Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Mid $4,916,038,437

Diversification

Diversified

Filing Date

Global Rank

#684 / 7,976 ▼ 6

Top Industry

Drug Manufacturers - Specialty & Generic 17.8%

3Y Alpha vs SPY

+7.4%

Period ended 9 months ago

Filed Nov 13, 2025 · 7mo

23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+111.5%

SPY

+76.5%

Annualised alpha

+7.5%

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

356 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

17.0%

+3.3 pts

Top 5

41.8%

+2.3 pts

Top 10

56.6%

+2.2 pts

HHI

530

Diversified+80

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	43.9%	$2,159,747,286	88
Healthcare	20.0%	$981,182,508	43
Consumer Cyclical	8.1%	$398,580,083	25
Financial Services	5.1%	$250,714,828	37
Basic Materials	5.0%	$247,502,779	19
Energy	4.3%	$213,583,846	16
Communication Services	3.6%	$178,862,783	17
Unclassified	3.3%	$161,982,389	4
Consumer Defensive	2.6%	$127,786,495	16
Industrials	2.4%	$117,916,625	70
Utilities	1.4%	$70,699,414	10
Real Estate	0.2%	$7,479,401	11

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GILT	Gilat Satellite Networks Ltd	+4,189,900	6,132,222	$79,841,530
TEVA	Teva Pharmaceutical Industries Ltd	+3,533,800	41,295,244	$834,163,928
SSYS	Stratasys Ltd.	+1,844,900	3,622,006	$40,566,467
SMWB	Similarweb Ltd.	+1,363,901	2,993,086	$27,835,699
ARKO	ARKO Corp.	+1,239,512	7,309,430	$33,404,095
CLBT	Cellebrite DI Ltd.	+492,479	2,507,096	$46,456,488
PERI	Perion Network Ltd.	+450,000	1,962,231	$18,837,417
PANW	Palo Alto Networks Inc	+406,632	461,097	$93,888,570
TSEM	Tower Semiconductor Ltd	+207,966	3,869,737	$279,781,985
TATT	Tat Technologies Ltd	+207,881	366,406	$16,132,856
AAPL	Apple Inc.	+167,247	850,706	$216,615,268
PFE	Pfizer Inc	+75,569	152,172	$3,877,342
BMY	Bristol Myers Squibb Co	+55,624	106,154	$4,787,544
SHEL	Shell plc	+53,101	77,601	$5,550,799
NVO	Novo Nordisk A S	+52,168	106,546	$5,912,237
UBER	Uber Technologies, Inc	+51,519	160,017	$15,676,864
BTI	British American Tobacco p.l.c.	+34,922	42,000	$2,229,360
GLBE	Global-E Online Ltd.	+25,000	157,273	$5,624,082
UNH	Unitedhealth Group Inc	+21,546	41,395	$14,293,692
PEP	Pepsico Inc	+21,426	54,199	$7,611,707
PM	Philip Morris International Inc.	+18,810	32,329	$5,243,763
DG	Dollar General Corp	+18,000	29,400	$3,038,490
KO	Coca Cola Co	+16,567	62,293	$4,131,271
AMAT	Applied Materials Inc /De	+14,691	61,004	$12,489,958
PLTR	Palantir Technologies Inc.	+11,824	29,292	$5,343,446
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	−1,801,098	184,989	$7,255,267
RSKD	Riskified Ltd.	−1,200,049	5,082,513	$23,786,160
ICL	ICL Group Ltd.	−849,897	17,960,405	$111,713,719
NSC	Norfolk Southern Corp	−572,860	7,489	$2,249,770
NICE	NICE Ltd.	−495,800	683,800	$99,000,564
INVZ	Innoviz Technologies Ltd.	−402,852	3,577,752	$7,298,614
AMZN	Amazon Com Inc	−362,836	1,215,112	$266,802,141
ORCL	Oracle Corp	−307,300	216,770	$60,964,394
