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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLB SLB LIMITED Energy 17,367.0 $896K 0.01% +5K +44.1% $51.60 +2.9%
82 IGSB ISHARES TR 15,598.0 $820K 0.01% +600.0 +4.0% $52.56 -0.4%
83 MMM 3M CO Industrials 5,419.0 $787K 0.01% +377.0 +7.5% $145.23 +11.3%
84 CL COLGATE PALMOLIVE CO Consumer Defensive 8,997.0 $767K 0.01% +2K +20.9% $85.22 +6.4%
85 ROST ROSS STORES INC Consumer Cyclical 3,529.0 $764K 0.01% +868.0 +32.6% $216.63 +8.2%
86 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,243.0 $761K 0.01% +1K +21.1% $92.31 -1.8%
87 REGN REGENERON PHARMACEUTICALS Healthcare 968.0 $748K 0.01% +157.0 +19.4% $772.63 -20.4%
88 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,652.0 $742K 0.01% +1K +23.7% $96.96 +7.6%
89 CMI CUMMINS INC Industrials 1,366.0 $735K 0.01% +303.0 +28.5% $538.02 +30.1%
90 LMT LOCKHEED MARTIN CORP Industrials 1,206.0 $728K 0.01% +186.0 +18.2% $603.97 -11.3%
91 SNPS SYNOPSYS INC Technology 1,800.0 $714K 0.01% +368.0 +25.7% $396.43 +13.1%
92 IDXX IDEXX LABS INC Healthcare 1,267.0 $712K 0.01% +117.0 +10.2% $561.74 +2.0%
93 UPS UNITED PARCEL SVCS INC Industrials 7,201.0 $708K 0.01% +1K +21.8% $98.38 +10.6%
94 ITW ILLINOIS TOOL WKS INC Industrials 2,638.0 $688K 0.01% +540.0 +25.7% $260.69 +2.0%
95 FSLR FIRST SOLAR INC Energy 3,471.0 $685K 0.01% +2K +230.3% $197.24 +34.0%
96 PJAN INNOVATOR ETFS TRUST 14,550.0 $670K 0.01% +330.0 +2.3% $46.07 +7.5%
97 BKR BAKER HUGHES COMPANY Energy 10,158.0 $620K 0.01% +2K +30.2% $61.05 +0.8%
98 FNV FRANCO NEV CORP Basic Materials 32,510.0 $620K 0.01% +30K +1150.4% $19.06 +1107.6%
99 MCHP MICROCHIP TECHNOLOGY INC. Technology 9,592.0 $620K 0.01% +1K +14.3% $64.59 +48.1%
100 TEL TE CONNECTIVITY PLC Technology 2,945.0 $616K 0.01% +619.0 +26.6% $209.02 +3.8%
Page 5 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%