Phoenix Financial Ltd.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
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:
1-25 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
5.6 -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
5.0 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: #—
3.9 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
3.5 195,917 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
1.4 -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
1.4 -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
1.4 -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
1.2 -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
1.0 -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
1.0 -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
3.1 925,500 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
1.0 -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
3.1 638,444 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
2.9 215,015 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: #—
2.7 508,641 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
0.7 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
0.7 -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
2.6 315 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: #—
2.6 919,426 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
0.6 -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
2.5 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: #—
2.5 291,665 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
2.7 914,310 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
0.4 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: #—
2.4 17,048,563 no change
NEW
17,048,563 $97,347,295 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NICE
NICE LTD
Technology 0.00% 1.32%
Sold All 😨
(Was: #22)
0.3 -683,800 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CFLT
CONFLUENT INC
Technology 0.00% 0.39%
Sold All 😨
(Was: #44)
0.3 -1,471,222 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES TR
ETF 0.00% 0.32%
Sold All 😨
(Was: #48)
0.3 -223,980 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
BERKSHIRE HATHA...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #68)
0.3 -26 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #124)
0.3 -21,357 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
CAMECO CORP
Energy 0.00% 0.05%
Sold All 😨
(Was: #130)
0.3 -46,857 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPBO
SPDR SERIES TRU...
ETF 0.00% 0.04%
Sold All 😨
(Was: #148)
0.3 -91,393 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
ARM HOLDINGS PL...
Technology 0.00% 0.03%
Sold All 😨
(Was: #167)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVOO
VANGUARD ADMIRA...
ETF 0.00% 0.02%
Sold All 😨
(Was: #184)
0.3 -15,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #192)
0.3 -5,739 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #196)
0.3 -2,588 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBKR
INTERACTIVE BRO...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #203)
0.3 -48,497 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AON
AON PLC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #205)
0.3 -6,243 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DRIO
DARIOHEALTH COR...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #217)
0.3 -56,337 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #222)
0.3 -25,437 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BWAY
BRAINSWAY LTD
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #223)
0.3 -63,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BE
BLOOM ENERGY CO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #224)
0.3 -40,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SEI
SOLARIS ENERGY ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #234)
0.3 -19,791 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
VEEVA SYS INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #237)
0.3 -4,986 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MAR
MARRIOTT INTL I...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #241)
0.3 -5,578 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RY
ROYAL BK CDA
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #256)
0.3 -4,345 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #264)
0.3 -28,295 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #271)
0.3 -4,286 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BULLISH
Unknown 0.00% 0.01%
Sold All 😨
(Was: #283)
0.3 -7,789 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDX
SYNDAX PHARMACE...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #286)
0.3 -31,740 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTWO
TAKE-TWO INTERA...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #320)
0.3 -1,405 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRAX
PRAXIS PRECISIO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #325)
0.3 -6,817 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #339)
0.3 -12,841 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WBD
WARNER BROS DIS...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #340)
0.3 -17,323 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLA
ORLA MNG LTD NE...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #347)
0.3 -29,921 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOC
FLOWCO HLDGS IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #357)
0.3 -21,050 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCU
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #359)
0.3 -18,374 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KTOS
KRATOS DEFENSE ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #371)
0.3 -3,100 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EQR
EQUITY RESIDENT...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #372)
0.3 -4,300 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLXY
GALAXY DIGITAL ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #373)
0.3 -8,159 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #388)
0.3 -5,285 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XPEV
XPENG INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #397)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KJAN
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #401)
0.3 -5,725 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HEI
HEICO CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #406)
0.3 -700 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #408)
0.3 -10,151 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #414)
0.3 -2,778 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCS
CENTURY CMNTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #418)
0.3 -3,244 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPK
OPKO HEALTH INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #423)
0.3 -100,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DDD
3-D SYS CORP DE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #430)
0.3 -20,289 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPWR
COMPLETE SOLARI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #432)
0.3 -22,239 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 511 holdings

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