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Phoenix Financial Ltd. — 13F Holdings & Portfolio

CIK 1679543 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Phoenix Financial Ltd. manages $14.64B in 13F-reported U.S. long-equity assets across 700 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TEVA (9.94%), TSEM (6.24%), XLI (5.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 100 new positions, exited 63, added to 251, and trimmed 117.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$14.64B

Long-equity book

Holdings

700

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+100 / −63 / ↑251 / ↓117

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$534.7M +2917.6%
  • SELECT SECTOR SPDR TR$328.2M +71.9%
  • TOWER SEMICONDUCTOR LTD$318.7M +53.6%
  • ISHARES TR$308.8M +24367.2%
  • PALO ALTO NETWORKS INC$219.0M +592.1%
Show all 251 →

Top Trims

  • GLOBAL X FDS-$94.4M -95.6%
  • ISHARES TR-$93.0M -58.7%
  • ISHARES TR-$85.2M -24.4%
  • CAPITAL ONE FINL CORP-$76.8M -97.6%
  • AMAZON COM INC-$76.6M -18.0%
Show all 117 →

New Positions

  • CORGI ETF TR I$152.9M
  • ONTO INNOVATION INC$152.1M
  • ISHARES TR$134.3M
  • LISTED FDS TR$104.6M
  • FORGENT POWER SOLUTIONS INC$92.8M
Show all 100 →

Exited Positions

  • JAMES HARDIE INDS PLC$103.2M
  • SPDR SERIES TRUST$89.4M
  • VARONIS SYS INC$12.0M
  • ARKO CORP$10.8M
  • ODDITY TECH LTD$8.1M
Show all 63 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $1.45B 9.94% 42,933,367 SH
2 TOWER SEMICONDUCTOR LTD TSEM M87915274 $913.7M 6.24% 3,505,778 SH
3 SELECT SECTOR SPDR TR XLI 81369Y704 $776.4M 5.30% 4,191,655 SH
4 ISHARES TR IXN 464287291 $578.7M 3.95% 4,005,100 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $519.0M 3.55% 1,085,134 SH
6 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $490.5M 3.35% 2,305,450 SH
7 NVIDIA CORPORATION NVDA 67066G104 $404.8M 2.77% 2,023,249 SH
8 NOVA LTD NVMI M7516K103 $335.1M 2.29% 617,631 SH
9 VANGUARD SCOTTSDALE FDS VONV 92206C714 $323.1M 2.21% 3,039,300 SH
10 AMAZON COM INC AMZN 023135106 $314.6M 2.15% 1,320,071 SH
11 ISHARES TR ITA 464288760 $309.3M 2.11% 1,275,729 SH
12 ALPHABET INC GOOG 02079K107 $301.2M 2.06% 852,262 SH
13 ELBIT SYS LTD ESLT M3760D101 $296.5M 2.03% 390,426 SH
14 ISHARES TR IXJ 464287325 $264.0M 1.80% 2,683,330 SH
15 MICROSOFT CORP MSFT 594918104 $255.4M 1.74% 684,633 SH
16 PALO ALTO NETWORKS INC PANW 697435105 $253.0M 1.73% 741,968 SH
17 ISHARES TR ACWI 464288257 $237.4M 1.62% 1,512,202 SH
18 BROADCOM INC AVGO 11135F101 $219.6M 1.50% 581,260 SH
19 CLOUDFLARE INC NET 18915M107 $196.5M 1.34% 801,050 SH
20 EMERSON ELEC CO EMR 291011104 $194.8M 1.33% 1,360,937 SH
21 EXPAND ENERGY CORPORATION EXE 165167735 $188.2M 1.29% 2,064,258 SH
22 GLOBAL E ONLINE LTD GLBE M5216V106 $186.6M 1.27% 5,372,046 SH
23 APPLE INC AAPL 037833100 $183.3M 1.25% 633,429 SH
24 ISHARES INC EWZ 464286400 $172.2M 1.18% 4,992,000 SH
25 SELECT SECTOR SPDR TR XLK 81369Y803 $170.4M 1.16% 894,632 SH
26 SELECT SECTOR SPDR TR XLV 81369Y209 $154.9M 1.06% 976,557 SH
27 CORGI ETF TR I EUV 218946663 $152.9M 1.04% 4,782,000 SH
28 ISHARES TR IYF 464287788 $152.6M 1.04% 1,196,572 SH
29 ONTO INNOVATION INC ONTO 683344105 $152.1M 1.04% 401,813 SH
30 ISHARES TR IEZ 464288844 $134.3M 0.92% 4,991,000 SH
31 SELECT SECTOR SPDR TR XLU 81369Y886 $130.0M 0.89% 2,867,890 SH
32 VISTRA CORP VST 92840M102 $124.1M 0.85% 782,368 SH
33 ISHARES TR IGV 464287515 $114.4M 0.78% 1,262,621 SH
34 ELI LILLY & CO LLY 532457108 $113.8M 0.78% 94,911 SH
35 GLOBALFOUNDRIES INC GFS G39387108 $108.4M 0.74% 1,313,102 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $107.6M 0.74% 143,959 SH
37 WELLS FARGO & CO WFC 949746101 $105.7M 0.72% 1,278,450 SH
38 LISTED FDS TR MAGS 53656G498 $104.6M 0.71% 1,627,000 SH
39 APPLIED MATLS INC AMAT 038222105 $102.8M 0.70% 142,168 SH
40 ENLIGHT RENEWABLE ENERGY LTD ENLT M4056D110 $100.8M 0.69% 1,132,777 SH
41 FORGENT POWER SOLUTIONS INC FPS 34631F102 $92.3M 0.63% 1,652,838 SH
42 CELLEBRITE DI LTD CLBT M2197Q107 $88.1M 0.60% 6,036,435 SH
43 SELECT SECTOR SPDR TR XLF 81369Y605 $86.4M 0.59% 1,611,197 SH
44 BOSTON SCIENTIFIC CORP BSX 101137107 $82.6M 0.56% 1,934,413 SH
45 SELECT SECTOR SPDR TR XLE 81369Y506 $78.9M 0.54% 1,486,384 SH
46 ICL GROUP LTD ICL M53213100 $77.5M 0.53% 15,552,538 SH
47 SELECT SECTOR SPDR TR XLC 81369Y852 $73.0M 0.50% 681,000 SH
48 SPROTT FDS TR URNM 85208P303 $65.7M 0.45% 1,250,000 SH
49 ISHARES TR MCHI 46429B671 $65.4M 0.45% 1,281,520 SH
50 NICE LTD NICE 653656108 $61.6M 0.42% 677,960 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $14.64B 700 0001178913-26-004030
2026-03-31 2026-05-11 $10.55B 691 0001178913-26-002511
2025-12-31 2026-02-05 $9.23B 671 0001178913-26-000305
2025-09-30 2025-11-13 $8.21B 658 0001178913-25-003791
Filer Information
Address
53 DERECH HA'SHALOM ST.
GIVATAYIM 53454
Phone
972-3-733-2997
Filing Manager
Phoenix Financial Ltd.
Givatayim, L3
Signatory
Eli Schwartz / Haggai Schreiber
CFO / CIO