Phoenix Financial Ltd.

Q2 2025 13F-HR Holdings

Location
Givatayim, L3
Holdings as of
6/30/2025
Date filed
7/30/2025
Form type
13F-HR
Num holdings
425
Total value ($000)
$7,580,153
Net value change ($000)
+1,046,825 (16.0%)
New positions
90
Sold out positions
35
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/7/2025 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWI 294,454 81116.8%
TEVA 210,752 49.9%
XLI 187,839 108.7%
MSFT 149,787 68.2%
EWZ 145,258 319.9%
NVDA 110,224 62.1%
WFC 87,583 499.4%
NVMI 81,033 142.0%
XLK 79,850 231.1%
AMZN 63,152 22.3%
Top Reduces (Value $000, Stocks/ETFs)
XRT -133,284 -100.0%
MCD -126,361 -70.9%
ALLY -117,073 -100.0%
XLE -92,109 -59.5%
C -77,350 -89.2%
XLV -68,801 -34.6%
XLRE -51,637 -34.9%
XLF -43,961 -21.6%
URA -40,750 -99.5%
XOP -38,063 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 33 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type