Phoenix Holdings Ltd. Top Holdings and 13F Report (2025)

About Phoenix Holdings Ltd.

Investment Activity

Phoenix Holdings Ltd. has $7.58 billion in total holdings as of June 30, 2025.
Phoenix Holdings Ltd. owns shares of 425 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 21.45% of the portfolio was purchased this quarter.
About 20.06% of the portfolio was sold this quarter.
This quarter, Phoenix Holdings Ltd. has purchased 371 new stocks and bought additional shares in 138 stocks.
Phoenix Holdings Ltd. sold shares of 151 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Teva Pharmaceutical Industries: $632,881,581
Microsoft: $369,348,712
Industrial Select Sector SPDR Fund: $360,592,922
Amazon.com: $346,002,619
iShares MSCI ACWI ETF: $294,816,915

Largest New Holdings this Quarter

81369Y407 - Consumer Discretionary Select Sector SPDR Fund: $41,175,911 Holding
464288729 - iShares Global Industrials ETF: $35,606,314 Holding
M3760D101 - Elbit Systems: $11,250,100 Holding
124765108 - CAE: $10,308,894 Holding
084670108 - Berkshire Hathaway: $9,808,022 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ETF: 2,289,391 shares (about $294.42M)
Teva Pharmaceutical Industries: 10,296,872 shares (about $172.58M)
Industrial Select Sector SPDR Fund: 1,126,334 shares (about $166.16M)
iShares MSCI Brazil ETF: 4,852,250 shares (about $139.99M)
Wells Fargo & Company: 1,068,040 shares (about $85.57M)

