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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 4 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TT TRANE TECHNOLOGIES PLC Industrials 60,657.0 $25.3M 0.24% -231K -79.2% $416.74 +10.0%
62 XOM EXXON MOBIL CORP Energy 133,546.0 $22.7M 0.21% +24K +22.3% $169.64 -13.6%
63 TSLA TESLA INC Consumer Cyclical 55,537.0 $20.6M 0.20% -9K -14.2% $371.71 +9.3%
64 RSKD RISKIFIED LTD Technology 5,082,513.0 $19.9M 0.19% $3.92 +26.0%
65 FLY FIREFLY AEROSPACE INC Industrials 660,060.0 $18.8M 0.18% $28.47 +11.9%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 54,392.0 $18.3M 0.17% -389K -87.7% $336.93 +25.8%
67 JPM JPMORGAN CHASE & CO Financial Services 57,035.0 $16.8M 0.16% -20K -25.5% $294.10 +9.1%
68 SLGL SOL-GEL TECHNOLOGIES LTD Healthcare 210,849.0 $16.7M 0.16% -7K -3.4% $79.22 -7.3%
69 V VISA INC Financial Services 52,293.0 $15.9M 0.15% -15K -21.8% $304.27 +4.9%
70 BERKSHIRE HATHAWAY INC DEL 29,968.0 $14.4M 0.14% -8K -21.1% $479.94
71 ODYS ODYSIGHT AI INC Technology 2,053,522.0 $14.3M 0.14% $6.95 -47.2%
72 KMDA KAMADA LTD Healthcare 1,654,952.0 $14.2M 0.14% $8.59 -13.4%
73 CAMT CAMTEK LTD Technology 85,160.0 $12.9M 0.12% +27K +45.3% $151.61 +27.5%
74 UNH UNITEDHEALTH GROUP INC Healthcare 47,208.0 $12.8M 0.12% +249.0 +0.5% $270.52 +49.9%
75 JNJ JOHNSON & JOHNSON Healthcare 51,987.0 $12.7M 0.12% -3K -5.8% $244.49 -1.5%
76 WMT WALMART INC Consumer Defensive 97,593.0 $12.2M 0.12% -37K -27.5% $124.58 -3.3%
77 AMD ADVANCED MICRO DEVICES INC Technology 59,627.0 $12.1M 0.12% -376.0 -0.6% $203.38 +151.5%
78 VRNS VARONIS SYS INC Technology 557,836.0 $12.0M 0.11% -296K -34.6% $21.47 +55.8%
79 ORA ORMAT TECHNOLOGIES INC Utilities 105,781.0 $11.8M 0.11% -253K -70.5% $111.92 +23.4%
80 UBER UBER TECHNOLOGIES INC Technology 153,971.0 $11.1M 0.10% -20K -11.7% $71.92 -3.3%
Page 4 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%