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Portfolio (Quarterly) Guide ↗

Phoenix Financial Ltd.

· CIK 0001679543
13F Portfolio $10.5B AUM 691 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 163 Added 182 Reduced 55 Exited
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PBI PITNEY BOWES INC Industrials 404,000.0 $4.5M 0.04% +34K +9.2% $11.05 +58.6%
42 APP APPLOVIN CORP Technology 10,484.0 $4.2M 0.04% +4K +74.7% $397.86 +29.5%
43 SHY ISHARES TR 49,561.0 $4.1M 0.04% +45K +1077.5% $82.57 -0.5%
44 FEZ SPDR INDEX SHS FDS 63,572.0 $3.9M 0.04% +5K +7.6% $62.08 +12.5%
45 BTI BRITISH AMERN TOB PLC Consumer Defensive 55,906.0 $3.3M 0.03% +10K +22.6% $58.46 +5.0%
46 KLAC KLA CORP Technology 2,104.0 $3.1M 0.03% +621.0 +41.9% $1472.20 -83.9%
47 PWR QUANTA SVCS INC Industrials 5,466.0 $3.0M 0.03% +279.0 +5.4% $552.64 +30.2%
48 CSX CSX CORP Industrials 72,452.0 $3.0M 0.03% +58K +384.8% $41.05 +14.3%
49 GILD GILEAD SCIENCES INC Healthcare 20,279.0 $2.8M 0.03% +8K +67.3% $139.36 -8.7%
50 FITB FIFTH THIRD BANCORP Financial Services 51,720.0 $2.4M 0.02% +45K +660.4% $47.28 +13.0%
51 NEM NEWMONT CORP Basic Materials 22,327.0 $2.4M 0.02% +4K +23.0% $109.30 -0.8%
52 DEO DIAGEO PLC Consumer Defensive 32,180.0 $2.3M 0.02% +7K +29.8% $72.87 +10.5%
53 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 7,685.0 $2.3M 0.02% +2K +27.2% $304.08 +15.2%
54 CDNS CADENCE DESIGN SYSTEM INC Technology 8,145.0 $2.3M 0.02% +2K +26.5% $282.25 +37.4%
55 A AGILENT TECHNOLOGIES INC Healthcare 19,273.0 $2.2M 0.02% +14K +301.9% $113.98 +12.6%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,833.0 $2.2M 0.02% +1K +36.8% $446.52 +0.9%
57 WELL WELLTOWER INC Real Estate 10,340.0 $2.0M 0.02% +3K +45.2% $197.66 +7.7%
58 ROK ROCKWELL AUTOMATION INC Industrials 5,636.0 $2.0M 0.02% +4K +184.9% $358.83 +30.0%
59 COP CONOCOPHILLIPS Energy 14,531.0 $1.9M 0.02% +171.0 +1.2% $131.99 -15.6%
60 EW EDWARDS LIFESCIENCES CORP Healthcare 23,583.0 $1.9M 0.02% +13K +127.0% $80.08 +10.6%
Page 3 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Healthcare 26.6%
Industrials 8.8%
Consumer Cyclical 8.5%
Communication Services 7.5%
Financial Services 5.5%
Basic Materials 1.7%
Consumer Defensive 0.9%
Energy 0.8%
Utilities 0.6%