Phoenix Financial Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Phoenix Financial Ltd. reported 480 stock positions worth $10.5 billion. Its top holding was Teva Pharmaceutical-SP ADR (TEVA) at 12.2% of the portfolio, followed by Tower Semiconductor (TSEM, 5.6%) and SS Industrial Select Sector (XLI, 4.3%). Compared with Q4 2025, it opened 70 new positions, sold out of 49, added to 163 and reduced 189. The biggest buy was a new position in iShares Global Tech ETF (IXN) and the biggest sale SS Industrial Select Sector (XLI, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- Givatayim, L3
- CIK
- 0001679543
- Portfolio Value
- $10.5B (Q1 2026)
- SEC Filing
- 0001178913-26-002511 ↗ filed May 11, 2026
Holdings Value
Holdings 480 stocks · $10.5B
| TEVA Teva Pharmaceutical-SP ADR | 12.22% | 42,777,414 | $1.3B | Add +4.1% |
| TSEM Tower Semiconductor Ltd. | 5.64% | 3,390,687 | $595.0M | Reduce -11.5% |
| XLI SS Industrial Select Sector | 4.33% | 2,820,436 | $456.1M | Reduce -28.6% |
| AMZN Amazon.com Inc. | 4.04% | 2,043,423 | $425.6M | Add +39.1% |
| IXN iShares Global Tech ETF | 3.80% | 4,005,100 | $400.4M | New |
| RSP Invesco S&P 500 Equal Weight | 3.77% | 2,070,542 | $397.4M | Add +27.4% |
| IXJ iShares Global Healthcare Et | 3.31% | 3,734,000 | $349.3M | Add +75.7% |
| NVDA Nvidia Corp. | 3.27% | 1,974,917 | $344.4M | Add +13.5% |
| GOOG Alphabet Inc. Class C | 3.00% | 1,102,785 | $316.4M | Add +25.6% |
| MSFT Microsoft Corp. | 2.63% | 749,341 | $277.4M | Add +10.6% |
| NVMI Nova Ltd. | 2.37% | 576,989 | $250.3M | Add +13.4% |
| XLV SS Health Care Select Sector | 2.13% | 1,529,577 | $224.3M | Add +29.5% |
| VONV Vanguard Russell 1000 Value | 2.10% | 2,362,300 | $221.4M | No change |
| ESLT Elbit Systems Ltd. | 2.02% | 251,137 | $213.2M | New |
| AAPL Apple Inc. | 1.87% | 777,344 | $197.3M | Reduce -8.6% |
| EXE Expand Energy Corp. | 1.86% | 1,790,470 | $196.6M | Add +32.0% |
| ACWI iShares MSCI Acwi ETF | 1.83% | 1,397,253 | $193.3M | Reduce -0.3% |
| EMR Emerson Electric Co. | 1.64% | 1,321,566 | $173.2M | Add +19025.4% |
| MCHI iShares MSCI China ETF | 1.50% | 2,818,800 | $158.4M | Add +113.1% |
| IYF iShares US Financials ETF | 1.33% | 1,196,572 | $140.8M | No change |
| XLK SS Technology Select Sector | 1.18% | 935,111 | $124.3M | Reduce -26.8% |
| EWZ iShares MSCI Brazil ETF | 1.18% | 3,237,000 | $124.3M | No change |
| AVGO Broadcom Inc. | 1.12% | 382,348 | $118.3M | Add +50.9% |
| XLF SS Financial Select Sector | 1.08% | 2,302,381 | $113.7M | Add +74.5% |
| IGV iShares Expanded Tech-Softwa | 0.98% | 1,295,294 | $103.7M | Reduce -1.9% |
| JHX James Hardie Ind PLC | 0.98% | 5,449,639 | $103.2M | Reduce -1.2% |
| XRT SS SPDR S&P Retail ETF | 0.96% | 1,259,000 | $101.3M | New |
