Phoenix Financial
Givatayim, L3files as Phoenix Financial Ltd.
$14.6bn in 519 US stocks at the end of 30 June 2026. The top 10 are 42.6% of the money. It changed about 22.5% of the portfolio this quarter.
Value
$14.6bn
Stocks
519
Top 10 share
42.6%
Turnover
22.5%
What changed this quarter
New
Bought for the first time this quarter.
- Corgi ETF TR IEUV1.0% of the fund
- Onto InnovationONTO1.0% of the fund
- Ishares TRIEZ0.9% of the fund
- Listed FDS TRMAGS0.7% of the fund
- Forgent Power SolutionsFPS0.6% of the fund
- Sprott FDS TRURNM0.4% of the fund
- Ishares TRIAI0.3% of the fund
- Vaneck ETF TrustGDX0.2% of the fund
- NayaxNYAX0.2% of the fund
- SindaSIND0.1% of the fund
- Sunshine Silver Mining & RefiningSSMR0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Ishares TREUFN<0.1% of the fund
- IntelINTC<0.1% of the fund
- ARM HoldingsARM<0.1% of the fund
- TIM S ATIMB<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Ishares TRLQD<0.1% of the fund
- HDFC BankHDB<0.1% of the fund
- BlackstoneBX<0.1% of the fund
- Ishares TREWJV<0.1% of the fund
- Tango TherapeuticsTNGX<0.1% of the fund
- AutozoneAZO<0.1% of the fund
- StarbucksSBUX<0.1% of the fund
Added
Bought more of a stock they already held.
- Tower SemiconductorTSEM6.2% of the fund+3%
- Select Sector Spdr TRXLI5.4% of the fund+50%
- Taiwan Semiconductor ManufacturingTSM3.8% of the fund+2028%
- Invesco Exchange Traded FD TRSP3.4% of the fund+11%
- NvidiaNVDA3.2% of the fund+17%
- NovaNVMI2.3% of the fund+7%
- Vanguard Scottsdale FDSVONV2.2% of the fund+29%
- Ishares TRITA2.1% of the fund+21978%
- Elbit SystemsESLT2.0% of the fund+55%
- MicrosoftMSFT2.0% of the fund+6%
- Palo Alto NetworksPANW1.7% of the fund+225%
- BroadcomAVGO1.7% of the fund+69%
- Ishares TRACWI1.6% of the fund+8%
- CloudflareNET1.4% of the fund+151%
- Emerson ElectricEMR1.3% of the fund+4%
- Expand EnergyEXE1.3% of the fund+16%
- Select Sector Spdr TRXLK1.3% of the fund+6%
- Global-E OnlineGLBE1.3% of the fund+2213%
- IsharesEWZ1.2% of the fund+54%
- Select Sector Spdr TRXLU0.9% of the fund+327%
- VistraVST0.8% of the fund+7545%
- State STR Spdr S&P 500 ETF TSPY0.8% of the fund+79%
- AlphabetGOOGL0.7% of the fund+26%
- GlobalfoundriesGFS0.7% of the fund+19%
- Wells Fargo & CompanyWFC0.7% of the fund+33%
Cut
Sold some of their stake.
- Amazon.comAMZN2.4% of the fund-28%
- AlphabetGOOG2.1% of the fund-22%
- Ishares TRIXJ1.8% of the fund-28%
- AppleAAPL1.4% of the fund-11%
- Select Sector Spdr TRXLV1.1% of the fund-34%
- Eli LillyLLY0.8% of the fund-4%
- Enlight Renewable EnergyENLT0.7% of the fund-9%
- Select Sector Spdr TRXLF0.6% of the fund-26%
- Ishares TRMCHI0.4% of the fund-55%
- Spdr Series TrustXRT0.4% of the fund-45%
- Ishares TRINDA0.4% of the fund-43%
- Gilat Satellite NetworksGILT0.3% of the fund-23%
- Global X FDSCOPX0.3% of the fund-25%
- Meta PlatformsMETA0.3% of the fund-7%
- StratasysSSYS0.2% of the fund-12%
- RiskifiedRSKD0.1% of the fund-36%
- JPMorgan ChaseJPM0.1% of the fund-18%
- Berkshire HathawayBRK-B<0.1% of the fund-11%
- Johnson & JohnsonJNJ<0.1% of the fund-10%
- Sol-Gel TechnologiesSLGL<0.1% of the fund-31%
- Cisco SystemsCSCO<0.1% of the fund-14%
- Costco WholesaleCOST<0.1% of the fund-9%
- CaterpillarCAT<0.1% of the fund-5%
- LindeLIN<0.1% of the fund-4%
- Odysight.aiODYS<0.1% of the fund-10%
Sold out
Sold their entire stake.
