Phoenix Financial Ltd. — 13F Holdings

2026 Q2  ·  588 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Phoenix Financial Ltd. maintained a portfolio of 588 distinct positions. The most significant new addition was ONTO INNOVATION INC, now representing 1.04% of the total fund value. They heavily accumulated shares in TAIWAN SEMICONDUCTOR MANUFAC, increasing the position by 2028.3%. The fund also reduced its exposure to AMAZON COM INC by 28.3%.
Position History hover any row below to update
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Phoenix Financial Ltd. Vancouver, BC Asset Manager AUM $14,516M
PCA Score Concentration Risk
Risk ENB
Total Positions
588
Quarter
2026 Q2
Top Holding
TEVA (9.9%)
Top 10 Concentration
42.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 588

Phoenix Financial Ltd. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TEVA
TEVA PHARMACEUT...
Healthcare 9.94% 12.21% #1
Prev: #1
6.5
155,953 0.4%
P
S
42,933,367 $1,454,582,474
$14.56 +152.5%
$33.88 +8.5%
2019 Q3 13F Filing 2026-06-30 2026-08-11
TSEM
TOWER SEMICONDU...
Technology 6.24% 5.64% #2
Prev: #2
4.5
115,091 3.4%
P
S
3,505,778 $913,650,210
$34.54 +668.7%
$260.64 +1.9%
2019 Q3 13F Filing 2026-06-30 2026-08-11
XLI
SELECT SECTOR S...
ETF 5.36% 4.32% #3
Prev: #3
6.1
1,413,987 50.1%
P
S
4,234,423 $784,339,643
$147.29 +26.6%
$185.23 +0.7%
2019 Q3 13F Filing 2026-06-30 2026-08-11
IXN
ISHARES TR
ETF 3.95% 3.80% #4 1
Prev: #5
3.1
no change no change
P
S
4,005,100 $578,656,848 2024 Q1 13F Filing 2026-06-30 2026-08-11
TSM
TAIWAN SEMICOND...
Technology 3.78% 0.17% #5 61
Prev: #66
5.0
1,103,243 2028.3%
P
S
1,157,635 $553,000,798 2020 Q1 13F Filing 2026-06-30 2026-08-11
RSP
INVESCO EXCHANG...
Unknown 3.35% 3.77% #6
Prev: #6
3.3
235,000 11.3%
P
S
2,305,542 $490,550,171 2025 Q1 13F Filing 2026-06-30 2026-08-11
NVDA
NVIDIA CORPORAT...
Technology 3.15% 3.26% #7 1
Prev: #8
3.3
330,862 16.8%
P
S
2,305,779 $461,186,184 2020 Q1 13F Filing 2026-06-30 2026-08-11
AMZN
AMAZON COM INC
Consumer Cyclical 2.38% 4.03% #8 4
Prev: #4
1.0
-579,181 -28.3%
P
S
1,464,242 $348,937,542 2019 Q3 13F Filing 2026-06-30 2026-08-11
NVMI
NOVA LTD
Technology 2.29% 2.37% #9 2
Prev: #11
2.9
40,642 7.0%
P
S
617,631 $335,073,678 2019 Q3 13F Filing 2026-06-30 2026-08-11
VONV
VANGUARD SCOTTS...
ETF 2.21% 2.10% #10 3
Prev: #13
3.4
677,000 28.7%
P
S
3,039,300 $323,107,983 2025 Q3 13F Filing 2026-06-30 2026-08-11
ITA
ISHARES TR
ETF 2.12% 0.01% #11 198
Prev: #209
3.8
1,273,200 21978.2%
P
S
1,278,993 $310,052,572 2022 Q1 13F Filing 2026-06-30 2026-08-11
GOOG
ALPHABET INC
Communication Services 2.08% 3.00% #12 3
Prev: #9
0.8
-240,925 -21.8%
P
S
861,860 $304,544,941 2019 Q3 13F Filing 2026-06-30 2026-08-11
ESLT
ELBIT SYS LTD
Industrials 2.03% 2.02% #13 1
Prev: #14
3.8
139,289 55.5%
P
S
390,426 $296,500,027 2019 Q3 13F Filing 2026-06-30 2026-08-11
MSFT
MICROSOFT CORP
Technology 2.02% 2.63% #14 4
Prev: #10
2.8
45,239 6.0%
P
S
794,580 $296,291,962 2019 Q3 13F Filing 2026-06-30 2026-08-11
IXJ
ISHARES TR
ETF 1.80% 3.31% #15 8
Prev: #7
0.7
-1,050,000 -28.1%
P
S
2,684,000 $264,051,920 2023 Q2 13F Filing 2026-06-30 2026-08-11
PANW
PALO ALTO NETWO...
