Phoenix Holdings Ltd.

SEC CIK
0001679543

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC

Positions
519
+37 vs. Q1 2026
Total value
$14.64B
+$4.09B (+38.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Phoenix Holdings Ltd. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
TEVATEVA PHARMACEUTICAL INDS LTDSPONSORED ADS42,933,367$1.45B9.94%+155,953+0.4%AddedView
TSEMTOWER SEMICONDUCTOR LTDSHS NEW3,505,778$913.65M6.24%+115,091+3.4%AddedView
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF4,234,423$784.34M5.36%+1,413,987+50.1%Added–
ISHARES TR464287291GLOBAL TECH ETF4,005,100$578.66M3.95%00.0%Unchanged–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,157,635$553M3.78%+1,103,243+2,028.3%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT2,305,542$490.55M3.35%+235,000+11.3%Added–
NVDANVIDIA CORPORATION COMStock2,305,779$461.19M3.15%+330,862+16.8%AddedView
AMZNAMAZON COM INC COMStock1,464,242$348.94M2.38%−579,181−28.3%ReducedView
NVMINOVA LTDCOM617,631$335.07M2.29%+40,642+7.0%AddedView
VANGUARD SCOTTSDALE FDS92206C714VNG RUS1000VAL3,039,300$323.11M2.21%+677,000+28.7%Added–
ISHARES TR464288760US AER DEF ETF1,278,993$310.05M2.12%+1,273,200+21,978.2%Added–
GOOGALPHABET INC CAP STK CL CStock861,860$304.54M2.08%−240,925−21.8%ReducedView
ESLTELBIT SYS LTD ORDStock390,426$296.5M2.03%+139,289+55.5%AddedView
MSFTMICROSOFT CORP COMStock794,580$296.29M2.02%+45,239+6.0%AddedView
ISHARES TR464287325GLOB HLTHCRE ETF2,684,000$264.05M1.80%−1,050,000−28.1%Reduced–
PANWPALO ALTO NETWORKS INC COMStock750,730$256.01M1.75%+519,998+225.4%AddedView
AVGOBROADCOM INC COMStock646,023$243.96M1.67%+263,675+69.0%AddedView
ISHARES TR464288257MSCI ACWI ETF1,512,202$237.37M1.62%+114,949+8.2%Added–
AAPLAPPLE INC COMStock695,043$201.14M1.37%−82,301−10.6%ReducedView
NETCLOUDFLARE INCCL A COM807,564$198.07M1.35%+485,747+150.9%AddedView
EMREMERSON ELEC CO COMStock1,367,937$195.82M1.34%+46,371+3.5%AddedView
EXEEXPAND ENERGY CORPORATIONCOM2,080,338$189.7M1.30%+289,868+16.2%AddedView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF988,272$188.28M1.29%+53,161+5.7%Added–
GLBEGLOBAL E ONLINE LTDSHS5,372,046$186.57M1.27%+5,139,773+2,212.8%AddedView
ISHARES INC464286400MSCI BRAZIL ETF4,992,000$172.22M1.18%+1,755,000+54.2%Added–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF1,004,740$159.41M1.09%−524,837−34.3%Reduced–
CORGI ETF TR I218946663LITHOGRAPHY SEMI4,782,000$152.93M1.04%+4,782,000New–
ISHARES TR464287788U.S. FINLS ETF1,196,572$152.57M1.04%00.0%Unchanged–
ONTOONTO INNOVATION INCCOM401,813$152.07M1.04%+401,813NewView
ISHARES TR464288844US OIL EQ&SV ETF4,991,000$134.26M0.92%+4,991,000New–
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF2,930,565$132.87M0.91%+2,243,931+326.8%Added–
VSTVISTRA CORP COMStock784,188$124.39M0.85%+773,931+7,545.4%AddedView
AMATAPPLIED MATLS INC COMStock171,592$123.82M0.85%−98−0.1%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF165,032$123.33M0.84%+72,702+78.7%AddedView
ISHARES TR464287515EXPANDED TECH1,314,160$119.03M0.81%+18,866+1.5%Added–
LLYELI LILLY & CO COMStock97,019$116.36M0.79%−4,457−4.4%ReducedView
GOOGLALPHABET INC CAP STK CL AStock306,802$109.53M0.75%+62,849+25.8%AddedView
GFSGLOBALFOUNDRIES INC ORDINARY SHARESStock1,313,102$108.37M0.74%+208,328+18.9%AddedView
WFCWELLS FARGO & CO COMStock1,311,131$108.35M0.74%+324,541+32.9%AddedView
LISTED FDS TR53656G498ROUN MA SEVE ETF1,627,000$104.58M0.71%+1,627,000New–
ENLTENLIGHT RENEWABLE ENERGY LTDSHS1,138,570$101.33M0.69%−111,980−9.0%ReducedView
FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A1,662,217$92.85M0.63%+1,662,217NewView
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF1,702,899$91.29M0.62%−599,482−26.0%Reduced–
CLBTCELLEBRITE DI LTDORDINARY SHARES6,181,269$90.24M0.62%+2,000,000+47.8%AddedView
BSXBOSTON SCIENTIFIC CORP COMStock1,962,730$83.77M0.57%+412,358+26.6%AddedView
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF1,509,197$80.15M0.55%−21,457−1.4%Reduced–
