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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 18 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TPR TAPESTRY INC Consumer Cyclical 2,813.0 $397K 0.00% NEW $141.08 +4.5%
342 INNOVATOR ETFS TRUST 13,680.0 $393K 0.00% -2K -11.7% $28.72
343 NUE NUCOR CORP Basic Materials 2,262.0 $383K 0.00% +493.0 +27.9% $169.24 +57.4%
344 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,069.0 $382K 0.00% +2K +71.0% $93.80 +167.4%
345 VLN VALENS SEMICONDUCTOR LTD Technology 336,785.0 $381K 0.00% $1.13 +95.6%
346 GRMN GARMIN LTD Technology 1,638.0 $380K 0.00% +430.0 +35.6% $232.01 +2.6%
347 PTC PTC INC Technology 2,653.0 $378K 0.00% -87.0 -3.2% $142.43 -20.2%
348 IEX IDEX CORP Industrials 1,964.0 $372K 0.00% -298.0 -13.2% $189.46 +15.3%
349 GLOBUS MED INC 4,300.0 $370K 0.00% $86.10
350 TRMB TRIMBLE INC Technology 5,668.0 $370K 0.00% +2K +48.8% $65.20 -22.7%
351 PJUL INNOVATOR ETFS TRUST 8,055.0 $369K 0.00% $45.81 +6.2%
352 CGNX COGNEX CORP Technology 7,500.0 $367K 0.00% $48.96 +29.9%
353 DLR DIGITAL RLTY TR INC Real Estate 2,025.0 $365K 0.00% +570.0 +39.2% $180.14 +2.3%
354 PJUN INNOVATOR ETFS TRUST 8,650.0 $362K 0.00% $41.83 +2.8%
355 XBI SPDR SERIES TRUST 2,784.0 $356K 0.00% -3K -47.7% $127.73 +4.7%
356 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,806.0 $353K 0.00% +348.0 +23.9% $195.40 +25.8%
357 MAS MASCO CORP Industrials 5,818.0 $351K 0.00% +351.0 +6.4% $60.34 +22.7%
358 VMC VULCAN MATLS CO Basic Materials 1,270.0 $346K 0.00% +228.0 +21.9% $272.30 +2.9%
359 HII HUNTINGTON INGALLS INDS INC Industrials 907.0 $344K 0.00% +80.0 +9.7% $379.64 -21.6%
360 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,730.0 $344K 0.00% +899.0 +23.5% $72.69 +10.4%
Page 18 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%