Phoenix Financial Ltd.

Givatayim, L3 · CIK 1679543 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityהפניקס פיננסים בע"מ (IL)

$14.6bn reported value +38.8% vs Q1 2026

519positions

42.6%in top 10

100 new 201 added 156 reduced 63 sold out vs Q1 2026

Options: 1 call positions ($6.2k notional), 2 put positions ($58.2k notional) – listed below, not included above.

This report includes the holdings of 2 other managers that share the investment decisions:

KSM Mutual Funds Ltd. – reports through this filing
PHOENIX INVESTMENTS HOUSE LTD. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		42,933,367	$1.5bn9.94%	9.94%	Added +156.0k	+155,953 0.4%
2	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	3,505,778	$913.7m6.24%	6.24%	Added +115.1k	+115,091 3.4%
3	SELECT SECTOR SPDR TR INDL XLI	XLI	4,234,423	$784.3m5.36%	5.36%	Added +1.4m	+1,413,987 50.1%
4	ISHARES TR GLOBAL TECH ETF IXN	IXN	4,005,100	$578.7m3.95%	3.95%	Unchanged
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,157,635	$553.0m3.78%	3.78%	Added +1.1m	+1,103,243 2028.3%
6	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,305,542	$490.6m3.35%	3.35%	Added +235.0k	+235,000 11.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	2,305,779	$461.2m3.15%	3.15%	Added +330.9k	+330,862 16.8%
8	AMAZON COM INC COM AMZN	AMZN	1,464,242	$348.9m2.38%	2.38%	Reduced -579.2k	-579,181 -28.3%
9	NOVA LTD COM NVMI	NVMI	617,631	$335.1m2.29%	2.29%	Added +40.6k	+40,642 7.0%
10	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	3,039,300	$323.1m2.21%	2.21%	Added +677.0k	+677,000 28.7%
11	ISHARES TR US AER DEF ETF ITA	ITA	1,278,993	$310.1m2.12%	2.12%	Added +1.3m	+1,273,200 21978.2%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	861,860	$304.5m2.08%	2.08%	Reduced -240.9k	-240,925 -21.9%
13	ELBIT SYS LTD ORD ESLT	ESLT	390,426	$296.5m2.03%	2.03%	Added +139.3k	+139,289 55.5%
14	MICROSOFT CORP COM MSFT	MSFT	794,580	$296.3m2.02%	2.02%	Added +45.2k	+45,239 6.0%
15	ISHARES TR GLOB HLTHCRE ETF IXJ	IXJ	2,684,000	$264.1m1.80%	1.80%	Reduced -1.1m	-1,050,000 -28.1%
16	PALO ALTO NETWORKS INC COM PANW	PANW	750,730	$256.0m1.75%	1.75%	Added +520.0k	+519,998 225.4%
17	BROADCOM INC COM AVGO	AVGO	646,023	$244.0m1.67%	1.67%	Added +263.7k	+263,675 69.0%
18	ISHARES TR MSCI ACWI ETF ACWI	ACWI	1,512,202	$237.4m1.62%	1.62%	Added +114.9k	+114,949 8.2%
19	APPLE INC COM AAPL	AAPL	695,043	$201.1m1.37%	1.37%	Reduced -82.3k	-82,301 -10.6%
20	CLOUDFLARE INC CL A COM NET	NET	807,564	$198.1m1.35%	1.35%	Added +485.7k	+485,747 150.9%
21	EMERSON ELEC CO COM EMR	EMR	1,367,937	$195.8m1.34%	1.34%	Added +46.4k	+46,371 3.5%
22	EXPAND ENERGY CORPORATION COM EXE	EXE	2,080,338	$189.7m1.30%	1.30%	Added +289.9k	+289,868 16.2%
23	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	988,272	$188.3m1.29%	1.29%	Added +53.2k	+53,161 5.7%
24	GLOBAL E ONLINE LTD SHS GLBE	GLBE	5,372,046	$186.6m1.27%	1.27%	Added +5.1m	+5,139,773 2212.8%
25	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	4,992,000	$172.2m1.18%	1.18%	Added +1.8m	+1,755,000 54.2%
