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CIK: 0001679543
Total reported value
$14.6B
$14.6B
425 檔
13.7%
During the Q2 2025 filing period, Phoenix Financial Ltd. (CIK: 0001679543) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $14.6B across 425 reported positions.
Phoenix Financial Ltd. executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 6 holdings and trimming 20 positions.
Showing top 200 holdings (of 425 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 8.35% | -2.27% | +37.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.87% | -0.61% | +27.07% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 4.76% | +1.04% | +85.46% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.56% | -1.65% | +6.19% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.89% | -0.21% | +73377.92% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | -0.11% | +11.81% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.73% | -0.42% | -0.02% | |
| 8 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.77% | +0.12% | -15.90% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.52% | — | +276.21% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | -0.92% | +22.96% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.24% | +0.60% | -4.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.23% | -0.50% | +8.20% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.10% | -0.46% | -25.48% | |
| 14 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.96% | — | +24.73% | |
| 15 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.95% | -0.17% | +0.23% | |
| 16 | IYF | Ishares US Financials ETF | ETF-Other | 1.91% | -0.29% | — | |
| 17 | NVMI | Nova Ltd. | Stock-Other | 1.82% | -0.08% | +28.71% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.72% | -1.04% | -29.11% | |
| 19 | ICL | ICL Group Ltd | Stock-Other | 1.71% | -0.22% | -6.01% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.51% | -0.04% | -45.49% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | +0.11% | +169.99% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.39% | +3.61% | +4.32% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 1.39% | — | +437.61% | |
| 24 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.36% | -1.51% | -0.01% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.27% | -0.09% | -34.24% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.14% | -0.02% | -24.80% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.17% | -24.50% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.26% | +8.03% | |
| 29 | VRNS | Varonis Systems Inc | Stock-Tech | 0.97% | -0.11% | EXIT | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 0.91% | -0.01% | -2.69% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.34% | -55.40% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.55% | +31.50% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.27% | +346.94% | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.75% | — | -29.79% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.02% | -68.92% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.06% | -47.82% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.60% | +0.61% | +945.36% | |
| 38 | SSYS | Stratasys Ltd. | Stock-Other | 0.55% | -0.07% | -50.83% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.54% | -0.01% | — | |
| 40 | 8QR | Confluent Inc-class A | Stock-Other | 0.50% | — | -1.26% | |
| 41 | CAMT | Camtek Ltd. | Stock-Other | 0.50% | +0.14% | -4.36% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.50% | +0.03% | +273.16% | |
| 43 | EXI | Ishares Global Industrials E | ETF-Other | 0.47% | -0.08% | — | |
| 44 | SBIO | Alps Medical Breakthroughs | ETF-Other | 0.46% | — | — | |
| 45 | WIX | Wix.com Ltd. | Stock-Tech | 0.43% | — | +38.45% | |
| 46 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.43% | +0.07% | +153.52% | |
| 47 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.42% | -0.12% | +10.32% | |
| 48 | RSKD | Riskified Ltd. | Stock-Other | 0.41% | -0.08% | -22.12% | |
| 49 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.36% | -1.05% | — | |
| 50 | ARKO | Arko CORP | Stock-Other | 0.34% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +3.9% | +73377.92% | Add |
| 2 | XLI | Ss Industrial Select Sector | +2.1% | +85.46% | Add |
| 3 | TEVA | Teva Pharmaceutical-sp Adr | +1.9% | +37.49% | Add |
| 4 | EWZ | Ishares Msci Brazil ETF | +1.8% | +276.21% | Add |
| 5 | MSFT | Microsoft CORP | +1.5% | +27.07% | Add |
| 6 | WFC | Wells Fargo & Co | +1.1% | +437.61% | Add |
| 7 | NVDA | Nvidia CORP | +1.1% | +11.81% | Add |
| 8 | XLK | Ss Technology Select Sector | +1% | +169.99% | Add |
| 9 | NVMI | Nova Ltd. | +1% | +28.71% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +346.94% | Add |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +945.36% | Add |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.5% | NEW | New buy |
| 13 | EXI | Ishares Global Industrials E | +0.5% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.4% | +22.96% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.4% | +273.16% | Add |
| 16 | AVGO | Broadcom Inc | +0.4% | +31.50% | Add |
| 17 | NSC | Norfolk Southern CORP | +0.3% | +24.73% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.32% | Add |
| 19 | AMZN | Amazon.com Inc | +0.2% | +6.19% | Add |
| 20 | CLBT | Cellebrite DI Ltd. | +0.2% | +153.52% | Add |
| 21 | TSEM | Tower Semiconductor Ltd. | +0.1% | -4.85% | Trim |
| 22 | IGV | Ishares Expanded Tech-softwa | +0.1% | +0.23% | Add |
| 23 | ENLT | Enlight Renewable Energy Ltd | +0.1% | +10.32% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.03% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +8.20% | Add |
| 26 | VRNS | Varonis Systems Inc | +0.1% | -2.63% | Trim |
| 27 | ICL | ICL Group Ltd | 0% | -6.01% | Trim |
| 28 | NICE | Nice LTD - Spon Adr | -0.2% | -15.90% | Trim |
| 29 | KOF | Coca-cola Femsa Sab-sp Adr | -0.2% | EXIT | Sold out |
| 30 | BA | Boeing Co/the | -0.3% | -71.77% | Trim |
| 31 | ENPH | Enphase Energy Inc | -0.3% | -95.82% | Trim |
| 32 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -95.39% | Trim |
| 33 | VST | Vistra CORP | -0.3% | -88.74% | Trim |
| 34 | FCX | Freeport-mcmoran Inc | -0.4% | -24.80% | Trim |
| 35 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -0.02% | Trim |
| 36 | IFF | Intl Flavors & Fragrances | -0.4% | EXIT | Sold out |
| 37 | FHN | First Horizon CORP | -0.5% | EXIT | Sold out |
| 38 | AZNN | Astrazeneca Plc-spons Adr | -0.6% | -29.79% | Trim |
| 39 | ORCL | Oracle CORP | -0.6% | -45.49% | Trim |
| 40 | XOP | Ss Spdr S&p Og Exp & Prod | -0.6% | EXIT | Sold out |
| 41 | URA | Global X Uranium ETF | -0.6% | -99.68% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.7% | -47.82% | Trim |
| 43 | XLRE | Ss Real Estate Select Sector | -1% | -34.24% | Trim |
| 44 | XLF | Ss Financial Select Sector | -1% | -25.48% | Trim |
| 45 | C | Citigroup Inc | -1.2% | -91.01% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -1.3% | -29.11% | Trim |
| 47 | XLE | Ss Energy Select Sector | -1.5% | -55.40% | Trim |
| 48 | ALLY | Ally Financial Inc | -1.8% | EXIT | Sold out |
| 49 | XRT | Ss Spdr S&p Retail ETF | -2% | EXIT | Sold out |
| 50 | MCD | Mcdonald's CORP | -2.1% | -68.92% | Trim |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 425 disclosed positions in Q2 2025.
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 TEVA, MSFT, XLI) accounted for 13.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLY
市值: $41.2M
Top Position Liquidated / Trimmed
XRT
前期市值: $133.3M
During Q2 2025, Phoenix Financial Ltd.'s top holdings by market value included TEVA (8.3%)、MSFT (4.9%)、XLI (4.8%). The largest single position, TEVA, represented 8.3% of total portfolio value.
In Q2 2025, Phoenix Financial Ltd. made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 20 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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