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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LH LABCORP HOLDINGS INC Healthcare 811.0 $216K 0.00% NEW $266.81 -0.2%
62 VRSN VERISIGN INC Technology 862.0 $214K 0.00% NEW $248.34 +12.6%
63 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,151.0 $210K 0.00% NEW $182.33 +20.0%
64 RDDT REDDIT INC Communication Services 1,555.0 $209K 0.00% NEW $134.56 +20.5%
65 GDDY GODADDY INC Technology 2,507.0 $207K 0.00% NEW $82.64 -7.7%
66 STE STERIS PLC Healthcare 913.0 $202K 0.00% NEW $221.13 -6.1%
67 NTAP NETAPP INC Technology 1,969.0 $202K 0.00% NEW $102.39 +57.8%
68 WTS WATTS WATER TECHNOLOGIES INC Industrials 694.0 $201K 0.00% NEW $290.09 +10.6%
69 SOFI SOFI TECHNOLOGIES INC Financial Services 12,115.0 $192K 0.00% NEW $15.87 +4.5%
70 XPEV XPENG INC Consumer Cyclical 10,000.0 $171K 0.00% NEW $17.10 -15.4%
71 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 40,000.0 $87K 0.00% NEW $2.17 -3.6%
72 PUT CONSTELLATION ENERGY CORP 50,000.0 $14K NEW $0.28
73 ILCG ISHARES TR 200,000.0 $11K NEW $0.06 +201167.8%
74 CALL PALO ALTO NETWORKS INC 35,000.0 $6K NEW $0.16
75 CALL BOSTON SCIENTIFIC CORP 15,000.0 $941.0 NEW $0.06
Page 4 of 4  ·  75 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%