- James Hardie IndustriesJHX-100%
- Spdr Series TrustXTN-100%
- Varonis SystemsVRNS-100%
- ArkoARKO-100%
- Oddity TechODD-100%
- Blackrock ETF Trust IIBINC-100%
- Ishares TRIVLU-100%
- CME GroupCME-100%
- Public Service Enterprise GroupPEG-100%
- IntuitINTU-100%
- Franklin Templeton ETF TRFLIN-100%
- Credit AcceptanceCACC-100%
- Honeywell InternationalHON-100%
- Peabody EnergyBTU-100%
- AT&TT-100%
- Southern CompanySO-100%
- Baker HughesBKR-100%
- American TowerAMT-100%
- SimilarwebSMWB-100%
- ZIM Integrated Shipping ServicesZIM-100%
- Cigna GroupCI-100%
- Antero ResourcesAR-100%
- NextpowerNXT-100%
- Phillips 66PSX-100%
- PentairPNR-100%
Holdings
- Select Sector Spdr TRXLI
- Share
- 5.4%
- Value
- $784m
- Shares
- 4,234,423
+50%
- Ishares TRIXN
- Share
- 4.0%
- Value
- $579m
- Shares
- 4,005,100
Held
- Invesco Exchange Traded FD TRSP
- Share
- 3.4%
- Value
- $491m
- Shares
- 2,305,542
+11%
- Vanguard Scottsdale FDSVONV
- Share
- 2.2%
- Value
- $323m
- Shares
- 3,039,300
+29%
- Ishares TRITA
- Share
- 2.1%
- Value
- $310m
- Shares
- 1,278,993
+21978%
- Ishares TRIXJ
- Share
- 1.8%
- Value
- $264m
- Shares
- 2,684,000
-28%
- Ishares TRACWI
- Share
- 1.6%
- Value
- $237m
- Shares
- 1,512,202
+8%
- Select Sector Spdr TRXLK
- Share
- 1.3%
- Value
- $188m
- Shares
- 988,272
+6%
- IsharesEWZ
- Share
- 1.2%
- Value
- $172m
- Shares
- 4,992,000
+54%
- Select Sector Spdr TRXLV
- Share
- 1.1%
- Value
- $159m
- Shares
- 1,004,740
-34%
- Corgi ETF TR IEUV
- Share
- 1.0%
- Value
- $153m
- Shares
- 4,782,000
New
- Ishares TRIYF
- Share
- 1.0%
- Value
- $153m
- Shares
- 1,196,572
Held
- Ishares TRIEZ
- Share
- 0.9%
- Value
- $134m
- Shares
- 4,991,000
New
- Select Sector Spdr TRXLU
- Share
- 0.9%
- Value
- $133m
- Shares
- 2,930,565
+327%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $123m
- Shares
- 165,032
+79%
- Ishares TRIGV
- Share
- 0.8%
- Value
- $119m
- Shares
- 1,314,160
Held
- Listed FDS TRMAGS
- Share
- 0.7%
- Value
- $105m
- Shares
- 1,627,000
New
- Select Sector Spdr TRXLF
- Share
- 0.6%
- Value
- $91m
- Shares
- 1,702,899
-26%
- Select Sector Spdr TRXLE
- Share
- 0.5%
- Value
- $80m
- Shares
- 1,509,197
Held
- Select Sector Spdr TRXLC
- Share
- 0.5%
- Value
- $73m
- Shares
- 681,182
Held
- Sprott FDS TRURNM
- Share
- 0.4%
- Value
- $66m
- Shares
- 1,250,000
New
- Ishares TRMCHI
- Share
- 0.4%
- Value
- $65m
- Shares
- 1,281,520
-55%
- NiceNICE
- Share
- 0.4%
- Value
- $62m
- Shares
- 678,460
+139%
- Spdr Series TrustXRT
- Share
- 0.4%
- Value
- $61m
- Shares
- 691,000
-45%
- Ishares TREEM
