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
466 檔
20.5%
In Q4 2025, Phoenix Financial Ltd.'s U.S. equity holdings reached a combined market value of $14.6B, distributed across 466 disclosed stock positions.
In Q4 2025, Phoenix Financial Ltd. displayed an active expansion posture, initiating 18 new positions and adding to 10 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 13.90% | -2.27% | -0.50% | |
| 2 | XLI | Ss Industrial Select Sector | ETF-Other | 6.64% | +1.04% | +159.84% | |
| 3 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 4.87% | +0.60% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | -1.65% | +15.39% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.43% | -0.61% | -6.31% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | -0.11% | -4.44% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.37% | -0.42% | -8.08% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | -0.92% | -2.42% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.50% | -1.08% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.36% | +0.11% | -18.65% | |
| 11 | IXJ | Ishares Global Healthcare Et | ETF-Other | 2.24% | -1.51% | +77.17% | |
| 12 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.15% | -0.21% | -56.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.99% | +0.11% | +99.87% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.98% | -1.04% | +22.25% | |
| 15 | NVMI | Nova Ltd. | Stock-Other | 1.81% | -0.08% | — | |
| 16 | IYF | Ishares US Financials ETF | ETF-Other | 1.67% | -0.29% | — | |
| 17 | EXE | Expand Energy CORP | Stock-Energy | 1.62% | -0.56% | -15.12% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.51% | -0.17% | +0.02% | |
| 19 | ALB | Albemarle CORP | Stock-Materials | 1.41% | — | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.41% | +3.61% | -1.89% | |
| 21 | JHX | James Hardie Industries plc | Stock-Other | 1.24% | -0.98% | EXIT | |
| 22 | TT | Trane Technologies plc | Stock-Industrials | 1.23% | -0.20% | — | |
| 23 | INDA | Ishares Msci India ETF | ETF-Other | 1.12% | -0.48% | +91.21% | |
| 24 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.11% | — | — | |
| 25 | ICL | ICL Group Ltd | Stock-Other | 1.06% | -0.22% | — | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | — | -0.83% | |
| 27 | URA | Global X Uranium ETF | ETF-Other | 0.98% | -0.91% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.06% | -16.96% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.55% | +22.80% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.87% | -0.22% | +0.62% | |
| 31 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.86% | -1.05% | +164.56% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.80% | — | -0.03% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | -0.46% | -11.37% | |
| 34 | WIX | Wix.com Ltd. | Stock-Tech | 0.74% | — | — | |
| 35 | GILT | Gilat Satellite Networks Ltd. | Stock-Other | 0.74% | -0.36% | — | |
| 36 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.68% | -0.12% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.27% | -0.93% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.17% | -9.02% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.29% | +201.41% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +1.40% | -44.77% | |
| 41 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.49% | +0.07% | — | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.47% | -0.09% | -77.36% | |
| 43 | ORA | Ormat Technologies Inc | Stock-Utilities | 0.43% | +0.30% | +264.01% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.42% | -0.09% | -66.40% | |
| 45 | SBIO | Alps Medical Breakthroughs | ETF-Other | 0.41% | — | — | |
| 46 | BTU | Peabody Energy CORP | Stock-Energy | 0.41% | -0.01% | EXIT | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.04% | -12.42% | |
