Phoenix Financial Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Phoenix Financial Ltd. reported 518 stock positions worth $14.6 billion. Its top holding was Teva Pharmaceutical-SP ADR (TEVA) at 9.9% of the portfolio, followed by Tower Semiconductor (TSEM, 6.2%) and SS Industrial Select Sector (XLI, 5.4%). Compared with Q1 2026, it opened 97 new positions, sold out of 60, added to 202 and reduced 158. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +2028%) and the biggest sale Amazon.com (AMZN, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Givatayim, L3
- CIK
- 0001679543
- Portfolio Value
- $14.6B (Q2 2026)
- SEC Filing
- 0001178913-26-004030 ↗ filed Aug 11, 2026
Holdings Value
Holdings 518 stocks · $14.6B
| TEVA Teva Pharmaceutical-SP ADR | 9.94% | 42,933,367 | $1.5B | Add +0.4% |
| TSEM Tower Semiconductor Ltd. | 6.24% | 3,505,778 | $913.7M | Add +3.4% |
| XLI SS Industrial Select Sector | 5.36% | 4,234,423 | $784.3M | Add +50.1% |
| IXN iShares Global Tech ETF | 3.95% | 4,005,100 | $578.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.78% | 1,157,635 | $553.0M | Add +2028.3% |
| RSP Invesco S&P 500 Equal Weight | 3.35% | 2,305,542 | $490.6M | Add +11.3% |
| NVDA Nvidia Corp. | 3.15% | 2,305,779 | $461.2M | Add +16.8% |
| AMZN Amazon.com Inc. | 2.38% | 1,464,242 | $348.9M | Reduce -28.3% |
| NVMI Nova Ltd. | 2.29% | 617,631 | $335.1M | Add +7.0% |
| VONV Vanguard Russell 1000 Value | 2.21% | 3,039,300 | $323.1M | Add +28.7% |
| ITA iShares U.S. Aerospace & Def | 2.12% | 1,278,993 | $310.1M | Add +21978.3% |
| GOOG Alphabet Inc. Class C | 2.08% | 861,860 | $304.5M | Reduce -21.9% |
| ESLT Elbit Systems Ltd. | 2.03% | 390,426 | $296.5M | Add +55.5% |
| MSFT Microsoft Corp. | 2.02% | 794,580 | $296.3M | Add +6.0% |
| IXJ iShares Global Healthcare Et | 1.80% | 2,684,000 | $264.1M | Reduce -28.1% |
| PANW Palo Alto Networks Inc. | 1.75% | 750,730 | $256.0M | Add +225.4% |
| AVGO Broadcom Inc. | 1.67% | 646,023 | $244.0M | Add +69.0% |
| ACWI iShares MSCI Acwi ETF | 1.62% | 1,512,202 | $237.4M | Add +8.2% |
| AAPL Apple Inc. | 1.37% | 695,043 | $201.1M | Reduce -10.6% |
| NET Cloudflare Inc. Class A | 1.35% | 807,564 | $198.1M | Add +150.9% |
| EMR Emerson Electric Co. | 1.34% | 1,367,937 | $195.8M | Add +3.5% |
| EXE Expand Energy Corp. | 1.30% | 2,080,338 | $189.7M | Add +16.2% |
| XLK SS Technology Select Sector | 1.29% | 988,272 | $188.3M | Add +5.7% |
| GLBE Global-E Online Ltd. | 1.27% | 5,372,046 | $186.6M | Add +2212.8% |
| EWZ iShares MSCI Brazil ETF | 1.18% | 4,992,000 | $172.2M | Add +54.2% |
| XLV SS Health Care Select Sector | 1.09% | 1,004,740 | $159.4M | Reduce -34.3% |
| EUV Corgi Litho & Semicond Photo | 1.04% | 4,782,000 | $152.9M | New |
| IYF iShares US Financials ETF | 1.04% | 1,196,572 | $152.6M | No change |