Largest Sales this Quarter

McDonald's: 392,992 shares (about $114.82M)
Oracle: 437,420 shares (about $95.59M)
Citigroup: 1,111,210 shares (about $94.99M)
Energy Select Sector SPDR Fund: 917,362 shares (about $77.80M)
Global X Uranium ETF: 1,781,872 shares (about $68.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TEVA Teva Pharmaceutical Industries	$632,881,581	$172,575,515 ▲	37.5%	37,761,444	8.3%	Medical
MSFT Microsoft	$369,348,712	$78,676,791 ▲	27.1%	742,793	4.9%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$360,592,922	$166,156,203 ▲	85.5%	2,444,375	4.8%	ETF
AMZN Amazon.com	$346,002,619	$20,155,426 ▲	6.2%	1,577,948	4.6%	Retail/Wholesale
ACWI iShares MSCI ACWI ETF	$294,816,915	$294,415,683 ▲	73,377.9%	2,292,511	3.9%	Manufacturing
NVDA NVIDIA	$287,695,727	$30,397,463 ▲	11.8%	1,829,642	3.8%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$282,423,960	$56,703 ▼	0.0%	1,554,000	3.7%	ETF
NICE Nice	$209,724,813	$39,636,852 ▼	-15.9%	1,179,600	2.8%	Computer and Technology
EWZ iShares MSCI Brazil ETF	$190,669,650	$139,987,413 ▲	276.2%	6,609,000	2.5%	ETF
GOOG Alphabet	$177,541,150	$33,151,705 ▲	23.0%	1,000,895	2.3%	Computer and Technology
TSEM Tower Semiconductor	$169,456,169	$8,644,564 ▼	-4.9%	3,661,771	2.2%	Computer and Technology
AAPL Apple	$168,965,512	$12,807,044 ▲	8.2%	683,459	2.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$159,119,399	$54,397,655 ▼	-25.5%	3,038,434	2.1%	ETF
NSC Norfolk Southern	$148,550,267	$29,453,114 ▲	24.7%	580,349	2.0%	Transportation
IGV iShares Expanded Tech-Software Sector ETF	$148,104,563	$343,721 ▲	0.2%	1,352,553	2.0%	ETF
IYF iShares U.S. Financials ETF	$144,773,246		0.0%	1,196,572	1.9%	ETF
NVMI Nova	$138,105,156	$30,801,618 ▲	28.7%	398,260	1.8%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$130,307,805	$53,500,736 ▼	-29.1%	966,761	1.7%	ETF
ICL ICL Group	$129,414,878	$8,269,705 ▼	-6.0%	18,810,302	1.7%	Basic Materials
ORCL Oracle	$114,529,805	$95,593,389 ▼	-45.5%	524,070	1.5%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$114,396,181	$72,026,184 ▲	170.0%	451,761	1.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$105,463,711	$4,367,673 ▲	4.3%	465,350	1.4%	Computer and Technology
WFC Wells Fargo & Company	$105,119,838	$85,566,599 ▲	437.6%	1,312,103	1.4%	Finance
IXJ iShares Global Healthcare ETF	$103,247,651	$5,165 ▼	0.0%	1,199,299	1.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$96,268,530	$50,118,200 ▼	-34.2%	2,324,204	1.3%	ETF
FCX Freeport-McMoRan	$86,095,177	$28,395,512 ▼	-24.8%	1,986,087	1.1%	Basic Materials
META Meta Platforms	$85,748,913	$27,826,490 ▼	-24.5%	117,093	1.1%	Computer and Technology
QQQ Invesco QQQ	$81,676,429	$6,071,124 ▲	8.0%	147,959	1.1%	Finance
VRNS Varonis Systems	$73,248,441	$1,976,271 ▼	-2.6%	1,443,345	1.0%	Computer and Technology
TGT Target	$69,259,095	$1,916,273 ▼	-2.7%	702,070	0.9%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$62,643,855	$77,801,219 ▼	-55.4%	738,640	0.8%	ETF
AVGO Broadcom	$57,546,222	$13,785,472 ▲	31.5%	211,125	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$56,938,493	$44,198,864 ▲	346.9%	92,016	0.8%	Finance
AZN AstraZeneca	$56,713,061	$24,066,564 ▼	-29.8%	811,598	0.7%	Medical
MCD McDonald's	$51,777,493	$114,817,238 ▼	-68.9%	177,222	0.7%	Retail/Wholesale
GOOGL Alphabet	$51,747,024	$47,424,768 ▼	-47.8%	294,852	0.7%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$45,369,106	$41,029,060 ▲	945.4%	555,588	0.6%	ETF
SSYS Stratasys	$41,418,832	$42,810,114 ▼	-50.8%	1,777,106	0.5%	Industrials
XLY Consumer Discretionary Select Sector SPDR Fund	$41,175,911	$41,175,911 ▲	New Holding	189,467	0.5%	Finance
CFLT Confluent	$38,083,100	$485,425 ▼	-1.3%	1,527,640	0.5%	Computer and Technology
CAMT Camtek	$37,923,300	$1,727,317 ▼	-4.4%	448,739	0.5%	Computer and Technology
SMH VanEck Semiconductor ETF	$37,871,503	$27,722,684 ▲	273.2%	135,801	0.5%	Manufacturing
EXI iShares Global Industrials ETF	$35,606,314	$35,606,314 ▲	New Holding	215,300	0.5%	ETF
SBIO ALPS Medical Breakthroughs ETF	$35,032,286		0.0%	1,465,173	0.5%	ETF
WIX Wix.com	$32,525,183	$9,032,220 ▲	38.4%	205,258	0.4%	Computer and Technology
CLBT Cellebrite DI	$32,232,450	$19,518,467 ▲	153.5%	2,014,617	0.4%	Computer and Technology
ENLT Enlight Renewable Energy	$31,684,712	$2,964,542 ▲	10.3%	1,383,986	0.4%	Energy
RSKD Riskified	$31,349,986	$8,902,160 ▼	-22.1%	6,282,562	0.4%	Computer and Technology
MCHI iShares MSCI China ETF	$27,550,000		0.0%	500,000	0.4%	ETF
