Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Mid $9,303,104,577

Diversification

Diversified

Reports for

PHOENIX INVESTMENTS HOUSE LTD. KSM Mutual Funds Ltd.

Filing Date

Global Rank

#500 / 8,700 ▼ 39

Top Industry

Semiconductors 26.3%

Period ended 2 months ago

Filed Aug 11, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

15.6%

+1.0 pts

Top 5

40.8%

−5.7 pts

Top 10

57.3%

−5.0 pts

HHI

525

Diversified−77

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.5%	$4,418,898,111	110
Healthcare	19.4%	$1,803,455,219	49
Industrials	8.8%	$822,188,284	81
Consumer Cyclical	6.7%	$623,415,792	37
Communication Services	5.2%	$483,581,485	14
Utilities	3.2%	$299,419,181	8
Financial Services	2.6%	$245,916,595	41
Energy	2.5%	$227,969,042	19
Unclassified	1.9%	$179,899,579	4
Basic Materials	1.5%	$139,666,432	28
Consumer Defensive	0.6%	$53,289,154	19
Real Estate	0.1%	$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
CLBT	Cellebrite DI Ltd.	+2,000,000	6,181,269	$90,246,527
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
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/Mn	+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
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
ESLT	Elbit Systems Ltd	+139,289	390,426	$296,224,014
TSEM	Tower Semiconductor Ltd	+115,091	3,505,778	$913,745,977
PFE	Pfizer Inc	+91,739	253,976	$6,115,741
SPY	Spdr S&P 500 ETF Trust	+72,702	165,032	$123,240,946
TATT	Tat Technologies Ltd	+67,596	318,842	$15,377,749
SEDG	Solaredge Technologies, Inc.	+60,706	66,625	$3,893,565
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RSKD	Riskified Ltd.	−1,835,758	3,246,755	$16,363,645
GILT	Gilat Satellite Networks Ltd	−1,147,905	3,811,406	$50,729,813
AMZN	Amazon Com Inc	−579,181	1,464,242	$348,987,438
—		−450,987	33,000	$1,677,390
COF	Capital One Financial Corp	−422,046	9,258	$1,857,339
SSYS	Stratasys Ltd.	−406,261	3,033,045	$25,962,865
ODYS	Odysight.ai Inc.	−198,844	1,854,678	$7,715,460
GOOGL	Alphabet Inc.	−178,076	1,168,662	$414,162,823
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
WMT	Walmart Inc.	−40,227	57,366	$6,497,272
FCX	Freeport-Mcmoran Inc	−25,345	88,543	$5,568,468
PBI	Pitney Bowes Inc /De/	−24,000	380,000	$6,657,600
CVE	Cenovus Energy Inc.	−18,845	60,477	$1,500,434
NFLX	Netflix Inc	−17,358	71,214	$5,084,679
DHI	Horton D R Inc /De/	−16,627	13,111	$2,135,519
DIS	Walt Disney Co	−15,621	27,910	$2,686,337
ABT	Abbott Laboratories	−15,078	19,574	$1,776,144
