Phoenix Financial Ltd.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$10.5B
Holdings
480
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TEVA
TEVA PHARMACEUTICAL INDS LTD
Q4 2025: Sold 0.5% (41.30M → 41.09M shares)
12.2%
02
$TSEM
TOWER SEMICONDUCTOR LTD
Q4 2025: Sold 1.0% (3.87M → 3.83M shares)
5.6%
03
$XLI
SELECT SECTOR SPDR TR
Q4 2025: Sold 8.5% (144.9k → 132.5k shares)
4.3%
04
$AMZN
AMAZON COM INC
Q4 2025: Increased +8.1% (368.3k → 398.1k shares)
4.0%
05
$IXN
ISHARES TR
Q1 2025: Exited (was 1.86M shares)
3.8%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Sold 78.7% (864 → 184 shares)
3.8%
07
$IXJ
ISHARES TR
Q2 2025: Sold 6.8% (1.8k → 1.6k shares)
3.3%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +4.2% (593.9k → 619.0k shares)
3.3%
09
$GOOG
ALPHABET INC
Q3 2025: Sold 10.7% (44.9k → 40.1k shares)
3.0%
10
$MSFT
MICROSOFT CORP
Q4 2025: Increased +2.2% (192.2k → 196.4k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:55 UTC.