Phoenix Financial Ltd.

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CIK 1679543

13F portfolio (2026-Q1)

$10.5B

Positions

482

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

482

Top 5

30.0%

Top 10

46.0%

Effective N

29.5

HHI

0.034

This quarter

71 new · 0 exit →

By sector

Unclassified40.8%

Information Technology22.9%

Health Care15.0%

Consumer Discretionary4.9%

Communication Services4.4%

Industrials3.0%

Financials2.8%

Materials2.6%

Other3.7%

By market cap

Unknown54.0%

Mega (>$200B)22.7%

Large ($10–200B)22.0%

Mid ($2–10B)0.6%

Small ($300M–2B)0.5%

Micro (<$300M)0.1%

By region

North America47.0%

Other40.8%

Middle East11.6%

Europe0.4%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.98%	114
Pharmaceuticals & Biotechnology	13.88%	18
Semiconductors & Semiconductor Equipment	11.55%	26
Technology Hardware & Equipment	5.18%	25
Specialty Retail	4.48%	17
Software & IT Services	4.39%	13
Software	4.20%	23
Aerospace & Defense	2.40%	18
Oil, Gas & Consumable Fuels	2.25%	17
Banks	1.86%	24
Electrical Equipment & Components	1.70%	5
Chemicals	1.09%	15
Utilities	1.08%	12
Health Care Equipment & Supplies	1.07%	12
Construction Materials	1.00%	4
Commercial Services & Supplies	0.64%	15
Metals & Mining	0.50%	15
Automobiles & Components	0.20%	3
Insurance	0.20%	6
Machinery	0.20%	22
Beverages	0.13%	4
Capital Markets	0.12%	8
Food & Staples Retailing	0.10%	1
Media & Entertainment	0.09%	3
Hotels, Restaurants & Leisure	0.09%	3
Tobacco	0.08%	3
Construction & Engineering	0.08%	5
Road & Rail	0.08%	5
Distributors	0.07%	7
Equity Real Estate Investment Trusts (REITs)	0.06%	8
Entertainment	0.06%	2
Life Sciences Tools & Services	0.04%	4
Diversified Telecommunication Services	0.03%	4
Airlines	0.03%	3
Communications Equipment	0.03%	2
Textiles, Apparel & Luxury Goods	0.02%	3
Transportation Infrastructure	0.01%	3
Coal & Consumable Fuels	0.01%	1
Industrial Conglomerates	0.01%	1
Paper & Forest Products	0.01%	1
Food Products	0.01%	2
Agricultural Products	0.01%	1
Marine	0.00%	1
Health Care Providers & Services	0.00%	1
Professional Services	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TEVA	TEVA PHARMACEUTICAL INDUSTRIES LTD	Health Care	12.22%
2	TSEM	Tower Semiconductor Ltd	Information Technology	5.64%
3	XLI	SELECT SECTOR SPDR TR	Unclassified	4.33%
4	AMZN	AMAZON COM INC	Consumer Discretionary	4.04%
5	IXN	ISHARES TR	Unclassified	3.80%
6	RSP	INVESCO EXCHANGE TRADED FD T	Unclassified	3.77%
7	IXJ	ISHARES TR	Unclassified	3.31%
8	NVDA	NVIDIA CORP	Information Technology	3.27%
9	GOOG	Alphabet Inc.	Communication Services	3.00%
10	MSFT	MICROSOFT CORP	Information Technology	2.63%

369/482 names classified · sector 59.2% of weight · industry 59.0% · mkt cap 46.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 27 quarters

Information TechnologyMSFT, TSEM, NICE, NVDA, PANW · other

Health CareTEVA, AZN, PRGO, MRK, BMY · other

FinancialsJPM, WFC, V, MA, ALLY · other

Consumer DiscretionaryAMZN, WMT, TGT, MCD, MHK · other

IndustrialsUNP, JCI, ESLT, BABA, NSC · other

MaterialsICL, FCX, MOS, FMC, TECK · other

Communication ServicesGOOG, META, GOOGL, DIS, VOD · other

Consumer StaplesSTZ, ARKO, KOF, PM, KDP · other

UtilitiesORA, ENLT, LNG, XIFR, VST · other

EnergyOVV, EXE, FANG, BP, PBF · other

Real EstateAMT, DLR, PLD, EQIX, IRM · other

UnclassifiedXLF, XLV, XLI, XOP, ACWI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 59.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 44% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (301 classified)Phoenix Financial Ltd. centroid (Large Core)

Health CareInformation TechnologyConsumer DiscretionaryCommunication ServicesFinancialsEnergyMaterialsIndustrialsUtilitiesConsumer StaplesReal Estate

Style box summary for Phoenix Financial Ltd.: centroid Large Core. Heaviest cells: Large Growth 20.9%, Mid Core 12.5%, Large Core 3.3%.

Classified: 43.6% of book weight (301/482 names) · unclassified 56.4%: TSEM, XLI, IXN, RSP, IXJ, NVMI, XLV, VONV, ESLT, ACWI +171 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 482 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TEVATEVA PHARMACEUTICAL INDS LTD	42,777,414	$1.3B	12.2%	ADD 4%
2	TSEMTOWER SEMICONDUCTOR LTD	3,390,687	$595M	5.6%	TRIM −11%
3	XLISELECT SECTOR SPDR TR	2,820,436	$456M	4.3%	TRIM −29%
4	AMZNAMAZON COM INC	2,043,423	$426M	4.0%	ADD 39%
5	IXNISHARES TR	4,005,100	$400M	3.8%	NEW
6	RSPINVESCO EXCHANGE TRADED FD T	2,070,542	$397M	3.8%	ADD 27%
7	IXJISHARES TR	3,734,000	$349M	3.3%	ADD 76%
8	NVDANVIDIA CORPORATION	1,974,917	$344M	3.3%	ADD 14%
9	GOOGALPHABET INC	1,102,785	$316M	3.0%	ADD 26%
10	MSFTMICROSOFT CORP	749,341	$277M	2.6%	ADD 11%
11	NVMINOVA LTD	576,989	$250M	2.4%	ADD 13%
12	XLVSELECT SECTOR SPDR TR	1,529,577	$224M	2.1%	ADD 29%
13	VONVVANGUARD SCOTTSDALE FDS	2,362,300	$221M	2.1%	HOLD
14	ESLTELBIT SYS LTD	251,137	$213M	2.0%	NEW
15	AAPLAPPLE INC	777,344	$197M	1.9%	TRIM −9%
16	EXEEXPAND ENERGY CORPORATION	1,790,470	$197M	1.9%	ADD 32%
17	ACWIISHARES TR	1,397,253	$193M	1.8%	HOLD
18	EMREMERSON ELEC CO	1,321,566	$173M	1.6%	ADD 19025%
19	MCHIISHARES TR MSCI CHINA ETF	2,818,800	$158M	1.5%	ADD 113%
20	IYFISHARES TR	1,196,572	$141M	1.3%	HOLD
21	XLKSELECT SECTOR SPDR TR	935,111	$124M	1.2%	TRIM −27%
22	EWZISHARES INC MSCI BRAZIL ETF	3,237,000	$124M	1.2%	HOLD
23	AVGOBROADCOM INC	382,348	$118M	1.1%	ADD 51%
24	XLFSELECT SECTOR SPDR TR	2,302,381	$114M	1.1%	ADD 75%
25	IGVISHARES TR	1,295,294	$104M	1.0%	HOLD
26	JHXJAMES HARDIE INDS PLC	5,449,639	$103M	1.0%	HOLD
27	XRTSPDR SERIES TRUST	1,259,000	$101M	1.0%	NEW
28	URAGLOBAL X FDS	2,040,450	$99M	0.9%	HOLD
29	BSXBOSTON SCIENTIFIC CORP	1,550,372	$97M	0.9%	ADD 2286%
30	XLESELECT SECTOR SPDR TR	1,530,654	$94M	0.9%	ADD 135%
31	LLYELI LILLY & CO	101,476	$93M	0.9%	ADD 217%
32	INDAISHARES TR	1,909,484	$89M	0.8%	HOLD
33	XTNSPDR SERIES TRUST	960,785	$89M	0.8%	NEW
34	ENLTENLIGHT RENEWABLE ENERGY LTD	1,250,550	$85M	0.8%	TRIM −10%
35	ICLICL GROUP LTD	15,317,843	$79M	0.8%	TRIM −10%
36	COFCAPITAL ONE FINL CORP	431,304	$79M	0.7%	ADD 1511%
37	WFCWELLS FARGO CO NEW	986,590	$79M	0.7%	TRIM −5%
38	XLCSELECT SECTOR SPDR TR	685,352	$76M	0.7%	HOLD
39	GILTGILAT SATELLITE NETWORKS LTD	4,959,311	$74M	0.7%	TRIM −6%
40	GOOGLALPHABET INC	243,953	$73M	0.7%	TRIM −11%
41	NETCLOUDFLARE INC	321,817	$66M	0.6%	NEW
42	COPXGLOBAL X FDS	840,486	$64M	0.6%	NEW
43	SPYSTATE STR SPDR S&P 500 ETF T	92,330	$60M	0.6%	HOLD
44	AMATAPPLIED MATLS INC	171,690	$59M	0.6%	TRIM −7%
45	CLBTCELLEBRITE DI LTD	4,181,269	$58M	0.5%	ADD 67%
