# Phoenix Financial Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1679543. Source: https://holderbook.com/funds/1679543-phoenix-financial-ltd/

- Reported value: $14.6B
- Positions: 522
- Weight of the ten largest: 42.6%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $1.5B | 42,933,367 | 9.9% | 28 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $913.7M | 3,505,778 | 6.2% | 28 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $784.3M | 4,234,423 | 5.4% | 13 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $578.7M | 4,005,100 | 4.0% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $553.0M | 1,157,635 | 3.8% | 26 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $490.6M | 2,305,542 | 3.4% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $461.2M | 2,305,779 | 3.2% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $348.9M | 1,464,242 | 2.4% | 12 |
| NOVA LTD | [NVMI](https://holderbook.com/stocks/NVMI/) | $335.1M | 617,631 | 2.3% | 28 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $323.1M | 3,039,300 | 2.2% | 4 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $310.1M | 1,278,993 | 2.1% | 18 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $304.5M | 861,860 | 2.1% | 28 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $296.5M | 390,426 | 2.0% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $296.3M | 794,580 | 2.0% | 28 |
| ISHARES TR | [IXJ](https://holderbook.com/stocks/IXJ/) | $264.1M | 2,684,000 | 1.8% | 13 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $256.0M | 750,730 | 1.7% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $244.0M | 646,023 | 1.7% | 13 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $237.4M | 1,512,202 | 1.6% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $201.1M | 695,043 | 1.4% | 12 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $198.1M | 807,564 | 1.4% | 2 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $195.8M | 1,367,937 | 1.3% | 10 |
| EXPAND ENERGY CORPORATION | [EXE](https://holderbook.com/stocks/EXE/) | $189.7M | 2,080,338 | 1.3% | 4 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $188.3M | 988,272 | 1.3% | 20 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $186.6M | 5,372,046 | 1.3% | 6 |
| ISHARES INC | [EWZ](https://holderbook.com/stocks/EWZ/) | $172.2M | 4,992,000 | 1.2% | 8 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $159.4M | 1,004,740 | 1.1% | 26 |
| CORGI ETF TR I | - | $152.9M | 4,782,000 | 1.0% | 1 |
| ISHARES TR | [IYF](https://holderbook.com/stocks/IYF/) | $152.6M | 1,196,572 | 1.0% | 10 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $152.1M | 401,813 | 1.0% | 1 |
| ISHARES TR | [IEZ](https://holderbook.com/stocks/IEZ/) | $134.3M | 4,991,000 | 0.9% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $132.9M | 2,930,565 | 0.9% | 11 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $124.4M | 784,188 | 0.8% | 10 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $123.8M | 171,592 | 0.8% | 12 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $123.3M | 165,032 | 0.8% | 28 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $119.0M | 1,314,160 | 0.8% | 28 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $116.4M | 97,019 | 0.8% | 17 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $109.5M | 306,802 | 0.7% | 20 |
| GLOBALFOUNDRIES INC | [GFS](https://holderbook.com/stocks/GFS/) | $108.4M | 1,313,102 | 0.7% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $108.3M | 1,311,131 | 0.7% | 21 |
| LISTED FDS TR | [MAGS](https://holderbook.com/stocks/MAGS/) | $104.6M | 1,627,000 | 0.7% | 1 |
| ENLIGHT RENEWABLE ENERGY LTD | [ENLT](https://holderbook.com/stocks/ENLT/) | $101.3M | 1,138,570 | 0.7% | 14 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $92.8M | 1,662,217 | 0.6% | 1 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $91.3M | 1,702,899 | 0.6% | 27 |
| CELLEBRITE DI LTD | [CLBT](https://holderbook.com/stocks/CLBT/) | $90.2M | 6,181,269 | 0.6% | 19 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $83.8M | 1,962,730 | 0.6% | 24 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $80.2M | 1,509,197 | 0.5% | 22 |
| ICL GROUP LTD | [ICL](https://holderbook.com/stocks/ICL/) | $77.6M | 15,582,538 | 0.5% | 25 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $73.0M | 681,182 | 0.5% | 4 |
| SPROTT FDS TR | [URNM](https://holderbook.com/stocks/URNM/) | $65.7M | 1,250,000 | 0.4% | 1 |
| ISHARES TR | [MCHI](https://holderbook.com/stocks/MCHI/) | $65.4M | 1,281,520 | 0.4% | 8 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $61.6M | 678,460 | 0.4% | 2 |
| SPDR SERIES TRUST | [XRT](https://holderbook.com/stocks/XRT/) | $60.6M | 691,000 | 0.4% | 2 |
