Analyst IMS Investment Management Services Ltd.

Holdings as of 2026-06-30, filed 2026-07-29

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 29 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
223
Value reported by manager
$4.3M
Sum of our stored positions
$4.3M
should match the line above
Disclosure lag
29 d
quarter end to filing
Top 5 concentration
67.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
INVESCO QQQ TRUNIT SER 1$1.3M1,758,94846090E103
TATE STR SPDR S&P 500 ETF TTR UNIT$580.1K776,84078462F103
VANGUARD INDEX FDSS&P 500 ETF SHS$368.5K536,489922908363
ISHARES TRISHARES SEMICDTR$364.4K568,759464287523
ISHARES TRMSCI AC ASIA ETF$275.5K2,308,339464288182
ISHARES TRCORE S&P500 ETF$219.5K293,062464287200
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS$71.7K2,116,302881624209
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$66.8K1,118,461922042858
FIDELITY COMWLTH TRNASDAQ COMPSIT$50.7K490,990315912808
SHARES INCMSCI STH KOR ETF$50.1K248,131464286772
ISHARES INCMSCI TAIWAN ETF$45.7K420,35246434G772
SELECT SECTOR SPDR TRSTATE STREET COM$37.2K347,50981369Y852
ALEXANDRIA REAL ESTATE EQ INCOM$34.1K645,221015271109
LEMONADE INCCOM$33K506,86352567D107
ISHARES TRIBOXX HI YD ETF$28.1K351,785464288513
SIMON PPTY GROUP INC NEWCOM$28.1K125,476828806109
ISHARES TRRUSSELL 2000 ETF$26.1K86,705464287655
NVIDIA CORPORATIONCOM$24.8K124,06067066G104
ISHARES TRMSCI CHINA ETF$24.4K477,47946429B671
SELECT SECTOR SPDR TRSTATE STREET TEC$23K120,70481369Y803
TATE STR SPDR S&P 500 ETF TTR UNIT$21.6K28,92478462F103
BXP INCCOM$20.6K310,726101121101
NOVO-NORDISK A SADR$19.4K405,600670100205
NVIDIA CORPORATIONCOM$18.4K91,72167066G104
WIX COM LTDSHS$17.3K381,556M98068105
VANGUARD INDEX FDSS&P 500 ETF SHS$15.4K22,382922908363
INVESCO QQQ TRUNIT SER 1$15.3K20,78046090E103
ITURAN LOCATION AND CONTROLSHS$15K246,637M6158M104
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$14.8K48,99046138G649
LPHABET INCCAP STK CL C$14.6K41,39002079K107
LPHABET INCCAP STK CL C$14.1K40,03502079K107
APPLIED MATLS INCCOM$14.1K19,501038222105
BROADCOM INCCOM$12.9K34,22811135F101
ORACLE CORPCOM$12.9K87,91168389X105
AMAZON COM INCCOM$12.4K52,179023135106
DBX ETF TRXTRACK HRVST CSI$12.4K339,007233051879
SELECT SECTOR SPDR TRSTATE STREET HEA$12.4K78,29181369Y209
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$11.9K55,70046137V357
ADVANCED MICRO DEVICES INCCOM$11.6K20,042007903107
SIMON PPTY GROUP INC NEWCOM$11.3K50,325828806109
MICROSOFT CORPCOM$10.7K28,624594918104
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$10.6K35,00046138G649
APPLE INCCOM$10K34,391037833100
META PLATFORMS INCCL A$9.6K17,08930303M102
ISHARES TRMSCI AC ASIA ETF$9.1K76,025464288182
ISHARES TRMSCI EMG MKT ETF$8.5K123,829464287234
ISHARES TRMSCI INDIA ETF$8K162,13146429B598
ALEXANDRIA REAL ESTATE EQ INCOM$7.7K145,430015271109
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$6.6K13,754874039100
KIMCO REALTY CORPCOM$6.4K253,60249446R109
