Phoenix Financial Ltd.

CIK

1679543

Location

Givatayim, L3

Portfolio Value

Small $398,580,083

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

25 positions · $398,580,083 total · Consumer Cyclical only · as of Sep 30, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,215,112	-362,836	$266,802,141	−22.9%	66.94%
ARKO	ARKO Corp. Consumer Cyclical	Added	7,309,430	+1,239,512	$33,404,095	+30.1%	8.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	63,674	-4,416	$28,317,100	+30.9%	7.10%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	31,905	-5,612	$12,927,586	−6.0%	3.24%
INVZ	Innoviz Technologies Ltd. Consumer Cyclical	Reduced	3,577,752	-402,852	$7,298,614	+11.8%	1.83%
MBLY	Mobileye Global Inc. Consumer Cyclical	Reduced	494,238	-56,654	$6,978,640	−29.5%	1.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	45,810	-26,223	$6,621,376	−25.6%	1.66%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	38,366	+3,973	$6,501,885	+46.6%	1.63%
NKE	NIKE, Inc. Consumer Cyclical	Added	88,233	+9,212	$6,152,486	+9.6%	1.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,310	-157,912	$5,868,115	−88.7%	1.47%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	157,273	+25,000	$5,624,082	+26.8%	1.41%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	355	+81	$1,916,740	+20.8%	0.48%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	7,168	+577	$1,859,665	+5.9%	0.47%
FLUT	Flutter Entertainment plc Consumer Cyclical	Reduced	5,739	-3,881	$1,457,706	−47.0%	0.37%
LOW	Lowes Companies Inc Consumer Cyclical	Added	5,274	+971	$1,325,408	+38.8%	0.33%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	6,005	-5,476	$1,073,273	−17.6%	0.27%
DKNG	DraftKings Inc. Consumer Cyclical	Added	25,437	+4,285	$951,343	+4.9%	0.24%
DASH	DoorDash, Inc. Consumer Cyclical	Added	2,910	+663	$791,490	+42.9%	0.20%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	5,676	+1,350	$611,929	+56.9%	0.15%
AZO	Autozone Inc Consumer Cyclical	Reduced	104	-168	$446,184	−55.8%	0.11%
APTV	Aptiv PLC Consumer Cyclical	Added	4,400	+1,450	$379,368	+88.5%	0.10%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	NEW	2,683	NEW	$354,503	NEW	0.09%
EBAY	Ebay Inc Consumer Cyclical	Added	3,846	+451	$349,792	+38.4%	0.09%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	2,181	+500	$332,362	+55.0%	0.08%
XPEV	Xpeng Inc. Consumer Cyclical	NEW	10,000	NEW	$234,200	NEW	0.06%