ICLICL GROUP LTDSHS15,582,538$77.61M0.53%+264,695+1.7%AddedView
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF681,182$72.98M0.50%−4,170−0.6%Reduced–
SPROTT FDS TR85208P303URANIUM MINERS E1,250,000$65.74M0.45%+1,250,000New–
ISHARES TR46429B671MSCI CHINA ETF1,281,520$65.39M0.45%−1,537,280−54.5%Reduced–
NICENICE LTDSPONSORED ADR678,460$61.64M0.42%+394,960+139.3%AddedView
SPDR SERIES TRUST78464A714ST STR SP RETAIL691,000$60.63M0.41%−568,000−45.1%Reduced–
ORAORMAT TECHNOLOGIES INCCOM554,281$60.36M0.41%+448,500+424.0%AddedView
ISHARES TR464287234MSCI EMG MKT ETF880,828$60.26M0.41%+548+0.1%Added–
ISHARES U.S. HEALTHCARE PROVIDERS ETF464288828ETF1,025,353$56.73M0.39%00.0%Unchanged–
ISHARES MSCI INDIA ETF46429B598ETF1,093,484$54.01M0.37%−816,000−42.7%Reduced–
FLYFIREFLY AEROSPACE INCCOM1,812,863$53.3M0.36%+1,152,803+174.7%AddedView
GILTGILAT SATELLITE NETWORKS LTDSHS NEW3,811,406$50.73M0.35%−1,147,905−23.1%ReducedView
GLOBAL X FDS37954Y830GLOBAL X COPPER627,000$48.38M0.33%−213,486−25.4%Reduced–
INVESCO QQQ TRUST SERIES I46090E103ETF65,042$47.89M0.33%+51,698+387.4%Added–
ISHARES TR464288794US BR DEL SE ETF273,000$47.87M0.33%+273,000New–
METAMETA PLATFORMS INC CL AStock83,546$47.02M0.32%−5,820−6.5%ReducedView
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF81369Y860ETF1,063,204$46.81M0.32%−2000.0%Reduced–
MUMICRON TECHNOLOGY INC COMStock38,073$43.92M0.30%+12,284+47.6%AddedView
ISHARES TR464288729GLOB INDSTRL ETF215,300$43.17M0.29%00.0%Unchanged–
MATWMATTHEWS INTL CORPCL A1,465,173$39.44M0.27%00.0%UnchangedView
CAMTCAMTEK LTDORD237,895$38.66M0.26%+152,735+179.4%AddedView
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF450,976$37.46M0.26%−110.0%Reduced–
AMDADVANCED MICRO DEVICES INC COMStock63,238$36.72M0.25%+3,611+6.1%AddedView
MAMASTERCARD INCORPORATED CL AStock71,325$36.57M0.25%+19,093+36.6%AddedView
ORCLORACLE CORP COMStock218,225$31.97M0.22%+31,766+17.0%AddedView
VANECK ETF TRUST92189F106GOLD MINERS ETF409,800$30.92M0.21%+409,800New–
IRINGERSOLL RAND INCCOM372,663$30.55M0.21%+368,983+10,026.7%AddedView
NYAXNAYAX LTDSHS465,279$30.48M0.21%+465,279NewView
UNHUNITEDHEALTH GROUP INC COMStock63,190$26.27M0.18%+15,982+33.9%AddedView
SSYSSTRATASYS LTDSHS3,033,045$25.96M0.18%−406,261−11.8%ReducedView
TSLATESLA INC COMStock60,885$25.6M0.17%+5,348+9.6%AddedView
ISHARES CORE S&P 500 ETF464287200ETF26,524$19.86M0.14%+26,175+7,500.0%Added–
XOMEXXON MOBIL CORPCOM138,000$18.86M0.13%+4,454+3.3%AddedView
SINDSINDA LTDCOMMON STOCK1,550,000$18.6M0.13%+1,550,000NewView
VVISA INC COM CL AStock51,422$17.61M0.12%−871−1.7%ReducedView
VANECK SEMICONDUCTOR ETF92189F676ETF26,596$17.44M0.12%+573+2.2%Added–
RSKDRISKIFIED LTDSHS CL A3,246,755$16.36M0.11%−1,835,758−36.1%ReducedView
SSMRSUNSHINE SILVER MNG & REFNGCOMMON STOCK1,230,000$16.26M0.11%+1,230,000NewView
JPMJPMORGAN CHASE & CO COMStock46,994$15.39M0.11%−10,041−17.6%ReducedView
TATTTAT TECHNOLOGIES LTDORD NEW318,842$15.38M0.11%+67,596+26.9%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock26,798$13.4M0.09%−3,170−10.6%ReducedView
KMDAKAMADA LTDSHS1,654,952$12.15M0.08%00.0%UnchangedView
ABBVABBVIE INC COMStock47,441$11.97M0.08%+11,150+30.7%AddedView
JNJJOHNSON & JOHNSON COMStock46,830$11.89M0.08%−5,157−9.9%ReducedView
UBERUBER TECHNOLOGIES INC COMStock162,494$11.72M0.08%+8,523+5.5%AddedView
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375ETF336,162$11.24M0.08%+17,308+5.4%Added–
SLGLSOL GEL TECHNOLOGIESSHS NEW146,147$10.84M0.07%−64,702−30.7%ReducedView
VANGUARD S&P 500 ETF922908363ETF15,729$10.8M0.07%+15,729New–
MBLYMOBILEYE GLOBAL INC COMMON CLASS AStock1,101,000$10.66M0.07%00.0%UnchangedView
CSCOCISCO SYS INC COMStock90,716$10.65M0.07%−14,175−13.5%ReducedView
ISHARES TR464288638ISHS 5-10YR INVT182,199$9.68M0.07%+28,129+18.3%Added–
GEVGE VERNOVA INC COMStock7,489$8.8M0.06%+2,323+45.0%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock9,050$8.47M0.06%−899−9.0%ReducedView
CCITIGROUP INC COM NEWStock59,808$8.41M0.06%+335+0.6%AddedView

