AI Portfolio Summary
In 2026 Q1, Phoenix Financial Ltd. maintained a portfolio of 541 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 3.80% of the total fund value. They heavily accumulated shares in TEVA PHARMACEUTICAL , increasing their position by 4.1%. The fund also reduced its exposure to SELECT SECTOR SPDR T by 28.6%.
Total Positions
541
Quarter
2026 Q1
Top Holding
TEVA (12.2%)
Top 10 Concentration
46.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 541
| 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 | 12.21% | 13.90% |
#1
Prev: #1
|
6.5 | 1,690,283 | 4.1% |
P
S
|
42,777,414 | $1,288,455,710 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 5.64% | 4.87% |
#2
1
Prev: #3
|
4.3 | -438,850 | -11.5% |
P
S
|
3,390,687 | $594,997,755 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 4.32% | 6.64% |
#3
1
Prev: #2
|
2.7 | -1,129,917 | -28.6% |
P
S
|
2,820,436 | $456,148,202 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.03% | 3.63% |
#4
Prev: #4
|
4.6 | 574,350 | 39.1% |
P
S
|
2,043,423 | $425,568,426 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IXN
ISHARES TR
|
ETF | 3.80% | — |
#5
Prev: #—
|
5.5 | 4,005,100 | no change |
NEW
|
4,005,100 | $400,389,847 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.77% | 3.37% |
#6
1
Prev: #7
|
4.0 | 445,000 | 27.4% |
P
S
|
2,070,542 | $397,378,421 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IXJ
ISHARES TR
|
ETF | 3.31% | 2.24% |
#7
4
Prev: #11
|
4.3 | 1,609,220 | 75.7% |
P
S
|
3,734,000 | $349,278,360 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.26% | 3.38% |
#8
2
Prev: #6
|
3.3 | 235,045 | 13.5% |
P
S
|
1,974,917 | $344,406,004 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.00% | 2.99% |
#9
1
Prev: #8
|
3.7 | 224,692 | 25.6% |
P
S
|
1,102,785 | $316,367,187 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.63% | 3.43% |
#10
5
Prev: #5
|
3.1 | 72,071 | 10.6% |
P
S
|
749,341 | $277,363,936 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVMI
NOVA LTD
|
Technology | 2.37% | 1.81% |
#11
4
Prev: #15
|
2.9 | 68,348 | 13.4% |
P
S
|
576,989 | $250,334,861 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 2.13% | 1.98% |
#12
2
Prev: #14
|
3.4 | 348,238 | 29.5% |
P
S
|
1,529,577 | $224,250,220 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 2.10% | 2.36% |
#13
3
Prev: #10
|
1.8 | no change | no change |
P
S
|
2,362,300 | $221,442,002 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ESLT
ELBIT SYS LTD
|
Industrials | 2.02% | — |
#14
Prev: #—
|
4.3 | 251,137 | no change |
NEW
|
251,137 | $213,237,915 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 1.87% | 2.45% |
#15
6
Prev: #9
|
1.2 | -72,884 | -8.6% |
P
S
|
777,344 | $197,328,289 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 1.86% | 1.62% |
#16
1
Prev: #17
|
3.2 | 434,000 | 32.0% |
P
S
|
1,790,470 | $196,556,864 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ACWI
ISHARES TR
|
ETF | 1.83% | 2.15% |
#17
5
Prev: #12
|
1.2 | -4,085 | -0.3% |
P
S
|
1,397,253 | $193,337,897 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.64% | 0.01% |
#18
218
Prev: #236
|
3.7 | 1,314,656 | 19025.4% |
P
S
|
1,321,566 | $173,150,552 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MCHI
ISHARES TR
|
ETF | 1.50% | 0.86% |
#19
12
Prev: #31
|
3.6 | 1,496,000 | 113.1% |
P
S
|
2,818,800 | $158,360,184 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IYF
ISHARES TR
|
ETF | 1.33% | 1.67% |
#20
4
Prev: #16
|
1.5 | no change | no change |
P
S
|
1,196,572 | $140,788,662 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.18% | 1.99% |
#21
8
Prev: #13
|
0.5 | -342,632 | -26.8% |
P
S
|
935,111 | $124,274,272 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EWZ
ISHARES INC
|
ETF | 1.18% | 1.11% |
#22
2
Prev: #24
|
1.5 | no change | no change |
P
S
|
3,237,000 | $124,268,430 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.12% | 0.89% |
#23
6
Prev: #29
|
3.4 | 128,978 | 50.9% |
P
S
|
382,348 | $118,325,507 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 1.08% | 0.78% |
#24
9
Prev: #33
|
3.4 | 983,239 | 74.5% |
P
S
|
2,302,381 | $113,667,366 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IGV
ISHARES TR
|
ETF | 0.98% | 1.51% |
#25
7
Prev: #18
|
0.9 | -25,706 | -1.9% |
P
S
|
1,295,294 | $103,688,283 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
N/A
JAMES HARDIE IN...
