Phoenix Financial Ltd.

Diversified strategyMomentum followerSector-focused

Total reported value

$10.5B

Reporting period: 2026-03-31 · Number of holdings: 691

Phoenix Financial Ltd. disclosed 691 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.5B and a quarterly turnover rate of 42.1%.

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Personality snowflake

Concentration: 13.55
Portfolio Stability: 42.12
Momentum/Contrarian: 100
Sector conviction: 67.92
Diversification: 100
Sizing Uniformity: 60.63

Recent moves

Trim XLI
-28.6%　-$156.6M
Add EMR
+19025.4%　$172.2M
Trim ALB
-99.9%　-$130.2M
Trim TSM
-87.7%　-$111.7M
Add IXJ
+75.7%　$142.3M
Trim TT
-79.2%　-$88.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 486 holdings (of 691 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TEVA	Teva Pharmaceutical-sp Adr	Stock-Healthcare	12.21%	—	+4.11%
2	TSEM	Tower Semiconductor Ltd.	Stock-Tech	5.64%	+0.77%	-11.46%
3	XLI	Ss Industrial Select Sector	ETF-Other	4.32%	-2.32%	-28.60%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	4.03%	+0.40%	+39.10%
5	IXN	Ishares Global Tech ETF	ETF-Tech	3.80%	+3.80%	NEW
6	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	3.77%	+0.40%	+27.38%
7	IXJ	Ishares Global Healthcare Et	ETF-Other	3.31%	+1.07%	+75.74%
8	NVDA	Nvidia CORP	Stock-Tech	3.26%	-0.12%	+13.51%
9	GOOG	Alphabet Inc-cl C	Stock-Comm Services	3.00%	+0.01%	+25.59%
10	MSFT	Microsoft CORP	Stock-Tech	2.63%	-0.80%	+10.64%
11	NVMI	Nova Ltd.	Stock-Other	2.37%	+0.56%	+13.44%
12	XLV	Ss Health Care Select Sector	ETF-Other	2.13%	+0.15%	+29.48%
13	VONV	Vanguard Russell 1000 Value	ETF-Other	2.10%	—	—
14	ESLT	Elbit Systems Ltd.	Stock-Industrials	2.02%	+2.02%	NEW
15	AAPL	Apple INC	Stock-Tech	1.87%	-0.58%	-8.57%
16	EXE	Expand Energy CORP	Stock-Energy	1.86%	+0.24%	+31.99%
17	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.83%	—	-0.29%
18	EMR	Emerson Electric Co	Stock-Industrials	1.64%	+1.63%	+19025.41%
19	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	1.50%	+0.64%	+113.09%
20	IYF	Ishares US Financials ETF	ETF-Other	1.33%	—	—
21	XLK	Ss Technology Select Sector	ETF-Tech	1.18%	-0.81%	-26.82%
22	EWZ	Ishares Msci Brazil ETF	ETF-Other	1.18%	+0.07%	—
23	AVGO	Broadcom INC	Stock-Tech	1.12%	+0.23%	+50.91%
24	XLF	Ss Financial Select Sector	ETF-Other	1.08%	+0.30%	+74.54%
25	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.98%	-0.53%	-1.95%
26	JHX	James Hardie Industries plc	Stock-Other	0.98%	—	-1.23%
27	XRT	Ss Spdr S&p Retail ETF	ETF-Other	0.96%	+0.96%	NEW
28	URA	Global X Uranium ETF	ETF-Other	0.94%	—	-0.13%
29	BSX	Boston Scientific CORP	Stock-Healthcare	0.92%	+0.85%	+2286.36%
30	XLE	Ss Energy Select Sector	ETF-Other	0.89%	+0.57%	+135.49%
31	LLY	Eli Lilly & Co	Stock-Healthcare	0.88%	+0.61%	+216.55%
32	INDA	Ishares Msci India ETF	ETF-Other	0.85%	—	-0.38%
33	XTN	Ss Spdr S&p Transport ETF	ETF-Other	0.85%	+0.85%	NEW
34	ENLT	Enlight Renewable Energy Ltd	Stock-Other	0.81%	+0.13%	-9.82%
35	ICL	ICL Group Ltd	Stock-Other	0.75%	-0.31%	-10.15%
36	COF	Capital One Financial CORP	Stock-Financials	0.75%	+0.68%	+1511.27%
37	WFC	Wells Fargo & Co	Stock-Financials	0.74%	-0.31%	-4.72%
38	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.72%	—	—
39	GILT	Gilat Satellite Networks Ltd.	Stock-Other	0.71%	—	-5.54%
40	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.69%	—	-10.86%
41	NET	Cloudflare INC - Class A	Stock-Tech	0.63%	+0.63%	NEW
42	COPX	Global X Copper Miners ETF	ETF-Other	0.61%	+0.61%	NEW
43	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.57%	—	+1.24%
44	AMAT	Applied Materials INC	Stock-Tech	0.56%	—	-6.63%
45	CLBT	Cellebrite DI Ltd.	Stock-Other	0.55%	—	+66.53%
46	META	Meta Platforms Inc-class A	Stock-Comm Services	0.49%	—	-14.00%
47	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.47%	+0.47%	NEW
48	GFS	GLOBALFOUNDRIES Inc.	Stock-Tech	0.47%	+0.47%	NEW
49	XLRE	Ss Real Estate Select Sector	ETF-Other	0.41%	—	—
50	IHF	Ishares U.s. Healthcare Prov	ETF-Other	0.41%	+0.40%	+3774.67%