46	METAMETA PLATFORMS INC	89,366	$51M	0.5%	TRIM −14%
47	EEMISHARES TR	880,280	$50M	0.5%	NEW
48	GFSGLOBALFOUNDRIES INC	1,104,774	$49M	0.5%	NEW
49	XLRESELECT SECTOR SPDR TR	1,063,404	$43M	0.4%	HOLD
50	IHFISHARES TR	1,025,353	$43M	0.4%	ADD 3775%
51	EXIISHARES TR	215,300	$39M	0.4%	HOLD
52	MATWMATTHEWS INTL CORP	1,465,173	$38M	0.4%	ADD 10115%
53	PANWPALO ALTO NETWORKS INC	230,732	$37M	0.4%	TRIM −9%
54	XLPSELECT SECTOR SPDR TR	450,987	$37M	0.4%	TRIM −9%
55	XLUSELECT SECTOR SPDR TR	686,634	$32M	0.3%	TRIM −11%
56	NICENICE LTD	283,500	$31M	0.3%	NEW
57	AZNASTRAZENECA PLC	139,398	$27M	0.3%	NEW
58	ORCLORACLE CORP	186,459	$27M	0.3%	TRIM −4%
59	SSYSSTRATASYS LTD	3,439,306	$27M	0.3%	TRIM −5%
60	MAMASTERCARD INCORPORATED	52,232	$26M	0.2%	ADD 5%
61	TTTRANE TECHNOLOGIES PLC	60,657	$25M	0.2%	TRIM −79%
62	XOMEXXON MOBIL CORP	133,546	$23M	0.2%	ADD 22%
63	TSLATESLA INC	55,537	$21M	0.2%	TRIM −14%
64	RSKDRISKIFIED LTD	5,082,513	$20M	0.2%	HOLD
65	FLYFIREFLY AEROSPACE INC	660,060	$19M	0.2%	HOLD
66	TSMTAIWAN SEMICONDUCTOR MFG LTD	54,392	$18M	0.2%	TRIM −88%
67	JPMJPMORGAN CHASE & CO	57,035	$17M	0.2%	TRIM −26%
68	SLGLSOL GEL TECHNOLOGIES	210,849	$17M	0.2%	TRIM −3%
69	VVISA INC	52,293	$16M	0.2%	TRIM −22%
70	BRK.BBERKSHIRE HATHAWAY INC DEL	29,968	$14M	0.1%	TRIM −21%
71	ODYSODYSIGHT AI INC	2,053,522	$14M	0.1%	HOLD
72	KMDAKAMADA LTD	1,654,952	$14M	0.1%	HOLD
73	CAMTCAMTEK LTD	85,160	$13M	0.1%	ADD 45%
74	UNHUNITEDHEALTH GROUP INC	47,208	$13M	0.1%	HOLD
75	JNJJOHNSON & JOHNSON	51,987	$13M	0.1%	TRIM −6%
76	WMTWALMART INC	97,593	$12M	0.1%	TRIM −27%
77	AMDADVANCED MICRO DEVICES INC	59,627	$12M	0.1%	HOLD
78	VRNSVARONIS SYS INC	557,836	$12M	0.1%	TRIM −35%
79	ORAORMAT TECHNOLOGIES INC	105,781	$12M	0.1%	TRIM −70%
80	UBERUBER TECHNOLOGIES INC	153,971	$11M	0.1%	TRIM −12%
81	ARKOARKO CORP	1,941,817	$11M	0.1%	TRIM −73%
82	SPIBSPDR SERIES TRUST	318,854	$11M	0.1%	ADD 3%
83	TATTTAT TECHNOLOGIES LTD	251,246	$10M	0.1%	HOLD
84	SMHVANECK ETF TRUST	26,023	$10M	0.1%	TRIM −27%
85	COSTCOSTCO WHSL CORP NEW	9,949	$10M	0.1%	TRIM −31%
86	NKENIKE INC	182,257	$10M	0.1%	ADD 45%
87	PEPPEPSICO INC	56,561	$9M	0.1%	ADD 7%
88	HDHOME DEPOT INC	26,584	$9M	0.1%	TRIM −9%
89	MUMICRON TECHNOLOGY INC	25,789	$9M	0.1%	HOLD
90	NFLXNETFLIX INC	88,572	$9M	0.1%	TRIM −31%
91	GOVTISHARES TR	369,700	$8M	0.1%	TRIM −13%
92	IGIBISHARES TR	154,070	$8M	0.1%	ADD 6%
93	CSCOCISCO SYS INC	104,891	$8M	0.1%	TRIM −21%
94	ODDODDITY TECH LTD-CL A	607,100	$8M	0.1%	NEW
95	ABBVABBVIE INC	36,291	$8M	0.1%	TRIM −7%
96	LINLINDE PLC	15,935	$8M	0.1%	TRIM −4%
97	ELLOELLOMAY CAPITAL LIMITED	318,228	$8M	0.1%	HOLD
98	QQQINVESCO QQQ TR	13,344	$8M	0.1%	ADD 5%