BWAY	Brainsway Ltd.	−299,316	63,000	$474,705
WFC	Wells Fargo & Company/Mn	−268,031	1,044,072	$87,514,114
NVMI	Nova Ltd.	−266,593	131,667	$42,088,673
CAMT	Camtek Ltd	−265,145	183,594	$19,286,549
WIX	Wix.com Ltd.	−196,165	9,093	$1,615,189
MCD	Mcdonalds Corp	−157,912	19,310	$5,868,115
NVDA	Nvidia Corp	−153,304	1,676,338	$312,771,143
MBLY	Mobileye Global Inc.	−56,654	494,238	$6,978,640
KEEL	Keel Infrastructure Corp.	−54,000	30,932	$87,228
CIFR	Cipher Digital Inc.	−51,400	30,231	$380,608
SNDX	Syndax Pharmaceuticals Inc	−43,223	31,740	$488,319
WMT	Walmart Inc.	−43,038	173,800	$17,911,827
MSFT	Microsoft Corp	−42,484	700,309	$362,725,046
VRNS	Varonis Systems Inc	−41,844	1,401,501	$80,544,261
AVGO	Broadcom Inc.	−41,480	169,645	$55,967,581
HIVE	HIVE Digital Technologies Ltd.	−41,450	105,550	$425,366
BSX	Boston Scientific Corp	−36,970	76,308	$7,449,949
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EXE	EXPAND ENERGY Corp	1,598,101	$169,782,249
JHX	James Hardie Industries plc	5,509,541	$105,838,282
FLY	Firefly Aerospace Inc.	493,461	$14,468,276
PBI	Pitney Bowes Inc /De/	306,000	$3,491,460
CME	Cme Group Inc.	7,870	$2,126,395
WDAY	Workday, Inc.	8,307	$1,999,743
ARE	Alexandria Real Estate Equities, Inc.	23,480	$1,956,823
BP	Bp PLC	50,374	$1,735,888
ICE	Intercontinental Exchange, Inc.	9,000	$1,516,320
CNC	Centene Corp	34,363	$1,226,071
SATS	EchoStar CORP	10,218	$780,246
MDB	MongoDB, Inc.	2,344	$727,530
INTC	Intel Corp	20,300	$681,065
NBIS	Nebius Group N.V.	5,572	$625,568
CI	Cigna Group	2,096	$604,172
XYL	Xylem Inc.	4,011	$591,622
HROW	Harrow, Inc.	12,100	$582,978
FISV	Fiserv Inc	4,286	$552,593
ILMN	Illumina, Inc.	5,704	$541,708
ESTC	Elastic N.V.	6,290	$531,442
LMT	Lockheed Martin Corp	1,045	$521,674
FOUR	Shift4 Payments, Inc.	6,698	$518,425
BLSH	Bullish	7,789	$495,457
UPXI	Upexi, Inc.	70,000	$403,900
ZBRA	Zebra Technologies Corp	1,326	$394,034
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TBLA	Taboola.com Ltd.	3,251,380	$11,900,050
CAE	Cae Inc	352,200	$10,308,894
RDWR	Radware Ltd	109,846	$3,233,865
PYPL	PayPal Holdings, Inc.	42,994	$3,195,314
SPOT	Spotify Technology S.A.	2,606	$1,999,688
APH	Amphenol Corp /De/	17,265	$1,704,918
ARM	Arm Holdings PLC /Uk	10,000	$1,617,400
ALC	Alcon Inc	16,644	$1,469,331
URI	United Rentals, Inc.	1,874	$1,411,871
SPGI	S&P Global Inc.	2,588	$1,364,626
AON	Aon plc	3,143	$1,121,296
BE	Bloom Energy Corp	40,000	$956,800
CMCSA	Comcast Corp	24,001	$802,807
VEEV	Veeva Systems Inc	2,686	$773,513
MAR	Marriott International Inc /Md/	2,808	$767,173
RRX	Regal Rexnord Corp	4,645	$673,339
ETN	Eaton Corp plc	1,838	$656,147
PH	Parker-Hannifin Corp	906	$632,813
RUN	Sunrun Inc.	74,787	$611,757
SPG	Simon Property Group Inc.	3,126	$502,535
AMTM	Amentum Holdings, Inc.	18,932	$446,984
IT	Gartner Inc	806	$325,801
BTDR	Bitdeer Technologies Group	23,855	$273,855
ADP	Automatic Data Processing Inc	830	$255,972
ETOR	eToro Group Ltd.	3,723	$247,914
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

