Phoenix Financial Ltd.

Q1 2026 13F-HR Holdings

Location
Givatayim, L3
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
486
Total value ($000)
$10,549,192
Net value change ($000)
+1,322,147 (14.3%)
New positions
71
Sold out positions
50
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IXN 400,390 NEW
ESLT 213,238 NEW
EMR 172,228 18659.6%
TSEM 145,334 32.3%
IXJ 142,324 68.8%
XRT 101,312 NEW
BSX 91,091 1470.6%
AMZN 90,741 27.1%
XTN 89,353 NEW
RSP 85,989 27.6%
Top Reduces (Value $000, Stocks/ETFs)
XLI -156,630 -25.6%
ALB -130,211 -99.8%
TSM -111,673 -85.9%
TT -88,237 -77.7%
AZN -73,948 -100.0%
WIX -68,197 -100.0%
XLK -59,680 -32.4%
MSFT -39,153 -12.4%
SBIO -38,270 -100.0%
BTU -37,136 -97.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,323 (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