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CIK: 0001679543
Total reported value
$14.6B
$14.6B
359 檔
12.5%
As reported in its official Q3 2024 Form 13F filing, Phoenix Financial Ltd.'s tracked investment portfolio stood at $14.6B with 359 total positions.
Phoenix Financial Ltd. executed strategic sector rebalancing during Q3 2024, establishing 6 new positions while fully exiting 6 holdings and trimming 17 positions.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 8.11% | -0.46% | +0.16% | |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.01% | -2.27% | -11.25% | |
| 3 | NICE | Nice LTD - Spon Adr | Stock-Tech | 4.89% | +0.12% | +20.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.61% | -0.80% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.97% | -1.65% | +22.68% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 3.85% | -1.04% | +29.62% | |
| 7 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.52% | +0.60% | +11.63% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.11% | -32.17% | |
| 9 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.27% | +0.15% | +181.00% | |
| 10 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 2.09% | — | +329.05% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.04% | -0.09% | +23.40% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.93% | -0.02% | +1987.98% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | -0.92% | -28.46% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.17% | +3.67% | |
| 15 | IYF | Ishares US Financials ETF | ETF-Other | 1.84% | -0.29% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.50% | +76.47% | |
| 17 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.74% | -1.51% | -0.01% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.59% | -0.09% | +1.01% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.52% | -0.04% | -22.58% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | — | -47.65% | |
| 21 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.36% | — | +53.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.06% | +7.13% | |
| 23 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 1.34% | -0.55% | — | |
| 24 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.30% | — | — | |
| 25 | ICL | ICL Group Ltd | Stock-Other | 1.26% | -0.22% | +4.99% | |
| 26 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.26% | — | -44.12% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +1.40% | -0.49% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +3.61% | +2.84% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.01% | — | -7.02% | |
| 30 | ALLY | Ally Financial Inc | Stock-Financials | 0.96% | — | — | |
| 31 | MLM | Martin Marietta Materials | Stock-Materials | 0.86% | — | — | |
| 32 | NUE | Nucor CORP | Stock-Materials | 0.85% | +0.01% | — | |
| 33 | NVMI | Nova Ltd. | Stock-Other | 0.74% | -0.08% | +3.47% | |
| 34 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.74% | — | -53.37% | |
| 35 | XTN | Ss Spdr S&p Transport ETF | ETF-Other | 0.74% | -0.85% | EXIT | |
| 36 | VRNS | Varonis Systems Inc | Stock-Tech | 0.71% | -0.11% | EXIT | |
| 37 | ARKO | Arko CORP | Stock-Other | 0.63% | -0.10% | EXIT | |
| 38 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.56% | +0.07% | -20.24% | |
| 39 | RSKD | Riskified Ltd. | Stock-Other | 0.56% | -0.08% | +4.71% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.11% | -50.16% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.55% | +1330.73% | |
| 42 | MATW | Matthews Intl Corp-class A | Stock-Other | 0.51% | -0.09% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.26% | +389.97% | |
| 44 | SSYS | Stratasys Ltd. | Stock-Other | 0.44% | -0.07% | +1.35% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | — | -5.41% | |
| 46 | PAYO | Payoneer Global Inc | Stock-Other | 0.44% | — | -12.53% | |
| 47 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.43% | +0.01% | NEW | |
| 48 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | — | — | |
| 49 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.42% | — | -79.29% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.01% | +7.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +1.9% | +1987.98% | Add |
| 2 | MLPX | Global X Mlp & Energy Infras | +1.6% | +329.05% | Add |
| 3 | IXN | Ishares Global Tech ETF | +1.4% | +181.00% | Add |
| 4 | XRT | Ss Spdr S&p Retail ETF | +1.3% | NEW | New buy |
| 5 | EWZ | Ishares Msci Brazil ETF | +1.3% | NEW | New buy |
| 6 | XLV | Ss Health Care Select Sector | +1% | +29.62% | Add |
| 7 | ALLY | Ally Financial Inc | +1% | NEW | New buy |
| 8 | MLM | Martin Marietta Materials | +0.9% | NEW | New buy |
| 9 | NUE | Nucor CORP | +0.9% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.8% | +76.47% | Add |
| 11 | XTN | Ss Spdr S&p Transport ETF | +0.7% | NEW | New buy |
| 12 | XLF | Ss Financial Select Sector | +0.5% | +0.16% | Add |
| 13 | IFF | Intl Flavors & Fragrances | +0.5% | +53.08% | Add |
| 14 | AMZN | Amazon.com Inc | +0.5% | +22.68% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +23.40% | Add |
| 16 | TSEM | Tower Semiconductor Ltd. | +0.5% | +11.63% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +389.97% | Add |
| 18 | NICE | Nice LTD - Spon Adr | +0.2% | +20.23% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +3.67% | Add |
| 20 | XLRE | Ss Real Estate Select Sector | +0.2% | +1.01% | Add |
| 21 | AVGO | Broadcom Inc | +0.2% | +1330.73% | Add |
| 22 | IYF | Ishares US Financials ETF | +0.1% | — | Unchanged |
| 23 | TT | Trane Technologies plc | +0.1% | +264.53% | Add |
| 24 | WIX | Wix.com Ltd. | +0.1% | +58.61% | Add |
| 25 | VRNS | Varonis Systems Inc | +0.1% | +0.89% | Add |
| 26 | RDWR | Radware Ltd. | +0.1% | +17.04% | Add |
| 27 | CLBT | Cellebrite DI Ltd. | -0.1% | EXIT | Sold out |
| 28 | IXG | Ishares Global Financials Et | -0.2% | EXIT | Sold out |
| 29 | VGT | Vanguard Info Tech ETF | -0.2% | -97.48% | Trim |
| 30 | ORCL | Oracle CORP | -0.2% | -22.58% | Trim |
| 31 | RSKD | Riskified Ltd. | -0.2% | +4.71% | Add |
| 32 | MSFT | Microsoft CORP | -0.3% | -0.80% | Trim |
| 33 | IHI | Ishares U.s. Medical Devices | -0.3% | -98.96% | Trim |
| 34 | BABA | Alibaba Group Holding-sp Adr | -0.3% | -92.88% | Trim |
| 35 | KOF | Coca-cola Femsa Sab-sp Adr | -0.4% | -61.81% | Trim |
| 36 | ON | On Semiconductor | -0.4% | -98.80% | Trim |
| 37 | BMRN | Biomarin Pharmaceutical Inc | -0.5% | EXIT | Sold out |
| 38 | XLK | Ss Technology Select Sector | -0.6% | -50.16% | Trim |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.6% | -65.32% | Trim |
| 40 | MHK | Mohawk Industries Inc | -0.6% | EXIT | Sold out |
| 41 | ✓ | Ikena Oncology Inc | -0.7% | EXIT | Sold out |
| 42 | TECK | Teck Resources Ltd-cls B | -0.7% | -53.37% | Trim |
| 43 | JNJ | Johnson & Johnson | -1% | -47.65% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -1.1% | -28.46% | Trim |
| 45 | EWY | Ishares Msci South Korea ETF | -1.2% | -71.68% | Trim |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | -1.3% | -44.12% | Trim |
| 47 | NVDA | Nvidia CORP | -1.4% | -32.17% | Trim |
| 48 | PICK | Ishares Msci Global Metals & | -1.5% | -79.29% | Trim |
| 49 | INDA | Ishares Msci India ETF | -1.9% | -97.12% | Trim |
| 50 | GEV | GE Vernova Inc | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 359 disclosed positions in Q3 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, NICE) accounted for 12.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
XRT
市值: $90.4M
Top Position Liquidated / Trimmed
GEV
前期市值: $127.3M
During Q3 2024, Phoenix Financial Ltd.'s top holdings by market value included XLF (8.1%)、TEVA (6.0%)、NICE (4.9%). The largest single position, XLF, represented 8.1% of total portfolio value.
In Q3 2024, Phoenix Financial Ltd. made 49 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 6 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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