Phoenix Financial Ltd.

Q2 2026 13F-HR Holdings

Location
Givatayim, L3
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
522
Total value ($000)
$14,639,797
Net value change ($000)
+4,090,605 (38.8%)
New positions
100
Sold out positions
62
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TSM 534,675 2917.6%
XLI 328,192 71.9%
TSEM 318,652 53.6%
ITA 308,786 24371.4%
PANW 219,017 592.1%
GLBE 179,405 2503.6%
IXN 178,267 44.5%
TEVA 166,126 12.9%
CORGI ETF TR I 152,928 NEW
ONTO 152,066 NEW
Top Reduces (Value $000, Stocks/ETFs)
JHX -103,215 -100.0%
URA -94,449 -95.6%
MCHI -92,970 -58.7%
XTN -89,353 -100.0%
IXJ -85,226 -24.4%
COF -76,825 -97.6%
AMZN -76,630 -18.0%
XLV -64,839 -28.9%
XRT -40,684 -40.2%
INDA -35,433 -39.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 65 (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