ARKO ARKO	$25,675,753		0.0%	6,069,918	0.3%	Consumer Staples
MA Mastercard	$24,999,384	$1,913,192 ▲	8.3%	44,571	0.3%	Business Services
LLY Eli Lilly and Company	$24,449,097	$5,027,625 ▲	25.9%	31,332	0.3%	Medical
XTN SPDR S&P Transportation ETF	$24,166,100	$3,864,000 ▼	-13.8%	300,200	0.3%	ETF
V Visa	$22,937,490	$4,366,549 ▲	23.5%	64,738	0.3%	Business Services
LAM RESEARCH CORP	$22,552,922	$1,962,484 ▼	-8.0%	231,346	0.3%	COM NEW
JPM JPMorgan Chase & Co.	$22,185,299	$2,575,559 ▲	13.1%	76,766	0.3%	Finance
TSLA Tesla	$21,652,631	$2,744,977 ▲	14.5%	68,090	0.3%	Auto/Tires/Trucks
COST Costco Wholesale	$21,228,494	$1,856,070 ▲	9.6%	21,445	0.3%	Retail/Wholesale
WMT Walmart	$21,198,942	$108,029 ▲	0.5%	216,838	0.3%	Retail/Wholesale
SMWB Similarweb	$21,062,369	$12,369,666 ▼	-37.0%	1,629,185	0.3%	Computer and Technology
NFLX Netflix	$20,823,157	$2,346,703 ▲	12.7%	15,626	0.3%	Consumer Discretionary
PERI Perion Network	$19,912,077	$10,101,320 ▼	-33.7%	1,512,231	0.3%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$19,595,710	$1,643,900 ▲	9.2%	242,017	0.3%	ETF
PAYO Payoneer Global	$18,520,893		0.0%	2,703,780	0.2%	Business Services
BRK.B Berkshire Hathaway	$17,244,746	$2,613,238 ▲	17.9%	35,463	0.2%	Finance
ADBE Adobe	$15,757,762	$5,269,482 ▼	-25.1%	40,729	0.2%	Computer and Technology
CRM Salesforce	$14,558,990	$99,015 ▲	0.7%	53,375	0.2%	Computer and Technology
GILT Gilat Satellite Networks	$13,771,063		0.0%	1,942,322	0.2%	Computer and Technology
BAC Bank of America	$13,746,603	$1,803,103 ▼	-11.6%	288,342	0.2%	Finance
HD Home Depot	$13,743,205	$2,416,975 ▲	21.3%	37,517	0.2%	Retail/Wholesale
MGIC Magic Software Enterprises	$12,970,052	$208,140 ▼	-1.6%	678,350	0.2%	Computer and Technology
KMDA Kamada	$12,825,878		0.0%	1,654,952	0.2%	Medical
MCK McKesson	$12,272,515	$508,116 ▲	4.3%	16,738	0.2%	Medical
BSX Boston Scientific	$12,164,921	$791,571 ▲	7.0%	113,278	0.2%	Medical
TBLA Taboola.com	$11,900,051	$15,253,782 ▼	-56.2%	3,251,380	0.2%	Computer and Technology
XOM Exxon Mobil	$11,774,661	$1,301,845 ▲	12.4%	109,114	0.2%	Energy
PGR Progressive	$11,484,665	$488,556 ▼	-4.1%	43,042	0.2%	Finance
GOVT iShares U.S. Treasury Bond ETF	$11,277,100	$511,210 ▼	-4.3%	491,047	0.1%	ETF
ESLT Elbit Systems	$11,250,100	$11,250,100 ▲	New Holding	25,000	0.1%	Aerospace
PANW Palo Alto Networks	$11,141,463	$9,593,543 ▼	-46.3%	54,465	0.1%	Computer and Technology
INTU Intuit	$10,913,192	$1,330,589 ▼	-10.9%	13,861	0.1%	Computer and Technology
ODYSIGHT AI INC	$10,472,960	$531,252 ▼	-4.8%	2,053,522	0.1%	COM NEW
GLD SPDR Gold Shares	$10,405,372	$4,791,013 ▼	-31.5%	34,135	0.1%	Finance
CAE CAE	$10,308,894	$10,308,894 ▲	New Holding	352,200	0.1%	Aerospace
CSCO Cisco Systems	$10,287,774	$6,691,274 ▲	186.0%	148,311	0.1%	Computer and Technology
COF Capital One Financial	$10,211,714	$1,081,446 ▲	11.8%	47,997	0.1%	Finance
UBER Uber Technologies	$10,120,608	$1,013,292 ▲	11.1%	108,498	0.1%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$10,078,046	$90,436 ▼	-0.9%	189,222	0.1%	Manufacturing
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$9,972,845	$66,468 ▲	0.7%	297,081	0.1%	ETF
MBLY Mobileye Global	$9,904,760	$8,466,400 ▲	588.6%	550,892	0.1%	Auto/Tires/Trucks
SYK Stryker	$9,884,096	$1,120,950 ▼	-10.2%	24,945	0.1%	Medical
BRK.A Berkshire Hathaway	$9,808,022	$9,808,022 ▲	New Holding	13	0.1%	Finance
MMC Marsh & McLennan Companies	$9,463,395	$381,745 ▼	-3.9%	43,283	0.1%	Finance
C Citigroup	$9,386,753	$94,992,521 ▼	-91.0%	109,805	0.1%	Financial Services
TJX TJX Companies	$8,925,368	$573,688 ▼	-6.0%	72,033	0.1%	Retail/Wholesale
IWP iShares Russell Mid-Cap Growth ETF	$8,892,514	$520,976 ▲	6.2%	64,128	0.1%	ETF
BA Boeing	$8,890,803	$22,606,240 ▼	-71.8%	42,434	0.1%	Aerospace
TDG Transdigm Group	$8,705,546	$1,230,181 ▲	16.5%	5,725	0.1%	Aerospace
AMAT Applied Materials	$8,473,905	$1,825,312 ▼	-17.7%	46,313	0.1%	Computer and Technology
GLOBAL X FDS	$8,381,121	$513,998 ▲	6.5%	139,088	0.1%	DEFENSE TECH ETF

Showing largest 100 holdings. View all holdings.

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Phoenix Holdings Ltd. Top Holdings and 13F Report (2025)

About Phoenix Holdings Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Phoenix Holdings Ltd. Top Holdings and 13F Report (2025)

About Phoenix Holdings Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPhoenix Holdings Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools