AI Portfolio Summary
In 2025 Q4, Phoenix Financial Ltd. maintained a portfolio of 511 distinct positions. The most significant new addition to the portfolio was TOWER SEMICONDUCTOR , which now represents 4.87% of the total fund value. They heavily accumulated shares in SELECT SECTOR SPDR T, increasing their position by 159.8%. The fund also reduced its exposure to SELECT SECTOR SPDR T by 77.4%.
Total Positions
511
Quarter
2025 Q4
Top Holding
TEVA (13.9%)
Top 10 Concentration
47.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 511
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 13.90% | 11.09% |
#1
Prev: #1
|
6.5 | -208,113 | -0.5% |
P
S
|
41,087,131 | $1,282,329,359 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 6.64% | 3.12% |
#2
6
Prev: #8
|
7.2 | 2,430,047 | 159.8% |
P
S
|
3,950,353 | $612,777,800 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 4.87% | — |
#3
Prev: #—
|
6.4 | 3,829,537 | no change |
NEW
|
3,829,537 | $449,664,235 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.63% | 3.72% |
#4
2
Prev: #6
|
4.0 | 195,917 | 15.4% |
P
S
|
1,469,073 | $334,827,083 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.43% | 4.97% |
#5
2
Prev: #3
|
2.4 | -45,578 | -6.3% |
P
S
|
677,270 | $316,517,428 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.38% | 4.35% |
#6
1
Prev: #5
|
1.9 | -80,873 | -4.4% |
P
S
|
1,739,872 | $311,582,918 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.37% | 4.46% |
#7
3
Prev: #4
|
1.8 | -142,890 | -8.1% |
P
S
|
1,625,542 | $311,388,826 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.99% | 2.91% |
#8
1
Prev: #9
|
1.7 | -21,793 | -2.4% |
P
S
|
878,093 | $275,565,804 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.45% | 2.91% |
#9
1
Prev: #10
|
1.5 | -9,324 | -1.1% |
P
S
|
850,228 | $225,924,418 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 2.36% | 3.45% |
#10
3
Prev: #7
|
1.4 | -541,700 | -18.7% |
P
S
|
2,362,300 | $218,040,290 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXJ
ISHARES TR
|
ETF | 2.24% | 1.41% |
#11
8
Prev: #19
|
3.9 | 925,500 | 77.2% |
P
S
|
2,124,780 | $206,953,572 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWI
ISHARES TR
|
ETF | 2.15% | 5.97% |
#12
10
Prev: #2
|
0.9 | -1,846,637 | -56.9% |
P
S
|
1,401,338 | $198,275,314 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.99% | 2.40% |
#13
1
Prev: #12
|
3.8 | 638,444 | 99.9% |
P
S
|
1,277,743 | $183,953,980 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.98% | 1.79% |
#14
2
Prev: #16
|
3.3 | 215,015 | 22.3% |
P
S
|
1,181,339 | $182,870,174 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVMI
NOVA LTD
|
Technology | 1.81% | — |
#15
Prev: #—
|
4.2 | 508,641 | no change |
NEW
|
508,641 | $167,115,454 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYF
ISHARES TR
|
ETF | 1.67% | 2.01% |
#16
1
Prev: #15
|
1.7 | no change | no change |
P
S
|
1,196,572 | $154,274,028 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 1.62% | 2.26% |
#17
4
Prev: #13
|
1.1 | -241,631 | -15.1% |
P
S
|
1,356,470 | $149,698,846 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGV
ISHARES TR
|
ETF | 1.51% | 2.02% |
#18
4
Prev: #14
|
1.1 | 315 | 0.0% |
P
S
|
1,321,000 | $139,616,493 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALB
ALBEMARLE CORP
|
Basic Materials | 1.41% | — |
#19
Prev: #—
|
4.1 | 919,426 | no change |
NEW
|
919,426 | $130,415,451 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.41% | 1.67% |
#20
3
Prev: #17
|
1.1 | -8,534 | -1.9% |
P
S
|
442,898 | $129,999,394 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
JAMES HARDIE IN...
|
—
|
Unknown | 1.24% | 1.41% |
#21
1
Prev: #20
|
1.0 | 8,098 | 0.1% |
P
S
|
5,517,639 | $114,489,780 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
TT
TRANE TECHNOLOG...