99	MRKMERCK & CO INC	62,785	$8M	0.1%	TRIM −3%
100	MBLYMOBILEYE GLOBAL INC	1,101,000	$8M	0.1%	HOLD
101	GLBEGLOBAL E ONLINE LTD	232,273	$7M	0.1%	HOLD
102	BMYBRISTOL-MYERS SQUIBB CO	114,254	$7M	0.1%	HOLD
103	CCITIGROUP INC	59,473	$7M	0.1%	TRIM −19%
104	FCXFREEPORT MCMORAN INC	113,888	$7M	0.1%	TRIM −23%
105	SHLDGLOBAL X FDS	93,177	$7M	0.1%	TRIM −16%
106	KWEBKRANESHARES TRUST CSI CHI INTERNET	233,268	$7M	0.1%	HOLD
107	PYPLPAYPAL HLDGS INC	144,453	$7M	0.1%	HOLD
108	BINCBLACKROCK ETF TRUST II	123,042	$6M	0.1%	TRIM −22%
109	TJXTJX COS INC NEW	37,935	$6M	0.1%	HOLD
110	MCDMCDONALDS CORP	19,372	$6M	0.1%	ADD 9%
111	NEENEXTERA ENERGY INC	64,020	$6M	0.1%	TRIM −11%
112	VCSHVANGUARD SCOTTSDALE FDS	73,573	$6M	0.1%	ADD 6%
113	BACBANK AMERICA CORP	113,884	$6M	0.1%	TRIM −50%
114	CATCATERPILLAR INC	7,816	$6M	0.1%	ADD 9%
115	PGPROCTER AND GAMBLE CO	37,779	$5M	0.1%	TRIM −11%
116	CIBRFIRST TR EXCHANGE-TRADED FD	81,875	$5M	0.1%	TRIM −36%
117	TMOTHERMO FISHER SCIENTIFIC INC	10,421	$5M	0.0%	ADD 18%
118	PAVEGLOBAL X FDS	131,000	$5M	0.0%	HOLD
119	ISRGINTUITIVE SURGICAL INC	10,979	$5M	0.0%	TRIM −15%
120	BABOEING CO	24,581	$5M	0.0%	TRIM −2%
121	SYKSTRYKER CORPORATION	14,647	$5M	0.0%	TRIM −11%
122	GSGOLDMAN SACHS GROUP INC	5,645	$5M	0.0%	TRIM −23%
123	VWOVANGUARD INTL EQUITY INDEX F	88,353	$5M	0.0%	ADD 3%
124	IVLUISHARES TR	118,249	$5M	0.0%	HOLD
125	PFEPFIZER INC	162,237	$5M	0.0%	HOLD
126	GLDSPDR GOLD TR	10,496	$5M	0.0%	TRIM −65%
127	GEVGE VERNOVA INC	5,166	$5M	0.0%	ADD 33%
128	PBIPITNEY BOWES INC	404,000	$4M	0.0%	ADD 9%
129	MCKMCKESSON CORP	6,198	$4M	0.0%	TRIM −32%
130	DISDISNEY WALT CO	43,531	$4M	0.0%	TRIM −28%
131	APPAPPLOVIN CORP	10,484	$4M	0.0%	ADD 75%
132	PMPHILIP MORRIS INTL INC	24,627	$4M	0.0%	TRIM −34%
133	SHYISHARES TR	49,561	$4M	0.0%	ADD 1078%
134	DHID R HORTON INC	29,738	$4M	0.0%	TRIM −13%
135	FEZSPDR INDEX SHS FDS	63,572	$4M	0.0%	ADD 8%
136	DGDOLLAR GEN CORP	32,560	$4M	0.0%	TRIM −4%
137	NVONOVO-NORDISK A S	102,762	$4M	0.0%	TRIM −16%
138	ABTABBOTT LABS	34,652	$4M	0.0%	TRIM −32%
139	UNPUNION PAC CORP	14,145	$3M	0.0%	TRIM −16%
140	BTIBRITISH AMERN TOB PLC	55,906	$3M	0.0%	ADD 23%
141	PGRPROGRESSIVE CORP	16,436	$3M	0.0%	TRIM −36%
142	PLTRPALANTIR TECHNOLOGIES INC	22,176	$3M	0.0%	TRIM −22%
143	CRMSALESFORCE INC	16,943	$3M	0.0%	TRIM −51%
144	CVXCHEVRON CORP NEW	15,101	$3M	0.0%	TRIM −67%
145	KLACKLA CORP	2,104	$3M	0.0%	ADD 42%
146	PWRQUANTA SVCS INC	5,466	$3M	0.0%	ADD 5%
147	WMBWILLIAMS COS INC	40,870	$3M	0.0%	TRIM −22%
148	CSXCSX CORP	72,452	$3M	0.0%	ADD 385%
149	GILDGILEAD SCIENCES INC	20,279	$3M	0.0%	ADD 67%
150	JCIJOHNSON CONTROLS INTERNATION	18,733	$3M	0.0%	TRIM −10%