| 48 | EXI | Ishares Global Industrials E | ETF-Other | 0.41% | -0.08% | — | |
| 49 | ARKO | Arko CORP | Stock-Other | 0.36% | -0.10% | EXIT | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.36% | +0.61% | +124.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | +3.5% | +159.84% | Add |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | +2.8% | -0.50% | Trim |
| 3 | IXJ | Ishares Global Healthcare Et | +0.8% | +77.17% | Add |
| 4 | INDA | Ishares Msci India ETF | +0.4% | +91.21% | Add |
| 5 | MCHI | Ishares Msci China ETF | +0.4% | +164.56% | Add |
| 6 | AMAT | Applied Materials Inc | +0.3% | +201.41% | Add |
| 7 | ORA | Ormat Technologies Inc | +0.3% | +264.01% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | +22.25% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -2.42% | Trim |
| 10 | AVGO | Broadcom Inc | +0.1% | +22.80% | Add |
| 11 | AZNN | Astrazeneca Plc-spons Adr | 0% | -0.03% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | -0.1% | -16.96% | Trim |
| 13 | AMZN | Amazon.com Inc | -0.1% | +15.39% | Add |
| 14 | LRCX | Lam Research CORP | -0.4% | -97.70% | Trim |
| 15 | ORCL | Oracle CORP | -0.4% | -12.42% | Trim |
| 16 | META | Meta Platforms Inc-class A | -0.4% | -9.02% | Trim |
| 17 | IGV | Ishares Expanded Tech-softwa | -0.5% | +0.02% | Add |
| 18 | EXE | Expand Energy CORP | -0.6% | -15.12% | Trim |
| 19 | PANW | Palo Alto Networks Inc | -0.7% | -44.77% | Trim |
| 20 | VRNS | Varonis Systems Inc | -0.8% | -39.11% | Trim |
| 21 | TGT | Target CORP | -0.8% | -99.08% | Trim |
| 22 | NVDA | Nvidia CORP | -1% | -4.44% | Trim |
| 23 | VONV | Vanguard Russell 1000 Value | -1.1% | -18.65% | Trim |
| 24 | RSP | Invesco S&p 500 Equal Weight | -1.1% | -8.08% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -1.1% | -91.57% | Trim |
| 26 | XLP | Ss Consumer Staples Sel Sect | -1.1% | -66.40% | Trim |
| 27 | MSFT | Microsoft CORP | -1.6% | -6.31% | Trim |
| 28 | XLRE | Ss Real Estate Select Sector | -2.2% | -77.36% | Trim |
| 29 | ACWI | Ishares Msci Acwi ETF | -3.8% | -56.85% | Trim |
| 30 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 31 | NVMI | Nova Ltd. | — | NEW | New buy |
| 32 | ALB | Albemarle CORP | — | NEW | New buy |
| 33 | TT | Trane Technologies plc | — | NEW | New buy |
| 34 | NICE | Nice LTD - Spon Adr | — | EXIT | Sold out |
| 35 | ICL | ICL Group Ltd | — | NEW | New buy |
| 36 | URA | Global X Uranium ETF | — | NEW | New buy |
| 37 | WIX | Wix.com Ltd. | — | NEW | New buy |
| 38 | GILT | Gilat Satellite Networks Ltd. | — | NEW | New buy |
| 39 | ENLT | Enlight Renewable Energy Ltd | — | NEW | New buy |
| 40 | CLBT | Cellebrite DI Ltd. | — | NEW | New buy |
| 41 | BTU | Peabody Energy CORP | — | NEW | New buy |
| 42 | SMWB | Similarweb Ltd. | — | NEW | New buy |
| 43 | SSYS | Stratasys Ltd. | — | NEW | New buy |
| 44 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 45 | 8QR | Confluent Inc-class A | — | EXIT | Sold out |
| 46 | RSKD | Riskified Ltd. | — | NEW | New buy |
| 47 | ITB | Ishares U.s. Home Constructi | — | EXIT | Sold out |
| 48 | PERI | Perion Network Ltd. | — | NEW | New buy |
| 49 | ✓ | — | NEW | New buy | |
| 50 | TATT | TAT Technologies Ltd. | — | 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 466 disclosed positions in Q4 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, XLI, TSEM) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSEM
市值: $449.7M
Top Position Liquidated / Trimmed
NICE
前期市值: $99.0M
During Q4 2025, Phoenix Financial Ltd.'s top holdings by market value included TEVA (13.9%)、XLI (6.6%)、TSEM (4.9%). The largest single position, TEVA, represented 13.9% of total portfolio value.
In Q4 2025, Phoenix Financial Ltd. made 50 total portfolio adjustments, initiating 18 new buys, adding to 10 positions, trimming 19 holdings, and fully liquidating 3 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.