Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Large $14,634,281,027

Diversification

Diversified

Reports for

PHOENIX INVESTMENTS HOUSE LTD. KSM Mutual Funds Ltd.

Filing Date

Global Rank

#431 / 8,818 ▲ 31

Top Industry

Semiconductors 26.0%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.4%, 18.4 effective positions, active share 70.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

55.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 15.2 quarters (12+), a floor since 31.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 70.5%; sector active share 29.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

518 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

−0.2 pts

Top 5

44.4%

−2.1 pts

Top 10

58.4%

−3.8 pts

HHI

543

Diversified−59

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.0%	$5,419,783,614	104
Technology	30.2%	$4,418,898,111	110
Healthcare	12.3%	$1,803,455,219	49
Industrials	5.6%	$822,188,284	81
Consumer Cyclical	4.3%	$623,415,792	37
Communication Services	3.3%	$483,581,485	15
Financial Services	2.3%	$337,209,010	42
Utilities	2.0%	$299,419,181	8
Energy	1.6%	$227,969,042	19
Basic Materials	1.0%	$139,666,432	28
Consumer Defensive	0.4%	$53,289,154	19
Real Estate	0.0%	$5,405,703	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLBE	Global-E Online Ltd.	+5,139,773	5,372,046	$186,571,157
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+2,243,931	2,930,565	$132,871,816
CLBT	Cellebrite DI Ltd.	+2,000,000	6,181,269	$90,246,527
EWZ	iShares MSCI Brazil ETF	+1,755,000	4,992,000	$172,224,000
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+1,413,987	4,234,423	$784,342,171
ITA	iShares U.S. Aerospace & Defense ETF	+1,273,200	1,278,993	$310,053,483
FLY	Firefly Aerospace Inc.	+1,152,803	1,812,863	$53,298,171
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,103,243	1,157,635	$552,851,746
VST	Vistra Corp.	+773,931	784,188	$124,395,741
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+677,000	3,039,300	$323,107,983
PANW	Palo Alto Networks Inc	+519,998	750,730	$256,013,944
NET	Cloudflare, Inc.	+485,747	807,564	$198,079,297
ORA	Ormat Technologies, Inc.	+448,500	554,281	$60,361,200
BSX	Boston Scientific Corp	+412,358	1,962,730	$83,769,315
NICE	NICE Ltd.	+394,960	678,460	$61,638,091
IR	Ingersoll Rand Inc.	+368,983	372,663	$30,554,639
NVDA	Nvidia Corp	+330,862	2,305,779	$461,363,319
WFC	Wells Fargo & Company	+324,541	1,311,131	$108,351,865
EXE	EXPAND ENERGY Corp	+289,868	2,080,338	$189,706,022
ICL	ICL Group Ltd.	+264,695	15,582,538	$77,601,039
AVGO	Broadcom Inc.	+263,675	646,023	$244,035,188
RSP	Victory Portfolios II	+235,000	2,305,542	$490,550,170
GFS	GLOBALFOUNDRIES Inc.	+208,328	1,313,102	$108,212,735
TEVA	Teva Pharmaceutical Industries Ltd	+155,953	42,933,367	$1,454,582,473
CAMT	Camtek Ltd	+152,735	237,895	$38,805,432
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
URA	Global X Uranium ETF	−1,940,450	100,000	$4,370,000
RSKD	Riskified Ltd.	−1,835,758	3,246,755	$16,363,645
MCHI	iShares MSCI China ETF	−1,537,280	1,281,520	$65,395,965
GILT	Gilat Satellite Networks Ltd	−1,147,905	3,811,406	$50,729,813
IXJ	iShares Global Healthcare ETF	−1,050,000	2,684,000	$264,051,919
INDA	iShares MSCI India ETF	−816,000	1,093,484	$54,007,174
XLF	State Street Corp	−599,482	1,702,899	$91,292,415
AMZN	Amazon Com Inc	−579,181	1,464,242	$348,987,438