26	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,004,740	$159.4m1.09%	1.09%	Reduced -524.8k	-524,837 -34.3%
27	CORGI ETF TR I LITHOGRAPHY SEMI EUV	EUV	4,782,000	$152.9m1.04%	1.04%	New
28	ISHARES TR U.S. FINLS ETF IYF	IYF	1,196,572	$152.6m1.04%	1.04%	Unchanged
29	ONTO INNOVATION INC COM ONTO	ONTO	401,813	$152.1m1.04%	1.04%	New
30	ISHARES TR US OIL EQ&SV ETF IEZ	IEZ	4,991,000	$134.3m0.92%	0.92%	New
31	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	2,930,565	$132.9m0.91%	0.91%	Added +2.2m	+2,243,931 326.8%
32	VISTRA CORP COM VST	VST	784,188	$124.4m0.85%	0.85%	Added +773.9k	+773,931 7545.4%
33	APPLIED MATLS INC COM AMAT	AMAT	171,592	$123.8m0.85%	0.85%	Reduced -98	-98 -0.1%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	165,032	$123.3m0.84%	0.84%	Added +72.7k	+72,702 78.7%
35	ISHARES TR EXPANDED TECH IGV	IGV	1,314,160	$119.0m0.81%	0.81%	Added +18.9k	+18,866 1.5%
36	ELI LILLY & CO COM LLY	LLY	97,019	$116.4m0.79%	0.79%	Reduced -4.5k	-4,457 -4.4%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	306,802	$109.5m0.75%	0.75%	Added +62.8k	+62,849 25.8%
38	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	1,313,102	$108.4m0.74%	0.74%	Added +208.3k	+208,328 18.9%
39	WELLS FARGO CO NEW COM WFC	WFC	1,311,131	$108.3m0.74%	0.74%	Added +324.5k	+324,541 32.9%
40	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	1,627,000	$104.6m0.71%	0.71%	New
41	ENLIGHT RENEWABLE ENERGY LTD SHS ENLT	ENLT	1,138,570	$101.3m0.69%	0.69%	Reduced -112.0k	-111,980 -8.9%
42	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	1,662,217	$92.8m0.63%	0.63%	New
43	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	1,702,899	$91.3m0.62%	0.62%	Reduced -599.5k	-599,482 -26.0%
44	CELLEBRITE DI LTD ORDINARY SHARES CLBT	CLBT	6,181,269	$90.2m0.62%	0.62%	Added +2.0m	+2,000,000 47.8%
45	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,962,730	$83.8m0.57%	0.57%	Added +412.4k	+412,358 26.6%
46	SELECT SECTOR SPDR TR ENERGY XLE	XLE	1,509,197	$80.2m0.55%	0.55%	Reduced -21.5k	-21,457 -1.4%
47	ICL GROUP LTD SHS ICL	ICL	15,582,538	$77.6m0.53%	0.53%	Added +264.7k	+264,695 1.7%
48	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	681,182	$73.0m0.50%	0.50%	Reduced -4.2k	-4,170 -0.6%
49	SPROTT FDS TR URANIUM MINERS E URNM	URNM	1,250,000	$65.7m0.45%	0.45%	New
50	ISHARES TR MSCI CHINA ETF MCHI	MCHI	1,281,520	$65.4m0.45%	0.45%	Reduced -1.5m	-1,537,280 -54.5%
51	NICE LTD SPONSORED ADR NICE	NICE	678,460	$61.6m0.42%	0.42%	Added +395.0k	+394,960 139.3%
52	SPDR SER TR S&P RETAIL ETF XRT	XRT	691,000	$60.6m0.41%	0.41%	Reduced -568.0k	-568,000 -45.1%
53	ORMAT TECHNOLOGIES INC COM ORA	ORA	554,281	$60.4m0.41%	0.41%	Added +448.5k	+448,500 424.0%
54	ISHARES TR MSCI EMG MKT ETF EEM	EEM	880,828	$60.3m0.41%	0.41%	Added +548	+548 0.1%
55	ISHARES TR US HLTHCR PR ETF IHF	IHF	1,025,353	$56.7m0.39%	0.39%	Unchanged
56	ISHARES TR MSCI INDIA ETF INDA	INDA	1,093,484	$54.0m0.37%	0.37%	Reduced -816.0k	-816,000 -42.7%
57	FIREFLY AEROSPACE INC COM FLY	FLY	1,812,863	$53.3m0.36%	0.36%	Added +1.2m	+1,152,803 174.7%
58	GILAT SATELLITE NETWORKS LTD SHS NEW GILT	GILT	3,811,406	$50.7m0.35%	0.35%	Reduced -1.1m	-1,147,905 -23.1%