Technology 1.75% 0.35% #16 37
Prev: #53
3.7
519,998 225.4%
P
S
750,730 $256,007,878 2019 Q4 13F Filing 2026-06-30 2026-08-11
AVGO
BROADCOM INC
Technology 1.67% 1.12% #17 6
Prev: #23
3.7
263,675 69.0%
P
S
646,023 $243,960,958 2019 Q3 13F Filing 2026-06-30 2026-08-11
ACWI
ISHARES TR
ETF 1.62% 1.83% #18 1
Prev: #17
2.6
114,949 8.2%
P
S
1,512,202 $237,370,348 2019 Q3 13F Filing 2026-06-30 2026-08-11
AAPL
APPLE INC
Technology 1.37% 1.87% #19 4
Prev: #15
1.0
-82,301 -10.6%
P
S
695,043 $201,143,865 2020 Q2 13F Filing 2026-06-30 2026-08-11
NET
CLOUDFLARE INC
Technology 1.35% 0.63% #20 21
Prev: #41
3.5
485,747 150.9%
P
S
807,564 $198,074,523 2026 Q1 13F Filing 2026-06-30 2026-08-11
EMR
EMERSON ELEC CO
Industrials 1.34% 1.64% #21 3
Prev: #18
1.0
46,371 3.5%
P
S
1,367,937 $195,817,187 2020 Q1 13F Filing 2026-06-30 2026-08-11
EXE
EXPAND ENERGY C...
Energy 1.30% 1.86% #22 6
Prev: #16
2.5
289,868 16.2%
P
S
2,080,338 $189,701,640 2025 Q3 13F Filing 2026-06-30 2026-08-11
XLK
SELECT SECTOR S...
ETF 1.29% 1.18% #23 2
Prev: #21
2.5
53,161 5.7%
P
S
988,272 $188,282,180 2020 Q2 13F Filing 2026-06-30 2026-08-11
GLBE
GLOBAL E ONLINE...
Consumer Cyclical 1.27% 0.07% #24 77
Prev: #101
3.5
5,139,773 2212.8%
P
S
5,372,046 $186,571,158 2022 Q1 13F Filing 2026-06-30 2026-08-11
EWZ
ISHARES INC
ETF 1.18% 1.18% #25 3
Prev: #22
3.5
1,755,000 54.2%
P
S
4,992,000 $172,224,000 2020 Q4 13F Filing 2026-06-30 2026-08-11
XLV
SELECT SECTOR S...
ETF 1.09% 2.13% #26 14
Prev: #12
0.4
-524,837 -34.3%
P
S
1,004,740 $159,410,798 2020 Q1 13F Filing 2026-06-30 2026-08-11
N/A
CORGI ETF TR I
ETF 1.04% #27
Prev: #—
3.9
4,782,000
NEW
4,782,000 $152,928,360 13F Filing 2026-06-30 2026-08-11
IYF
ISHARES TR
ETF 1.04% 1.33% #28 8
Prev: #20
1.4
no change no change
P
S
1,196,572 $152,574,896 2024 Q1 13F Filing 2026-06-30 2026-08-11
ONTO
ONTO INNOVATION...
Technology 1.04% #29
Prev: #—
3.9
401,813
NEW
401,813 $152,066,130 2021 Q1 13F Filing 2026-06-30 2026-08-11
IEZ
ISHARES TR
ETF 0.92% #30
Prev: #—
3.9
4,991,000
NEW
4,991,000 $134,257,900 2026 Q2 13F Filing 2026-06-30 2026-08-11
XLU
SELECT SECTOR S...
ETF 0.91% 0.30% #31 24
Prev: #55
3.4
2,243,931 326.8%
P
S
2,930,565 $132,871,308 2019 Q3 13F Filing 2026-06-30 2026-08-11
VST
VISTRA CORP
Utilities 0.85% 0.01% #32 162
Prev: #194
3.3
773,931 7545.4%
P
S
784,188 $124,394,880 2024 Q1 13F Filing 2026-06-30 2026-08-11
AMAT
APPLIED MATLS I...