| URA Global X Uranium ETF | 0.94% | 2,040,450 | $98.8M | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.92% | 1,550,372 | $97.3M | Add +2286.4% |
| XLE SS Energy Select Sector | 0.89% | 1,530,654 | $93.8M | Add +135.5% |
| LLY Eli Lilly & Co. | 0.89% | 101,476 | $93.3M | Add +216.6% |
| INDA iShares MSCI India ETF | 0.85% | 1,909,484 | $89.4M | Reduce -0.4% |
| XTN SS SPDR S&P Transport ETF | 0.85% | 960,785 | $89.4M | New |
| ENLT Enlight Renewable Energy Ltd. | 0.81% | 1,250,550 | $85.4M | Reduce -9.8% |
| ICL Icl Group Ltd. | 0.75% | 15,317,843 | $79.3M | Reduce -10.2% |
| COF Capital One Financial Corp. | 0.75% | 431,304 | $78.7M | Add +1511.3% |
| WFC Wells Fargo & Co. | 0.74% | 986,590 | $78.5M | Reduce -4.7% |
| XLC SS Comm Select Sector SPDR | 0.72% | 685,352 | $76.0M | No change |
| GILT Gilat Satellite Networks Ltd. | 0.71% | 4,959,311 | $74.5M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 0.69% | 243,953 | $73.0M | Reduce -10.9% |
| NET Cloudflare Inc. Class A | 0.63% | 321,817 | $66.4M | New |
| COPX Global X Copper Miners ETF | 0.61% | 840,486 | $64.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 92,330 | $60.1M | Add +1.2% |
| AMAT Applied Materials Inc. | 0.56% | 171,690 | $58.7M | Reduce -6.6% |
| CLBT Cellebrite Di Ltd. | 0.55% | 4,181,269 | $57.6M | Add +66.5% |
| META Meta Platforms Inc. Class A | 0.49% | 89,366 | $51.5M | Reduce -14.0% |
| EEM iShares MSCI Emerging Market | 0.47% | 880,280 | $50.0M | New |
| GFS Globalfoundries Inc. | 0.47% | 1,104,774 | $49.1M | New |
| XLRE SS Real Estate Select Sector | 0.41% | 1,063,404 | $43.4M | No change |
| IHF iShares U.S. Healthcare Prov | 0.41% | 1,025,353 | $42.9M | Add +3774.7% |
| EXI iShares Global Industrials E | 0.37% | 215,300 | $39.0M | No change |
| MATW Matthews Intl Corp. Class A | 0.36% | 1,465,173 | $37.8M | Add +10114.5% |
| PANW Palo Alto Networks Inc. | 0.35% | 230,732 | $37.0M | Reduce -9.4% |
| XLP SS Consumer Staples Sel Sect | 0.35% | 450,987 | $37.0M | Reduce -9.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 686,634 | $31.5M | Reduce -10.6% |
| NICE Nice Ltd. - Spon ADR | 0.30% | 283,500 | $31.3M | New |
| AZN Astrazeneca PLC | 0.26% | 139,398 | $27.5M | Reduce -65.3% |
| ORCL Oracle Corp. | 0.26% | 186,459 | $27.4M | Reduce -4.1% |
| SSYS Stratasys Ltd. | 0.25% | 3,439,306 | $26.9M | Reduce -5.3% |
| MA Mastercard Inc. Class A | 0.25% | 52,232 | $26.1M | Add +4.5% |
| TT Trane Technologies PLC | 0.24% | 60,657 | $25.3M | Reduce -79.2% |
| XOM Exxon Mobil Corp. | 0.21% | 133,546 | $22.7M | Add +22.3% |
| TSLA Tesla Inc. | 0.20% | 55,537 | $20.6M | Reduce -14.2% |
| RSKD Riskified Ltd. Class A | 0.19% | 5,082,513 | $19.9M | No change |
| FLY Firefly Aerospace Inc. | 0.18% | 660,060 | $18.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 54,392 | $18.3M | Reduce -87.7% |
