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CIK: 0001679543
Total reported value
$14.6B
$14.6B
424 檔
14.7%
According to the latest 13F quarterly dataset, Phoenix Financial Ltd. managed an equity portfolio of $14.6B at the end of Q1 2024, spanning 424 distinct U.S. exchange-listed positions.
During Q1 2024, Phoenix Financial Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 424 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 8.72% | -0.46% | +13.90% | |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.74% | -2.27% | +0.58% | |
| 3 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 5.78% | — | +47.52% | |
| 4 | NICE | Nice LTD - Spon Adr | Stock-Tech | 5.08% | +0.12% | +6.15% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 3.48% | -1.04% | +105.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | -0.11% | +19.89% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | -1.65% | +9.00% | |
| 8 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 2.64% | -0.12% | +1082.20% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | -0.92% | +751.06% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.21% | -0.04% | +17.36% | |
| 11 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 1.87% | — | +1088.52% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.80% | — | +856.81% | |
| 13 | IYF | Ishares US Financials ETF | ETF-Other | 1.66% | -0.29% | — | |
| 14 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.62% | -1.51% | +0.20% | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.57% | +0.01% | NEW | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | — | — | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.45% | — | -15.74% | |
| 18 | ICL | ICL Group Ltd | Stock-Other | 1.45% | -0.22% | +23.82% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.17% | +3.88% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.44% | +1.04% | +527.81% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.36% | -0.09% | +57.02% | |
| 22 | INDA | Ishares Msci India ETF | ETF-Other | 1.31% | -0.48% | -1.88% | |
| 23 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.28% | +0.60% | -1.89% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.61% | +49.31% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.19% | +1.40% | +6.62% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.19% | -0.01% | +1034.18% | |
| 27 | URA | Global X Uranium ETF | ETF-Other | 1.16% | -0.91% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.06% | +412.92% | |
| 29 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.12% | — | -2.92% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.06% | +0.61% | +15372.77% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.11% | -0.23% | |
| 32 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | — | -53.46% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.09% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.50% | +41.00% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.69% | +0.15% | — | |
| 36 | MATW | Matthews Intl Corp-class A | Stock-Other | 0.67% | -0.09% | -2.85% | |
| 37 | NVMI | Nova Ltd. | Stock-Other | 0.66% | -0.08% | -17.86% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.05% | +20.20% | |
| 39 | SSYS | Stratasys Ltd. | Stock-Other | 0.62% | -0.07% | +6.58% | |
| 40 | RSKD | Riskified Ltd. | Stock-Other | 0.61% | -0.08% | +0.01% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +3.61% | +7.67% | |
| 42 | AYS1 | Sandstorm Gold LTD | Stock-Other | 0.57% | — | -0.21% | |
| 43 | IEDI | Ishares U.s. Consumer Focuse | ETF-Other | 0.55% | — | — | |
| 44 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.52% | +0.07% | -16.44% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | -72.02% | |
| 46 | ARKO | Arko CORP | Stock-Other | 0.47% | -0.10% | EXIT | |
| 47 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.47% | — | +8.85% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | — | +161.64% | |
| 49 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.44% | +0.03% | -22.57% | |
| 50 | SMWB | Similarweb Ltd. | Stock-Other | 0.44% | -0.01% | EXIT |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 424 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLF, TEVA, XOP) accounted for 14.7% of total reported equity market value during Q1 2024.
During Q1 2024, Phoenix Financial Ltd.'s top holdings by market value included XLF (8.7%)、TEVA (6.7%)、XOP (5.8%). The largest single position, XLF, represented 8.7% of total portfolio value.
In Q1 2024, Phoenix Financial Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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