Phoenix Financial Ltd. 13F holdings
Phoenix Financial Ltd. reported 436 positions with a total reported value of $14.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: ISHARES TR (14.8%), SELECT SECTOR SPDR TR (10.9%), TEVA TEVA PHARMACEUTICAL INDS LTD (9.9%), TSEM TOWER SEMICONDUCTOR LTD (6.2%), TSM TAIWAN SEMICONDUCTOR MANUFAC (3.8%). Against 2026-03-31 it opened 90 new positions and exited 59. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 436 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 22,577,690 | $2.2B | 14.8% |
| SELECT SECTOR SPDR TR | 14,616,458 | $1.6B | 10.9% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 42,933,367 | $1.5B | 9.9% |
| TSEM TOWER SEMICONDUCTOR LTD | 3,505,778 | $913.7M | 6.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,157,635 | $553.0M | 3.8% |
| IVZ INVESCO EXCH TRD SLF IDX FD | 2,330,950 | $491.1M | 3.4% |
| NVDA NVIDIA CORPORATION | 2,305,779 | $461.2M | 3.2% |
| GOOGL ALPHABET INC | 1,168,662 | $414.1M | 2.8% |
| AMZN AMAZON COM INC | 1,464,242 | $348.9M | 2.4% |
| NVMI NOVA LTD | 617,631 | $335.1M | 2.3% |
| VANGUARD SCOTTSDALE FDS | 3,128,171 | $330.0M | 2.3% |
| ESLT ELBIT SYS LTD | 390,426 | $296.5M | 2.0% |
| MSFT MICROSOFT CORP | 794,580 | $296.3M | 2.0% |
| PANW PALO ALTO NETWORKS INC | 750,730 | $256.0M | 1.7% |
| AVGO BROADCOM INC | 646,023 | $244.0M | 1.7% |
| AAPL APPLE INC | 695,043 | $201.1M | 1.4% |
| NET CLOUDFLARE INC | 807,564 | $198.1M | 1.4% |
| EMR EMERSON ELEC CO | 1,367,937 | $195.8M | 1.3% |
| EXE EXPAND ENERGY CORPORATION | 2,080,338 | $189.7M | 1.3% |
| GLBE GLOBAL E ONLINE LTD | 5,372,046 | $186.6M | 1.3% |
| ISHARES INC | 5,024,974 | $175.6M | 1.2% |
| CORGI ETF TR I | 4,782,000 | $152.9M | 1.0% |
| ONTO ONTO INNOVATION INC | 401,813 | $152.1M | 1.0% |
| VST VISTRA CORP | 784,188 | $124.4M | 0.8% |
| APPLIED MATLS INC | 171,592 | $123.8M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 90 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CORGI ETF TR I | 4,782,000 | $152.9M | 1.0% |
| ONTO ONTO INNOVATION INC | 401,813 | $152.1M | 1.0% |
| LISTED FDS TR | 1,627,000 | $104.6M | 0.7% |
| FPS FORGENT POWER SOLUTIONS INC | 1,662,217 | $92.8M | 0.6% |
| SII SPROTT FDS TR | 1,250,000 | $65.7M | 0.4% |
| NYAX NAYAX LTD | 465,279 | $30.5M | 0.2% |
| SIND SINDA LTD | 1,550,000 | $18.6M | 0.1% |
| SUNSHINE SILVER MNG & REFNG | 1,230,000 | $16.3M | 0.1% |
| VANGUARD INDEX FDS | 15,729 | $10.8M | <0.1% |
| MRVL MARVELL TECHNOLOGY INC | 28,176 | $8.4M | <0.1% |
| INTC INTEL CORP | 39,641 | $5.5M | <0.1% |
| ARM ARM HOLDINGS PLC | 10,000 | $4.7M | <0.1% |
| TIMB TIM S A | 6,706 | $4.6M | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 21,823 | $3.7M | <0.1% |
| HDB HDFC BANK LTD | 90,000 | $2.3M | <0.1% |
| BX BLACKSTONE INC | 13,750 | $1.6M | <0.1% |
| TNGX TANGO THERAPEUTICS INC | 47,403 | $1.5M | <0.1% |
| AZO AUTOZONE INC | 412 | $1.3M | <0.1% |
| SBUX STARBUCKS CORP | 12,245 | $1.3M | <0.1% |
| TLN TALEN ENERGY CORP | 2,838 | $1.1M | <0.1% |
| LITE LUMENTUM HLDGS INC | 1,235 | $1.1M | <0.1% |
| PIMCO ETF TR | 15,177 | $967.3K | <0.1% |
| NVT NVENT ELEC PLC | 5,250 | $887.8K | <0.1% |
| HPE HEWLETT PACKARD ENTERPRISE C | 18,274 | $821.9K | <0.1% |