- Share
- 0.4%
- Value
- $60m
- Shares
- 880,828
Held
- Ishares TRIHF
- Share
- 0.4%
- Value
- $57m
- Shares
- 1,025,353
Held
- Ishares TRINDA
- Share
- 0.4%
- Value
- $54m
- Shares
- 1,093,484
-43%
- Global X FDSCOPX
- Share
- 0.3%
- Value
- $48m
- Shares
- 627,000
-25%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $48m
- Shares
- 65,042
+387%
- Ishares TRIAI
- Share
- 0.3%
- Value
- $48m
- Shares
- 273,000
New
- Select Sector Spdr TRXLRE
- Share
- 0.3%
- Value
- $47m
- Shares
- 1,063,204
Held
- Ishares TREXI
- Share
- 0.3%
- Value
- $43m
- Shares
- 215,300
Held
- Select Sector Spdr TRXLP
- Share
- 0.3%
- Value
- $37m
- Shares
- 450,976
Held
- Vaneck ETF TrustGDX
- Share
- 0.2%
- Value
- $31m
- Shares
- 409,800
New
- Ishares TRIVV
- Share
- 0.1%
- Value
- $20m
- Shares
- 26,524
+7500%
- SindaSIND
- Share
- 0.1%
- Value
- $19m
- Shares
- 1,550,000
New
- Vaneck ETF TrustSMH
- Share
- 0.1%
- Value
- $17m
- Shares
- 26,596
+2%
- Sunshine Silver Mining & RefiningSSMR
- Share
- 0.1%
- Value
- $16m
- Shares
- 1,230,000
New
- Spdr Series TrustSPIB
- Share
- <0.1%
- Value
- $11m
- Shares
- 336,162
+5%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $11m
- Shares
- 15,729
New
- Ishares TRIGIB
- Share
- <0.1%
- Value
- $10m
- Shares
- 182,199
+18%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Teva Pharmaceutical IndustriesTEVA | 9.9% | $1.5bn | 42,933,367 | Held |
| Tower SemiconductorTSEM | 6.2% | $914m | 3,505,778 | +3% |
| Select Sector Spdr TRXLI | 5.4% | $784m | 4,234,423 | +50% |
| Ishares TRIXN | 4.0% | $579m | 4,005,100 | Held |
| Taiwan Semiconductor ManufacturingTSM | 3.8% | $553m | 1,157,635 | +2028% |
| Invesco Exchange Traded FD TRSP | 3.4% | $491m | 2,305,542 | +11% |
| NvidiaNVDA | 3.2% | $461m | 2,305,779 | +17% |
| Amazon.comAMZN | 2.4% | $349m | 1,464,242 | -28% |
| NovaNVMI | 2.3% | $335m | 617,631 | +7% |
| Vanguard Scottsdale FDSVONV | 2.2% | $323m | 3,039,300 | +29% |
| Ishares TRITA | 2.1% | $310m | 1,278,993 | +21978% |
| AlphabetGOOG | 2.1% | $305m | 861,860 | -22% |
| Elbit SystemsESLT | 2.0% | $297m | 390,426 | +55% |
| MicrosoftMSFT | 2.0% | $296m | 794,580 | +6% |
| Ishares TRIXJ | 1.8% | $264m | 2,684,000 | -28% |
| Palo Alto NetworksPANW | 1.7% | $256m | 750,730 | +225% |
| BroadcomAVGO | 1.7% | $244m | 646,023 | +69% |
| Ishares TRACWI | 1.6% | $237m | 1,512,202 | +8% |
| AppleAAPL | 1.4% | $201m | 695,043 | -11% |
| CloudflareNET | 1.4% | $198m | 807,564 | +151% |
| Emerson ElectricEMR | 1.3% | $196m | 1,367,937 | +4% |
| Expand EnergyEXE | 1.3% | $190m | 2,080,338 | +16% |