| ONTO Onto Innovation Inc. | 1.04% | 401,813 | $152.1M | New |
| IEZ iShares U.S. Oil Equipment & | 0.92% | 4,991,000 | $134.3M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.91% | 2,930,565 | $132.9M | Add +326.8% |
| VST Vistra Corp. | 0.85% | 784,188 | $124.4M | Add +7545.4% |
| AMAT Applied Materials Inc. | 0.85% | 171,592 | $123.8M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 165,032 | $123.3M | Add +78.7% |
| IGV iShares Expanded Tech-Softwa | 0.81% | 1,314,160 | $119.0M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.79% | 97,019 | $116.4M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.75% | 306,802 | $109.5M | Add +25.8% |
| GFS Globalfoundries Inc. | 0.74% | 1,313,102 | $108.4M | Add +18.9% |
| WFC Wells Fargo & Co. | 0.74% | 1,311,131 | $108.3M | Add +32.9% |
| MAGS Roundhill Magnificent Seven | 0.71% | 1,627,000 | $104.6M | New |
| ENLT Enlight Renewable Energy Ltd. | 0.69% | 1,138,570 | $101.3M | Reduce -8.9% |
| FPS Forgent Power Solutions Class A | 0.63% | 1,662,217 | $92.8M | New |
| XLF SS Financial Select Sector | 0.62% | 1,702,899 | $91.3M | Reduce -26.0% |
| CLBT Cellebrite Di Ltd. | 0.62% | 6,181,269 | $90.2M | Add +47.8% |
| BSX Boston Scientific Corp. | 0.57% | 1,962,730 | $83.8M | Add +26.6% |
| XLE SS Energy Select Sector | 0.55% | 1,509,197 | $80.2M | Reduce -1.4% |
| ICL Icl Group Ltd. | 0.53% | 15,582,538 | $77.6M | Add +1.7% |
| XLC SS Comm Select Sector SPDR | 0.50% | 681,182 | $73.0M | Reduce -0.6% |
| URNM Sprott Uranium Miners ETF | 0.45% | 1,250,000 | $65.7M | New |
| MCHI iShares MSCI China ETF | 0.45% | 1,281,520 | $65.4M | Reduce -54.5% |
| NICE Nice Ltd. - Spon ADR | 0.42% | 678,460 | $61.6M | Add +139.3% |
| XRT SS SPDR S&P Retail ETF | 0.41% | 691,000 | $60.6M | Reduce -45.1% |
| ORA Ormat Technologies Inc. | 0.41% | 554,281 | $60.4M | Add +424.0% |
| EEM iShares MSCI Emerging Market | 0.41% | 880,828 | $60.3M | Add +0.1% |
| IHF iShares U.S. Healthcare Prov | 0.39% | 1,025,353 | $56.7M | No change |
| INDA iShares MSCI India ETF | 0.37% | 1,093,484 | $54.0M | Reduce -42.7% |
| FLY Firefly Aerospace Inc. | 0.36% | 1,812,863 | $53.3M | Add +174.7% |
| GILT Gilat Satellite Networks Ltd. | 0.35% | 3,811,406 | $50.7M | Reduce -23.1% |
| COPX Global X Copper Miners ETF | 0.33% | 627,000 | $48.4M | Reduce -25.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 65,042 | $47.9M | Add +387.4% |
| IAI iShares U.S. Broker-Dealers | 0.33% | 273,000 | $47.9M | New |
| META Meta Platforms Inc. Class A | 0.32% | 83,546 | $47.0M | Reduce -6.5% |
| XLRE SS Real Estate Select Sector | 0.32% | 1,063,204 | $46.8M | Reduce -0.0% |
| MU Micron Technology Inc. | 0.30% | 38,073 | $43.9M | Add +47.6% |
| EXI iShares Global Industrials E | 0.29% | 215,300 | $43.2M | No change |