1–50 of 486

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	691	$10.5B	42	1TEVA 2TSEM 3XLI Top holdings2026-03-31 1.TEVA 2.TSEM 3.XLI 4.AMZN 5.IXN 6.RSP 7.IXJ 8.NVDA 9.GOOG 10.MSFT
2025-12-31	671	$9.2B	51	1TEVA 2XLI 3TSEM Top holdings2025-12-31 1.TEVA 2.XLI 3.TSEM 4.AMZN 5.MSFT 6.NVDA 7.RSP 8.GOOG 9.AAPL 10.VONV
2025-09-30	614	$7.5B	74	1TEVA 2ACWI 3MSFT Top holdings2025-09-30 1.TEVA 2.ACWI 3.MSFT 4.RSP 5.NVDA 6.AMZN 7.VONV 8.XLI 9.GOOG 10.AAPL
2025-06-30	614	$7.6B	0	1TEVA 2MSFT 3XLI Top holdings2025-06-30 1.TEVA 2.MSFT 3.XLI 4.AMZN 5.ACWI 6.NVDA 7.RSP 8.NICE 9.EWZ 10.GOOG
2025-03-31	536	$6.5B	100	1TEVA 2AMZN 3RSP Top holdings2025-03-31 1.TEVA 2.AMZN 3.RSP 4.MSFT 5.XLF 6.XLV 7.NICE 8.MCD 9.NVDA 10.XLI
2024-12-31	522	$7.3B	0	1XLF 2TEVA 3AMZN Top holdings2024-12-31 1.XLF 2.TEVA 3.AMZN 4.MSFT 5.NICE 6.XLI 7.MLPX 8.TSEM 9.NVDA 10.XLV
2024-09-30	524	$6.8B	0	1XLF 2TEVA 3NICE Top holdings2024-09-30 1.XLF 2.TEVA 3.NICE 4.MSFT 5.AMZN 6.XLV 7.TSEM 8.NVDA 9.IXN 10.MLPX
2024-06-30	507	$6.6B	0	1XLF 2TEVA 3NICE Top holdings2024-06-30 1.XLF 2.TEVA 3.NICE 4.MSFT 5.NVDA 6.AMZN 7.GOOG 8.XLV 9.XOP 10.JNJ
2024-03-31	598	$7.2B	0	1XLF 2TEVA 3XOP Top holdings2024-03-31 1.XLF 2.TEVA 3.XOP 4.NICE 5.XLV 6.NVDA 7.AMZN 8.ENLT 9.GOOG 10.ORCL
2023-12-31	482	$6.0B	0	1XLF 2TEVA 3NICE Top holdings2023-12-31 1.XLF 2.TEVA 3.NICE 4.XOP 5.KRE 6.AMZN 7.TGT 8.PANW 9.UNP 10.RSPS
2023-09-30	402	$5.5B	0	1XLF 2TEVA 3AMZN Top holdings2023-09-30 1.XLF 2.TEVA 3.AMZN 4.NICE 5.PANW 6.XLV 7.RSPD 8.XBI 9.PICK 10.STZ
2023-06-30	370	$4.9B	0	1TEVA 2XLV 3MSFT Top holdings2023-06-30 1.TEVA 2.XLV 3.MSFT 4.PANW 5.RSPD 6.XHE 7.XBI 8.RSPS 9.META 10.PICK
2023-03-31	339	$4.5B	0	1XLV 2TEVA 3MSFT Top holdings2023-03-31 1.XLV 2.TEVA 3.MSFT 4.RSPD 5.XBI 6.KBWB 7.RSPS 8.META 9.HES 10.PANW
2022-12-31	367	$5.2B	0	1XLV 2XLF 3KBWB Top holdings2022-12-31 1.XLV 2.XLF 3.KBWB 4.TEVA 5.PPH 6.WFC 7.MCHI 8.JPM 9.AMCR 10.BUG
