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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 11 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TRGP TARGA RES CORP Energy 5,587.0 $1.4M 0.01% NEW $250.73 +4.0%
202 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,754.0 $1.4M 0.01% +2K +18.5% $126.59 -15.1%
203 VLO VALERO ENERGY CORP Energy 5,350.0 $1.3M 0.01% +226.0 +4.4% $247.06 -1.2%
204 LULU LULULEMON ATHLETICA INC Consumer Cyclical 8,632.0 $1.3M 0.01% +959.0 +12.5% $153.06 -27.0%
205 FLIN FRANKLIN TEMPLETON ETF TR 39,200.0 $1.3M 0.01% +19K +94.1% $33.22 +5.7%
206 CRWD CROWDSTRIKE HLDGS INC Technology 3,333.0 $1.3M 0.01% -41.0 -1.2% $390.41 +74.9%
207 LOW LOWES COS INC Consumer Cyclical 5,422.0 $1.3M 0.01% -552.0 -9.2% $236.28 -8.0%
208 CFG CITIZENS FINL GROUP INC Financial Services 21,356.0 $1.3M 0.01% NEW $59.97 +11.4%
209 ITA ISHARES TR 5,793.0 $1.3M 0.01% -14K -70.4% $218.75 +11.0%
210 CACC CREDIT ACCEP CORP MICH Financial Services 2,940.0 $1.2M 0.01% NEW $423.31 +33.1%
211 KBA KRANESHARES TRUST 40,962.0 $1.2M 0.01% -44K -52.0% $30.26 +12.1%
212 SE SEA LTD Consumer Cyclical 15,000.0 $1.2M 0.01% NEW $81.29 +11.7%
213 SHW SHERWIN WILLIAMS CO Basic Materials 3,790.0 $1.2M 0.01% -152.0 -3.9% $320.46 -2.1%
214 ROP ROPER TECHNOLOGIES INC Industrials 3,509.0 $1.2M 0.01% +418.0 +13.5% $343.75 -4.0%
215 MDT MEDTRONIC PLC Healthcare 12,885.0 $1.2M 0.01% -34K -72.3% $92.07 -15.1%
216 SOXX ISHARES TR 3,574.0 $1.2M 0.01% $328.60 +82.5%
217 DHR DANAHER CORP DEL Healthcare 6,157.0 $1.2M 0.01% +1K +24.5% $189.90 -6.4%
218 TMUS T-MOBILE US INC Communication Services 5,558.0 $1.2M 0.01% +44.0 +0.8% $209.88 -13.6%
219 XLB SELECT SECTOR SPDR TR 33,000.0 $1.2M 0.01% NEW $35.04 +48.5%
220 PFEB INNOVATOR ETFS TRUST 28,134.0 $1.1M 0.01% +14K +95.7% $39.86 +7.4%
Page 11 of 25  ·  486 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%