356 positions · $4,916,038,437 total · as of Sep 30, 2025

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

Showing 1–50 of 356 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPWR	SunPower Inc. Technology	NEW	22,239	NEW	$39,140	NEW	0.00%
DDD	3D Systems Corp Technology	NEW	20,289	NEW	$58,838	NEW	0.00%
KEEL	Keel Infrastructure Corp. Technology	Reduced	30,932	-54,000	$87,228	+22.3%	0.00%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	2,778	-615	$90,546	−7.0%	0.00%
ASTL	Algoma Steel Group Inc. Basic Materials	Held	35,714	0	$126,963	−48.4%	0.00%
AMCX	AMC Global Media Inc. Communication Services	Held	16,382	0	$134,987	+31.4%	0.00%
OPK	Opko Health, Inc. Healthcare	Held	100,000	0	$155,000	+17.4%	0.00%
AQN	Algonquin Power & Utilities Corp. Utilities	Reduced	29,296	-6,382	$157,319	−23.0%	0.00%
ACHR	Archer Aviation Inc. Industrials	Added	17,000	+7,000	$162,860	+50.1%	0.00%
GRAB	Grab Holdings Ltd Technology	NEW	32,600	NEW	$196,252	NEW	0.00%
SERV	Serve Robotics Inc. /DE/ Industrials	Added	17,000	+2,000	$197,710	+15.2%	0.00%
CCS	Century Communities, Inc. Real Estate	NEW	3,244	NEW	$205,572	NEW	0.00%
NUE	Nucor Corp Basic Materials	NEW	1,533	NEW	$207,614	NEW	0.00%
EFX	Equifax Inc Industrials	NEW	815	NEW	$209,071	NEW	0.00%
GXO	GXO Logistics, Inc. Industrials	NEW	4,000	NEW	$211,560	NEW	0.00%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	3,463	+508	$216,333	+8.6%	0.00%
PSX	Phillips 66 Energy	Reduced	1,596	-1,336	$217,087	−37.9%	0.00%
CTSH	Cognizant Technology Solutions Corp Technology	NEW	3,273	NEW	$219,520	NEW	0.00%
IR	Ingersoll Rand Inc. Industrials	NEW	2,673	NEW	$220,843	NEW	0.00%
WWD	Woodward, Inc. Industrials	NEW	875	NEW	$221,121	NEW	0.00%
PRMB	Primo Brands Corp Consumer Defensive	Added	10,151	+1,292	$224,337	−14.5%	0.00%
HEI	Heico Corp Industrials	Added	700	+10	$225,974	−0.2%	0.00%
WAB	Westinghouse Air Brake Technologies Corp Industrials	NEW	1,129	NEW	$226,330	NEW	0.00%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	3,034	NEW	$227,853	NEW	0.00%
AOS	Smith A O Corp Industrials	Reduced	3,128	-11	$229,626	+11.6%	0.00%
AZTA	Azenta, Inc. Healthcare	NEW	8,000	NEW	$229,760	NEW	0.00%
TTEK	Tetra Tech Inc Industrials	Added	6,998	+1,156	$233,593	+11.2%	0.00%
KVUE	Kenvue Inc. Consumer Defensive	Added	14,412	+4,391	$233,906	+11.5%	0.00%
XPEV	Xpeng Inc. Consumer Cyclical	NEW	10,000	NEW	$234,200	NEW	0.00%
BTBT	Bit Digital, Inc Financial Services	Reduced	79,060	-36,500	$237,180	−6.3%	0.00%
MAA	Mid America Apartment Communities Inc. Real Estate	NEW	1,706	NEW	$238,378	NEW	0.00%
OTIS	Otis Worldwide Corp Industrials	NEW	2,618	NEW	$239,363	NEW	0.00%
NOVT	Novanta Inc Technology	NEW	2,400	NEW	$240,360	NEW	0.00%
WMS	Advanced Drainage Systems, Inc. Industrials	Reduced	1,770	-527	$245,499	−6.9%	0.00%
CNM	Core & Main, Inc. Industrials	Reduced	4,595	-420	$247,348	−18.3%	0.01%
CAH	Cardinal Health Inc Healthcare	Added	1,581	+376	$248,153	+22.6%	0.01%
MLM	Martin Marietta Materials Inc Basic Materials	NEW	395	NEW	$248,960	NEW	0.01%
GRMN	Garmin Ltd Technology	NEW	1,023	NEW	$251,883	NEW	0.01%
SMCI	Super Micro Computer, Inc. Technology	Added	5,285	+498	$253,362	+8.0%	0.01%
WULF	Terawulf Inc. Financial Services	Reduced	22,359	-27,625	$255,339	+16.6%	0.01%
WTRG	Essential Utilities, Inc. Utilities	Reduced	6,451	-1,407	$257,394	−11.8%	0.01%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	1,489	-600	$257,418	−29.3%	0.01%
GMED	Globus Medical Inc Healthcare	NEW	4,500	NEW	$257,715	NEW	0.01%
IOT	Samsara Inc. Technology	NEW	7,000	NEW	$260,750	NEW	0.01%
RMD	Resmed Inc Healthcare	Added	970	+85	$265,517	+16.3%	0.01%
RKLB	Rocket Lab Corp Industrials	NEW	5,600	NEW	$268,296	NEW	0.01%
MLI	Mueller Industries Inc Industrials	Reduced	2,657	-533	$268,649	+6.0%	0.01%
VMC	Vulcan Materials CO Basic Materials	NEW	876	NEW	$269,475	NEW	0.01%
GWW	W.W. Grainger, Inc. Industrials	Added	283	+62	$269,687	+17.3%	0.01%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	7,308	-3,318	$270,396	+24.7%	0.01%