CSCO	Cisco Systems, Inc.	−14,175	90,716	$10,655,500
NEE	Nextera Energy Inc	−12,902	51,118	$4,486,625
KO	Coca Cola Co	−12,351	14,458	$1,175,000
MRK	Merck & Co., Inc.	−10,234	52,551	$6,752,803
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ONTO	Onto Innovation Inc.	401,813	$152,066,129
FPS	Forgent Power Solutions, Inc.	1,662,217	$92,851,440
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
MRVL	Marvell Technology, Inc.	28,176	$8,393,348
INTC	Intel Corp	39,641	$5,535,072
SPCX	Space Exploration Technologies Corp	21,823	$3,728,676
ARM	Arm Holdings PLC /Uk	10,000	$3,545,700
HDB	Hdfc Bank Ltd	90,000	$2,324,700
BX	Blackstone Inc.	13,750	$1,617,962
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
LITE	Lumentum Holdings Inc.	1,235	$1,059,704
NVT	nVent Electric plc	5,250	$890,452
HPE	Hewlett Packard Enterprise Co	18,274	$824,340
COHR	Coherent Corp.	2,076	$818,919
ALC	Alcon Inc	12,093	$811,440
MDWD	MediWound Ltd.	39,000	$573,300
CBRS	Cerebras Systems Inc.	2,549	$563,329
FRVO	Fervo Energy Co	15,064	$440,320
ALL	Allstate Corp	1,830	$435,430
HEI	Heico Corp	1,220	$434,551
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	18,524,549	$1,546,852,862
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	9,269,168	$1,051,312,691
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,070,542	$397,378,420
BNDW	Vanguard Total World Bond ETF	2,440,660	$227,498,882
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,555,732	$203,127,280
BKF	iShares MSCI BIC ETF	4,152,410	$176,837,544
AGNG	Global X Funds Global X Aging Population ETF	3,105,113	$176,246,866
STT	State Street Corp	2,302,381	$113,668,549
JHX	James Hardie Industries plc	5,449,639	$103,216,162
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	400,693	$13,289,665
VRNS	Varonis Systems Inc	557,836	$11,976,738
AFK	VanEck Africa Index ETF	42,075	$11,644,697
ARKO	ARKO Corp.	1,941,817	$10,796,502
ODD	Oddity Tech Ltd	607,100	$8,122,998
—		274,230	$7,871,319
VEU	Vanguard FTSE All-World Ex-US ETF	110,949	$6,757,391
BCLO	iShares BBB-B CLO Active ETF	123,042	$6,389,571
—		81,875	$5,131,925
CWI	State Street SPDR MSCI ACWI ex-US ETF	63,572	$3,946,549
BAPR	Innovator U.S. Equity Buffer ETF - April	67,985	$3,556,392
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
BUYZ	Franklin Disruptive Commerce ETF	39,200	$1,302,224
CACC	Credit Acceptance Corp	2,940	$1,244,972
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