59	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	627,000	$48.4m0.33%	0.33%	Reduced -213.5k	-213,486 -25.4%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	65,042	$47.9m0.33%	0.33%	Added +51.7k	+51,698 387.4%
61	ISHARES TR US BR DEL SE ETF IAI	IAI	273,000	$47.9m0.33%	0.33%	New
62	META PLATFORMS INC CL A META	META	83,546	$47.0m0.32%	0.32%	Reduced -5.8k	-5,820 -6.5%
63	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	1,063,204	$46.8m0.32%	0.32%	Reduced -200	-200 -0.0%
64	MICRON TECHNOLOGY INC COM MU	MU	38,073	$43.9m0.30%	0.30%	Added +12.3k	+12,284 47.6%
65	ISHARES TR GLOB INDSTRL ETF EXI	EXI	215,300	$43.2m0.29%	0.29%	Unchanged
66	MATTHEWS INTL CORP CL A MATW	MATW	1,465,173	$39.4m0.27%	0.27%	Unchanged
67	CAMTEK LTD ORD CAMT	CAMT	237,895	$38.7m0.26%	0.26%	Added +152.7k	+152,735 179.3%
68	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	450,976	$37.5m0.26%	0.26%	Reduced -11	-11 0.0%
69	ADVANCED MICRO DEVICES INC COM AMD	AMD	63,238	$36.7m0.25%	0.25%	Added +3.6k	+3,611 6.1%
70	MASTERCARD INCORPORATED CL A MA	MA	71,325	$36.6m0.25%	0.25%	Added +19.1k	+19,093 36.5%
71	ORACLE CORP COM ORCL	ORCL	218,225	$32.0m0.22%	0.22%	Added +31.8k	+31,766 17.0%
72	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	409,800	$30.9m0.21%	0.21%	New
73	INGERSOLL RAND INC COM IR	IR	372,663	$30.6m0.21%	0.21%	Added +369.0k	+368,983 10026.7%
74	NAYAX LTD SHS NYAX	NYAX	465,279	$30.5m0.21%	0.21%	New
75	UNITEDHEALTH GROUP INC COM UNH	UNH	63,190	$26.3m0.18%	0.18%	Added +16.0k	+15,982 33.9%
76	STRATASYS LTD SHS SSYS	SSYS	3,033,045	$26.0m0.18%	0.18%	Reduced -406.3k	-406,261 -11.8%
77	TESLA INC COM TSLA	TSLA	60,885	$25.6m0.17%	0.17%	Added +5.3k	+5,348 9.6%
78	ISHARES TR CORE S&P500 ETF IVV	IVV	26,524	$19.9m0.14%	0.14%	Added +26.2k	+26,175 7500.0%
79	EXXON MOBIL CORP COM XOM	XOM	138,000	$18.9m0.13%	0.13%	Added +4.5k	+4,454 3.3%
80	SINDA LTD COMMON STOCK SIND	SIND	1,550,000	$18.6m0.13%	0.13%	New
81	VISA INC COM CL A V	V	51,422	$17.6m0.12%	0.12%	Reduced -871	-871 -1.7%
82	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	26,596	$17.4m0.12%	0.12%	Added +573	+573 2.2%
83	RISKIFIED LTD SHS CL A RSKD	RSKD	3,246,755	$16.4m0.11%	0.11%	Reduced -1.8m	-1,835,758 -36.1%
84	SUNSHINE SILVER MNG & REFNG COMMON STOCK SSMR	SSMR	1,230,000	$16.3m0.11%	0.11%	New
85	JPMORGAN CHASE & CO COM JPM	JPM	46,994	$15.4m0.11%	0.11%	Reduced -10.0k	-10,041 -17.6%
86	TAT TECHNOLOGIES LTD ORD NEW TATT	TATT	318,842	$15.4m0.11%	0.11%	Added +67.6k	+67,596 26.9%
87	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	26,798	$13.4m0.09%	0.09%	Reduced -3.2k	-3,170 -10.6%
88	KAMADA LTD SHS KMDA	KMDA	1,654,952	$12.1m0.08%	0.08%	Unchanged
89	ABBVIE INC COM ABBV	ABBV	47,441	$12.0m0.08%	0.08%	Added +11.2k	+11,150 30.7%
90	JOHNSON & JOHNSON COM JNJ	JNJ	46,830	$11.9m0.08%	0.08%	Reduced -5.2k	-5,157 -9.9%
91	UBER TECHNOLOGIES INC COM UBER	UBER	162,494	$11.7m0.08%	0.08%	Added +8.5k	+8,523 5.5%
92	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	336,162	$11.2m0.08%	0.08%	Added +17.3k	+17,308 5.4%
93	SOL-GEL TECHNOLOGIES LTD SHS NEW SLGL	SLGL	146,147	$10.8m0.07%	0.07%	Reduced -64.7k	-64,702 -30.7%
