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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 3 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NET CLOUDFLARE INC Technology 321,817.0 $66.4M 0.63% NEW $206.34 +10.2%
42 COPX GLOBAL X FDS 840,486.0 $64.2M 0.61% NEW $76.35 +8.9%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 92,330.0 $60.1M 0.57% +1K +1.2% $651.29 +13.3%
44 AMAT APPLIED MATLS INC Technology 171,690.0 $58.7M 0.56% -12K -6.6% $341.76 +61.7%
45 CLBT CELLEBRITE DI LTD Technology 4,181,269.0 $57.6M 0.55% +1.7M +66.5% $13.78 -6.8%
46 META META PLATFORMS INC Communication Services 89,366.0 $51.5M 0.49% -15K -14.0% $576.10 -1.3%
47 EEM ISHARES TR 880,280.0 $50.0M 0.47% NEW $56.79 +18.9%
48 GFS GLOBALFOUNDRIES INC Technology 1,104,774.0 $49.1M 0.47% NEW $44.48 +81.5%
49 XLRE SELECT SECTOR SPDR TR 1,063,404.0 $43.4M 0.41% $40.83 +10.0%
50 IHF ISHARES TR 1,025,353.0 $42.9M 0.41% +999K +3774.7% $41.85 +26.7%
51 EXI ISHARES TR 215,300.0 $39.0M 0.37% $181.01 +7.1%
52 MATW MATTHEWS INTL CORP Industrials 1,465,173.0 $37.8M 0.36% +1.5M +10000.0% $25.82 +0.1%
53 PANW PALO ALTO NETWORKS INC Technology 230,732.0 $37.0M 0.35% -24K -9.4% $160.32 +74.4%
54 XLP SELECT SECTOR SPDR TR 450,987.0 $37.0M 0.35% -45K -9.1% $81.98 +4.0%
55 XLU SELECT SECTOR SPDR TR 686,634.0 $31.5M 0.30% -81K -10.6% $45.89 -4.0%
56 NICE NICE LTD Technology 283,500.0 $31.3M 0.30% NEW $110.26 -20.1%
57 AZN ASTRAZENECA PLC Healthcare 139,398.0 $27.5M 0.26% NEW $197.23 -7.6%
58 ORCL ORACLE CORP Technology 186,459.0 $27.4M 0.26% -8K -4.1% $147.10 +25.2%
59 SSYS STRATASYS LTD Technology 3,439,306.0 $26.9M 0.26% -191K -5.2% $7.81 +15.2%
60 MA MASTERCARD INCORPORATED Financial Services 52,232.0 $26.1M 0.25% +2K +4.5% $499.55 -2.6%
Page 3 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%