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CIK: 0001679543
Total reported value
$14.6B
$14.6B
426 檔
15.8%
At the close of Q3 2025, Phoenix Financial Ltd. disclosed equity holdings valued at approximately $14.6B, spread across 426 reported holdings.
Phoenix Financial Ltd. executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 14 holdings and trimming 10 positions.
In terms of portfolio concentration, the top 5 core holdings (including TEVA, ACWI, MSFT) accounted for 15.8% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 11.12% | -2.27% | +9.36% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.99% | -0.21% | +41.68% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | -0.61% | -2.69% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.47% | -0.42% | +13.80% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | -0.11% | -0.49% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | -1.65% | -19.32% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.46% | +0.11% | — | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.12% | +1.04% | -37.80% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.91% | -0.92% | -10.09% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.50% | +25.77% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.64% | -0.09% | +102.10% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.40% | +0.11% | +41.51% | |
| 13 | EXE | Expand Energy CORP | Stock-Energy | 2.26% | -0.56% | — | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.02% | -0.17% | -2.36% | |
| 15 | IYF | Ishares US Financials ETF | ETF-Other | 2.02% | -0.29% | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.79% | -1.04% | -0.05% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.67% | +3.61% | -2.99% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.54% | -0.09% | +509.88% | |
| 19 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.42% | -1.51% | -0.00% | |
| 20 | JHX | James Hardie Industries plc | Stock-Other | 1.41% | -0.98% | EXIT | |
| 21 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.34% | — | -51.02% | |
| 22 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.32% | +0.12% | -42.03% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.25% | +1.40% | +746.59% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.26% | +1.65% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.17% | — | -20.43% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.17% | -2.46% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.07% | -0.22% | — | |
| 28 | VRNS | Varonis Systems Inc | Stock-Tech | 1.07% | -0.11% | EXIT | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 1.07% | -0.46% | -51.01% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.06% | +11.78% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.84% | -0.01% | +0.09% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.55% | -2.27% | |
| 33 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.82% | — | -0.85% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.27% | +0.04% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.04% | -57.63% | |
| 36 | INDA | Ishares Msci India ETF | ETF-Other | 0.70% | -0.48% | +1612.70% | |
| 37 | EXI | Ishares Global Industrials E | ETF-Other | 0.50% | -0.08% | — | |
| 38 | SBIO | Alps Medical Breakthroughs | ETF-Other | 0.47% | — | — | |
| 39 | ARKO | Arko CORP | Stock-Other | 0.45% | -0.10% | EXIT | |
| 40 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.44% | -1.05% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | — | +19.07% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.40% | +0.61% | -38.37% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.01% | -4.17% | |
| 44 | 8QR | Confluent Inc-class A | Stock-Other | 0.39% | — | -3.69% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.34% | -55.96% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.03% | -3.86% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.05% | +0.64% | |
| 48 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.32% | — | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.03% | +11.87% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.09% | +16.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +6% | +41.68% | Add |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | +4.7% | +9.36% | Add |
| 3 | XLK | Ss Technology Select Sector | +1.9% | +41.51% | Add |
| 4 | NVDA | Nvidia CORP | +1.6% | -0.49% | Add |
| 5 | MSFT | Microsoft CORP | +1.6% | -2.69% | Add |
| 6 | XLP | Ss Consumer Staples Sel Sect | +1.3% | +509.88% | Add |
| 7 | PANW | Palo Alto Networks Inc | +1% | +746.59% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +1% | -10.09% | Add |
| 9 | WFC | Wells Fargo & Co | +0.9% | -20.43% | Add |
| 10 | AAPL | Apple Inc | +0.8% | +25.77% | Add |
| 11 | INDA | Ishares Msci India ETF | +0.7% | +1612.70% | Add |
| 12 | EWZ | Ishares Msci Brazil ETF | +0.6% | -51.02% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +0.04% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -2.99% | Add |
| 15 | XLI | Ss Industrial Select Sector | +0.5% | -37.80% | Add |
| 16 | AVGO | Broadcom Inc | +0.4% | -2.27% | Add |
| 17 | XLRE | Ss Real Estate Select Sector | +0.4% | +102.10% | Add |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +13.80% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | -38.37% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.65% | Add |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.2% | -2.36% | Trim |
| 22 | C | Citigroup Inc | -1.2% | -3.05% | Trim |
| 23 | ORCL | Oracle CORP | -1.3% | -57.63% | Trim |
| 24 | XLV | Ss Health Care Select Sector | -1.3% | -0.05% | Trim |
| 25 | FCX | Freeport-mcmoran Inc | -1.4% | -90.69% | Trim |
| 26 | NICE | Nice LTD - Spon Adr | -1.6% | -42.03% | Trim |
| 27 | NSC | Norfolk Southern CORP | -1.7% | -98.71% | Trim |
| 28 | XLE | Ss Energy Select Sector | -2% | -55.96% | Trim |
| 29 | XLF | Ss Financial Select Sector | -2% | -51.01% | Trim |
| 30 | MCD | Mcdonald's CORP | -2.7% | -89.10% | Trim |
| 31 | VONV | Vanguard Russell 1000 Value | — | NEW | New buy |
| 32 | EXE | Expand Energy CORP | — | NEW | New buy |
| 33 | TSEM | Tower Semiconductor Ltd. | — | EXIT | Sold out |
| 34 | XRT | Ss Spdr S&p Retail ETF | — | EXIT | Sold out |
| 35 | ALLY | Ally Financial Inc | — | EXIT | Sold out |
| 36 | ICL | ICL Group Ltd | — | EXIT | Sold out |
| 37 | JHX | James Hardie Industries plc | — | NEW | New buy |
| 38 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 39 | NVMI | Nova Ltd. | — | EXIT | Sold out |
| 40 | URA | Global X Uranium ETF | — | EXIT | Sold out |
| 41 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | Sold out |
| 42 | RSKD | Riskified Ltd. | — | EXIT | Sold out |
| 43 | EXI | Ishares Global Industrials E | — | NEW | New buy |
| 44 | SSYS | Stratasys Ltd. | — | EXIT | Sold out |
| 45 | FHN | First Horizon CORP | — | EXIT | Sold out |
| 46 | IFF | Intl Flavors & Fragrances | — | EXIT | Sold out |
| 47 | CAMT | Camtek Ltd. | — | EXIT | Sold out |
| 48 | XTN | Ss Spdr S&p Transport ETF | — | EXIT | Sold out |
| 49 | WIX | Wix.com Ltd. | — | EXIT | Sold out |
| 50 | ITB | Ishares U.s. Home Constructi | — | NEW | New buy |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 426 disclosed positions in Q3 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.
Top New Position Initiated
VONV
市值: $259.5M
Top Position Liquidated / Trimmed
TSEM
前期市值: $137.2M
During Q3 2025, Phoenix Financial Ltd.'s top holdings by market value included TEVA (11.1%)、ACWI (6.0%)、MSFT (5.0%). The largest single position, TEVA, represented 11.1% of total portfolio value.
In Q3 2025, Phoenix Financial Ltd. made 50 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 10 holdings, and fully liquidating 14 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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