2022-09-30	463	$4.5B	0	1XLV 2BUG 3KBWB Top holdings2022-09-30 1.XLV 2.BUG 3.KBWB 4.TEVA 5.PPH 6.MSFT 7.WFC 8.XLY 9.HES 10.AMCR
2022-06-30	529	$4.9B	0	1XLV 2BUG 3KBWB Top holdings2022-06-30 1.XLV 2.BUG 3.KBWB 4.PPH 5.TEVA 6.MSFT 7.HES 8.ICL 9.IYZ 10.AZNN
2022-03-31	546	$5.9B	0	1XLV 2BUG 3KBWB Top holdings2022-03-31 1.XLV 2.BUG 3.KBWB 4.TEVA 5.ITB 6.MSFT 7.HES 8.RUN 9.AZNN 10.AMZN
2021-12-31	501	$6.1B	0	1XLV 2BUG 3ITB Top holdings2021-12-31 1.XLV 2.BUG 3.ITB 4.KBWB 5.MSFT 6.ZIM 7.AMZN 8.TEVA 9.AZNN 10.FCX
2021-09-30	521	$5.8B	0	1XLV 2KBWB 3ITB Top holdings2021-09-30 1.XLV 2.KBWB 3.ITB 4.RSKD 5.TEVA 6.RUN 7.BUG 8.KRE 9.COPX 10.AMZN
2021-06-30	405	$5.3B	100	1RUN 2ITB 3XLV Top holdings2021-06-30 1.RUN 2.ITB 3.XLV 4.TEVA 5.JPM 6.MSFT 7.XOP 8.KBWB 9.AMZN 10.BUG
2021-03-31	514	$4.4B	67	1KRE 2TEVA 3XLF Top holdings2021-03-31 1.KRE 2.TEVA 3.XLF 4.ITB 5.MSFT 6.RSPD 7.XOP 8.RUN 9.UFOX 10.AMZN
2020-12-31	449	$3.7B	75	1RUN 2TEVA 3AMZN Top holdings2020-12-31 1.RUN 2.TEVA 3.AMZN 4.SEDG 5.UFOX 6.MSFT 7.XLF 8.SIL 9.FCX 10.VTY
2020-09-30	399	$2.4B	40	1TEVA 2GDX 3SEDG Top holdings2020-09-30 1.TEVA 2.GDX 3.SEDG 4.ADBE 5.XLF 6.VSLR 7.FCX 8.MSFT 9.RDWR 10.CRM
2020-06-30	408	$2.4B	48	1TEVA 2GDX 3SEDG Top holdings2020-06-30 1.TEVA 2.GDX 3.SEDG 4.BABA 5.SPY 6.PRGO 7.MSFT 8.TSEM 9.ADBE 10.RDWR
2020-03-31	389	$2.0B	77	1TEVA 2SPY 3SEDG Top holdings2020-03-31 1.TEVA 2.SPY 3.SEDG 4.RDWR 5.VTY 6.ORA 7.GDX 8.TSEM 9.MSFT 10.M51363
2019-12-31	240	$2.4B	40	1TSEM 2TEVA 3SEDG Top holdings2019-12-31 1.TSEM 2.TEVA 3.SEDG 4.GOOG 5.PM 6.N59465 7.VTY 8.META 9.RDWR 10.VOD
2019-09-30	239	$2.1B	—	1TSEM2N594653SEDG Top holdings2019-09-30 1.TSEM 2.N59465 3.SEDG 4.GOOG 5.ORA 6.PM 7.TEVA 8.RDWR 9.292505 10.VOD

Holding changes this quarter

Phoenix Financial Ltd.'s most significant position changes for 2026-03-31: New buy: Ishares Global Tech ETF (IXN); New buy: Elbit Systems Ltd. (ESLT); New buy: Ss Spdr S&p Retail ETF (XRT); New buy: Ss Spdr S&p Transport ETF (XTN); Sold out: Astrazeneca Plc-spons Adr (AZNN).

