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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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DASH DOORDASH INC Communication Services 4,025.0 $604K 0.01% +880.0 +28.0% $150.14 +13.2%
102 CENCORA INC 1,918.0 $603K 0.01% +367.0 +23.7% $314.14
103 WAT WATERS CORP Healthcare 1,995.0 $594K 0.01% +481.0 +31.8% $297.68 +20.2%
104 XYL XYLEM INC Industrials 4,749.0 $567K 0.01% +576.0 +13.8% $119.46 -7.1%
105 CTAS CINTAS CORP Industrials 3,307.0 $559K 0.01% +82.0 +2.5% $169.14 +4.5%
106 PMAR INNOVATOR ETFS TRUST 12,495.0 $558K 0.01% +2K +14.3% $44.62 +7.1%
107 CTVA CORTEVA INC Basic Materials 6,625.0 $555K 0.01% +1K +24.0% $83.71 -8.2%
108 FAST FASTENAL CO Industrials 11,249.0 $522K 0.01% +2K +21.0% $46.40 -0.8%
109 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,127.0 $516K 0.01% +2K +26.7% $72.46 +28.3%
110 MPWR MONOLITHIC PWR SYS INC Technology 469.0 $513K 0.01% +120.0 +34.4% $1093.82 +37.0%
111 FORTINET INC 6,160.0 $503K 0.01% +1K +23.9% $81.72
112 CARR CARRIER GLOBAL CORPORATION Industrials 8,655.0 $495K 0.01% +1K +20.6% $57.15 +24.5%
113 CAH CARDINAL HEALTH INC Healthcare 2,339.0 $495K 0.01% +488.0 +26.4% $211.44 +7.7%
114 NXPI NXP SEMICONDUCTORS N V Technology 2,494.0 $493K 0.01% +477.0 +23.6% $197.66 +53.2%
115 VLTO VERALTO CORP Industrials 5,500.0 $486K 0.01% +485.0 +9.7% $88.40 -6.5%
116 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,348.0 $465K 0.00% +130.0 +10.7% $344.95 -10.0%
117 HROW HARROW INC Healthcare 13,070.0 $461K 0.00% +3K +29.9% $35.24 +9.0%
118 EBAY EBAY INC. Consumer Cyclical 5,008.0 $456K 0.00% +844.0 +20.3% $91.02 +20.1%
119 GWW WW GRAINGER INC Industrials 411.0 $448K 0.00% +84.0 +25.7% $1090.81 +21.0%
120 BDX BECTON DICKINSON & CO Healthcare 2,817.0 $443K 0.00% +543.0 +23.9% $157.23 -7.7%
Page 6 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%