Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Mid $6,242,621,713

Diversification

Diversified

Filing Date

Global Rank

#570 / 8,622 ▲ 48 · as of Mar 2026

Top Industry

Drug Manufacturers - Specialty & Generic 21.1%

3Y Alpha vs SPY

+5.9%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+94.6%

SPY

+67.9%

Annualised alpha

+6.0%

Max drawdown

−24.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

386 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.6%

−1.4 pts

Top 5

46.9%

+0.2 pts

Top 10

63.5%

+2.7 pts

HHI

698

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.3%	$2,389,407,425	91
Healthcare	26.2%	$1,638,079,629	45
Industrials	8.7%	$544,732,021	77
Consumer Cyclical	8.4%	$522,755,829	32
Financial Services	4.5%	$278,477,762	37
Energy	3.9%	$245,217,642	26
Basic Materials	3.5%	$217,364,555	22
Communication Services	2.3%	$145,876,008	15
Utilities	1.9%	$116,469,326	10
Unclassified	1.2%	$72,264,103	3
Consumer Defensive	1.0%	$65,373,963	20
Real Estate	0.1%	$6,603,450	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	+1,690,283	42,777,414	$1,288,455,709
CLBT	Cellebrite DI Ltd.	+1,670,495	4,181,269	$57,617,886
BSX	Boston Scientific Corp	+1,485,404	1,550,372	$97,285,842
MATW	Matthews International Corp	+1,450,829	1,465,173	$37,830,766
EMR	Emerson Electric Co	+1,314,656	1,321,566	$173,151,577
AMZN	Amazon Com Inc	+574,350	2,043,423	$425,583,707
EXE	EXPAND ENERGY Corp	+434,000	1,790,470	$196,557,796
COF	Capital One Financial Corp	+404,536	431,304	$78,682,788
NVDA	Nvidia Corp	+235,045	1,974,917	$344,425,524
AVGO	Broadcom Inc.	+128,978	382,348	$118,340,528
MSFT	Microsoft Corp	+72,071	749,341	$277,383,557
LLY	ELI LILLY & Co	+69,419	101,476	$93,334,580
NVMI	Nova Ltd.	+68,348	576,989	$250,574,782
CSX	Csx Corp	+57,507	72,452	$2,974,154
NKE	NIKE, Inc.	+56,950	182,257	$9,626,814
FITB	Fifth Third Bancorp	+44,918	51,720	$2,402,911
PBI	Pitney Bowes Inc /De/	+34,000	404,000	$4,464,200
FNV	FRANCO NEVADA Corp	+29,910	32,510	$8,031,595
CAMT	Camtek Ltd	+26,566	85,160	$12,911,107
XOM	ExxonMobil Holdings Corp	+24,337	133,546	$22,657,413
A	Agilent Technologies, Inc.	+14,478	19,273	$2,196,735
EW	Edwards Lifesciences Corp	+13,193	23,583	$1,888,526
BTI	British American Tobacco p.l.c.	+10,306	55,906	$3,268,822
GILD	Gilead Sciences, Inc.	+8,155	20,279	$2,826,284
DEO	Diageo PLC	+7,380	32,180	$2,395,801
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARKO	ARKO Corp.	−5,367,613	1,941,817	$10,796,502
SMWB	Similarweb Ltd.	−4,068,882	216,904	$566,119
ICL	ICL Group Ltd.	−1,730,720	15,317,843	$79,346,426
BTU	Peabody Energy Corp	−1,253,673	30,000	$988,500
ALB	Albemarle Corp	−918,290	1,136	$203,946
TSEM	Tower Semiconductor Ltd	−438,850	3,390,687	$594,997,754
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−388,506	54,392	$18,381,776
VRNS	Varonis Systems Inc	−295,500	557,836	$11,976,738
GILT	Gilat Satellite Networks Ltd	−290,911	4,959,311	$74,488,851
ORA	Ormat Technologies, Inc.	−252,700	105,781	$11,839,009
TT	Trane Technologies plc	−231,008	60,657	$25,278,197