151	TXNTEXAS INSTRS INC	13,111	$3M	0.0%	TRIM −3%
152	FITBFIFTH THIRD BANCORP	51,720	$2M	0.0%	ADD 660%
153	NEMNEWMONT CORP	22,327	$2M	0.0%	ADD 23%
154	CMECME GROUP INC	8,170	$2M	0.0%	TRIM −4%
155	NOWSERVICENOW INC	22,905	$2M	0.0%	TRIM −30%
156	LYVLIVE NATION ENTERTAINMENT IN	15,602	$2M	0.0%	TRIM −6%
157	VRTVERTIV HOLDINGS CO	9,411	$2M	0.0%	TRIM −30%
158	BPBP PLC	50,000	$2M	0.0%	HOLD
159	DEODIAGEO PLC	32,180	$2M	0.0%	ADD 30%
160	HLTHILTON WORLDWIDE HLDGS INC	7,685	$2M	0.0%	ADD 27%
161	MSMORGAN STANLEY	13,543	$2M	0.0%	TRIM −36%
162	CDNSCADENCE DESIGN SYSTEM INC	8,145	$2M	0.0%	ADD 26%
163	SHELSHELL PLC	24,500	$2M	0.0%	HOLD
164	QCOMQUALCOMM INC	17,560	$2M	0.0%	TRIM −21%
165	DALDELTA AIR LINES INC	33,887	$2M	0.0%	HOLD
166	PHPARKER-HANNIFIN CORP	2,492	$2M	0.0%	NEW
167	ASMLASML HOLDING N V	1,683	$2M	0.0%	TRIM −42%
168	AAGILENT TECHNOLOGIES INC	19,273	$2M	0.0%	ADD 302%
169	VRTXVERTEX PHARMACEUTICALS INC	4,833	$2M	0.0%	ADD 37%
170	INVZINNOVIZ TECHNOLOGIES LTD	3,380,238	$2M	0.0%	HOLD
171	CVECENOVUS ENERGY INC	79,322	$2M	0.0%	NEW
172	MRSHMARSH & MCLENNAN COS INC	12,025	$2M	0.0%	TRIM −27%
173	WELLWELLTOWER INC	10,340	$2M	0.0%	ADD 45%
174	KOCOCA COLA CO	26,809	$2M	0.0%	TRIM −55%
175	PEGPUBLIC SVC ENTERPRISE GROUP	25,000	$2M	0.0%	HOLD
176	ROKROCKWELL AUTOMATION INC	5,636	$2M	0.0%	ADD 185%
177	INTUINTUIT	4,597	$2M	0.0%	TRIM −35%
178	ZMZOOM COMMUNICATIONS INC	24,663	$2M	0.0%	NEW
179	XLYSELECT SECTOR SPDR TR	18,000	$2M	0.0%	HOLD
180	CRHCRH PLC	18,157	$2M	0.0%	TRIM −35%
181	COPCONOCOPHILLIPS	14,531	$2M	0.0%	HOLD
182	PMAYINNOVATOR ETFS TRUST	47,775	$2M	0.0%	TRIM −12%
183	EWEDWARDS LIFESCIENCES CORP	23,583	$2M	0.0%	ADD 127%
184	PLDPROLOGIS INC.	13,375	$2M	0.0%	ADD 10%
185	IBMINTERNATIONAL BUSINESS MACHS	7,291	$2M	0.0%	ADD 10%
186	TRVTRAVELERS COMPANIES INC	6,234	$2M	0.0%	ADD 12%
187	ANETARISTA NETWORKS INC	13,964	$2M	0.0%	TRIM −28%
188	ADIANALOG DEVICES INC	5,349	$2M	0.0%	ADD 13%
189	VGKVANGUARD INTL EQUITY INDEX F	20,461	$2M	0.0%	ADD 4%
190	PPHVANECK ETF TRUST	16,052	$2M	0.0%	TRIM −68%
191	ADBEADOBE INC	6,591	$2M	0.0%	TRIM −72%
192	NMAYINNOVATOR GROWTH-100 POWER BUFFER ETF - MAY	55,465	$2M	0.0%	TRIM −12%
193	VSTVISTRA CORP	10,257	$2M	0.0%	TRIM −17%
194	NDAQNASDAQ INC	18,938	$2M	0.0%	HOLD
195	DELLDELL TECHNOLOGIES INC	9,219	$2M	0.0%	TRIM −39%
196	GEGE AEROSPACE	5,196	$1M	0.0%	TRIM −64%
197	EWJISHARES INC	17,116	$1M	0.0%	TRIM −73%
198	TERTERADYNE INC	4,827	$1M	0.0%	TRIM −12%
199	XHBSPDR SERIES TRUST	14,309	$1M	0.0%	TRIM −66%
200	TRGPTARGA RES CORP	5,587	$1M	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TEVATEVA PHARMACEUTICAL INDS LTD

