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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 8 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BTI BRITISH AMERN TOB PLC Consumer Defensive 55,906.0 $3.3M 0.03% +10K +22.6% $58.46 +5.0%
142 PGR PROGRESSIVE CORP Financial Services 16,436.0 $3.3M 0.03% -9K -35.6% $198.24 +3.2%
143 PLTR PALANTIR TECHNOLOGIES INC Technology 22,176.0 $3.2M 0.03% -6K -21.7% $146.26 -8.9%
144 CRM SALESFORCE INC Technology 16,943.0 $3.2M 0.03% -18K -51.5% $186.69 -13.4%
145 CVX CHEVRON CORPORATION Energy 15,101.0 $3.1M 0.03% -31K -67.0% $205.20 -12.2%
146 KLAC KLA CORP Technology 2,104.0 $3.1M 0.03% +621.0 +41.9% $1472.20 -83.9%
147 PWR QUANTA SVCS INC Industrials 5,466.0 $3.0M 0.03% +279.0 +5.4% $552.64 +30.2%
148 WMB WILLIAMS COS INC Energy 40,870.0 $3.0M 0.03% -11K -21.6% $72.78 -1.8%
149 CSX CSX CORP Industrials 72,452.0 $3.0M 0.03% +58K +384.8% $41.05 +14.3%
150 GILD GILEAD SCIENCES INC Healthcare 20,279.0 $2.8M 0.03% +8K +67.3% $139.36 -8.7%
151 JCI JOHNSON CONTROLS INTERNATION Industrials 18,733.0 $2.6M 0.03% -2K -9.8% $138.88 +4.5%
152 TXN TEXAS INSTRS INC Technology 13,111.0 $2.5M 0.02% -389.0 -2.9% $194.12 +57.5%
153 FITB FIFTH THIRD BANCORP Financial Services 51,720.0 $2.4M 0.02% +45K +660.4% $47.28 +13.0%
154 NEM NEWMONT CORP Basic Materials 22,327.0 $2.4M 0.02% +4K +23.0% $109.30 -0.8%
155 CME CME GROUP INC Financial Services 8,170.0 $2.4M 0.02% -300.0 -3.5% $295.26 -11.4%
156 NOW SERVICENOW INC Technology 22,905.0 $2.4M 0.02% -10K -30.0% $104.52 -3.1%
157 LYV LIVE NATION ENTERTAINMENT IN Communication Services 15,602.0 $2.4M 0.02% -1K -6.4% $152.51 +14.2%
158 VRT VERTIV HOLDINGS CO Industrials 9,411.0 $2.4M 0.02% -4K -30.4% $250.58 +24.5%
159 BP BP PLC Energy 50,000.0 $2.4M 0.02% $47.00 -12.4%
160 DEO DIAGEO PLC Consumer Defensive 32,180.0 $2.3M 0.02% +7K +29.8% $72.87 +10.5%
Page 8 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%