| Select Sector Spdr TRXLK | 1.3% | $188m | 988,272 | +6% |
| Global-E OnlineGLBE | 1.3% | $187m | 5,372,046 | +2213% |
| IsharesEWZ | 1.2% | $172m | 4,992,000 | +54% |
| Select Sector Spdr TRXLV | 1.1% | $159m | 1,004,740 | -34% |
| Corgi ETF TR IEUV | 1.0% | $153m | 4,782,000 | New |
| Ishares TRIYF | 1.0% | $153m | 1,196,572 | Held |
| Onto InnovationONTO | 1.0% | $152m | 401,813 | New |
| Ishares TRIEZ | 0.9% | $134m | 4,991,000 | New |
| Select Sector Spdr TRXLU | 0.9% | $133m | 2,930,565 | +327% |
| VistraVST | 0.8% | $124m | 784,188 | +7545% |
| Applied MaterialsAMAT | 0.8% | $124m | 171,592 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $123m | 165,032 | +79% |
| Ishares TRIGV | 0.8% | $119m | 1,314,160 | Held |
| Eli LillyLLY | 0.8% | $116m | 97,019 | -4% |
| AlphabetGOOGL | 0.7% | $110m | 306,802 | +26% |
| GlobalfoundriesGFS | 0.7% | $108m | 1,313,102 | +19% |
| Wells Fargo & CompanyWFC | 0.7% | $108m | 1,311,131 | +33% |
| Listed FDS TRMAGS | 0.7% | $105m | 1,627,000 | New |
| Enlight Renewable EnergyENLT | 0.7% | $101m | 1,138,570 | -9% |
| Forgent Power SolutionsFPS | 0.6% | $93m | 1,662,217 | New |
| Select Sector Spdr TRXLF | 0.6% | $91m | 1,702,899 | -26% |
| Cellebrite DICLBT | 0.6% | $90m | 6,181,269 | +48% |
| Boston ScientificBSX | 0.6% | $84m | 1,962,730 | +27% |
| Select Sector Spdr TRXLE | 0.5% | $80m | 1,509,197 | Held |
| ICL GroupICL | 0.5% | $78m | 15,582,538 | Held |
| Select Sector Spdr TRXLC | 0.5% | $73m | 681,182 | Held |
| Sprott FDS TRURNM | 0.4% | $66m | 1,250,000 | New |
| Ishares TRMCHI | 0.4% | $65m | 1,281,520 | -55% |
| NiceNICE | 0.4% | $62m | 678,460 | +139% |
| Spdr Series TrustXRT | 0.4% | $61m | 691,000 | -45% |
| Ormat TechnologiesORA | 0.4% | $60m | 554,281 | +424% |
| Ishares TREEM | 0.4% | $60m | 880,828 | Held |
| Ishares TRIHF | 0.4% | $57m | 1,025,353 | Held |
| Ishares TRINDA | 0.4% | $54m | 1,093,484 | -43% |
| Firefly AerospaceFLY | 0.4% | $53m | 1,812,863 | +175% |
| Gilat Satellite NetworksGILT | 0.3% | $51m | 3,811,406 | -23% |
| Global X FDSCOPX | 0.3% | $48m | 627,000 | -25% |
| Invesco QQQ TRQQQ | 0.3% | $48m | 65,042 | +387% |
| Ishares TRIAI | 0.3% | $48m | 273,000 | New |
| Meta PlatformsMETA | 0.3% | $47m | 83,546 | -7% |
| Select Sector Spdr TRXLRE | 0.3% | $47m | 1,063,204 | Held |
| Micron TechnologyMU | 0.3% | $44m | 38,073 | +48% |
| Ishares TREXI | 0.3% | $43m | 215,300 | Held |
| Matthews InternationalMATW | 0.3% | $39m | 1,465,173 | Held |
| CamtekCAMT | 0.3% | $39m | 237,895 | +179% |
