Q2 2026 13F · SEC CIK 1679543

Phoenix Financial Ltd.

Investment managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $14.6B
Reported positions: 519
Top holdings a year, 3 yrs: +28.0%
Average holding period: 2.6 yrs

Phoenix Financial Ltd. is an investment manager that reported 519 positions worth $14.6B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Teva Pharmaceutical Inds Ltd (TEVA, 9.9%), Tower Semiconductor Ltd (TSEM, 6.2%), Select Sector Spdr Tr (XLI, 5.4%). A portfolio copying its top holdings returned 28.0% a year over the last 3 years, against 20.4% for the S&P 500.

Phoenix Financial Ltd. holdings largest 50 of 519 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Phoenix Financial Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TEVATeva Pharmaceutical Inds Ltd	9.9%	12.2%	42,933,367	+0.4%	$1.5B
TSEMTower Semiconductor Ltd	6.2%	5.6%	3,505,778	+3.4%	$913.7M
XLISelect Sector Spdr Tr	5.4%	4.3%	4,234,423	+50.1%	$784.3M
IXNIshares Tr	4.0%	3.8%	4,005,100	+0.0%	$578.7M
TSMTaiwan Semiconductor Manufac	3.8%	—	1,157,635	—	$553.0M
RSPInvesco Exchange Traded Fd T	3.4%	3.8%	2,305,542	+11.3%	$490.6M
NVDANvidia Corporation	3.1%	3.3%	2,305,779	+16.8%	$461.2M
AMZNAmazon Com Inc	2.4%	4.0%	1,464,242	-28.3%	$348.9M
NVMINova Ltd	2.3%	2.4%	617,631	+7.0%	$335.1M
VONVVanguard Scottsdale Fds	2.2%	2.1%	3,039,300	+28.7%	$323.1M
ITAIshares Tr	2.1%	—	1,278,993	—	$310.1M
GOOGAlphabet Inc	2.1%	3.0%	861,860	-21.8%	$304.5M
ESLTElbit Sys Ltd	2.0%	2.0%	390,426	+55.5%	$296.5M
MSFTMicrosoft Corp	2.0%	2.6%	794,580	+6.0%	$296.3M
IXJIshares Tr	1.8%	3.3%	2,684,000	-28.1%	$264.1M
PANWPalo Alto Networks Inc	1.7%	—	750,730	—	$256.0M
AVGOBroadcom Inc	1.7%	1.1%	646,023	+69.0%	$244.0M
ACWIIshares Tr	1.6%	1.8%	1,512,202	+8.2%	$237.4M
AAPLApple Inc	1.4%	1.9%	695,043	-10.6%	$201.1M
NETCloudflare Inc	1.4%	0.6%	807,564	+150.9%	$198.1M
EMREmerson Elec Co	1.3%	1.6%	1,367,937	+3.5%	$195.8M
EXEExpand Energy Corporation	1.3%	1.9%	2,080,338	+16.2%	$189.7M
XLKSelect Sector Spdr Tr	1.3%	1.2%	988,272	+5.7%	$188.3M
GLBEGlobal E Online Ltd	1.3%	—	5,372,046	—	$186.6M
EWZIshares Inc	1.2%	1.2%	4,992,000	+54.2%	$172.2M
XLVSelect Sector Spdr Tr	1.1%	2.1%	1,004,740	-34.3%	$159.4M
EUVCorgi Litho & Semicond Photo	1.0%	—	4,782,000	—	$152.9M
IYFIshares Tr	1.0%	1.3%	1,196,572	+0.0%	$152.6M
ONTOOnto Innovation Inc	1.0%	—	401,813	—	$152.1M
IEZIshares Tr	0.9%	—	4,991,000	—	$134.3M
XLUSelect Sector Spdr Tr	0.9%	—	2,930,565	—	$132.9M
VSTVistra Corp	0.8%	—	784,188	—	$124.4M
AMATApplied Matls Inc	0.8%	0.6%	171,592	-0.1%	$123.8M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.6%	165,032	+78.7%	$123.3M
IGVIshares Tr	0.8%	1.0%	1,314,160	+1.5%	$119.0M
LLYEli Lilly & Co	0.8%	0.9%	97,019	-4.4%	$116.4M
GOOGLAlphabet Inc	0.7%	0.7%	306,802	+25.8%	$109.5M
GFSGlobalfoundries Inc	0.7%	0.5%	1,313,102	+18.9%	$108.4M
WFCWells Fargo & Co	0.7%	0.7%	1,311,131	+32.9%	$108.3M
MAGSListed Fds Tr	0.7%	—	1,627,000	—	$104.6M
ENLTEnlight Renewable Energy Ltd	0.7%	0.8%	1,138,570	-9.0%	$101.3M
FPSForgent Power Solutions Inc	0.6%	—	1,662,217	—	$92.8M
XLFSelect Sector Spdr Tr	0.6%	1.1%	1,702,899	-26.0%	$91.3M
CLBTCellebrite Di Ltd	0.6%	0.5%	6,181,269	+47.8%	$90.2M
BSXBoston Scientific Corp	0.6%	0.9%	1,962,730	+26.6%	$83.8M
XLESelect Sector Spdr Tr	0.5%	0.9%	1,509,197	-1.4%	$80.2M
ICLIcl Group Ltd	0.5%	0.8%	15,582,538	+1.7%	$77.6M
XLCSelect Sector Spdr Tr	0.5%	0.7%	681,182	-0.6%	$73.0M
URNMSprott Fds Tr	0.4%	—	1,250,000	—	$65.7M
MCHIIshares Tr	0.4%	1.5%	1,281,520	-54.5%	$65.4M