ALEXANDRIA REAL ESTATE EQ INCOM$6.4K121,343015271109
ITURAN LOCATION AND CONTROLSHS$6.4K104,745M6158M104
MARVELL TECHNOLOGY INCCOM$6K20,000573874104
VANGUARD SCOTTSDALE FDSINT-TERM CORP$5.9K71,29292206C870
INVESCO QQQ TRUNIT SER 1$5.8K7,83146090E103
TATE STR SPDR S&P 500 ETF TTR UNIT$5.7K7,66378462F103
ISHARES TRIBOXX INV CP ETF$5.7K52,344464287242
IVERR INTL LTDORD SHS$5.7K549,556M4R82T106
ANGUARD SCOTTSDALE FDSSHRT TRM CORP BD$5.6K71,38892206C409
ASML HLDG NVN Y REGISTRY SHS$5.6K2,812N07059210
APPLE INCCOM$5.6K19,209037833100
ORACLE CORPCOM$5.4K36,92768389X105
MICROSOFT CORPCOM$5.4K14,448594918104
PALO ALTO NETWORKS INCCOM$5.3K15,460697435105
GLOBAL X FDSUS INFR DEV ETF$5.2K88,77037954Y673
LEMONADE INCCOM$5.2K80,40052567D107
ISHARES INCMSCI EMRG CHN$5.2K51,03046434G764
WIX COM LTDSHS$5K111,001M98068105
MICRON TECHNOLOGY INCCOM$4.8K4,173595112103
ISHARES TRRUSSELL 2000 ETF$4.8K16,000464287655
CIENA CORPCOM NEW$4.7K9,500171779309
META PLATFORMS INCCL A$4.3K7,58230303M102
KRANESHARES TRUSTMSCI EMG EX CH$4.3K81,100500767769
KASPI KZ JSCSPONSORED ADS$4.2K48,04548581R205
ALIBABA GROUP HLDG LTDSPONSORED ADS$3.9K40,30501609W102
SIMON PPTY GROUP INC NEWCOM$3.7K16,559828806109
SELECT SECTOR SPDR TRSTATE STREET IND$3.4K18,20081369Y704
AMAZON COM INCCOM$3.3K13,644023135106
ISHARES TRISHARES BIOTECH$2.7K14,298464287556
SL GREEN RLTY CORPCOM$2.6K50,82078440X887
CITIGROUP INCCOM NEW$2.6K18,753172967424
KIMCO REALTY CORPCOM$2.6K100,90049446R109
SELECT SECTOR SPDR TRSTATE STREET HEA$2.5K15,96781369Y209
COGNYTE SOFTWARE LTDORD SHS$2.5K286,400M25133105
ELI LILLY & COCOM$2.5K2,047532457108
NEXTERA ENERGY INCCOM$2.4K27,29765339F101
BERKSHIRE HATHAWAY INC DELCL B NEW$2.3K4,670084670702
ISHARES INCMSCI JAPAN ETF$2.3K25,00046434G822
ISHARES TR7-10 YR TRSY BD$2.2K23,627464287440
TESLA INCCOM$2.2K5,27488160R101
ISHARES TRCORE US AGGBD ET$2.2K22,381464287226
CONSTELLATION ENERGY CORPCOM$2.1K8,43421037T109
TRANE TECHNOLOGIES PLCSHS$2.1K4,190G8994E103
LEMONADE INCCOM$2K30,37652567D107
FORTINET INCCOM$1.9K12,58734959E109
ISHARES TRISHARES SEMICDTR$1.9K2,934464287523
MERCADOLIBRE INCCOM$1.9K1,09758733R102
CATERPILLAR INCCOM$1.8K1,705149123101
ISHARES TRISHS 1-5YR INVS$1.7K32,465464288646
ISHARES TRISHARES BIOTECH$1.7K8,909464287556
SELECT SECTOR SPDR TRSTATE STREET HEA$1.6K9,87381369Y209
APPLIED MATLS INCCOM$1.5K2,098038222105
JOHNSON & JOHNSONCOM$1.5K5,921478160104
CHEVRON CORPORATIONCOM$1.5K9,040166764100
RIP COM GROUP LTDADS$1.5K36,90089677Q107
ISHARES TRTRUST ISHARE 0-1$1.5K13,286464288679
GE AEROSPACECOM NEW$1.4K3,861369604301
N HLDG AGNAMEN AKT A$1.4K39,120H5919C104
RANESHARES TRUSTCSI CHI INTERNET$1.4K55,700500767306
COSTCO WHOLESALE CORPORATIONCOM$1.3K1,44122160K105
BXP INCCOM$1.3K20,153101121101
QUALCOMM INCCOM$1.3K6,916747525103
EA LTDSPONSORD ADS$1.3K13,33181141R100
SELECT SECTOR SPDR TRSTATE STREET CON$1.2K15,00681369Y308
BERKSHIRE HATHAWAY INC DELCL B NEW$1.2K2,470084670702
GE VERNOVA INCCOM$1.2K99436828A101
SHARKNINJA INCCOM SHS$1.1K7,505G8068L108