| MATW Matthews Intl Corp. Class A | 0.27% | 1,465,173 | $39.4M | No change |
| CAMT Camtek Ltd. | 0.26% | 237,895 | $38.7M | Add +179.3% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 450,976 | $37.5M | Reduce 0.0% |
| AMD Advanced Micro Devices | 0.25% | 63,238 | $36.7M | Add +6.1% |
| MA Mastercard Inc. Class A | 0.25% | 71,325 | $36.6M | Add +36.5% |
| ORCL Oracle Corp. | 0.22% | 218,225 | $32.0M | Add +17.0% |
| GDX Vaneck Gold Miners ETF | 0.21% | 409,800 | $30.9M | New |
| IR Ingersoll-Rand Inc. | 0.21% | 372,663 | $30.6M | Add +10026.7% |
| NYAX Nayax Ltd. | 0.21% | 465,279 | $30.5M | New |
| UNH Unitedhealth Group Inc. | 0.18% | 63,190 | $26.3M | Add +33.9% |
| SSYS Stratasys Ltd. | 0.18% | 3,033,045 | $26.0M | Reduce -11.8% |
| TSLA Tesla Inc. | 0.17% | 60,885 | $25.6M | Add +9.6% |
| IVV iShares Core S&P 500 ETF | 0.14% | 26,524 | $19.9M | Add +7500.0% |
| XOM Exxon Mobil Corp. | 0.13% | 138,000 | $18.9M | Add +3.3% |
| SIND Sinda Ltd. | 0.13% | 1,550,000 | $18.6M | New |
| V Visa Inc. Class A | 0.12% | 51,422 | $17.6M | Reduce -1.7% |
| SMH Vaneck Semiconductor ETF | 0.12% | 26,596 | $17.4M | Add +2.2% |
| RSKD Riskified Ltd. Class A | 0.11% | 3,246,755 | $16.4M | Reduce -36.1% |
| SSMR Sunshine Silver Mining & Ref | 0.11% | 1,230,000 | $16.3M | New |
| JPM JPMorgan Chase & Co. | 0.11% | 46,994 | $15.4M | Reduce -17.6% |
| TATT Tat Technologies Ltd. | 0.10% | 318,842 | $15.4M | Add +26.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 26,798 | $13.4M | Reduce -10.6% |
| KMDA Kamada Ltd. | 0.08% | 1,654,952 | $12.1M | No change |
| ABBV Abbvie Inc. | 0.08% | 47,441 | $12.0M | Add +30.7% |
| JNJ Johnson & Johnson | 0.08% | 46,830 | $11.9M | Reduce -9.9% |
| UBER Uber Technologies Inc. | 0.08% | 162,494 | $11.7M | Add +5.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.08% | 336,162 | $11.2M | Add +5.4% |
| SLGL Sol-Gel Technologies Ltd. | 0.07% | 146,147 | $10.8M | Reduce -30.7% |
| VOO Vanguard S&P 500 ETF | 0.07% | 15,729 | $10.8M | New |
| MBLY Mobileye Global Inc. Class A | 0.07% | 1,101,000 | $10.7M | No change |
| CSCO Cisco Systems Inc. | 0.07% | 90,716 | $10.7M | Reduce -13.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.07% | 182,199 | $9.7M | Add +18.3% |
| GEV GE Vernova Inc. | 0.06% | 7,489 | $8.8M | Add +45.0% |
| COST Costco Wholesale Corp. | 0.06% | 9,050 | $8.5M | Reduce -9.0% |
| C Citigroup Inc. | 0.06% | 59,808 | $8.4M | Add +0.6% |
Options reported separately and not counted above: GLOBAL E ONLINE LTD puts ($36K), CONSTELLATION ENERGY CORP puts ($23K), UNITEDHEALTH GROUP INC calls ($6K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $307 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 613,632 | $307 | No change |
Total filed on the 13F, all lines: $14.6B.
