13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001679543
Total reported value
$14.6B
$14.6B
354 檔
12.0%
At the close of Q2 2024, Phoenix Financial Ltd. disclosed equity holdings valued at approximately $14.6B, spread across 354 reported holdings.
During Q2 2024, Phoenix Financial Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including XLF, TEVA, NICE) accounted for 12.0% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 354 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 7.57% | -0.46% | -19.33% | |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.29% | -2.27% | -26.49% | |
| 3 | NICE | Nice LTD - Spon Adr | Stock-Tech | 4.65% | +0.12% | +9.49% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.61% | +197.26% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | -0.11% | +717.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | -1.65% | +2.97% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.02% | -0.92% | -0.19% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 2.89% | -1.04% | -23.46% | |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 2.56% | — | -57.16% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.44% | — | +45.81% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.07% | +0.60% | +24.87% | |
| 12 | PICK | Ishares Msci Global Metals & | ETF-Other | 1.96% | — | — | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 1.94% | +0.02% | — | |
| 14 | INDA | Ishares Msci India ETF | ETF-Other | 1.91% | -0.48% | +22.53% | |
| 15 | IYF | Ishares US Financials ETF | ETF-Other | 1.72% | -0.29% | -4.58% | |
| 16 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.70% | -1.51% | -4.58% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.68% | -0.04% | -38.62% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | -0.17% | -0.30% | |
| 19 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.63% | +0.01% | NEW | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.58% | -0.09% | +81.71% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.06% | -2.96% | |
| 22 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 1.48% | — | — | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.39% | -0.09% | -4.16% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.26% | +1.40% | -19.64% | |
| 25 | ICL | ICL Group Ltd | Stock-Other | 1.25% | -0.22% | -1.63% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +3.61% | +44.66% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 1.11% | +0.11% | -3.14% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.50% | +7.98% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.05% | — | -32.33% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.01% | +0.61% | -16.86% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.84% | +0.15% | — | |
| 32 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.83% | — | — | |
| 33 | NVMI | Nova Ltd. | Stock-Other | 0.83% | -0.08% | -13.47% | |
| 34 | RSKD | Riskified Ltd. | Stock-Other | 0.78% | -0.08% | -1.58% | |
| 35 | ✓ | Ikena Oncology Inc | Stock-Other | 0.71% | — | — | |
| 36 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.66% | — | -39.26% | |
| 37 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.64% | — | -64.43% | |
| 38 | VRNS | Varonis Systems Inc | Stock-Tech | 0.61% | -0.11% | EXIT | |
| 39 | MATW | Matthews Intl Corp-class A | Stock-Other | 0.57% | -0.09% | -4.50% | |
| 40 | ARKO | Arko CORP | Stock-Other | 0.56% | -0.10% | EXIT | |
| 41 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.52% | +0.07% | -16.12% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.47% | — | — | |
| 43 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.46% | — | -6.55% | |
| 44 | SSYS | Stratasys Ltd. | Stock-Other | 0.45% | -0.07% | -8.44% | |
| 45 | ON | On Semiconductor | Stock-Tech | 0.44% | — | -1.74% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | — | -4.73% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.01% | -70.29% | |
| 48 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | — | -50.94% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.38% | — | -3.73% | |
| 50 | PAYO | Payoneer Global Inc | Stock-Other | 0.38% | — | -3.44% |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 354 disclosed positions in Q2 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.
During Q2 2024, Phoenix Financial Ltd.'s top holdings by market value included XLF (7.6%)、TEVA (6.3%)、NICE (4.7%). The largest single position, XLF, represented 7.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.