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Portfolio (Quarterly) Guide ↗

Phoenix Financial Ltd.

· CIK 0001679543
13F Portfolio $9.2B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 466 New
Page 20 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VT VANGUARD INTL EQUITY INDEX F 2,135.0 $301K 0.00% NEW $141.06 +12.0%
382 TRMB TRIMBLE INC Technology 3,810.0 $301K 0.00% NEW $78.95 -35.7%
383 VMC VULCAN MATLS CO Basic Materials 1,042.0 $297K 0.00% NEW $285.22 +2.7%
384 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,600.0 $295K 0.00% NEW $82.02 -22.9%
385 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,224.0 $290K 0.00% NEW $130.39 -1.5%
386 NUE NUCOR CORP Basic Materials 1,769.0 $289K 0.00% NEW $163.27 +58.7%
387 MLM MARTIN MARIETTA MATLS INC Basic Materials 462.0 $288K 0.00% NEW $622.66 -3.1%
388 MLI MUELLER INDS INC Industrials 2,495.0 $286K 0.00% NEW $114.70 +20.3%
389 PHM PULTE GROUP INC Consumer Cyclical 2,430.0 $285K 0.00% NEW $117.34 +6.3%
390 INNOVATOR ETFS TRUST 9,890.0 $283K 0.00% NEW $28.66
391 OTIS OTIS WORLDWIDE CORP Industrials 3,241.0 $283K 0.00% NEW $87.35 -15.8%
392 WAB WABTEC Industrials 1,326.0 $283K 0.00% NEW $213.45 +26.0%
393 HII HUNTINGTON INGALLS INDS INC Industrials 827.0 $281K 0.00% NEW $339.77 -12.1%
394 BURL BURLINGTON STORES INC Consumer Cyclical 969.0 $280K 0.00% NEW $288.85 +15.6%
395 MANH MANHATTAN ASSOCIATES INC Technology 1,600.0 $280K 0.00% NEW $174.72 -20.2%
396 NOVT NOVANTA INC Technology 2,300.0 $278K 0.00% NEW $120.85 +28.4%
397 RMD RESMED INC Healthcare 1,148.0 $277K 0.00% NEW $240.87 -19.5%
398 HWM HOWMET AEROSPACE INC Industrials 1,349.0 $276K 0.00% NEW $204.84 +35.4%
399 FSLR FIRST SOLAR INC Energy 1,051.0 $275K 0.00% NEW $261.18 +1.2%
400 CGNX COGNEX CORP Technology 7,500.0 $273K 0.00% NEW $36.36 +79.9%
Page 20 of 24  ·  466 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 40.1%
Healthcare 25.5%
Communication Services 8.8%
Consumer Cyclical 8.3%
Financial Services 5.6%
Basic Materials 4.5%
Industrials 3.6%
Energy 1.3%
Utilities 1.1%
Consumer Defensive 1.1%