 1.6M | $311.4M | 3.4% | $180.21 | +7.22% | 4 qtrssince 2025-Q1 | Decreased 0 |
ALPHABET INC-CL C | 878,093 | $275.6M | 3.0% | $193.57 | +62.50% | 26 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 850,228 | $225.9M | 2.4% | $232.27 | +16.73% | 10 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD RUSSELL 1000 VALUE | 2.4M | $218M | 2.4% | $88.71 | +4.82% | 2 qtrssince 2025-Q3 | Decreased 0 |
ISHARES TR | 2.1M | $207M | 2.2% | $83.20 | +17.53% | 11 qtrssince 2023-Q2 | Decreased 0 |
ISHARES MSCI ACWI ETF | 1.4M | $198.3M | 2.1% | $133.09 | +7.00% | 11 qtrssince 2023-Q2 | Decreased 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1.3M | $184M | 2.0% | $130.72 | +11.24% | 18 qtrssince 2021-Q3 | Decreased 0 |
HEALTH CARE SELECT SECTOR SPDR | 1.2M | $182.9M | 2.0% | $136.44 | +14.11% | 24 qtrssince 2020-Q1 | Decreased 0 |
NOVA LTD | 508,641 | $167.1M | 1.8% | $289.01 | +16.27% | 26 qtrssince 2019-Q3 | Increased 77 |
ISHARES TR | 1.2M | $154.3M | 1.7% | $109.96 | +18.10% | 8 qtrssince 2024-Q1 | Decreased 0 |
CHESAPEAKE ENERGY CORP | 1.4M | $149.7M | 1.6% | $103.90 | +4.38% | 2 qtrssince 2025-Q3 | Decreased 0 |
ISHARES EXPANDED TECH-SOFTWA | 1.3M | $139.6M | 1.5% | $107.36 | -0.35% | 26 qtrssince 2019-Q3 | Decreased 0 |
ALBEMARLE CORP | 919,426 | $130.4M | 1.4% | $140.73 | 0.00% | 1 qtr | New 69 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 442,898 | $130M | 1.4% | $195.84 | +52.97% | 24 qtrssince 2020-Q1 | Decreased 0 |
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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 46 new positions, 41 exits, 33 increased. Top move: XLI (INCREASED, conviction 77). Portfolio: $9.2B across 466 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