XRT	State Street(R) SPDR(R) S&P(R) Retail ETF	−568,000	691,000	$60,628,340
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−524,837	1,004,740	$159,412,047
COF	Capital One Financial Corp	−422,046	9,258	$1,857,339
SSYS	Stratasys Ltd.	−406,261	3,033,045	$25,962,865
GOOG	Alphabet Inc.	−240,925	861,860	$304,520,993
COPX	Global X Copper Miners ETF	−213,486	627,000	$48,260,190
ODYS	Odysight.ai Inc.	−198,844	1,854,678	$7,715,460
GOVT	iShares U.S. Treasury Bond ETF	−190,688	179,012	$4,077,893
AZN	Astrazeneca PLC	−120,033	19,365	$3,671,991
ENLT	Enlight Renewable Energy Ltd.	−111,980	1,138,570	$101,355,500
AAPL	Apple Inc.	−82,301	695,043	$201,117,642
SLGL	Sol-Gel Technologies Ltd.	−64,702	146,147	$10,835,338
TT	Trane Technologies plc	−48,088	12,569	$6,173,390
SHY	iShares 1-3 Year Treasury Bond ETF	−45,352	4,209	$345,600
WMT	Walmart Inc.	−40,227	57,366	$6,497,272
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	−33,279	30,293	$2,080,522
FCX	Freeport-Mcmoran Inc	−25,345	88,543	$5,568,468
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EUV		4,782,000	$152,928,360
ONTO	Onto Innovation Inc.	401,813	$152,066,129
IEZ	iShares U.S. Oil Equipment & Services ETF	4,991,000	$134,257,900
MAGS	Roundhill Magnificent Seven ETF	1,627,000	$104,616,100
FPS	Forgent Power Solutions, Inc.	1,662,217	$92,851,440
URNM		1,250,000	$65,737,500
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	273,000	$47,865,090
GDX	VanEck Gold Miners ETF	409,800	$30,919,410
NYAX	Nayax Ltd.	465,279	$30,480,427
SIND	Sinda Ltd.	1,550,000	$18,600,000
SSMR	Sunshine Silver Mining & Refining Co	1,230,000	$16,260,600
VOO	VANGUARD 500 INDEX FUND	15,729	$10,802,834
MRVL	Marvell Technology, Inc.	28,176	$8,393,348
EUFN	iShares MSCI Europe Financials ETF	143,250	$5,585,317
INTC	Intel Corp	39,641	$5,535,072
SPCX	Space Exploration Technologies Corp	21,823	$3,728,676
ARM	Arm Holdings PLC	10,000	$3,545,700
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	24,748	$2,699,264
HDB	Hdfc Bank Ltd	90,000	$2,324,700
BX	Blackstone Inc.	13,750	$1,617,962
EWJV	iShares MSCI Japan Value ETF	33,756	$1,483,981
TNGX	Tango Therapeutics, Inc.	47,403	$1,481,817
AZO	Autozone Inc	412	$1,316,727
SBUX	Starbucks Corp	12,245	$1,251,316
TLN	Talen Energy Corp	2,838	$1,090,529
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
JHX	James Hardie Industries plc	5,449,639	$103,216,162
XTN	State Street(R) SPDR(R) S&P(R) Transportation ETF	960,785	$89,353,005
VRNS	Varonis Systems Inc	557,836	$11,976,738
ARKO	ARKO Corp.	1,941,817	$10,796,502
ODD	Oddity Tech Ltd	607,100	$8,122,998
BINC		123,042	$6,389,571
IVLU	iShares MSCI Intl Value Factor ETF	118,249	$4,692,120
CME	Cme Group Inc.	8,170	$2,413,008
PEG	Public Service Enterprise Group Inc	25,000	$2,023,750
INTU	Intuit Inc.	4,597	$1,987,650
FLIN	Franklin FTSE India ETF	39,200	$1,302,224
CACC	Credit Acceptance Corp	2,940	$1,244,972
BTU	Peabody Energy Corp	30,000	$988,500
T	At&T Inc.	30,645	$888,397
SO	Southern Co	7,379	$712,221
BKR	Baker Hughes Co	10,158	$620,145
AMT	American Tower Corp	3,397	$586,254
ZIM	ZIM Integrated Shipping Services Ltd.	21,660	$570,741
SMWB	Similarweb Ltd.	216,904	$566,119
NXT	Nextpower Inc.	4,500	$542,475
CI	Cigna Group	2,030	$541,502
AR	ANTERO RESOURCES Corp	12,223	$518,744
PSX	Phillips 66	2,347	$427,576
PNR	PENTAIR plc	4,683	$407,935
TPR	Tapestry, Inc.	2,813	$396,942
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