| JPM JPMorgan Chase & Co. | 0.16% | 57,035 | $16.8M | Reduce -25.5% |
| SLGL Sol-Gel Technologies Ltd. | 0.16% | 210,849 | $16.7M | Reduce -3.4% |
| V Visa Inc. Class A | 0.15% | 52,293 | $15.9M | Reduce -21.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 29,968 | $14.4M | Reduce -21.1% |
| ODYS Odysight.ai Inc. | 0.14% | 2,053,522 | $14.3M | No change |
| KMDA Kamada Ltd. | 0.13% | 1,654,952 | $14.2M | No change |
| CAMT Camtek Ltd. | 0.12% | 85,160 | $12.9M | Add +45.3% |
| UNH Unitedhealth Group Inc. | 0.12% | 47,208 | $12.8M | Add +0.5% |
| JNJ Johnson & Johnson | 0.12% | 51,987 | $12.7M | Reduce -5.8% |
| WMT Walmart Inc. | 0.12% | 97,593 | $12.2M | Reduce -27.5% |
| AMD Advanced Micro Devices | 0.12% | 59,627 | $12.1M | Reduce -0.6% |
| VRNS Varonis Systems Inc. | 0.11% | 557,836 | $12.0M | Reduce -34.6% |
| ORA Ormat Technologies Inc. | 0.11% | 105,781 | $11.8M | Reduce -70.5% |
| UBER Uber Technologies Inc. | 0.10% | 153,971 | $11.1M | Reduce -11.7% |
| ARKO Arko Corp. | 0.10% | 1,941,817 | $10.8M | Reduce -73.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.10% | 318,854 | $10.7M | Add +3.1% |
| TATT Tat Technologies Ltd. | 0.10% | 251,246 | $10.2M | Add +0.9% |
| SMH Vaneck Semiconductor ETF | 0.09% | 26,023 | $10.0M | Reduce -27.3% |
| COST Costco Wholesale Corp. | 0.09% | 9,949 | $9.9M | Reduce -31.2% |
| NKE Nike Inc. Class B | 0.09% | 182,257 | $9.6M | Add +45.5% |
| PEP Pepsico Inc. | 0.08% | 56,561 | $8.8M | Add +7.0% |
| HD Home Depot Inc. | 0.08% | 26,584 | $8.7M | Reduce -9.0% |
| MU Micron Technology Inc. | 0.08% | 25,789 | $8.7M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.08% | 88,572 | $8.5M | Reduce -31.2% |
| GOVT iShares US Treasury Bond ETF | 0.08% | 369,700 | $8.5M | Reduce -12.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.08% | 154,070 | $8.2M | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.08% | 104,891 | $8.1M | Reduce -20.9% |
| ODD Oddity Tech Ltd. Class A | 0.08% | 607,100 | $8.1M | New |
| ABBV Abbvie Inc. | 0.08% | 36,291 | $7.9M | Reduce -6.6% |
| LIN Linde PLC | 0.07% | 15,935 | $7.9M | Reduce -4.4% |
| ELLO Ellomay Capital Ltd. | 0.07% | 318,228 | $7.7M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 13,344 | $7.7M | Add +5.2% |
| MRK Merck & Co. Inc. | 0.07% | 62,785 | $7.6M | Reduce -3.1% |
| MBLY Mobileye Global Inc. Class A | 0.07% | 1,101,000 | $7.6M | Reduce -0.8% |
Options reported separately and not counted above: UNITED RENTALS INC calls ($4.3M), CONSTELLATION ENERGY CORP puts ($14K), PALO ALTO NETWORKS INC calls ($6K), BOSTON SCIENTIFIC CORP calls ($941).
Other holdings (2): bonds, preferreds, convertibles and warrants · $40K (not counted above)
Total filed on the 13F, all lines: $10.5B.