What Phoenix Financial Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +44.0% /yr; S&P 500 +20.1%
3 years: +28.0% /yr; S&P 500 +20.4%
5 years: +13.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$14.6B	519
Q1 2026	$10.5B	482
Q4 2025	$9.2B	462
Q3 2025	$7.5B	423
Q2 2025	$7.6B	421
Q1 2025	$6.5B	366
Q4 2024	$7.3B	356
Q3 2024	$6.8B	358
Q2 2024	$6.6B	346
Q1 2024	$7.2B	407
Q4 2023	$6.0B	329
Q3 2023	$5.3B	297

Questions about Phoenix Financial Ltd.'s portfolio

What stocks does Phoenix Financial Ltd. own?

Phoenix Financial Ltd.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 519 positions worth $14.6B. The largest are Teva Pharmaceutical Inds Ltd (TEVA) at 9.9%, Tower Semiconductor Ltd (TSEM) at 6.2%, Select Sector Spdr Tr (XLI) at 5.4%, Ishares Tr (IXN) at 4.0% and Taiwan Semiconductor Manufac (TSM) at 3.8%.

What did Phoenix Financial Ltd. buy last quarter?

In Q2 2026, Phoenix Financial Ltd. added Cloudflare Inc (NET) (+150.9% shares), State Str Spdr S&p 500 ETF T (SPY) (+78.7% shares) and Broadcom Inc (AVGO) (+69.0% shares), compared with its Q1 2026 filing.

What did Phoenix Financial Ltd. sell last quarter?

In Q2 2026, Phoenix Financial Ltd. cut from its top 50 James Hardie Inds PLC (JHX), cut from its top 50 Spdr Series Trust (XRT), cut from its top 50 Global X Fds (URA), cut from its top 50 Ishares Tr (INDA), cut from its top 50 Spdr Series Trust (XTN), Ishares Tr (MCHI) (-54.5% shares), Select Sector Spdr Tr (XLV) (-34.3% shares) and Amazon Com Inc (AMZN) (-28.3% shares), compared with its Q1 2026 filing.

How has Phoenix Financial Ltd.'s portfolio performed?

A portfolio copying Phoenix Financial Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +44.0% against +20.1%. Over 5 years: +13.6% a year against +11.6%.

When is Phoenix Financial Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Phoenix Financial Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.