518 tracked positions · $14,634,281,027 total · filing declares 700 positions · $14,639,796,797 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 518 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	42,933,367	+155,953	$1,454,582,473	+12.9%	26+	before history	9.94%
TSEM	Tower Semiconductor Ltd Technology	Added	3,505,778	+115,091	$913,745,977	+53.6%	26+	before history	6.24%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	4,234,423	+1,413,987	$784,342,171	+71.9%	13	unpriced	5.36%
IXN	iShares Global Tech ETF	Held	4,005,100	0	$578,656,848	+44.5%	2	unpriced	3.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,157,635	+1,103,243	$552,851,746	+2907.6%	26+	before history	3.78%
RSP	Victory Portfolios II	Added	2,305,542	+235,000	$490,550,170	+23.4%	6	$185.21	3.35%
NVDA	Nvidia Corp Technology	Added	2,305,779	+330,862	$461,363,319	+34.0%	20	unpriced	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,464,242	-579,181	$348,987,438	−18.0%	12	$180.20	2.38%
NVMI	Nova Ltd. Technology	Added	617,631	+40,642	$335,336,575	+33.8%	26+	before history	2.29%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	3,039,300	+677,000	$323,107,983	+45.9%	4	$90.66	2.21%
ITA	iShares U.S. Aerospace & Defense ETF	Added	1,278,993	+1,273,200	$310,053,483	+24367.3%	18	unpriced	2.12%
GOOG	Alphabet Inc. Communication Services	Reduced	861,860	-240,925	$304,520,993	−3.7%	26+	before history	2.08%
MSFT	Microsoft Corp Technology	Added	794,580	+45,239	$296,394,230	+6.9%	26+	before history	2.03%
ESLT	Elbit Systems Ltd Industrials	Added	390,426	+139,289	$296,224,014	+38.9%	2	$792.19	2.02%
IXJ	iShares Global Healthcare ETF	Reduced	2,684,000	-1,050,000	$264,051,919	−24.4%	13	unpriced	1.80%
PANW	Palo Alto Networks Inc Technology	Added	750,730	+519,998	$256,013,944	+592.1%	23	$213.71	1.75%
AVGO	Broadcom Inc. Technology	Added	646,023	+263,675	$244,035,188	+106.2%	13	unpriced	1.67%
ACWI	iShares MSCI ACWI ETF	Added	1,512,202	+114,949	$237,370,347	+22.8%	13	unpriced	1.62%
AAPL	Apple Inc. Technology	Reduced	695,043	-82,301	$201,117,642	+1.9%	12	$208.01	1.37%
NET	Cloudflare, Inc. Technology	Added	807,564	+485,747	$198,079,297	+198.3%	2	$207.59	1.35%
EMR	Emerson Electric Co Industrials	Added	1,367,937	+46,371	$195,820,181	+13.1%	10	$143.56	1.34%
EXE	EXPAND ENERGY Corp Energy	Added	2,080,338	+289,868	$189,706,022	−3.5%	4	$100.94	1.30%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	988,272	+53,161	$188,285,580	+51.5%	20	unpriced	1.29%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	5,372,046	+5,139,773	$186,571,157	+2503.7%	6	$32.15	1.27%
EWZ	iShares MSCI Brazil ETF	Added	4,992,000	+1,755,000	$172,224,000	+38.6%	8	$30.99	1.18%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	1,004,740	-524,837	$159,412,047	−28.9%	26+	before history	1.09%
EUV		NEW	4,782,000	NEW	$152,928,360	NEW	1	$28.00	1.05%
IYF	iShares U.S. Financials ETF	Held	1,196,572	0	$152,574,895	+8.4%	10	unpriced	1.04%
ONTO	Onto Innovation Inc. Technology	NEW	401,813	NEW	$152,066,129	NEW	1	$282.99	1.04%
IEZ	iShares U.S. Oil Equipment & Services ETF	NEW	4,991,000	NEW	$134,257,900	NEW	1	unpriced	0.92%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	2,930,565	+2,243,931	$132,871,816	+321.7%	11	unpriced	0.91%
VST	Vistra Corp. Utilities	Added	784,188	+773,931	$124,395,741	+7967.5%	10	$154.96	0.85%
AMAT	Applied Materials Inc Technology	Reduced	171,592	-98	$124,061,016	+111.4%	12	$217.63	0.85%
SPY	Spdr S&P 500 ETF Trust	Added	165,032	+72,702	$123,240,946	+105.2%	26+	before history	0.84%
IGV	iShares Expanded Tech-Software Sector ETF	Added	1,314,160	+18,866	$119,062,895	+14.8%	26+	before history	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	97,019	-4,457	$116,367,508	+24.7%	17	$915.36	0.80%
GOOGL	Alphabet Inc. Communication Services	Added	306,802	+62,849	$109,641,830	+56.3%	20	unpriced	0.75%
WFC	Wells Fargo & Company Financial Services	Added	1,311,131	+324,541	$108,351,865	+38.0%	21	$71.09	0.74%
GFS	GLOBALFOUNDRIES Inc. Technology	Added	1,313,102	+208,328	$108,212,735	+120.2%	2	$48.18	0.74%
MAGS	Roundhill Magnificent Seven ETF	NEW	1,627,000	NEW	$104,616,100	NEW	1	unpriced	0.71%
ENLT	Enlight Renewable Energy Ltd. Utilities	Reduced	1,138,570	-111,980	$101,355,500	+18.7%	14	$17.04	0.69%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	1,662,217	NEW	$92,851,440	NEW	1	$45.64	0.63%
XLF	State Street Corp Financial Services	Reduced	1,702,899	-599,482	$91,292,415	−19.7%	26+	before history	0.62%
CLBT	Cellebrite DI Ltd. Technology	Added	6,181,269	+2,000,000	$90,246,527	+56.6%	19	$13.89	0.62%
BSX	Boston Scientific Corp Healthcare	Added	1,962,730	+412,358	$83,769,315	−13.9%	24	$73.95	0.57%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	1,509,197	-21,457	$80,153,452	−14.5%	22	unpriced	0.55%
ICL	ICL Group Ltd. Basic Materials	Added	15,582,538	+264,695	$77,601,039	−2.2%	25	$8.08	0.53%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	681,182	-4,170	$72,975,027	−4.0%	4	unpriced	0.50%
URNM		NEW	1,250,000	NEW	$65,737,500	NEW	1	$61.84	0.45%
MCHI	iShares MSCI China ETF	Reduced	1,281,520	-1,537,280	$65,395,965	−58.7%	8	unpriced	0.45%

Showing the top 50 of 518 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.