94	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,729	$10.8m0.07%	0.07%	New
95	MOBILEYE GLOBAL INC COMMON CLASS A MBLY	MBLY	1,101,000	$10.7m0.07%	0.07%	Unchanged
96	CISCO SYS INC COM CSCO	CSCO	90,716	$10.7m0.07%	0.07%	Reduced -14.2k	-14,175 -13.5%
97	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	182,199	$9.7m0.07%	0.07%	Added +28.1k	+28,129 18.3%
98	GE VERNOVA INC COM GEV	GEV	7,489	$8.8m0.06%	0.06%	Added +2.3k	+2,323 45.0%
99	COSTCO WHSL CORP NEW COM COST	COST	9,050	$8.5m0.06%	0.06%	Reduced -899	-899 -9.0%
100	CITIGROUP INC COM NEW C	C	59,808	$8.4m0.06%	0.06%	Added +335	+335 0.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
JAMES HARDIE INDS PLC JHX	JHX	5,449,639	$103.2m5.4m shares
SPDR SER TR XTN	XTN	960,785	$89.4m960.8k shares
VARONIS SYS INC VRNS	VRNS	557,836	$12.0m557.8k shares
ARKO CORP ARKO	ARKO	1,941,817	$10.8m1.9m shares
ODDITY TECH LTD ODD	ODD	607,100	$8.1m607.1k shares
BLACKROCK ETF TRUST II BINC	BINC	123,042	$6.4m123.0k shares
ISHARES TR IVLU	IVLU	118,249	$4.7m118.2k shares
CME GROUP INC CME	CME	8,170	$2.4m8.2k shares
PUBLIC SVC ENTERPRISE GRP IN PEG	PEG	25,000	$2.0m25.0k shares
INTUIT INTU	INTU	4,597	$2.0m4.6k shares
FRANKLIN TEMPLETON ETF TR FLIN	FLIN	39,200	$1.3m39.2k shares
CREDIT ACCEP CORP MICH CACC	CACC	2,940	$1.2m2.9k shares
HONEYWELL INTL INC		2,290	$1.0m2.3k shares
PEABODY ENERGY CORP BTU	BTU	30,000	$988.5k30.0k shares
AT&T INC T	T	30,645	$888.1k30.6k shares
SOUTHERN CO SO	SO	7,379	$711.7k7.4k shares
BAKER HUGHES COMPANY BKR	BKR	10,158	$620.1k10.2k shares
AMERICAN TOWER CORP NEW AMT	AMT	3,397	$585.8k3.4k shares
SIMILARWEB LTD SMWB	SMWB	216,904	$566.1k216.9k shares
ZIM INTEGRATED SHIPPING SERV ZIM	ZIM	21,660	$561.5k21.7k shares
THE CIGNA GROUP CI	CI	2,030	$541.1k2.0k shares
ANTERO RESOURCES CORP AR	AR	12,223	$518.7k12.2k shares
NEXTRACKER INC NXT	NXT	4,500	$505.9k4.5k shares
PHILLIPS 66 PSX	PSX	2,347	$427.3k2.3k shares
PENTAIR PLC PNR	PNR	4,683	$407.8k4.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
GLOBAL E ONLINE LTD GLBE · Put	GLBE	Put	1,025,000	$35.6k1.0m shares	New
CONSTELLATION ENERGY CORP CEG · Put	CEG	Put	91,000	$22.6k91.0k shares	Added
UNITEDHEALTH GROUP INC UNH · Call	UNH	Call	15,000	$6.2k15.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ODYSIGHT AI INC ODYS · 13G · filed 2025-06-05	ODYS	13.2%≈ $9.0m		13G	2025-06-05
GILAT SATELLITE NETWORKS LTD GILT · 13G · filed 2026-01-27	GILT	11.4%≈ $110.8m	-2.8 pts	13G	2026-01-27
TAT TECHNOLOGIES LTD TATT · 13G · filed 2026-05-12	TATT	8.8%≈ $55.1m	+1.5 pts	13G	2026-05-12
NOVA LTD NVMI · 13G · filed 2026-09-16	NVMI	8.6%≈ $1.5bn	new	13G	2026-09-16
ENLIGHT RENEWABLE ENERGY LTD ENLT · 13G · filed 2026-04-07	ENLT	6.7%≈ $822.6m	-1.8 pts	13G	2026-04-07
ORMAT TECHNOLOGIES INC ORA · 13G · filed 2026-09-16	ORA	5.3%≈ $355.4m	new	13G	2026-09-16
CAMTEK LTD CAMT · 13G · filed 2026-08-11	CAMT	5.1%≈ $389.3m	new	13G	2026-08-11
TOWER SEMICONDUCTOR LTD TSEM · 13G · filed 2026-06-09	TSEM	5.0%≈ $1.5bn	new	13G	2026-06-09
TEVA PHARMACEUTICAL INDS LTD 13G · filed 2025-07-22		5.0%	new	13G	2025-07-22