| COHR COHERENT CORP | 2,076 | $818.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 59 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| JHX JAMES HARDIE INDS PLC | 5,449,639 | $103.2M | 1.0% |
| VRNS VARONIS SYS INC | 557,836 | $12.0M | 0.1% |
| ARKO ARKO CORP | 1,941,817 | $10.8M | 0.1% |
| ODD ODDITY TECH LTD | 607,100 | $8.1M | <0.1% |
| BLACKROCK ETF TRUST II | 123,042 | $6.4M | <0.1% |
| CME CME GROUP INC | 8,170 | $2.4M | <0.1% |
| PEG PUBLIC SVC ENTERPRISE GROUP | 25,000 | $2.0M | <0.1% |
| INTU INTUIT | 4,597 | $2.0M | <0.1% |
| FGDL FRANKLIN TEMPLETON ETF TR | 39,200 | $1.3M | <0.1% |
| CREDIT ACCEP CORP MICH | 2,940 | $1.2M | <0.1% |
| PEABODY ENGR CORP | 30,000 | $988.5K | <0.1% |
| T AT&T INC | 30,645 | $888.1K | <0.1% |
| SO SOUTHERN CO | 7,379 | $711.7K | <0.1% |
| BKR BAKER HUGHES COMPANY | 10,158 | $620.1K | <0.1% |
| AMT AMERICAN TOWER CORP | 3,397 | $585.8K | <0.1% |
| SMWB SIMILARWEB LTD | 216,904 | $566.1K | <0.1% |
| ZIM ZIM INTEGRATED SHIPPING SERV | 21,660 | $561.5K | <0.1% |
| CI THE CIGNA GROUP | 2,030 | $541.1K | <0.1% |
| AR ANTERO RESOURCES CORP | 12,223 | $518.7K | <0.1% |
| NXT NEXTPOWER INC | 4,500 | $505.9K | <0.1% |
| PSX PHILLIPS 66 | 2,347 | $427.3K | <0.1% |
| PNR PENTAIR PLC | 4,683 | $407.8K | <0.1% |
| TPR TAPESTRY INC | 2,813 | $396.9K | <0.1% |
| IEX IDEX CORP | 1,964 | $372.1K | <0.1% |
| DIGITAL RLTY TR INC | 2,025 | $364.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 54,392 | 1,157,635 | +2,028.3% | $553.0M |
| ISHARES TR | 19,406,737 | 22,577,690 | +16.3% | $2.2B |
| SELECT SECTOR SPDR TR | 12,055,536 | 14,616,458 | +21.2% | $1.6B |
| GLBE GLOBAL E ONLINE LTD | 232,273 | 5,372,046 | +2,212.8% | $186.6M |
| PANW PALO ALTO NETWORKS INC | 230,732 | 750,730 | +225.4% | $256.0M |
| VST VISTRA CORP | 10,257 | 784,188 | +7,545.4% | $124.4M |
| NET CLOUDFLARE INC | 321,817 | 807,564 | +150.9% | $198.1M |
| ESLT ELBIT SYS LTD | 251,137 | 390,426 | +55.5% | $296.5M |
| AVGO BROADCOM INC | 382,348 | 646,023 | +69.0% | $244.0M |
| VANGUARD SCOTTSDALE FDS | 2,440,660 | 3,128,171 | +28.2% | $330.0M |
| NVDA NVIDIA CORPORATION | 1,974,917 | 2,305,779 | +16.8% | $461.2M |
| ISHARES INC | 3,272,130 | 5,024,974 | +53.6% | $175.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GLOBAL X FDS | 3,105,113 | 940,629 | -69.7% | $65.4M |
| AMZN AMAZON COM INC | 2,043,423 | 1,464,242 | -28.3% | $348.9M |
| SPDR SERIES TRUST | 2,564,659 | 1,041,889 | -59.4% | $72.9M |
| COF CAPITAL ONE FINL CORP | 431,304 | 9,258 | -97.9% | $1.9M |
| GOOGL ALPHABET INC | 1,346,738 | 1,168,662 | -13.2% | $414.1M |
| AAPL APPLE INC | 777,344 | 695,043 | -10.6% | $201.1M |
| TT TRANE TECHNOLOGIES PLC | 60,657 | 12,569 | -79.3% | $6.2M |
| AZN ASTRAZENECA PLC | 139,398 | 19,365 | -86.1% | $3.6M |
| GILT GILAT SATELLITE NETWORKS LTD | 4,959,311 | 3,811,406 | -23.1% | $50.7M |
| ENLT ENLIGHT RENEWABLE ENERGY LTD | 1,250,550 | 1,138,570 | -9.0% | $101.3M |
| RSKD RISKIFIED LTD | 5,082,513 | 3,246,755 | -36.1% | $16.4M |
| LLY ELI LILLY & CO | 101,476 | 97,019 | -4.4% | $116.4M |
CIK 1679543 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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