21.2M

27.5M

37.8M

82.6M

41.1M

42.8M

$1.3B

TSEMTOWER SEMICONDUCTOR LTD

3.9M

3.8M

3.7M

3.9M

3.8M

3.4M

$595M

XLISELECT SECTOR SPDR TR

1.7M

1.3M

2.4M

3.0M

4.0M

2.8M

$456M

AMZNAMAZON COM INC

1.5M

1.6M

2.5M

1.5M

2.0M

$426M

IXNISHARES TR

1.9M

—

4.0M

$400M

RSPINVESCO EXCHANGE TRADED FD T

—

1.6M

3.5M

1.6M

2.1M

$397M

IXJISHARES TR

1.2M

2.4M

2.1M

3.7M

$349M

NVDANVIDIA CORPORATION

1.4M

1.6M

1.8M

3.5M

1.7M

2.0M

$344M

GOOGALPHABET INC

779K

814K

1.0M

1.8M

878K

1.1M

$316M

MSFTMICROSOFT CORP

626K

585K

743K

1.4M

677K

749K

$277M

NVMINOVA LTD

263K

309K

398K

132K

509K

577K

$250M

XLVSELECT SECTOR SPDR TR

1.3M

1.4M

967K

1.9M

1.2M

1.5M

$224M

VONVVANGUARD SCOTTSDALE FDS

—

5.8M

2.4M

$221M

ESLTELBIT SYS LTD

—

25K

—

251K

$213M

AAPLAPPLE INC

561K

632K

683K

1.7M

850K

777K

$197M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Phoenix Financial Ltd.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 482 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Phoenix Financial Ltd.