Position changes disclosed by Phoenix Financial Ltd. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	GOOG	Alphabet Inc-cl C	0%	+25.59%	Add
21	NVDA	Nvidia CORP	-0.1%	+13.51%	Add
22	VRNS	Varonis Systems INC	-0.2%	-34.63%	Trim
23	ARKO	Arko CORP	-0.3%	-73.43%	Trim
24	ICL	ICL Group Ltd	-0.3%	-10.15%	Trim
25	WFC	Wells Fargo & Co	-0.3%	-4.72%	Trim
26	ORA	Ormat Technologies INC	-0.3%	-70.49%	Trim
27	SMWB	Similarweb Ltd.	-0.3%	-94.94%	Trim
28	BTU	Peabody Energy CORP	-0.4%	-97.66%	Trim
29	IGV	Ishares Expanded Tech-softwa	-0.5%	-1.95%	Trim
30	AAPL	Apple INC	-0.6%	-8.57%	Trim
31	MSFT	Microsoft CORP	-0.8%	+10.64%	Add
32	XLK	Ss Technology Select Sector	-0.8%	-26.82%	Trim
33	TT	Trane Technologies plc	-1%	-79.20%	Trim
34	TSM	Taiwan Semiconductor-sp Adr	-1.2%	-87.72%	Trim
35	ALB	Albemarle CORP	-1.4%	-99.88%	Trim
36	XLI	Ss Industrial Select Sector	-2.3%	-28.60%	Trim
37	IXN	Ishares Global Tech ETF	—	NEW	New buy
38	ESLT	Elbit Systems Ltd.	—	NEW	New buy
39	XRT	Ss Spdr S&p Retail ETF	—	NEW	New buy
40	XTN	Ss Spdr S&p Transport ETF	—	NEW	New buy
41	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
42	WIX	Wix.com Ltd.	—	EXIT	Sold out
43	NET	Cloudflare INC - Class A	—	NEW	New buy
44	COPX	Global X Copper Miners ETF	—	NEW	New buy
45	EEM	Ishares Msci Emerging Market	—	NEW	New buy
46	GFS	GLOBALFOUNDRIES Inc.	—	NEW	New buy
47	SBIO	Alps Medical Breakthroughs	—	EXIT	Sold out
48	NICE	Nice LTD - Spon Adr	—	NEW	New buy
49	CHKP	Check Point Software Technologies Ltd.	—	EXIT	Sold out
50	AZN	AstraZeneca PLC	—	NEW	New buy

FAQ

What is Phoenix Financial Ltd. and what type of investor is it?

Phoenix Financial Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $10.5B, spread across 691 disclosed positions.

What are Phoenix Financial Ltd.'s largest equity positions?

Based on the latest 13F filing, Phoenix Financial Ltd.'s top holdings by market value are: 1. Teva Pharmaceutical-sp Adr (TEVA) — $1.3B (12.2%) 2. Tower Semiconductor Ltd. (TSEM) — $595.0M (5.6%) 3. Ss Industrial Select Sector (XLI) — $456.1M (4.3%) 4. Amazon.com INC (AMZN) — $425.6M (4.0%) 5. Ishares Global Tech ETF (IXN) — $400.4M (3.8%)

What changes did Phoenix Financial Ltd. make in its most recent portfolio filing?

In the latest reported quarter, Phoenix Financial Ltd. made 49 notable position adjustments: 10 new positions were initiated, 19 existing holdings were added to, 16 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Ishares Global Tech ETF (IXN); New buy: Elbit Systems Ltd. (ESLT); New buy: Ss Spdr S&p Retail ETF (XRT); New buy: Ss Spdr S&p Transport ETF (XTN); Sold out: Astrazeneca Plc-spons Adr (AZNN)

What sectors does Phoenix Financial Ltd. focus on?

Phoenix Financial Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.3% • Health Care: 28.7% • Consumer Discretionary: 8.8% • Industrials: 8.7% • Communication Services: 8.2% • Financials: 4.9%