Portfolio (Quarterly)
Guide ↗
Phoenix Financial Ltd.
· CIK 0001679543| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CGNT | COGNYTE SOFTWARE LTD | Technology | 84,181 | $791K | 0.01% | SOLD |
| 22 | INTC | INTEL CORP | Technology | 21,065 | $777K | 0.01% | SOLD |
| 23 | AZO | AUTOZONE INC | Consumer Cyclical | 507 | $763K | 0.01% | SOLD |
| 24 | GTLB | GITLAB INC | Technology | 16,000 | $600K | 0.01% | SOLD |
| 25 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 10,297 | $556K | 0.01% | SOLD |
| 26 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 6,555 | $520K | 0.01% | SOLD |
| 27 | ENPH | ENPHASE ENERGY INC | Energy | 15,000 | $481K | 0.01% | SOLD |
| 28 | PATH | UIPATH INC | Technology | 26,021 | $426K | 0.01% | SOLD |
| 29 | FOUR | SHIFT4 PMTS INC | Technology | 6,503 | $409K | 0.00% | SOLD |
| 30 | VTWO | VANGUARD SCOTTSDALE FDS | — | 3,696 | $368K | 0.00% | SOLD |
| 31 | EWC | ISHARES INC | — | 11,100 | $362K | 0.00% | SOLD |
| 32 | TTAN | SERVICETITAN INC | Technology | 3,231 | $344K | 0.00% | SOLD |
| 33 | MSTR | STRATEGY INC | Technology | 2,243 | $340K | 0.00% | SOLD |
| 34 | MRVL | MARVELL TECHNOLOGY INC | Technology | 3,910 | $334K | 0.00% | SOLD |
| 35 | BBY | BEST BUY INC | Consumer Cyclical | 4,776 | $321K | 0.00% | SOLD |
| 36 | AZTA | AZENTA INC | Healthcare | 8,000 | $272K | 0.00% | SOLD |
| 37 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,295 | $266K | 0.00% | SOLD |
| 38 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,086 | $260K | 0.00% | SOLD |
| 39 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,218 | $241K | 0.00% | SOLD |
| 40 | WTRG | ESSENTIAL UTILS INC | Utilities | 6,059 | $232K | 0.00% | SOLD |
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%