Technology 0.85% 0.56% #33 11
Prev: #44
0.8
-98 -0.1%
P
S
171,592 $123,815,815 2020 Q1 13F Filing 2026-06-30 2026-08-11
SPY
STATE STR SPDR ...
ETF 0.84% 0.57% #34 9
Prev: #43
3.3
72,702 78.7%
P
S
165,032 $123,333,347 2019 Q3 13F Filing 2026-06-30 2026-08-11
IGV
ISHARES TR
ETF 0.81% 0.98% #35 10
Prev: #25
0.8
18,866 1.5%
P
S
1,314,160 $119,034,096 2019 Q3 13F Filing 2026-06-30 2026-08-11
LLY
ELI LILLY & CO
Healthcare 0.79% 0.88% #36 5
Prev: #31
0.8
-4,457 -4.4%
P
S
97,019 $116,362,840 2022 Q2 13F Filing 2026-06-30 2026-08-11
GOOGL
ALPHABET INC
Communication Services 0.75% 0.69% #37 3
Prev: #40
2.8
62,849 25.8%
P
S
306,802 $109,531,785 2019 Q3 13F Filing 2026-06-30 2026-08-11
GFS
GLOBALFOUNDRIES...
Technology 0.74% 0.47% #38 10
Prev: #48
2.3
208,328 18.9%
P
S
1,313,102 $108,370,308 2022 Q1 13F Filing 2026-06-30 2026-08-11
WFC
WELLS FARGO & C...
Financial Services 0.74% 0.74% #39 2
Prev: #37
2.8
324,541 32.9%
P
S
1,311,131 $108,347,378 2019 Q3 13F Filing 2026-06-30 2026-08-11
MAGS
LISTED FDS TR
ETF 0.71% #40
Prev: #—
3.8
1,627,000
NEW
1,627,000 $104,575,425 2026 Q2 13F Filing 2026-06-30 2026-08-11
ENLT
ENLIGHT RENEWAB...
Utilities 0.69% 0.81% #41 7
Prev: #34
0.8
-111,980 -9.0%
P
S
1,138,570 $101,330,385 2023 Q1 13F Filing 2026-06-30 2026-08-11
N/A
FORGENT POWER S...
Unknown 0.63% #42
Prev: #—
3.8
1,662,217
NEW
1,662,217 $92,849,876 13F Filing 2026-06-30 2026-08-11
XLF
SELECT SECTOR S...
ETF 0.62% 1.08% #43 19
Prev: #24
0.2
-599,482 -26.0%
P
S
1,702,899 $91,289,732 2019 Q4 13F Filing 2026-06-30 2026-08-11
CLBT
CELLEBRITE DI L...
Technology 0.62% 0.55% #44 1
Prev: #45
2.7
2,000,000 47.8%
P
S
6,181,269 $90,240,208 2021 Q4 13F Filing 2026-06-30 2026-08-11
BSX
BOSTON SCIENTIF...
Healthcare 0.57% 0.92% #45 16
Prev: #29
2.7
412,358 26.6%
P
S
1,962,730 $83,765,705 2020 Q3 13F Filing 2026-06-30 2026-08-11
XLE
SELECT SECTOR S...
ETF 0.55% 0.89% #46 16
Prev: #30
0.7
-21,457 -1.4%
P
S
1,509,197 $80,153,452 2020 Q1 13F Filing 2026-06-30 2026-08-11
ICL
ICL GROUP LTD
Basic Materials 0.53% 0.75% #47 12
Prev: #35
0.7
264,695 1.7%
P
S
15,582,538 $77,611,064 2020 Q2 13F Filing 2026-06-30 2026-08-11
XLC
SELECT SECTOR S...
ETF 0.50% 0.72% #48 10
Prev: #38
0.7
-4,170 -0.6%
P
S
681,182 $72,975,028 2019 Q3 13F Filing 2026-06-30 2026-08-11
URNM
SPROTT FDS TR
ETF 0.45% #49
Prev: #—
3.7
1,250,000
NEW
1,250,000 $65,737,500 2026 Q2 13F Filing 2026-06-30 2026-08-11
MCHI
ISHARES TR
ETF 0.45% 1.50% #50 31
Prev: #19
0.2
-1,537,280 -54.5%
P
S
1,281,520 $65,389,558 2022 Q4 13F Filing 2026-06-30 2026-08-11
Showing 1-50 of 588 holdings

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