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Reduce -28.3% | 2.38% | −1.65 |
| IXJ iShares Global Healthcare Et | Reduce -28.1% | 1.80% | −1.51 |
| MCHI iShares MSCI China ETF | Reduce -54.5% | 0.45% | −1.05 |
| XLV SS Health Care Select Sector | Reduce -34.3% | 1.09% | −1.04 |
| JHX James Hardie Ind PLC | Sold out | 0.00% | −0.98 |
| GOOG Alphabet Inc. Class C | Reduce -21.9% | 2.08% | −0.92 |
| URA Global X Uranium ETF | Reduce -95.1% | 0.03% | −0.91 |
| XTN SS SPDR S&P Transport ETF | Sold out | 0.00% | −0.85 |
| COF Capital One Financial Corp. | Reduce -97.8% | 0.01% | −0.73 |
| XRT SS SPDR S&P Retail ETF | Reduce -45.1% | 0.41% | −0.55 |
| AAPL Apple Inc. | Reduce -10.6% | 1.37% | −0.50 |
| INDA iShares MSCI India ETF | Reduce -42.7% | 0.37% | −0.48 |
| XLF SS Financial Select Sector | Reduce -26.0% | 0.62% | −0.45 |
| GILT Gilat Satellite Networks Ltd. | Reduce -23.1% | 0.35% | −0.36 |
| XLE SS Energy Select Sector | Reduce -1.4% | 0.55% | −0.34 |
| COPX Global X Copper Miners ETF | Reduce -25.4% | 0.33% | −0.28 |
| AZN Astrazeneca PLC | Reduce -86.1% | 0.02% | −0.24 |
| XLC SS Comm Select Sector SPDR | Reduce -0.6% | 0.50% | −0.22 |
| TT Trane Technologies PLC | Reduce -79.3% | 0.04% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -6.5% | 0.32% | −0.17 |
| ENLT Enlight Renewable Energy Ltd. | Reduce -8.9% | 0.69% | −0.12 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.11 |
| ARKO Arko Corp. | Sold out | 0.00% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Reduce 0.0% | 0.26% | −0.09 |
| XLRE SS Real Estate Select Sector | Reduce -0.0% | 0.32% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -4.4% | 0.79% | −0.09 |
| SLGL Sol-Gel Technologies Ltd. | Reduce -30.7% | 0.07% | −0.08 |
| ODYS Odysight.ai Inc. | Reduce -9.7% | 0.05% | −0.08 |
| SSYS Stratasys Ltd. | Reduce -11.8% | 0.18% | −0.08 |
| RSKD Riskified Ltd. Class A | Reduce -36.1% | 0.11% | −0.08 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Reduce -41.2% | 0.04% | −0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -17.6% | 0.11% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -51.6% | 0.03% | −0.05 |
| NFLX Netflix Inc. | Reduce -19.6% | 0.03% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.6% | 0.09% | −0.04 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -34.9% | 0.04% | −0.04 |
| JNJ Johnson & Johnson | Reduce -9.9% | 0.08% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -91.5% | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -9.0% | 0.06% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.05% | −0.03 |
| V Visa Inc. Class A | Reduce -1.7% | 0.12% | −0.03 |
| SHLD Global X Defense Tech ETF | Reduce -11.3% | 0.03% | −0.03 |
| SYK Stryker Corp. | Reduce -37.8% | 0.02% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -20.1% | 0.03% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -16.3% | 0.05% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -22.3% | 0.04% | −0.03 |
| DHI D.R. Horton Inc. | Reduce -55.9% | 0.01% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Add +2028.3% | 3.78% | +3.60 |
| ITA iShares U.S. Aerospace & Def | Add +21978.3% | 2.12% | +2.11 |
| PANW Palo Alto Networks Inc. | Add +225.4% | 1.75% | +1.40 |
| GLBE Global-E Online Ltd. | Add +2212.8% | 1.27% | +1.21 |
| EUV Corgi Litho & Semicond Photo | New | 1.04% | +1.04 |
| ONTO Onto Innovation Inc. | New | 1.04% | +1.04 |
| XLI SS Industrial Select Sector | Add +50.1% | 5.36% | +1.03 |
