Institutional manager
Phoenix Financial Ltd.
Holds positions in 266 of the S&P 500, worth $3.27bn as reported for the quarter ended 31-mar-2026.
Positions held266of 488 index companies covered
Reported value$3.27bnS&P 500 positions only
Top ten weight71%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 266 held. The rest are smaller than every one of these.
AmazonAMZN2.0m$426mConsumer DiscretionaryAlphabet Inc. (Class A)GOOGL1.3m$389mCommunication ServicesNvidiaNVDA2.0m$344mInformation TechnologyMicrosoftMSFT749,341$277mInformation TechnologyApple Inc.AAPL777,344$197mInformation TechnologyExpand EnergyEXE1.8m$197mEnergyEmerson ElectricEMR1.3m$173mIndustrialsBroadcomAVGO382,348$118mInformation TechnologyBoston ScientificBSX1.6m$97mHealth CareLilly (Eli)LLY101,476$93mHealth CareCapital OneCOF431,304$79mFinancialsWells FargoWFC986,590$79mFinancialsApplied MaterialsAMAT171,690$59mInformation TechnologyMeta PlatformsMETA89,366$51mCommunication ServicesPalo Alto NetworksPANW230,732$37mInformation TechnologyOracle CorporationORCL186,459$27mInformation TechnologyMastercardMA52,232$26mFinancialsTrane TechnologiesTT60,657$25mIndustrialsExxonMobilXOM133,546$23mEnergyTesla, Inc.TSLA55,537$21mConsumer DiscretionaryTaiwan Semiconductor ManufacturingTSM54,392$18mJPMorgan ChaseJPM57,035$17mFinancialsVisa Inc.V52,293$16mFinancialsBerkshire HathawayBRK.B29,968$14mFinancialsUnitedHealth GroupUNH47,208$13mHealth CareJohnson & JohnsonJNJ51,987$13mHealth CareWalmartWMT97,593$12mConsumer StaplesAdvanced Micro DevicesAMD59,627$12mInformation TechnologyUberUBER153,971$11mIndustrialsCostcoCOST9,949$10mConsumer StaplesNike, Inc.NKE182,257$10mConsumer DiscretionaryPepsiCoPEP56,561$9mConsumer StaplesHome Depot (The)HD26,584$9mConsumer DiscretionaryMicron TechnologyMU25,789$9mInformation TechnologyNetflixNFLX88,572$9mCommunication ServicesCiscoCSCO104,891$8mInformation TechnologyAbbVieABBV36,291$8mHealth CareLinde plcLIN15,935$8mMaterialsMerck & Co.MRK62,785$8mHealth CareBristol Myers SquibbBMY114,254$7mHealth CareCitigroupC59,473$7mFinancialsFreeport-McMoRanFCX113,888$7mMaterialsPayPalPYPL144,453$7mFinancialsTJX CompaniesTJX37,935$6mConsumer DiscretionaryMcDonald'sMCD19,372$6mConsumer DiscretionaryNextEra EnergyNEE64,020$6mUtilitiesBank of AmericaBAC113,884$6mFinancialsCaterpillar Inc.CAT7,816$6mIndustrialsProcter & GamblePG37,779$5mConsumer StaplesThermo Fisher ScientificTMO10,421$5mHealth CareIntuitive SurgicalISRG10,979$5mHealth CareBoeingBA24,581$5mIndustrialsStryker CorporationSYK14,647$5mHealth CareGoldman SachsGS5,645$5mFinancialsPfizerPFE162,237$5mHealth CareGE VernovaGEV5,166$5mIndustrialsMcKesson CorporationMCK6,198$4mHealth CareWalt Disney Company (The)DIS43,531$4mCommunication ServicesAppLovinAPP10,484$4mCommunication ServicesPhilip Morris InternationalPM24,627$4mConsumer Staples
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.