Phoenix Financial Ltd.

Q3 2026 13F-HR Holdings

Location
Givatayim, L3
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
524
Total value ($000)
$14,832,143
Net value change ($000)
+192,346 (1.3%)
New positions
66
Sold out positions
65
Turnover %
24.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TEVA 1,688,139 NEW
MAGS 422,418 403.9%
CAMT 273,277 706.9%
NVMI 219,597 65.5%
NVDA 140,220 30.4%
YPF 120,984 NEW
CEG 114,328 8166.3%
PANW 93,538 36.5%
COPX 91,204 188.5%
ORA 87,372 144.7%
Top Reduces (Value $000, Stocks/ETFs)
TEVA -1,454,582 -100.0%
TSEM -373,899 -40.9%
XLI -344,695 -43.9%
IXN -238,033 -41.1%
EMR -165,038 -84.3%
ACWI -98,322 -41.4%
NET -96,816 -48.9%
ITA -86,859 -28.0%
TSM -67,960 -12.3%
XRT -60,628 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 53 (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