| ORMAT TECHNOLOGIES INC | [ORA](https://holderbook.com/stocks/ORA/) | $60.4M | 554,281 | 0.4% | 7 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $60.3M | 880,828 | 0.4% | 2 |
| ISHARES TR | [IHF](https://holderbook.com/stocks/IHF/) | $56.7M | 1,025,353 | 0.4% | 20 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $54.0M | 1,093,484 | 0.4% | 15 |
| FIREFLY AEROSPACE INC | [FLY](https://holderbook.com/stocks/FLY/) | $53.3M | 1,812,863 | 0.4% | 4 |
| GILAT SATELLITE NETWORKS LTD | [GILT](https://holderbook.com/stocks/GILT/) | $50.7M | 3,811,406 | 0.3% | 23 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $48.4M | 627,000 | 0.3% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $47.9M | 65,042 | 0.3% | 11 |
| ISHARES TR | [IAI](https://holderbook.com/stocks/IAI/) | $47.9M | 273,000 | 0.3% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $47.0M | 83,546 | 0.3% | 28 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $46.8M | 1,063,204 | 0.3% | 21 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $43.9M | 38,073 | 0.3% | 19 |
| ISHARES TR | [EXI](https://holderbook.com/stocks/EXI/) | $43.2M | 215,300 | 0.3% | 5 |
| MATTHEWS INTL CORP | [MATW](https://holderbook.com/stocks/MATW/) | $39.4M | 1,465,173 | 0.3% | 24 |
| CAMTEK LTD | [CAMT](https://holderbook.com/stocks/CAMT/) | $38.7M | 237,895 | 0.3% | 28 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $37.5M | 450,976 | 0.3% | 10 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $36.7M | 63,238 | 0.3% | 12 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $36.6M | 71,325 | 0.2% | 28 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $32.0M | 218,225 | 0.2% | 14 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $30.9M | 409,800 | 0.2% | 1 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $30.6M | 372,663 | 0.2% | 4 |
| NAYAX LTD | [NYAX](https://holderbook.com/stocks/NYAX/) | $30.5M | 465,279 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $26.3M | 63,190 | 0.2% | 19 |
| STRATASYS LTD | [SSYS](https://holderbook.com/stocks/SSYS/) | $26.0M | 3,033,045 | 0.2% | 28 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $25.6M | 60,885 | 0.2% | 18 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $19.9M | 26,524 | 0.1% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $18.9M | 138,000 | 0.1% | 17 |
| SINDA LTD | [SIND](https://holderbook.com/stocks/SIND/) | $18.6M | 1,550,000 | 0.1% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $17.6M | 51,422 | 0.1% | 28 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $17.4M | 26,596 | 0.1% | 10 |
| RISKIFIED LTD | [RSKD](https://holderbook.com/stocks/RSKD/) | $16.4M | 3,246,755 | 0.1% | 20 |
| SUNSHINE SILVER MNG & REFNG | - | $16.3M | 1,230,000 | 0.1% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $15.4M | 46,994 | 0.1% | 28 |
| TAT TECHNOLOGIES LTD | [TATT](https://holderbook.com/stocks/TATT/) | $15.4M | 318,842 | 0.1% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $13.4M | 26,798 | 0.1% | 12 |
| KAMADA LTD | [KMDA](https://holderbook.com/stocks/KMDA/) | $12.1M | 1,654,952 | 0.1% | 28 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $12.0M | 47,441 | 0.1% | 10 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $11.9M | 46,830 | 0.1% | 20 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $11.7M | 162,494 | 0.1% | 24 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $11.2M | 336,162 | 0.1% | 13 |
| SOL-GEL TECHNOLOGIES LTD | [SLGL](https://holderbook.com/stocks/SLGL/) | $10.8M | 146,147 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.8M | 15,729 | 0.1% | 1 |
| MOBILEYE GLOBAL INC | [MBLY](https://holderbook.com/stocks/MBLY/) | $10.7M | 1,101,000 | 0.1% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $10.7M | 90,716 | 0.1% | 15 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $9.7M | 182,199 | 0.1% | 28 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $8.8M | 7,489 | 0.1% | 5 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $8.5M | 9,050 | 0.1% | 18 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $8.4M | 59,808 | 0.1% | 13 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.1% | +14.8% | +0.3% | 100% |
| Q1 2026 | -0.0% | -4.6% | +4.6% | 101% |
| Q4 2025 | +8.8% | +2.4% | +6.4% | 101% |
| Q3 2025 | +10.3% | +7.8% | +2.5% | 99% |
| Q2 2025 | +12.2% | +10.5% | +1.7% | 100% |
| Q1 2025 | -7.5% | -4.6% | -3.0% | 99% |
| Q4 2024 | +3.5% | +2.1% | +1.3% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.4% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $14.6B | 522 |
| Q1 2026 | $10.5B | 486 |
| Q4 2025 | $9.2B | 466 |
| Q3 2025 | $15.7B | 462 |
| Q2 2025 | $7.6B | 425 |
| Q1 2025 | $6.5B | 371 |
| Q4 2024 | $7.3B | 356 |
| Q3 2024 | $6.8B | 359 |
| Q2 2024 | $6.5B | 353 |
| Q1 2024 | $7.2B | 423 |
| Q4 2023 | $6.0B | 348 |
| Q3 2023 | $10.9B | 321 |