Institutional manager
Phoenix Financial Ltd.
Holds positions in 263 of the S&P 500, worth $4.53bn as reported for the quarter ended 31-mar-2026.
Positions held263of 488 index companies covered
Reported value$4.53bnS&P 500 positions only
Top ten weight77%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 263 held. The rest are smaller than every one of these.
State Street CorporationSTT12.5m$1.28bnFinancialsAmazonAMZN2.0m$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 DiscretionaryJPMorgan 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$8mMaterialsInvescoIVZ13,344$8mFinancialsMerck & 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 Services
What this page is not
Positions in S&P 500 constituents only, 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.