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CIK: 0001679543
Total reported value
$14.6B
$14.6B
486 檔
21.6%
The Q1 2026 SEC filing reveals that Phoenix Financial Ltd. held a total portfolio value of $14.6B, covering 486 public equity positions.
In Q1 2026, Phoenix Financial Ltd. adopted a defensive or profit-taking posture, trimming 98 positions and completely liquidating 23 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TEVA, TSEM, XLI) accounted for 21.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 486 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 12.21% | -2.27% | +4.11% | |
| 2 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 5.64% | +0.60% | -11.46% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 4.32% | +1.04% | -28.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | -1.65% | +39.10% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.80% | +0.15% | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.77% | -0.42% | +27.38% | |
| 7 | IXJ | Ishares Global Healthcare Et | ETF-Other | 3.31% | -1.51% | +75.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | -0.11% | +13.51% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.00% | -0.92% | +25.59% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.61% | +10.64% | |
| 11 | NVMI | Nova Ltd. | Stock-Other | 2.37% | -0.08% | +13.44% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.13% | -1.04% | +29.48% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.10% | +0.11% | — | |
| 14 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 2.02% | +0.01% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.50% | -8.57% | |
| 16 | EXE | Expand Energy CORP | Stock-Energy | 1.86% | -0.56% | +31.99% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.83% | -0.21% | -0.29% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.64% | -0.30% | +19025.41% | |
| 19 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 1.50% | -1.05% | +113.09% | |
| 20 | IYF | Ishares US Financials ETF | ETF-Other | 1.33% | -0.29% | — | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.11% | -26.82% | |
| 22 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.18% | — | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.55% | +50.91% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | -0.46% | +74.54% | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.98% | -0.17% | -1.95% | |
| 26 | JHX | James Hardie Industries plc | Stock-Other | 0.98% | -0.98% | EXIT | |
| 27 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 0.96% | -0.55% | — | |
| 28 | URA | Global X Uranium ETF | ETF-Other | 0.94% | -0.91% | -0.13% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.92% | -0.35% | +2286.36% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.34% | +135.49% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.09% | +216.55% | |
| 32 | INDA | Ishares Msci India ETF | ETF-Other | 0.85% | -0.48% | -0.38% | |
| 33 | XTN | Ss Spdr S&p Transport ETF | ETF-Other | 0.85% | -0.85% | EXIT | |
| 34 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.81% | -0.12% | -9.82% | |
| 35 | ICL | ICL Group Ltd | Stock-Other | 0.75% | -0.22% | -10.15% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 0.75% | -0.74% | +1511.27% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | — | -4.72% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.72% | -0.22% | — | |
| 39 | GILT | Gilat Satellite Networks Ltd. | Stock-Other | 0.71% | -0.36% | -5.54% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.06% | -10.86% | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.63% | +0.72% | — | |
| 42 | COPX | Global X Copper Miners ETF | ETF-Other | 0.61% | -0.28% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.27% | +1.24% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.29% | -6.63% | |
| 45 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.55% | +0.07% | +66.53% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.17% | -14.00% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | -0.06% | — | |
| 48 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 0.47% | +0.27% | — | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.41% | -0.09% | — | |
| 50 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.41% | -0.02% | +3774.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +1.6% | +19025.41% | Add |
| 2 | IXJ | Ishares Global Healthcare Et | +1.1% | +75.74% | Add |
| 3 | BSX | Boston Scientific CORP | +0.9% | +2286.36% | Add |
| 4 | TSEM | Tower Semiconductor Ltd. | +0.8% | -11.46% | Trim |
| 5 | COF | Capital One Financial CORP | +0.7% | +1511.27% | Add |
| 6 | MCHI | Ishares Msci China ETF | +0.6% | +113.09% | Add |
| 7 | LLY | Eli Lilly & Co | +0.6% | +216.55% | Add |
| 8 | XLE | Ss Energy Select Sector | +0.6% | +135.49% | Add |
| 9 | NVMI | Nova Ltd. | +0.6% | +13.44% | Add |
| 10 | AMZN | Amazon.com Inc | +0.4% | +39.10% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +27.38% | Add |
| 12 | IHF | Ishares U.s. Healthcare Prov | +0.4% | +3774.67% | Add |
| 13 | MATW | Matthews Intl Corp-class A | +0.4% | +10114.54% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.3% | +74.54% | Add |
| 15 | EXE | Expand Energy CORP | +0.2% | +31.99% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +50.91% | Add |
| 17 | XLV | Ss Health Care Select Sector | +0.2% | +29.48% | Add |
| 18 | ENLT | Enlight Renewable Energy Ltd | +0.1% | -9.82% | Trim |
| 19 | EWZ | Ishares Msci Brazil ETF | +0.1% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +22.28% | Add |
| 21 | ODYS | Odysight.ai Inc | +0.1% | — | Unchanged |
| 22 | CLBT | Cellebrite DI Ltd. | +0.1% | +66.53% | Add |
| 23 | ✓ | +0.1% | -3.38% | Trim | |
| 24 | AMAT | Applied Materials Inc | +0.1% | -6.63% | Trim |
| 25 | CAMT | Camtek Ltd. | +0.1% | +45.34% | Add |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +1077.50% | Add |
| 27 | CAT | Caterpillar Inc | 0% | +8.92% | Add |
| 28 | FLY | Firefly Aerospace Inc | 0% | — | Unchanged |
| 29 | PWR | Quanta Services Inc | 0% | +5.38% | Add |
| 30 | CSX | Csx CORP | 0% | +384.79% | Add |
| 31 | FITB | Fifth Third Bancorp | 0% | +660.36% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +25.59% | Add |
| 33 | GEV | GE Vernova Inc | 0% | +33.35% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -9.76% | Trim |
| 35 | A | Agilent Technologies Inc | 0% | +301.94% | Add |
| 36 | NDAQ | Nasdaq Inc | 0% | -1.81% | Trim |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | +17.87% | Add |
| 38 | GILD | Gilead Sciences Inc | 0% | +67.26% | Add |
| 39 | CDNS | Cadence Design Sys Inc | 0% | +26.46% | Add |
| 40 | KLAC | Kla CORP | 0% | +41.87% | Add |
| 41 | ROK | Rockwell Automation Inc | 0% | +184.93% | Add |
| 42 | EW | Edwards Lifesciences CORP | 0% | +126.98% | Add |
| 43 | ✓ | — | — | Unchanged | |
| 44 | NKE | Nike Inc -cl B | — | +45.45% | Add |
| 45 | JNJ | Johnson & Johnson | — | -5.84% | Trim |
| 46 | MU | Micron Technology Inc | — | -0.37% | Trim |
| 47 | LIN | Linde plc | — | -4.42% | Trim |
| 48 | PEP | Pepsico Inc | — | +6.97% | Add |
| 49 | VRT | Vertiv Holdings Co-a | — | -30.35% | Trim |
| 50 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 486 disclosed positions in Q1 2026.
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
IXN
市值: $400.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $73.9M
During Q1 2026, Phoenix Financial Ltd.'s top holdings by market value included TEVA (12.2%)、TSEM (5.6%)、XLI (4.3%). The largest single position, TEVA, represented 12.2% of total portfolio value.
In Q1 2026, Phoenix Financial Ltd. made 188 total portfolio adjustments, initiating 24 new buys, adding to 43 positions, trimming 98 holdings, and fully liquidating 23 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.
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