Arkolith/Funds/Phoenix Financial Ltd.

Phoenix Financial Ltd.

CIK 1679543
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Phoenix Financial Ltd. holds a focused book of 482 stocks worth $10.5B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Ishares Global Tech ETF and trimmed Tower Semiconductor Ltd. Their largest long position is Teva Pharmaceutical-SP ADR at 12% of the equity book. They also disclosed $14K in put options (a bearish bet) and $4.3M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Phoenix Financial Ltd.'s latest
holdings, largest changes, and filing provenance.
Opened
71
new positions
Added to
164
existing
Trimmed
188
reduced
Sold out
49
exited

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
46%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

61% mapped to company sectors

ETF / fund or unclassified
39%
Information Technology
28%
Health Care
15%
Consumer Discretionary
5%
Industrials
3%
Financials
3%
Materials
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

482 positions
#SecurityValueShares% PortLast moveHistory
1Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$1.3B42.78M
12.2%
+4.1%
Added · +1.7M sh
2Tower Semiconductor Ltd
SHS NEW
$595.0M3.39M
5.6%
−11%
Reduced · −439K sh
3Select Sector SPDR TR
STATE STREET IND
$456.1M2.82M
4.3%
−29%
Reduced · −1.1M sh
4Amazon Com Inc
COM
$425.6M2.04M
4.0%
+39%
Added · +574K sh
5Ishares TR
GLOBAL TECH ETF
$400.4M4.01M
3.8%
New
New position
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$397.4M2.07M
3.8%
+27%
Added · +445K sh
7Ishares TR
GLOB HLTHCRE ETF
$349.3M3.73M
3.3%
+76%
Added · +1.6M sh
8Nvidia Corporation
COM
$344.4M1.97M
3.3%
+14%
Added · +235K sh
9Alphabet Inc
CAP STK CL C
$316.4M1.10M
3.0%
+26%
Added · +225K sh
10Microsoft Corp
COM
$277.4M749.3K
2.6%
+11%
Added · +72K sh
11Nova Ltd
COM
$250.3M577.0K
2.4%
+13%
Added · +68K sh
12Select Sector SPDR TR
STATE STREET HEA
$224.3M1.53M
2.1%
+29%
Added · +348K sh
13Vanguard Scottsdale FDS
VNG RUS1000VAL
$221.4M2.36M
2.1%
Held
14Elbit Sys Ltd
ORD
$213.2M251.1K
2.0%
New
New position
15Apple Inc
COM
$197.3M777.3K
1.9%
−8.6%
Reduced · −73K sh
16Expand Energy Corporation
COM
$196.6M1.79M
1.9%
+32%
Added · +434K sh
17Ishares TR
MSCI ACWI ETF
$193.3M1.40M
1.8%
−0.3%
Reduced · −4K sh
18Emerson Elec Co
COM
$173.2M1.32M
1.6%
191×
Added · +1.3M sh
19Ishares TR
MSCI CHINA ETF
$158.4M2.82M
1.5%
+113%
Added · +1.5M sh
20Ishares TR
U.S. FINLS ETF
$140.8M1.20M
1.3%
Held
21Select Sector SPDR TR
STATE STREET TEC
$124.3M935.1K
1.2%
−27%
Reduced · −343K sh
22Ishares Inc
MSCI BRAZIL ETF
$124.3M3.24M
1.2%
Held
23Broadcom Inc
COM
$118.3M382.3K
1.1%
+51%
Added · +129K sh
24Select Sector SPDR TR
STATE STREET FIN
$113.7M2.30M
1.1%
+75%
Added · +983K sh
25Ishares TR
EXPANDED TECH
$103.7M1.30M
1.0%
−1.9%
Reduced · −26K sh
26James Hardie Inds PLC
ORD SHS
$103.2M5.45M
1.0%
−1.2%
Reduced · −68K sh
27SPDR Series Trust
STATE STREET SPD
$101.3M1.26M
1.0%
New
New position
28Global X FDS
GLOBAL X URANIUM
$98.8M2.04M
0.9%
−0.1%
Reduced · −3K sh
29Boston Scientific Corp
COM
$97.3M1.55M
0.9%
24×
Added · +1.5M sh
30Select Sector SPDR TR
