Arkolith/Funds/Phoenix Financial Ltd.

Phoenix Financial Ltd.

CIK 1679543
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Phoenix Financial Ltd. holds a diversified book of 519 stocks worth $14.6B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Corgi Litho & Semicond Photo and trimmed Amazon.com Inc. Their largest long position is Teva Pharmaceutical-SP ADR at 10% of the equity book. They also disclosed $58K in put options (a bearish bet) and $6K in call options (bullish), shown separately below and excluded from the equity book.

Opened
141
bought for the first time
Added to
202
already held, bought more
Trimmed
155
sold some, still holds it
Sold out
63
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
43%
Top 20 holdings
60%

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

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
36%
Health Care
12%
Industrials
3%
Consumer Discretionary
3%
Utilities
2%
Financials
2%
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

Funds with the most overlap

Other tracked managers holding the same core names as Phoenix Financial Ltd.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$483.5B
BANK OF AMERICA CORP /DE/78 / 80$310.1B
ROYAL BANK OF CANADA78 / 80$132.4B
UBS Group AG78 / 80$129.5B
WELLS FARGO & COMPANY/MN78 / 80$127.1B
OSAIC HOLDINGS, INC.78 / 80$14.4B
JPMORGAN CHASE & CO77 / 80$490.3B
GOLDMAN SACHS GROUP INC77 / 80$241.7B

Ranked by the share of each fund's own book sitting in the names it shares with Phoenix Financial Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

519 positions
#SecurityValueShares% PortLast moveHistory
1Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$1.5B42.93M
9.9%
+0.4%
Added · +156K sh
2Tower Semiconductor Ltd
SHS NEW
$913.7M3.51M
6.2%
+3.4%
Added · +115K sh
3Select Sector SPDR TR
ST STR INDL ETF
$784.3M4.23M
5.4%
+50%
Added · +1.4M sh
4Ishares TR
GLOBAL TECH ETF
$578.7M4.01M
4.0%
Held
5Taiwan Semiconductor Manufac
SPONSORED ADS
$553.0M1.16M
3.8%
21×
Added · +1.1M sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$490.6M2.31M
3.4%
+11%
Added · +235K sh
7Nvidia Corporation
COM
$461.2M2.31M
3.2%
+17%
Added · +331K sh
8Amazon Com Inc
COM
$348.9M1.46M
2.4%
−28%
Reduced · −579K sh
9Nova Ltd
COM
$335.1M617.6K
2.3%
+7.0%
Added · +41K sh
10Vanguard Scottsdale FDS
VNG RUS1000VAL
$323.1M3.04M
2.2%
+29%
Added · +677K sh
11Ishares TR
US AER DEF ETF
$310.1M1.28M
2.1%
221×
Added · +1.3M sh
12Alphabet Inc
CAP STK CL C
$304.5M861.9K
2.1%
−22%
Reduced · −241K sh
13Elbit Sys Ltd
ORD
$296.5M390.4K
2.0%
+55%
Added · +139K sh
14Microsoft Corp
COM
$296.3M794.6K
2.0%
+6.0%
Added · +45K sh
15Ishares TR
GLOB HLTHCRE ETF
$264.1M2.68M
1.8%
−28%
Reduced · −1.1M sh
16Palo Alto Networks Inc
COM
$256.0M750.7K
1.7%
+225%
Added · +520K sh
17Broadcom Inc
COM
$244.0M646.0K
1.7%
+69%
Added · +264K sh
18Ishares TR
MSCI ACWI ETF
$237.4M1.51M
1.6%
+8.2%
Added · +115K sh
19Apple Inc
COM
$201.1M695.0K
1.4%
−11%
Reduced · −82K sh
20Cloudflare Inc
CL A COM
$198.1M807.6K
1.4%
+151%
Added · +486K sh
21Emerson Elec Co
COM
$195.8M1.37M
1.3%
+3.5%
Added · +46K sh
22Expand Energy Corporation
COM
$189.7M2.08M
1.3%
+16%
Added · +290K sh
23Select Sector SPDR TR
ST STR TECHN ETF
$188.3M988.3K
1.3%
+5.7%
Added · +53K sh
24Global E Online Ltd
SHS
$186.6M5.37M
1.3%
23×
Added · +5.1M sh
25Ishares Inc
MSCI BRAZIL ETF
$172.2M4.99M
1.2%
+54%
Added · +1.8M sh
26Select Sector SPDR TR
ST STR CARE ETF
$159.4M1.00M
1.1%
−34%
Reduced · −525K sh
27Corgi ETF TR I
LITHOGRAPHY SEMI
$152.9M4.78M
1.0%
New
New position
28Ishares TR
U.S. FINLS ETF
$152.6M1.20M
1.0%
Held
29Onto Innovation Inc
COM
$152.1M401.8K
1.0%
New
New position
30Ishares TR
US OIL EQ&SV ETF
$134.3M4.99M
0.9%
New
New position
31Select Sector SPDR TR
ST STR UTIL ETF
$132.9M2.93M
0.9%
+327%
Added · +2.2M sh
32Vistra Corp
COM
$124.4M784.2K
0.8%
76×
Added · +774K sh
33Applied Matls Inc
COM
$123.8M171.6K
0.8%
−0.1%
Reduced · −98 sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$123.3M165.0K
0.8%
+79%
Added · +73K sh
35Ishares TR
EXPANDED TECH
$119.0M1.31M
0.8%
+1.4%
Added · +19K sh
36Eli Lilly & Co
COM
$116.4M97.0K
0.8%
−4.4%
Reduced · −4K sh
37Alphabet Inc
CAP STK CL A
$109.5M306.8K
0.7%
+26%
Added · +63K sh
38Globalfoundries Inc
ORDINARY SHARES
$108.4M1.31M
0.7%
+19%
Added · +208K sh
39Wells Fargo & Co
COM
$108.3M1.31M
0.7%
+33%
Added · +325K sh
40Listed FDS TR
ROUN MA SEVE ETF
$104.6M1.63M
0.7%
New
New position
41Enlight Renewable Energy Ltd
SHS
$101.3M1.14M
0.7%
−8.9%
Reduced · −112K sh
42Forgent Power Solutions Inc
COM SHS CL A
$92.8M1.66M
0.6%
New
New position
43Select Sector SPDR TR
ST STR FINL ETF
$91.3M1.70M
0.6%
−26%
Reduced · −599K sh
44Cellebrite Di Ltd
ORDINARY SHARES
$90.2M6.18M
0.6%
+48%
Added · +2.0M sh
45Boston Scientific Corp
COM
$83.8M1.96M
0.6%
+27%
Added · +412K sh
46Select Sector SPDR TR
ST STR ENERG ETF
$80.2M1.51M
0.5%
−1.4%
Reduced · −21K sh
47Icl Group Ltd
SHS
$77.6M15.58M
0.5%
+1.7%
Added · +265K sh
48Select Sector SPDR TR
ST STR SVC ETF
$73.0M681.2K
0.5%
−0.6%
Reduced · −4K sh
49Sprott FDS TR
URANI MINER ETF
$65.7M1.25M
0.4%
New
New position
50Ishares TR
MSCI CHINA ETF
$65.4M1.28M
0.4%
−55%
Reduced · −1.5M sh
Showing 50 of 519 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$58K
Call notional (bullish)$6K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishGLOBAL E ONLINE LTD$36K1.0M
PUT · bearishCONSTELLATION ENERGY CORP$23K91K
CALL · bullishUNITEDHEALTH GROUP INC$6K15K

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
Q2 2026Jun 30, 2026Aug 11, 2026700$14.6B13F-HR
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
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, filed up to 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.