Position in ITRI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$312,719
+$106,587 QoQ
Shares Held
3,489
+122.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Derivatives in ITRI
reported options exposure · as of Mar 31, 2023CallValue
$264,274
CallShares
4,766
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Phoenix Financial Ltd. holds $10,395,140 across 7 Scientific & Technical Instruments names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODYS |
Odysight.ai Inc.
|
1,854,678 | $7,715,460 | |
| 2 | COHR |
Coherent Corp.
|
2,076 | $818,919 | |
| 3 | CGNX |
Cognex Corp
|
7,500 | $543,150 | |
| 4 | GRMN |
Garmin Ltd
|
1,886 | $448,000 | |
| 5 | NOVT |
Novanta Inc
|
2,300 | $373,152 | |
| 6 | KEYS |
Keysight Technologies, Inc.
|
717 | $251,000 | |
| 7 | TRMB |
Trimble Inc.
|
4,796 | $245,459 |
All Filings in ITRI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,719 | 3,489 | Shares | Defined | 2026-05-11 | |
| 2025-06-30 | $206,132 | 1,566 | Shares | Defined | 2025-07-30 | |
| 2024-12-31 | $222,914 | 2,053 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $229,748 | 2,151 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $218,404 | 2,207 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $286,256 | 3,094 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $286,031 | 3,788 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $243,107 | 4,013 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $319,547 | 4,432 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $264,274 | 4,766 | Call | Defined | 2023-05-11 | |
| 2022-12-31 | $272,345 | 5,377 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $243,227 | 5,776 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $294,009 | 5,948 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $339,206 | 6,439 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $368,911 | 5,384 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $427,612 | 5,654 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $279,779 | 3,156 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $526,970 | 5,495 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $619,365 | 10,197 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $361,261 | 5,453 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $261,340 | 4,681 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||