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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 19 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CORZ CORE SCIENTIFIC INC NEW Technology 22,533.0 $337K 0.00% $14.95 +84.6%
362 MLM MARTIN MARIETTA MATLS INC Basic Materials 569.0 $335K 0.00% +107.0 +23.2% $588.68 -1.9%
363 CIFR CIPHER DIGITAL INC Financial Services 25,981.0 $334K 0.00% $12.86 +90.5%
364 KVUE KENVUE INC Consumer Defensive 19,299.0 $333K 0.00% +4K +27.0% $17.24 +5.2%
365 SYM SYMBOTIC INC Industrials 6,200.0 $330K 0.00% $53.16 -21.7%
366 JOBY JOBY AVIATION INC Industrials 39,600.0 $327K 0.00% $8.25 +10.9%
367 CEMB ISHARES INC 7,182.0 $325K 0.00% $45.30 +0.7%
368 GD GENERAL DYNAMICS CORP Industrials 945.0 $324K 0.00% -195.0 -17.1% $342.98 +5.0%
369 DVN DEVON ENERGY CORP NEW Energy 6,413.0 $323K 0.00% NEW $50.32 -10.0%
370 WULF TERAWULF INC Financial Services 22,359.0 $322K 0.00% $14.42 +75.8%
371 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,498.0 $320K 0.00% +898.0 +24.9% $71.18 -8.4%
372 JBT MAREL CORPORATION 2,500.0 $319K 0.00% $127.78
373 CPRT COPART INC Industrials 9,513.0 $316K 0.00% +2K +19.4% $33.20 -7.4%
374 UPST UPSTART HLDGS INC Financial Services 12,312.0 $316K 0.00% +4K +45.1% $25.63 +24.0%
375 RMD RESMED INC Healthcare 1,402.0 $315K 0.00% +254.0 +22.1% $224.48 -13.2%
376 PHM PULTE GROUP INC Consumer Cyclical 2,660.0 $313K 0.00% +230.0 +9.5% $117.77 +4.6%
377 ULTA ULTA BEAUTY INC Consumer Cyclical 599.0 $313K 0.00% -246.0 -29.1% $522.71 -8.9%
378 ITRI ITRON INC Technology 3,489.0 $313K 0.00% NEW $89.57 -10.1%
379 AVB AVALONBAY CMNTYS INC Real Estate 1,884.0 $308K 0.00% +171.0 +10.0% $163.65 +14.3%
380 OTIS OTIS WORLDWIDE CORP Industrials 3,977.0 $308K 0.00% +736.0 +22.7% $77.47 -8.7%
Page 19 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%