Phoenix Financial Ltd.

Position in ULTA — Ulta Beauty, Inc.

CIK 1679543 Givatayim, L3

Position in ULTA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$313,103

-$198,130 QoQ

Shares Held

599

-29.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Phoenix Financial Ltd. holds $11,551,990 across 4 Specialty Retail names. ULTA ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARKO	ARKO Corp.	1,941,817	$10,796,502
2	ULTA	Ulta Beauty, Inc. This page	599	$313,103
3	TSCO	Tractor Supply Co /De/	5,133	$232,524
4	WSM	Williams Sonoma Inc	1,151	$209,861

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$313,103	599	-29.1%	Shares	Sole	2026-05-11
2025-12-31	$511,233	845	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.