416 tracked positions · $9,303,104,577 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 416 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	42,933,367	+155,953	$1,454,582,473	+12.9%	15.64%
TSEM	Tower Semiconductor Ltd Technology	Added	3,505,778	+115,091	$913,745,977	+53.6%	9.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,157,635	+1,103,243	$552,851,746	+2907.6%	5.94%
NVDA	Nvidia Corp Technology	Added	2,305,779	+330,862	$461,363,319	+34.0%	4.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,168,662	-178,076	$414,162,823	+7.2%	4.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,464,242	-579,181	$348,987,438	−18.0%	3.75%
NVMI	Nova Ltd. Technology	Added	617,631	+40,642	$335,336,575	+33.8%	3.60%
MSFT	Microsoft Corp Technology	Added	794,580	+45,239	$296,394,230	+6.9%	3.19%
ESLT	Elbit Systems Ltd Industrials	Added	390,426	+139,289	$296,224,014	+38.9%	3.18%
PANW	Palo Alto Networks Inc Technology	Added	750,730	+519,998	$256,013,944	+592.1%	2.75%
AVGO	Broadcom Inc. Technology	Added	646,023	+263,675	$244,035,188	+106.2%	2.62%
AAPL	Apple Inc. Technology	Reduced	695,043	-82,301	$201,117,642	+1.9%	2.16%
NET	Cloudflare, Inc. Technology	Added	807,564	+485,747	$198,079,297	+198.3%	2.13%
EMR	Emerson Electric Co Industrials	Added	1,367,937	+46,371	$195,820,181	+13.1%	2.10%
EXE	EXPAND ENERGY Corp Energy	Added	2,080,338	+289,868	$189,706,022	−3.5%	2.04%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	5,372,046	+5,139,773	$186,571,157	+2503.7%	2.01%
ONTO	Onto Innovation Inc. Technology	NEW	401,813	NEW	$152,066,129	NEW	1.63%
VST	Vistra Corp. Utilities	Added	784,188	+773,931	$124,395,741	+7967.5%	1.34%
AMAT	Applied Materials Inc /De Technology	Reduced	171,592	-98	$124,061,016	+111.4%	1.33%
SPY	Spdr S&P 500 ETF Trust	Added	165,032	+72,702	$123,240,946	+105.2%	1.32%
LLY	ELI LILLY & Co Healthcare	Reduced	97,019	-4,457	$116,367,508	+24.7%	1.25%
WFC	Wells Fargo & Company/Mn Financial Services	Added	1,311,131	+324,541	$108,351,865	+38.0%	1.16%
GFS	GLOBALFOUNDRIES Inc. Technology	Added	1,313,102	+208,328	$108,212,735	+120.2%	1.16%
ENLT	Enlight Renewable Energy Ltd. Utilities	Reduced	1,138,570	-111,980	$101,355,500	+18.7%	1.09%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	1,662,217	NEW	$92,851,440	NEW	1.00%
CLBT	Cellebrite DI Ltd. Technology	Added	6,181,269	+2,000,000	$90,246,527	+56.6%	0.97%
BSX	Boston Scientific Corp Healthcare	Added	1,962,730	+412,358	$83,769,315	−13.9%	0.90%
ICL	ICL Group Ltd. Basic Materials	Added	15,582,538	+264,695	$77,601,039	−2.2%	0.83%
NICE	NICE Ltd. Technology	Added	678,460	+394,960	$61,638,091	+97.2%	0.66%
ORA	Ormat Technologies, Inc. Utilities	Added	554,281	+448,500	$60,361,200	+409.9%	0.65%
FLY	Firefly Aerospace Inc. Industrials	Added	1,812,863	+1,152,803	$53,298,171	+183.6%	0.57%
GILT	Gilat Satellite Networks Ltd Technology	Reduced	3,811,406	-1,147,905	$50,729,813	−31.9%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Added	65,042	+51,698	$47,896,928	+521.9%	0.51%
META	Meta Platforms, Inc. Communication Services	Reduced	83,546	-5,820	$47,060,626	−8.0%	0.51%
MU	Micron Technology Inc Technology	Added	38,073	+12,284	$43,947,282	+404.4%	0.47%
MATW	Matthews International Corp Industrials	Held	1,465,173	0	$39,442,457	+4.3%	0.42%
CAMT	Camtek Ltd Technology	Added	237,895	+152,735	$38,805,432	+200.6%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	63,238	+3,611	$36,735,585	+202.9%	0.39%
MA	Mastercard Inc Financial Services	Added	71,325	+19,093	$36,632,520	+40.4%	0.39%
ORCL	Oracle Corp Technology	Added	218,225	+31,766	$31,980,872	+16.6%	0.34%
IR	Ingersoll Rand Inc. Industrials	Added	372,663	+368,983	$30,554,639	+10263.1%	0.33%
NYAX	Nayax Ltd. Technology	NEW	465,279	NEW	$30,480,427	NEW	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	63,190	+15,982	$26,263,658	+105.6%	0.28%
SSYS	Stratasys Ltd. Technology	Reduced	3,033,045	-406,261	$25,962,865	−3.3%	0.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	60,885	+5,348	$25,608,230	+24.0%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Added	138,000	+4,454	$18,867,359	−16.7%	0.20%
SIND	Sinda Ltd. Basic Materials	NEW	1,550,000	NEW	$18,600,000	NEW	0.20%
V	Visa Inc. Financial Services	Reduced	51,422	-871	$17,642,373	+11.6%	0.19%
RSKD	Riskified Ltd. Technology	Reduced	3,246,755	-1,835,758	$16,363,645	−17.9%	0.18%
SSMR	Sunshine Silver Mining & Refining Co Basic Materials	NEW	1,230,000	NEW	$16,260,600	NEW	0.17%

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.