1y return+37.3%S&P 500 +20.9%
3y return+90.0%S&P 500 +68.5%
5y return+55.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $242 against $252 in the S&P 500.2
Phoenix Financial Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $1.5B | 9.9% | |
| Tower Semiconductor LtdCUSIP M87915274 | $913.7M | 6.2% | +3.4% |
| XLISelect Sector Spdr Tr | $784.3M | 5.4% | +50.1% |
| IXNIshares Tr | $578.7M | 4.0% | |
| TSMTaiwan Semiconductor Manufac | $553.0M | 3.8% | +2028.3% |
| RSPInvesco Exchange Traded Fd T | $490.6M | 3.4% | +11.3% |
| NVDANvidia Corporation | $461.2M | 3.2% | +16.8% |
| AMZNAmazon Com Inc | $348.9M | 2.4% | −28.3% |
| Nova LtdCUSIP M7516K103 | $335.1M | 2.3% | +7.0% |
| VONVVanguard Scottsdale Fds | $323.1M | 2.2% | +28.7% |
| ITAIshares Tr | $310.1M | 2.1% | +21978.2% |
| GOOGAlphabet Inc | $304.5M | 2.1% | −21.8% |
| Elbit Sys LtdCUSIP M3760D101 | $296.5M | 2.0% | +55.5% |
| MSFTMicrosoft Corp | $296.3M | 2.0% | +6.0% |
| IXJIshares Tr | $264.1M | 1.8% | −28.1% |
| PANWPalo Alto Networks Inc | $256.0M | 1.7% | +225.4% |
| AVGOBroadcom Inc | $244.0M | 1.7% | +69.0% |
| ACWIIshares Tr | $237.4M | 1.6% | +8.2% |
| AAPLApple Inc | $201.1M | 1.4% | −10.6% |
| NETCloudflare Inc | $198.1M | 1.4% | +150.9% |
| EMREmerson Elec Co | $195.8M | 1.3% | +3.5% |
| EXEExpand Energy Corporation | $189.7M | 1.3% | +16.2% |
| XLKSelect Sector Spdr Tr | $188.3M | 1.3% | +5.7% |
| Global E Online LtdCUSIP M5216V106 | $186.6M | 1.3% | +2212.8% |
| EWZIshares Inc | $172.2M | 1.2% | +54.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Tower Semiconductor LtdCUSIP M87915274 | June 30, 2020 | +1265.3% | $913.7M |
| Nova LtdCUSIP M7516K103 | June 30, 2020 | +1026.7% | $335.1M |
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $461.2M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $553.0M |
| PANWPalo Alto Networks Inc | December 31, 2020 | +475.7% | $256.0M |
| AMATApplied Matls Inc | September 30, 2023 | +422.2% | $123.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $304.5M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $244.0M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $116.4M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | June 30, 2020 | +174.8% | $1.5B |
Sold off last quarter
- James Hardie Inds PLCCUSIP G4253H101 was $103.2M
- XTNSpdr Series Trust was $89.4M
- VRNSVaronis Sys Inc was $12.0M
- ARKOArko Corp was $10.8M
- Oddity Tech LtdCUSIP M7518J104 was $8.1M
- BINCBlackrock Etf Trust II was $6.4M
- IVLUIshares Tr was $4.7M
- CMECme Group Inc was $2.4M
- PEGPublic Svc Enterprise Group was $2.0M
- INTUIntuit was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.9% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +8.8% | +2.4% |
| September 30, 2025 | +9.9% | +7.8% |
| June 30, 2025 | +12.2% | +10.5% |
| March 31, 2025 | −7.5% | −4.6% |
| December 31, 2024 | +3.5% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +11.9% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −19.4% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +2.0% | +10.7% |
| September 30, 2021 | −3.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Phoenix Financial Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1679543&type=13F-HR&dateb=&owner=include&count=40CIK 1679543
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1679543/000117891326004030/Filed August 11, 2026 · accession 0001178913-26-004030