STATE STREET ENE
$93.8M1.53M
0.9%
+135%
Added · +881K sh
31Eli Lilly & Co
COM
$93.3M101.5K
0.9%
+217%
Added · +69K sh
32Ishares TR
MSCI INDIA ETF
$89.4M1.91M
0.8%
−0.4%
Reduced · −7K sh
33SPDR Series Trust
STATE STREET SPD
$89.4M960.8K
0.8%
New
New position
34Enlight Renewable Energy Ltd
SHS
$85.4M1.25M
0.8%
−9.8%
Reduced · −136K sh
35Icl Group Ltd
SHS
$79.3M15.32M
0.8%
−10%
Reduced · −1.7M sh
36Capital One Finl Corp
COM
$78.7M431.3K
0.7%
16×
Added · +405K sh
37Wells Fargo & Co
COM
$78.5M986.6K
0.7%
−4.7%
Reduced · −49K sh
38Select Sector SPDR TR
STATE STREET COM
$76.0M685.4K
0.7%
Held
39Gilat Satellite Networks Ltd
SHS NEW
$74.5M4.96M
0.7%
−5.5%
Reduced · −291K sh
40Alphabet Inc
CAP STK CL A
$73.0M244.0K
0.7%
−11%
Reduced · −30K sh
41Cloudflare Inc
CL A COM
$66.4M321.8K
0.6%
New
New position
42Global X FDS
GLOBAL X COPPER
$64.2M840.5K
0.6%
New
New position
43State STR SPDR S&P 500 ETF T
TR UNIT
$60.1M92.3K
0.6%
+1.2%
Added · +1K sh
44Applied Matls Inc
COM
$58.7M171.7K
0.6%
−6.6%
Reduced · −12K sh
45Cellebrite Di Ltd
ORDINARY SHARES
$57.6M4.18M
0.5%
+67%
Added · +1.7M sh
46Meta Platforms Inc
CL A
$51.5M89.4K
0.5%
−14%
Reduced · −15K sh
47Ishares TR
MSCI EMG MKT ETF
$50.0M880.3K
0.5%
New
New position
48Globalfoundries Inc
ORDINARY SHARES
$49.1M1.10M
0.5%
New
New position
49Select Sector SPDR TR
STATE STREET REA
$43.4M1.06M
0.4%
Held
50Ishares TR
US HLTHCR PR ETF
$42.9M1.03M
0.4%
39×
Added · +999K sh
Showing 50 of 482 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$14K
Call notional (bullish)$4.3M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUNITED RENTALS INCURI$4.3M7K
PUT · bearishCONSTELLATION ENERGY CORP$14K50K
CALL · bullishPALO ALTO NETWORKS INC$6K35K
CALL · bullishBOSTON SCIENTIFIC CORP$94115K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026691$10.5B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026671$9.2B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025658$8.2B13F-HR/A
Q2 2025Jun 30, 2025Jul 30, 2025614$7.6B13F-HR
Q1 2025Mar 31, 2025May 7, 2025536$6.5B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025522$7.3B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024524$6.8B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024507$6.6B13F-HR
Q1 2024Mar 31, 2024May 15, 2024598$7.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024482$6.0B13F-HR
Q3 2023Sep 30, 2023Dec 4, 2023402$5.5B13F-HR/A
Q2 2023Jun 30, 2023Aug 7, 2023370$4.9B13F-HR
Q1 2023Mar 31, 2023May 11, 2023339$4.5B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023367$5.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022463$4.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022529$4.9B13F-HR
Q1 2022Mar 31, 2022May 10, 2022546$5.9B13F-HR
Q4 2021Dec 31, 2021Feb 7, 2022501$6.1B13F-HR
Q3 2021Sep 30, 2021Oct 27, 2021521$5.8B13F-HR
Q2 2021Jun 30, 2021Aug 10, 2021405$5.3B13F-HR
Amended / restated
  • Q3 2025 · filed Nov 13, 202513F-HR/A · superseded
  • Q3 2025 · filed Nov 3, 202513F-HR · superseded
  • Q3 2023 · filed Dec 4, 202313F-HR/A · superseded
  • Q3 2023 · filed Nov 13, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.