|
—
|
Unknown | 0.98% | 1.24% |
#26
5
Prev: #21
|
0.9 | -68,000 | -1.2% |
P
S
|
5,449,639 | $103,215,275 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
XRT
SPDR SERIES TRU...
|
Unknown | 0.96% | — |
#27
Prev: #—
|
3.9 | 1,259,000 | no change |
NEW
|
1,259,000 | $101,311,730 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
URA
GLOBAL X FDS
|
ETF | 0.94% | 0.98% |
#28
1
Prev: #27
|
0.9 | -2,554 | -0.1% |
P
S
|
2,040,450 | $98,818,805 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.92% | 0.07% |
#29
89
Prev: #118
|
3.4 | 1,485,404 | 2286.4% |
P
S
|
1,550,372 | $97,284,817 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.89% | 0.32% |
#30
25
Prev: #55
|
3.4 | 880,672 | 135.5% |
P
S
|
1,530,654 | $93,767,864 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.88% | 0.27% |
#31
28
Prev: #59
|
3.4 | 69,419 | 216.5% |
P
S
|
101,476 | $93,332,466 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
INDA
ISHARES TR
|
ETF | 0.85% | 1.12% |
#32
9
Prev: #23
|
0.8 | -7,288 | -0.4% |
P
S
|
1,909,484 | $89,440,230 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XTN
SPDR SERIES TRU...
|
ETF | 0.85% | — |
#33
Prev: #—
|
3.8 | 960,785 | no change |
NEW
|
960,785 | $89,353,005 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ENLT
ENLIGHT RENEWAB...
|
Utilities | 0.81% | 0.68% |
#34
2
Prev: #36
|
0.8 | -136,236 | -9.8% |
P
S
|
1,250,550 | $85,362,154 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ICL
ICL GROUP LTD
|
Basic Materials | 0.75% | 1.06% |
#35
10
Prev: #25
|
0.8 | -1,730,720 | -10.2% |
P
S
|
15,317,843 | $79,346,427 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.75% | 0.07% |
#36
77
Prev: #113
|
3.3 | 404,536 | 1511.3% |
P
S
|
431,304 | $78,681,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.74% | 1.05% |
#37
11
Prev: #26
|
0.8 | -48,822 | -4.7% |
P
S
|
986,590 | $78,540,419 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.72% | 0.87% |
#38
8
Prev: #30
|
1.3 | no change | no change |
P
S
|
685,352 | $75,995,971 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GILT
GILAT SATELLITE...
|
Technology | 0.71% | 0.74% |
#39
4
Prev: #35
|
0.8 | -290,911 | -5.5% |
P
S
|
4,959,311 | $74,488,851 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.69% | 0.96% |
#40
12
Prev: #28
|
0.8 | -29,721 | -10.9% |
P
S
|
243,953 | $73,006,215 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.63% | — |
#41
Prev: #—
|
3.8 | 321,817 | no change |
NEW
|
321,817 | $66,403,674 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COPX
GLOBAL X FDS
|
ETF | 0.61% | — |
#42
Prev: #—
|
3.7 | 840,486 | no change |
NEW
|
840,486 | $64,171,106 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.57% | 0.68% |
#43
6
Prev: #37
|
0.7 | 1,134 | 1.2% |
P
S
|
92,330 | $60,133,968 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.56% | 0.51% |
#44
5
Prev: #39
|
0.7 | -12,183 | -6.6% |
P
S
|
171,690 | $58,677,497 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 0.55% | 0.49% |
#45
4
Prev: #41
|
3.2 | 1,670,495 | 66.5% |
P
S
|
4,181,269 | $57,616,499 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.49% | 0.67% |
#46
8
Prev: #38
|
0.7 | -14,546 | -14.0% |
P
S
|
89,366 | $51,483,680 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EEM
ISHARES TR
|
ETF | 0.47% | — |
#47
Prev: #—
|
3.7 | 880,280 | no change |
NEW
|
880,280 | $49,991,061 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GFS
GLOBALFOUNDRIES...
|
Technology | 0.47% | — |
#48
Prev: #—
|
3.7 | 1,104,774 | no change |
NEW
|
1,104,774 | $49,140,348 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.41% | 0.47% |
#49
7
Prev: #42
|
1.2 | no change | no change |
P
S
|
1,063,404 | $43,419,319 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IHF
ISHARES TR
|
ETF | 0.41% | 0.01% |
#50
165
Prev: #215
|
3.2 | 998,890 | 3774.7% |
P
S
|
1,025,353 | $42,911,023 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 541 holdings