|
Industrials | 1.23% | — |
#22
Prev: #—
|
4.0 | 291,665 | no change |
NEW
|
291,665 | $113,514,798 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INDA
ISHARES TR
|
ETF | 1.12% | 0.69% |
#23
13
Prev: #36
|
3.4 | 914,310 | 91.2% |
P
S
|
1,916,772 | $103,601,527 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWZ
ISHARES INC
|
ETF | 1.11% | 1.33% |
#24
3
Prev: #21
|
1.4 | no change | no change |
P
S
|
3,237,000 | $102,839,490 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICL
ICL GROUP LTD
|
Basic Materials | 1.06% | — |
#25
Prev: #—
|
3.9 | 17,048,563 | no change |
NEW
|
17,048,563 | $97,347,295 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 1.05% | 1.16% |
#26
1
Prev: #25
|
0.9 | -8,660 | -0.8% |
P
S
|
1,035,412 | $96,497,020 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URA
GLOBAL X FDS
|
ETF | 0.98% | — |
#27
Prev: #—
|
3.9 | 2,043,004 | no change |
NEW
|
2,043,004 | $90,485,844 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.96% | 1.02% |
#28
2
Prev: #30
|
0.9 | -55,901 | -17.0% |
P
S
|
273,674 | $88,138,377 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.89% | 0.83% |
#29
3
Prev: #32
|
2.9 | 47,036 | 22.8% |
P
S
|
253,370 | $82,043,048 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.87% | 1.07% |
#30
3
Prev: #27
|
0.8 | 4,255 | 0.6% |
P
S
|
685,352 | $80,190,179 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCHI
ISHARES TR
|
ETF | 0.86% | 0.44% |
#31
9
Prev: #40
|
3.3 | 822,800 | 164.6% |
P
S
|
1,322,800 | $79,460,596 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.80% | 0.82% |
#32
1
Prev: #33
|
0.8 | -260 | -0.0% |
P
S
|
804,400 | $73,947,532 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.78% | 1.07% |
#33
4
Prev: #29
|
0.8 | -169,269 | -11.4% |
P
S
|
1,319,142 | $72,247,926 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WIX
WIX COM LTD
|
Technology | 0.74% | — |
#34
Prev: #—
|
3.8 | 656,438 | no change |
NEW
|
656,438 | $68,197,344 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GILT
GILAT SATELLITE...
|
Technology | 0.74% | — |
#35
Prev: #—
|
3.8 | 5,250,222 | no change |
NEW
|
5,250,222 | $67,937,873 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENLT
ENLIGHT RENEWAB...
|
Utilities | 0.68% | — |
#36
Prev: #—
|
3.8 | 1,386,786 | no change |
NEW
|
1,386,786 | $63,042,965 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.68% | 0.82% |
#37
3
Prev: #34
|
0.8 | -859 | -0.9% |
P
S
|
91,196 | $62,286,151 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.67% | 1.08% |
#38
12
Prev: #26
|
0.8 | -10,306 | -9.0% |
P
S
|
103,912 | $62,012,875 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.51% | 0.17% |
#39
23
Prev: #62
|
3.2 | 122,869 | 201.4% |
P
S
|
183,873 | $47,255,042 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.51% | 1.25% |
#40
17
Prev: #23
|
0.2 | -206,432 | -44.8% |
P
S
|
254,665 | $46,905,869 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 0.49% | — |
#41
Prev: #—
|
3.7 | 2,510,774 | no change |
NEW
|
2,510,774 | $45,267,596 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.47% | 2.63% |
#42
31
Prev: #11
|
0.2 | -3,633,800 | -77.4% |
P
S
|
1,063,404 | $42,908,351 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORA
ORMAT TECHNOLOG...
|
Utilities | 0.43% | 0.13% |
#43
30
Prev: #73
|
3.2 | 260,000 | 264.0% |
P
S
|
358,481 | $39,601,396 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.42% | 1.54% |
#44
26
Prev: #18
|
0.2 | -980,035 | -66.4% |
P
S
|
495,987 | $38,528,270 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBIO
ALPS ETF TR
|
ETF | 0.41% | 0.47% |
#45
7
Prev: #38
|
1.2 | no change | no change |
P
S
|
1,465,173 | $38,270,319 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTU
PEABODY ENERGY ...
|
Energy | 0.41% | — |
#46
Prev: #—
|
3.7 | 1,283,673 | no change |
NEW
|
1,283,673 | $38,124,849 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.41% | 0.81% |
#47
12
Prev: #35
|
0.7 | -27,578 | -12.4% |
P
S
|
194,461 | $37,897,495 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXI
ISHARES TR
|
ETF | 0.41% | 0.49% |
#48
11
Prev: #37
|
1.2 | no change | no change |
P
S
|
215,300 | $37,750,702 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARKO
ARKO CORP
|
Consumer Cyclical | 0.36% | 0.44% |
#49
10
Prev: #39
|
1.1 | no change | no change |
P
S
|
7,309,430 | $33,184,812 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.36% | 0.40% |
#50
8
Prev: #42
|
3.1 | 425,229 | 124.2% |
P
S
|
767,612 | $32,768,954 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 511 holdings