SSYS	Stratasys Ltd.	−190,700	3,439,306	$26,860,979
ENLT	Enlight Renewable Energy Ltd.	−136,236	1,250,550	$85,362,542
BAC	Bank Of America Corp /De/	−112,930	113,884	$5,551,844
AAPL	Apple Inc.	−72,884	777,344	$197,282,133
JHX	James Hardie Industries plc	−68,000	5,449,639	$103,216,162
WFC	Wells Fargo & Company/Mn	−48,822	986,590	$78,542,429
NFLX	Netflix Inc	−40,219	88,572	$8,516,196
WMT	Walmart Inc.	−36,979	97,593	$12,128,858
MDT	Medtronic plc	−33,718	12,885	$1,116,485
FCX	Freeport-Mcmoran Inc	−33,310	113,888	$6,694,335
KO	Coca Cola Co	−32,133	26,809	$2,038,823
CVX	Chevron Corp	−30,717	15,101	$3,124,396
GOOGL	Alphabet Inc.	−29,721	243,953	$70,151,124
CSCO	Cisco Systems, Inc.	−27,781	104,891	$8,138,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ESLT	Elbit Systems Ltd	251,137	$213,237,915
NET	Cloudflare, Inc.	321,817	$66,403,719
GFS	GLOBALFOUNDRIES Inc.	1,104,774	$49,140,347
NICE	NICE Ltd.	283,500	$31,258,710
AZN	Astrazeneca PLC	139,398	$27,492,073
ODD	Oddity Tech Ltd	607,100	$8,122,998
PH	Parker-Hannifin Corp	2,492	$2,230,938
CVE	Cenovus Energy Inc.	79,322	$2,104,412
ZM	Zoom Communications, Inc.	24,663	$1,982,657
TRGP	Targa Resources Corp.	5,587	$1,400,828
CFG	Citizens Financial Group Inc/Ri	21,356	$1,280,719
CACC	Credit Acceptance Corp	2,940	$1,244,972
SE	Sea Ltd	15,000	$1,242,150
SNDK	Sandisk Corp	1,753	$1,113,750
APA	APA Corp	25,956	$1,101,572
TPB	Turning Point Brands, Inc.	12,400	$1,076,196
MAR	Marriott International Inc /Md/	2,551	$834,355
SPGI	S&P Global Inc.	1,704	$724,778
LNG	Cheniere Energy, Inc.	2,285	$648,391
CIEN	Ciena Corp	1,664	$646,014
ZIM	ZIM Integrated Shipping Services Ltd.	21,660	$570,741
NXT	Nextpower Inc.	4,500	$542,475
AR	ANTERO RESOURCES Corp	12,223	$518,744
NOC	Northrop Grumman Corp /De/	752	$513,044
FIX	Comfort Systems USA Inc	372	$512,983
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
WIX	Wix.com Ltd.	656,438	$68,197,343
CHKP	Check Point Software Technologies Ltd	162,762	$30,202,116
PAYO	Payoneer Global Inc.	2,703,780	$15,195,243
PERI	Perion Network Ltd.	1,580,804	$15,144,102
CSTE	Caesarstone Ltd.	3,748,541	$6,972,286
TDG	TransDigm Group INC	2,315	$3,078,602
APO	Apollo Global Management, Inc.	17,141	$2,481,330
EQT	EQT Corp	45,398	$2,433,332
AZO	Autozone Inc	507	$1,719,490
ICE	Intercontinental Exchange, Inc.	9,000	$1,457,640
CELH	Celsius Holdings, Inc.	29,710	$1,358,935
ARE	Alexandria Real Estate Equities, Inc.	25,200	$1,233,288
CNC	Centene Corp	28,000	$1,152,200
SEG	Seaport Entertainment Group Inc.	50,000	$988,500
CGNT	Cognyte Software Ltd.	84,181	$791,301
INTC	Intel Corp	21,065	$777,298
GTLB	Gitlab Inc.	16,000	$600,480
MDLZ	Mondelez International, Inc.	10,297	$554,287
CRCL	Circle Internet Group, Inc.	6,555	$519,811
ENPH	Enphase Energy, Inc.	15,000	$480,750
PATH	UiPath, Inc.	26,021	$426,484
FOUR	Shift4 Payments, Inc.	6,503	$409,493
TTAN	ServiceTitan, Inc.	3,231	$344,101
MSTR	Strategy Inc	2,243	$340,823
MRVL	Marvell Technology, Inc.	3,910	$332,271
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

