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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DG DOLLAR GEN CORP Consumer Defensive 32,560.0 $3.9M 0.04% -1K -3.5% $118.69 -3.3%
62 NVO NOVO-NORDISK A S Healthcare 102,762.0 $3.7M 0.04% -19K -15.9% $35.82 +22.5%
63 ABT ABBOTT LABORATORIES Healthcare 34,652.0 $3.6M 0.03% -16K -31.7% $102.66 -14.1%
64 UNP UNION PAC CORP Industrials 14,145.0 $3.4M 0.03% -3K -16.0% $242.61 +10.6%
65 PGR PROGRESSIVE CORP Financial Services 16,436.0 $3.3M 0.03% -9K -35.6% $198.24 +2.5%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 22,176.0 $3.2M 0.03% -6K -21.7% $146.26 -12.5%
67 CRM SALESFORCE INC Technology 16,943.0 $3.2M 0.03% -18K -51.5% $186.69 -11.1%
68 CVX CHEVRON CORPORATION Energy 15,101.0 $3.1M 0.03% -31K -67.0% $205.20 -8.8%
69 WMB WILLIAMS COS INC Energy 40,870.0 $3.0M 0.03% -11K -21.6% $72.78 -1.6%
70 JCI JOHNSON CONTROLS INTERNATION Industrials 18,733.0 $2.6M 0.03% -2K -9.8% $138.88 +4.4%
71 TXN TEXAS INSTRS INC Technology 13,111.0 $2.5M 0.02% -389.0 -2.9% $194.12 +53.0%
72 CME CME GROUP INC Financial Services 8,170.0 $2.4M 0.02% -300.0 -3.5% $295.26 -8.7%
73 NOW SERVICENOW INC Technology 22,905.0 $2.4M 0.02% -10K -30.0% $104.52 -2.3%
74 LYV LIVE NATION ENTERTAINMENT IN Communication Services 15,602.0 $2.4M 0.02% -1K -6.4% $152.51 +13.1%
75 VRT VERTIV HOLDINGS CO Industrials 9,411.0 $2.4M 0.02% -4K -30.4% $250.58 +18.9%
76 MS MORGAN STANLEY Financial Services 13,543.0 $2.3M 0.02% -8K -36.4% $170.29 +25.7%
77 QCOM QUALCOMM INC Technology 17,560.0 $2.3M 0.02% -5K -21.2% $128.74 +64.4%
78 DAL DELTA AIR LINES INC Industrials 33,887.0 $2.3M 0.02% -219.0 -0.6% $66.57 +24.8%
79 ASML ASML HLDG NV Technology 1,683.0 $2.2M 0.02% -1K -42.5% $1320.76 +41.1%
80 MRSH MARSH & MCLENNAN COS INC Financial Services 12,025.0 $2.1M 0.02% -4K -26.8% $174.53 -3.4%
Page 4 of 10  ·  182 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%