| Select Sector Spdr TRXLP | 0.3% | $37m | 450,976 | Held |
| Advanced Micro DevicesAMD | 0.3% | $37m | 63,238 | +6% |
| MastercardMA | 0.2% | $37m | 71,325 | +37% |
| OracleORCL | 0.2% | $32m | 218,225 | +17% |
| Vaneck ETF TrustGDX | 0.2% | $31m | 409,800 | New |
| Ingersoll RandIR | 0.2% | $31m | 372,663 | +10027% |
| NayaxNYAX | 0.2% | $30m | 465,279 | New |
| UnitedHealth GroupUNH | 0.2% | $26m | 63,190 | +34% |
| StratasysSSYS | 0.2% | $26m | 3,033,045 | -12% |
| TeslaTSLA | 0.2% | $26m | 60,885 | +10% |
| Ishares TRIVV | 0.1% | $20m | 26,524 | +7500% |
| ExxonMobil HoldingsXOM | 0.1% | $19m | 138,000 | +3% |
| SindaSIND | 0.1% | $19m | 1,550,000 | New |
| VisaV | 0.1% | $18m | 51,422 | Held |
| Vaneck ETF TrustSMH | 0.1% | $17m | 26,596 | +2% |
| RiskifiedRSKD | 0.1% | $16m | 3,246,755 | -36% |
| Sunshine Silver Mining & RefiningSSMR | 0.1% | $16m | 1,230,000 | New |
| JPMorgan ChaseJPM | 0.1% | $15m | 46,994 | -18% |
| TAT TechnologiesTATT | 0.1% | $15m | 318,842 | +27% |
| Berkshire HathawayBRK-B | <0.1% | $13m | 26,798 | -11% |
| KamadaKMDA | <0.1% | $12m | 1,654,952 | Held |
| AbbVieABBV | <0.1% | $12m | 47,441 | +31% |
| Johnson & JohnsonJNJ | <0.1% | $12m | 46,830 | -10% |
| Uber TechnologiesUBER | <0.1% | $12m | 162,494 | +6% |
| Spdr Series TrustSPIB | <0.1% | $11m | 336,162 | +5% |
| Sol-Gel TechnologiesSLGL | <0.1% | $11m | 146,147 | -31% |
| Vanguard Index FDSVOO | <0.1% | $11m | 15,729 | New |
| Mobileye GlobalMBLY | <0.1% | $11m | 1,101,000 | Held |
| Cisco SystemsCSCO | <0.1% | $11m | 90,716 | -14% |
| Ishares TRIGIB | <0.1% | $10m | 182,199 | +18% |
| GE VernovaGEV | <0.1% | $9m | 7,489 | +45% |
| Costco WholesaleCOST | <0.1% | $8m | 9,050 | -9% |
| CitigroupC | <0.1% | $8m | 59,808 | Held |
Showing the largest 100 of 519.
Options (3)
- Global E Online
- Type
- Put
- Value
- $35,598
- Contracts
- 1,025,000
- Constellation Energy
- Type
- Put
- Value
- $22,602
- Contracts
- 91,000
- UnitedHealth Group
- Type
- Call
- Value
- $6,234
- Contracts
- 15,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Global E Online | Put | $35,598 | 1,025,000 |
| Constellation Energy | Put | $22,602 | 91,000 |
| UnitedHealth Group | Call | $6,234 | 15,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 93.1% since 30 June 2025.
Where the money is
Technology29.2%
Health care12.3%
Industrials7.3%
Media & telecom3.3%
Retail & consumer2.9%
Utilities2.0%
Financial services1.7%
Energy1.5%
Materials1.2%
Everyday goods0.4%
Real estate0.0%
Other38.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.