Portfolio Sells Q4 2025 → Q1 2026
| XLI SS Industrial Select Sector | Reduce -28.6% | 4.33% | −2.32 |
| ALB Albemarle Corp. | Reduce -99.9% | 0.00% | −1.41 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -87.7% | 0.17% | −1.24 |
| TT Trane Technologies PLC | Reduce -79.2% | 0.24% | −0.99 |
| XLK SS Technology Select Sector | Reduce -26.8% | 1.18% | −0.82 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.74 |
| AAPL Apple Inc. | Reduce -8.6% | 1.87% | −0.58 |
| AZN Astrazeneca PLC | Reduce -65.3% | 0.26% | −0.54 |
| IGV iShares Expanded Tech-Softwa | Reduce -1.9% | 0.98% | −0.53 |
| SBIO Alps Medical Breakthroughs | Sold out | 0.00% | −0.41 |
| BTU Peabody Energy Corp. | Reduce -97.7% | 0.01% | −0.40 |
| SMWB Similarweb Ltd. | Reduce -94.9% | 0.01% | −0.34 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.33 |
| ORA Ormat Technologies Inc. | Reduce -70.5% | 0.11% | −0.32 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.3% | 1.83% | −0.32 |
| ICL Icl Group Ltd. | Reduce -10.2% | 0.75% | −0.30 |
| WFC Wells Fargo & Co. | Reduce -4.7% | 0.74% | −0.30 |
| INDA iShares MSCI India ETF | Reduce -0.4% | 0.85% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -10.9% | 0.69% | −0.26 |
| JHX James Hardie Ind PLC | Reduce -1.2% | 0.98% | −0.26 |
| ARKO Arko Corp. | Reduce -73.4% | 0.10% | −0.26 |
| VRNS Varonis Systems Inc. | Reduce -34.6% | 0.11% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -14.0% | 0.49% | −0.18 |
| PAYO Payoneer Global Inc. | Sold out | 0.00% | −0.16 |
| PERI Perion Network Ltd. | Sold out | 0.00% | −0.16 |
| PANW Palo Alto Networks Inc. | Reduce -9.4% | 0.35% | −0.16 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.26% | −0.15 |
| MGIC Magic Software Enterprises | Sold out | 0.00% | −0.14 |
| TSLA Tesla Inc. | Reduce -14.2% | 0.20% | −0.12 |
| GLD SPDR Gold Shares | Reduce -65.3% | 0.04% | −0.09 |
| SSYS Stratasys Ltd. | Reduce -5.3% | 0.25% | −0.09 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.08 |
| BAC Bank of America Corp. | Reduce -49.8% | 0.05% | −0.08 |
| V Visa Inc. Class A | Reduce -21.8% | 0.15% | −0.08 |
| CSTE Caesarstone Ltd. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Reduce -71.6% | 0.02% | −0.07 |
| CRM Salesforce Inc. | Reduce -51.5% | 0.03% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -25.5% | 0.16% | −0.07 |
| IWP iShares Russell Mid-Cap Grow | Reduce -96.0% | 0.00% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -9.1% | 0.35% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.1% | 0.14% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.6% | 0.30% | −0.06 |
| MBLY Mobileye Global Inc. Class A | Reduce -0.8% | 0.07% | −0.05 |
| NFLX Netflix Inc. | Reduce -31.2% | 0.08% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -11.7% | 0.10% | −0.05 |
| WMT Walmart Inc. | Reduce -27.5% | 0.12% | −0.05 |
| MORT Vaneck Mortgage REIT Income | Sold out | 0.00% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -27.3% | 0.09% | −0.05 |
| CVX Chevron Corp. | Reduce -67.0% | 0.03% | −0.04 |
| URA Global X Uranium ETF | Reduce -0.1% | 0.94% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| IXN iShares Global Tech ETF | New | 3.80% | +3.80 |
| ESLT Elbit Systems Ltd. | New | 2.02% | +2.02 |
| EMR Emerson Electric Co. | Add +19025.4% | 1.64% | +1.63 |
| IXJ iShares Global Healthcare Et | Add +75.7% | 3.31% | +1.07 |
| XRT SS SPDR S&P Retail ETF | New | 0.96% | +0.96 |
