Phoenix Financial Ltd.

Q4 2025 13F-HR Holdings

Location
Givatayim, L3
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
466
Total value ($000)
$9,227,045
Net value change ($000)
+1,723,622 (23.0%)
New positions
76
Sold out positions
38
Turnover %
19.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TSEM 449,664 NEW
TEVA 448,165 53.7%
XLI 378,303 161.3%
NVMI 167,115 NEW
ALB 130,415 NEW
TT 113,515 NEW
IXJ 100,674 94.7%
ICL 97,347 NEW
URA 90,486 NEW
WIX 68,197 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACWI -250,845 -55.9%
XLRE -154,985 -78.3%
NICE -99,001 -100.0%
QQQ -82,574 -91.4%
XLP -77,148 -66.7%
TGT -62,404 -99.0%
MSFT -57,568 -15.4%
VRNS -52,556 -65.3%
PANW -46,986 -50.0%
VONV -41,490 -16.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 143 (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