386 tracked positions · $6,242,621,713 total · as of Mar 31, 2026

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

Showing 1–50 of 386 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	42,777,414	+1,690,283	$1,288,455,709	+0.5%	20.64%
TSEM	Tower Semiconductor Ltd Technology	Reduced	3,390,687	-438,850	$594,997,754	+32.3%	9.53%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,043,423	+574,350	$425,583,707	+25.5%	6.82%
NVDA	Nvidia Corp Technology	Added	1,974,917	+235,045	$344,425,524	+6.1%	5.52%
MSFT	Microsoft Corp Technology	Added	749,341	+72,071	$277,383,557	−15.3%	4.44%
NVMI	Nova Ltd. Technology	Added	576,989	+68,348	$250,574,782	+50.0%	4.01%
ESLT	Elbit Systems Ltd Industrials	NEW	251,137	NEW	$213,237,915	NEW	3.42%
AAPL	Apple Inc. Technology	Reduced	777,344	-72,884	$197,282,133	−14.6%	3.16%
EXE	EXPAND ENERGY Corp Energy	Added	1,790,470	+434,000	$196,557,796	+31.3%	3.15%
EMR	Emerson Electric Co Industrials	Added	1,321,566	+1,314,656	$173,151,577	+18780.4%	2.77%
AVGO	Broadcom Inc. Technology	Added	382,348	+128,978	$118,340,528	+35.0%	1.90%
JHX	James Hardie Industries plc Basic Materials	Reduced	5,449,639	-68,000	$103,216,162	−9.8%	1.65%
BSX	Boston Scientific Corp Healthcare	Added	1,550,372	+1,485,404	$97,285,842	+1470.5%	1.56%
LLY	ELI LILLY & Co Healthcare	Added	101,476	+69,419	$93,334,580	+170.9%	1.50%
ENLT	Enlight Renewable Energy Ltd. Utilities	Reduced	1,250,550	-136,236	$85,362,542	+35.4%	1.37%
ICL	ICL Group Ltd. Basic Materials	Reduced	15,317,843	-1,730,720	$79,346,426	−18.5%	1.27%
COF	Capital One Financial Corp Financial Services	Added	431,304	+404,536	$78,682,788	+1112.8%	1.26%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	986,590	-48,822	$78,542,429	−18.6%	1.26%
GILT	Gilat Satellite Networks Ltd Technology	Reduced	4,959,311	-290,911	$74,488,851	+9.6%	1.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	243,953	-29,721	$70,151,124	−18.1%	1.12%
NET	Cloudflare, Inc. Technology	NEW	321,817	NEW	$66,403,719	NEW	1.06%
SPY	Spdr S&P 500 ETF Trust	Added	92,330	+1,134	$60,045,891	−3.4%	0.96%
AMAT	Applied Materials Inc /De Technology	Reduced	171,690	-12,183	$58,681,924	+24.2%	0.94%
CLBT	Cellebrite DI Ltd. Technology	Added	4,181,269	+1,670,495	$57,617,886	+27.3%	0.92%
META	Meta Platforms, Inc. Communication Services	Reduced	89,366	-14,546	$51,128,968	−25.5%	0.82%
GFS	GLOBALFOUNDRIES Inc. Technology	NEW	1,104,774	NEW	$49,140,347	NEW	0.79%
MATW	Matthews International Corp Industrials	Added	1,465,173	+1,450,829	$37,830,766	+9997.2%	0.61%
PANW	Palo Alto Networks Inc Technology	Reduced	230,732	-23,933	$36,990,954	−21.1%	0.59%
NICE	NICE Ltd. Technology	NEW	283,500	NEW	$31,258,710	NEW	0.50%
AZN	Astrazeneca PLC Healthcare	NEW	139,398	NEW	$27,492,073	NEW	0.44%
ORCL	Oracle Corp Technology	Reduced	186,459	-8,002	$27,429,982	−27.6%	0.44%
SSYS	Stratasys Ltd. Technology	Reduced	3,439,306	-190,700	$26,860,979	−14.7%	0.43%
MA	Mastercard Inc Financial Services	Added	52,232	+2,259	$26,098,240	−8.5%	0.42%
TT	Trane Technologies plc Industrials	Reduced	60,657	-231,008	$25,278,197	−77.7%	0.40%
XOM	ExxonMobil Holdings Corp Energy	Added	133,546	+24,337	$22,657,413	+72.4%	0.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	55,537	-9,179	$20,645,879	−29.1%	0.33%
RSKD	Riskified Ltd. Technology	Held	5,082,513	0	$19,923,450	−21.1%	0.32%
FLY	Firefly Aerospace Inc. Industrials	Held	660,060	0	$18,791,907	+27.3%	0.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	54,392	-388,506	$18,381,776	−86.3%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	57,035	-19,558	$16,777,415	−32.0%	0.27%
SLGL	Sol-Gel Technologies Ltd. Healthcare	Reduced	210,849	-7,366	$16,703,457	+81.6%	0.27%
V	Visa Inc. Financial Services	Reduced	52,293	-14,609	$15,805,035	−32.6%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	29,968	-8,037	$14,360,665	−24.8%	0.23%
ODYS	Odysight.ai Inc. Technology	Held	2,053,522	0	$14,271,977	+110.6%	0.23%
KMDA	Kamada Ltd Healthcare	Held	1,654,952	0	$13,802,299	+18.1%	0.22%
CAMT	Camtek Ltd Technology	Added	85,160	+26,566	$12,911,107	+107.2%	0.21%
UNH	Unitedhealth Group Inc Healthcare	Added	47,208	+249	$12,774,012	−17.6%	0.20%
JNJ	Johnson & Johnson Healthcare	Reduced	51,987	-3,224	$12,707,701	+11.2%	0.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	59,627	-376	$12,129,920	−5.6%	0.19%
WMT	Walmart Inc. Consumer Defensive	Reduced	97,593	-36,979	$12,128,858	−19.1%	0.19%

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.