Options (3)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Phoenix Holdings Ltd. option positions in Q2 2026
SecurityClassPutsCalls
GLOBAL E ONLINE LTDM5216V956PUT$35.6K–
CONSTELLATION ENERGY CORP21037T959PUT$22.6K–
UNITEDHEALTH GROUP INC91324P902COM–$6.23K

Sold out since Q1 2026 (63)

Positions held at the end of Q1 2026 that are no longer in this filing.

Phoenix Holdings Ltd. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
JHXJAMES HARDIE INDS PLC ORD SHSStock5,449,639$103.22M0.98%
SPDR SER TR78464A532S&P TRANSN ETF960,785$89.35M0.85%
VRNSVARONIS SYS INCCOM557,836$11.98M0.11%
ARKOARKO CORPCOM1,941,817$10.8M0.10%
ODDODDITY TECH LTDSHS CL A607,100$8.12M0.08%
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF123,042$6.39M0.06%
ISHARES TR46435G409MSCI INTL VLU FT118,249$4.69M0.04%
CMECME GROUP INCCOM8,170$2.41M0.02%
PEGPUBLIC SVC ENTERPRISE GROUPCOM25,000$2.02M0.02%
INTUINTUIT COMStock4,597$1.99M0.02%
FRANKLIN TEMPLETON ETF TR35473P769FRANKLIN INDIA39,200$1.3M0.01%
CACCCREDIT ACCEP CORP MICHCOM2,940$1.24M0.01%
HONHoneywell TechnologiesCOM4,581$1.04M0.01%
BTUPEABODY ENGR CORPCOM30,000$988.5K0.01%
TAT&T INC COMStock30,645$888.13K0.01%
SOSOUTHERN CO COMStock7,379$711.73K0.01%
BKRBAKER HUGHES COMPANYCL A10,158$620.15K0.01%
AMTAMERICAN TOWER CORP COMREIT3,397$585.78K0.01%
SMWBSIMILARWEB LTDSHS216,904$566.12K0.01%
ZIMZIM INTEGRATED SHIPPING SERVSHS21,660$561.47K0.01%
CITHE CIGNA GROUP COMStock2,030$541.13K0.01%
ARANTERO RESOURCES CORPCOM12,223$518.74K0.00%
NXTNEXTPOWER INC COMStock4,500$505.94K0.00%
PSXPHILLIPS 66 COMStock2,347$427.28K0.00%
PNRPENTAIR PLCSHS4,683$407.78K0.00%
TPRTAPESTRY INCCOM2,813$396.87K0.00%
IEXIDEX CORPCOM1,964$372.11K0.00%
DLRDIGITAL RLTY TR INCCOM2,025$364.79K0.00%
MASMASCO CORPCOM5,818$351.08K0.00%
HIIHUNTINGTON INGALLS INDS INCCOM907$344.33K0.00%
ITRIITRON INCCOM3,489$312.5K0.00%
AVALONBAY CMNTYS INC053484101COM1,884$308.32K0.00%
AWKAMERICAN WTR WKS CO INC NEW COMStock2,237$304.22K0.00%
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW4,280$301.57K0.00%
SYNASYNAPTICS INC COMStock4,273$299.07K0.00%
TTWOTAKE-TWO INTERACTIVE SOFTWARCOM1,410$278.28K0.00%
WWDWOODWARD INCCOM775$277.2K0.00%
CCJCAMECO CORP COMStock2,539$274.83K0.00%
BURLBURLINGTON STORES INCCOM842$273.9K0.00%