| BSX Boston Scientific Corp. | Add +2286.4% | 0.92% | +0.86 |
| XTN SS SPDR S&P Transport ETF | New | 0.85% | +0.85 |
| COF Capital One Financial Corp. | Add +1511.3% | 0.75% | +0.68 |
| MCHI iShares MSCI China ETF | Add +113.1% | 1.50% | +0.64 |
| NET Cloudflare Inc. Class A | New | 0.63% | +0.63 |
| LLY Eli Lilly & Co. | Add +216.6% | 0.89% | +0.62 |
| COPX Global X Copper Miners ETF | New | 0.61% | +0.61 |
| XLE SS Energy Select Sector | Add +135.5% | 0.89% | +0.57 |
| NVMI Nova Ltd. | Add +13.4% | 2.37% | +0.56 |
| EEM iShares MSCI Emerging Market | New | 0.47% | +0.47 |
| GFS Globalfoundries Inc. | New | 0.47% | +0.47 |
| AMZN Amazon.com Inc. | Add +39.1% | 4.04% | +0.41 |
| RSP Invesco S&P 500 Equal Weight | Add +27.4% | 3.77% | +0.39 |
| IHF iShares U.S. Healthcare Prov | Add +3774.7% | 0.41% | +0.39 |
| MATW Matthews Intl Corp. Class A | Add +10114.5% | 0.36% | +0.35 |
| NICE Nice Ltd. - Spon ADR | New | 0.30% | +0.30 |
| XLF SS Financial Select Sector | Add +74.5% | 1.08% | +0.29 |
| EXE Expand Energy Corp. | Add +32.0% | 1.86% | +0.24 |
| AVGO Broadcom Inc. | Add +50.9% | 1.12% | +0.23 |
| XLV SS Health Care Select Sector | Add +29.5% | 2.13% | +0.14 |
| ODD Oddity Tech Ltd. Class A | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | Add +22.3% | 0.21% | +0.07 |
| CLBT Cellebrite Di Ltd. | Add +66.5% | 0.55% | +0.06 |
| CAMT Camtek Ltd. | Add +45.3% | 0.12% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +1077.5% | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +8.9% | 0.05% | +0.03 |
| PWR Quanta Services Inc. | Add +5.4% | 0.03% | +0.02 |
| CSX CSX Corp. | Add +384.8% | 0.03% | +0.02 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| CVE Cenovus Energy Inc. | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | Add +660.4% | 0.02% | +0.02 |
| ZM Zoom Communications Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +33.4% | 0.04% | +0.02 |
| A Agilent Technologies Inc. | Add +301.9% | 0.02% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +25.6% | 3.00% | +0.01 |
| TRGP Targa Resources Corp. | New | 0.01% | +0.01 |
| CFG Citizens Financial Group | New | 0.01% | +0.01 |
| CACC Credit Acceptance Corp. | New | 0.01% | +0.01 |
| SE Sea Ltd.-ADR | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +26.5% | 0.02% | +0.01 |
| XLB SS Materials Select Sector | New | 0.01% | +0.01 |
| ROK Rockwell Automation Inc. | Add +184.9% | 0.02% | +0.01 |
| GILD Gilead Sciences Inc. | Add +67.3% | 0.03% | +0.01 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| APA Apa Corp. | New | 0.01% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| UNITED RENTALS INC | call | New | 6,706 | $4.3M |
| NICE LTD | call | Sold out | 444,800 | $50Kbefore exit |
| ORMAT TECHNOLOGIES INC | call | Sold out | 410,300 | $45Kbefore exit |
| SEAPORT ENTMT GROUP INC | put | Sold out | 100,000 | $35Kbefore exit |
| CONSTELLATION ENERGY CORP | put | New | 50,000 | $14K |
| GILAT SATELLITE NETWORKS LTD | put | Sold out | 1,030,000 | $13Kbefore exit |
| PALO ALTO NETWORKS INC | call | New | 35,000 | $6K |
| BOSTON SCIENTIFIC CORP | call | New | 15,000 | $941 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| EVGO INC | *W EXP 07/01/202 | Add +14.3% | 40,000 | $4K |
| ARKOW Arko Corp. -CW25 | *W EXP 12/22/202 | Sold out | 1,094,488 | $375before 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 |