Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Mid $6,238,043,074

Diversification

Diversified

Filing Date

Global Rank

#570 / 8,605 ▲ 48 · as of Mar 2026

Top Industry

Drug Manufacturers - Specialty & Generic 21.1%

3Y Alpha vs SPY

+7.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+105.9%

SPY

+76.5%

Annualised alpha

+6.4%

Max drawdown

−24.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

20.7%

−1.4 pts

Top 5

47.0%

+0.1 pts

Top 10

63.5%

+2.7 pts

HHI

699

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$2,385,643,342	91
Healthcare	26.3%	$1,638,079,629	45
Industrials	8.7%	$544,574,960	77
Consumer Cyclical	8.4%	$522,137,418	32
Financial Services	4.5%	$278,438,678	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	Exxon Mobil 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	$685,694
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 positions · $6,238,043,074 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%	20.65%
TSEM	Tower Semiconductor Ltd Technology	Reduced	3,390,687	-438,850	$594,997,754	+32.3%	9.54%
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%	4.45%
NVMI	Nova Ltd. Technology	Added	576,989	+68,348	$250,574,782	+50.0%	4.02%
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%	2.78%
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%	0.41%
XOM	Exxon Mobil 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%