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW1,167$272.03K0.00%
COTERRA ENERGY INC COM127097103Stock7,576$266.22K0.00%
MLIMUELLER INDS INCCOM2,257$249.9K0.00%
JJACOBS SOLUTIONS INCCOM1,931$245.61K0.00%
MPCMARATHON PETE CORP COMStock993$242.38K0.00%
NXENEXGEN ENERGY LTDCOM20,716$239.36K0.00%
SPGSIMON PPTY GROUP INC NEW COMREIT1,278$238.22K0.00%
TSCOTRACTOR SUPPLY COCOM5,133$232.53K0.00%
MPMP MATERIALS CORPCOM CL A4,695$226.58K0.00%
SCHWCHARLES SCHWAB CORP (THE) COMStock2,405$225.87K0.00%
INNOVATOR ETFS TRUST45784N874GROWTH 100 PWR B8,000$221.49K0.00%
INNOVATOR ETFS TRUST45782C284US SML CP PWR B6,915$220.79K0.00%
MAAMID-AMER APT CMNTYS INCCOM1,806$220.49K0.00%
SHOPSHOPIFY INC CL A SUB VTG SHSStock1,850$219.29K0.00%
WMSADVANCED DRAIN SYS INC DELCOM1,554$212.95K0.00%
STNSTANTEC INCCOM2,460$212.4K0.00%
RDDTREDDIT INC CL AStock1,555$209.24K0.00%
CNMCORE & MAIN INCCL A4,214$208.03K0.00%
WTSWATTS WATER TECHNOLOGIES INCCL A694$201.32K0.00%
AOSSMITH A O CORPCOM3,051$201.09K0.00%
BITFARMS LTD COM09173B107Stock85,288$166.2K0.00%
AQNALGONQUIN POWER & UTILITIESCOM21,797$133.74K0.00%
ACHRARCHER AVIATION INC COM CL AStock21,635$111.78K0.00%
EVGO INC30052F118*W EXP 09/15/20240,000$3.6K0.00%

13F filings by quarter

Phoenix Holdings Ltd. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 11, 2026519$14.64Bvs. Q1 2026SEC
Q1 2026May 11, 2026482$10.54Bvs. Q4 2025SEC
Q4 2025Feb 5, 2026462$9.23Bvs. Q3 2025SEC
Q3 2025Nov 13, 2025Amended457$15.71Bvs. Q2 2025SECSEC
Q2 2025Jul 30, 2025421$7.58Bvs. Q1 2025SEC
Q1 2025May 7, 2025366$6.53Bvs. Q4 2024SEC
Q4 2024Feb 13, 2025356$7.33Bvs. Q3 2024SEC
Q3 2024Nov 5, 2024358$6.77Bvs. Q2 2024SEC
Q2 2024Aug 12, 2024346$6.57Bvs. Q1 2024SEC
Q1 2024May 15, 2024408$7.24Bvs. Q4 2023SEC
Q4 2023Feb 14, 2024330$6.04Bvs. Q3 2023SEC
Q3 2023Dec 4, 2023Amended298$10.67Bvs. Q2 2023SECSEC
Q2 2023Aug 7, 2023305$4.75Bvs. Q1 2023SEC
Q1 2023May 11, 2023289$4.46Bvs. Q4 2022SEC
Q4 2022Feb 13, 2023281$5.15Bvs. Q3 2022SEC
Q3 2022Nov 10, 2022337$4.52Bvs. Q2 2022SEC
Q2 2022Aug 15, 2022361$4.78Bvs. Q1 2022SEC
Q1 2022May 10, 2022397$5.75Bvs. Q4 2021SEC
Q4 2021Feb 7, 2022373$5.93Bvs. Q3 2021SEC
Q3 2021Oct 27, 2021403$5.63Bvs. Q2 2021SEC
Q2 2021Aug 10, 2021285$5.15Bvs. Q1 2021SEC
Q1 2021May 10, 2021395$4.42B–SEC