| IEZ iShares U.S. Oil Equipment & | New | 0.92% | +0.92 |
| VST Vistra Corp. | Add +7545.4% | 0.85% | +0.84 |
| NET Cloudflare Inc. Class A | Add +150.9% | 1.35% | +0.72 |
| MAGS Roundhill Magnificent Seven | New | 0.71% | +0.71 |
| FPS Forgent Power Solutions Class A | New | 0.63% | +0.63 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +326.8% | 0.91% | +0.61 |
| TSEM Tower Semiconductor Ltd. | Add +3.4% | 6.24% | +0.60 |
| AVGO Broadcom Inc. | Add +69.0% | 1.67% | +0.54 |
| URNM Sprott Uranium Miners ETF | New | 0.45% | +0.45 |
| IAI iShares U.S. Broker-Dealers | New | 0.33% | +0.33 |
| ORA Ormat Technologies Inc. | Add +424.0% | 0.41% | +0.30 |
| GFS Globalfoundries Inc. | Add +18.9% | 0.74% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +78.7% | 0.84% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +387.4% | 0.33% | +0.25 |
| MU Micron Technology Inc. | Add +47.6% | 0.30% | +0.22 |
| GDX Vaneck Gold Miners ETF | New | 0.21% | +0.21 |
| NYAX Nayax Ltd. | New | 0.21% | +0.21 |
| IR Ingersoll-Rand Inc. | Add +10026.7% | 0.21% | +0.21 |
| FLY Firefly Aerospace Inc. | Add +174.7% | 0.36% | +0.19 |
| CAMT Camtek Ltd. | Add +179.3% | 0.26% | +0.14 |
| AMD Advanced Micro Devices | Add +6.1% | 0.25% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +7500.0% | 0.14% | +0.13 |
| SIND Sinda Ltd. | New | 0.13% | +0.13 |
| NICE Nice Ltd. - Spon ADR | Add +139.3% | 0.42% | +0.12 |
| SSMR Sunshine Silver Mining & Ref | New | 0.11% | +0.11 |
| XLK SS Technology Select Sector | Add +5.7% | 1.29% | +0.11 |
| VONV Vanguard Russell 1000 Value | Add +28.7% | 2.21% | +0.11 |
| VOO Vanguard S&P 500 ETF | New | 0.07% | +0.07 |
| CLBT Cellebrite Di Ltd. | Add +47.8% | 0.62% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +33.9% | 0.18% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +25.8% | 0.75% | +0.06 |
| EUFN iShares MSCI Europe Financia | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +153.6% | 0.05% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.03% | +0.03 |
| TIMB Tim SA-ADR | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +118.3% | 0.05% | +0.03 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +2.2% | 0.12% | +0.02 |
| SEDG Solaredge Technologies Inc. | Add +1025.6% | 0.03% | +0.02 |
| SNDK Sandisk Corp. | Add +13.0% | 0.03% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.02% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| UNITED RENTALS INC | call | Sold out | 6,706 | $4.3Mbefore exit |
| GLOBAL E ONLINE LTD | put | New | 1,025,000 | $36K |
| CONSTELLATION ENERGY CORP | put | Add +82.0% | 91,000 | $23K |
| UNITEDHEALTH GROUP INC | call | New | 15,000 | $6K |
| PALO ALTO NETWORKS INC | call | Sold out | 35,000 | $6Kbefore exit |
| BOSTON SCIENTIFIC CORP | call | Sold out | 15,000 | $941before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| EVGO INC | *W EXP 07/01/202 | Sold out | 40,000 | $4Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 518 | $14.6B | TEVA, TSEM, XLI, IXN, TSM |
| Q1 2026 | 480 | $10.5B | TEVA, TSEM, XLI, AMZN, IXN |
| Q4 2025 | 459 | $9.2B | TEVA, XLI, TSEM, AMZN, MSFT |
| Q3 2025Amended | 454 | $8.2B | TEVA, ACWI, MSFT, RSP, NVDA |
| Q2 2025 | 418 | $7.6B | TEVA, MSFT, XLI, AMZN, ACWI |
| Q1 2025 | 363 | $6.5B | TEVA, AMZN, RSP, MSFT, XLF |
| Q4 2024 | 352 | $7.3B | XLF, TEVA, AMZN, MSFT, NICE |
| Q3 2024 | 353 | $6.8B | XLF, TEVA, NICE, MSFT, AMZN |
| Q2 2024 | 338 | $6.6B | XLF, TEVA, NICE, MSFT, NVDA |
| Q1 2024 | 400 | $7.2B | XLF, TEVA, XOP, NICE, XLV |