SAP SESPON ADR$1.1K7,400803054204
IVERR INTL LTDORD SHS$1.1K109,173M4R82T106
CIENA CORPCOM NEW$1.1K2,294171779309
BOEING COCOM$1.1K5,179097023105
ALPHABET INCCAP STK CL A$1.1K3,13502079K305
WALMART INCCOM$1.1K9,674931142103
NXP SEMICONDUCTORS N VCOM$1K3,720N6596X109
LPHABET INCCAP STK CL C$1K2,91602079K107
SILICOM LTDORD$99120,680M84116108
JPMORGAN CHASE & COCOM$9752,97846625H100
ABBVIE INCCOM$9743,86900287Y109
ISHARES TR3 7 YR TREAS BD$9698,251464288661
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF$96610,910922042874
ISHARES TRJPMORGAN USD EMG$9479,820464288281
RTX CORPORATIONCOM$9464,98475513E101
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$93615,682922042858
MASTERCARD INCORPORATEDCL A$9081,76757636Q104
VANECK ETF TRUSTISRAEL ETF$89413,78692189F635
REGENERON PHARMACEUTICALSCOM$8891,42575886F107
UNION PAC CORPCOM$8793,232907818108
UNITEDHEALTH GROUP INCCOM$8562,05991324P102
BERKSHIRE HATHAWAY INC DELCL B NEW$8351,668084670702
BANK AMERICA CORPCOM$83014,565060505104
MERCK & CO INCCOM$8266,43058933Y105
FIDELITY COMWLTH TRNASDAQ COMPSIT$8167,908315912808
CHECK POINT SOFTWARE TECH LTORD$7525,723M22465104
CITIGROUP INCCOM NEW$7495,350172967424
BERKSHIRE HATHAWAY INC DELCL A$7491084670108
MICROSOFT CORPCOM$7492,009594918104
INTEL CORPCOM$7195,150458140100
ISHARES TRMSCI ACWI ETF$7144,546464288257
ISHARES TRIBOXX HI YD ETF$6658,313464288513
HOME DEPOT INCCOM$6501,844437076102
NEXTERA ENERGY INCCOM$6467,35565339F101
ISHARES TRMSCI CHINA ETF$64012,55046429B671
PIMCO ETF TR0-5 HIGH YIELD$6396,83372201R783
BROADCOM INCCOM$6141,62511135F101
LOCKHEED MARTIN CORPCOM$6061,190539830109
ISHARES INCMSCI ISRAEL ETF$6024,990464286632
VISA INCCOM CL A$5981,74392826C839
VANGUARD WORLD FDHEALTH CAR ETF$5921,98092204A504
COGNYTE SOFTWARE LTDORD SHS$57265,121M25133105
NETFLIX INC.COM$5567,79164110L106
LINDE PLCSHS$5551,070G54950103
SHARES TRCORE S&P MCP ETF$5557,200464287507
WALMART INCCOM$5424,788931142103
JOHNSON & JOHNSONCOM$5342,103478160104
MCDONALDS CORPCOM$5331,971580135101
VISA INCCOM CL A$5241,52892826C839
ISHARES TRS&P 500 VAL ETF$4752,091464287408
ONOCOPHILLIPSCOM$4694,50920825C104
ALPHABET INCCAP STK CL A$4691,31202079K305
INVESCO EXCH TRADED FD TR IISR LN ETF$45722,42646138G508
ISHARES TR1 3 YR TREAS BD$4355,298464287457
ALPHABET INCCAP STK CL A$4291,20002079K305
KASPI KZ JSCSPONSORED ADS$4044,66048581R205
COSTCO WHOLESALE CORPORATIONCOM$40243022160K105
PROLOGIS INC.COM$3882,86274340W103
TRANE TECHNOLOGIES PLCSHS$383779G8994E103
SELECT SECTOR SPDR TRSTATE STREET FIN$3626,74581369Y605
ISHARES TRJPMORGAN USD EMG$3523,646464288281
T-MOBILE US INCCOM$3362,002872590104
ILLIAMS COS INCCOM$3364,525969457100
PERRIGO CO PLCSHS$33532,236G97822103
KIMCO REALTY CORPCOM$33013,00049446R109
MERCK & CO INCCOM$3302,56558933Y105
SELECT SECTOR SPDR TRSTATE STREET REA$3307,48581369Y860
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$3285,500922042858
ISHARES TRUS AER DEF ETF$3271,349464288760
L3HARRIS TECHNOLOGIES INCCOM$3271,126502431109
VERIZON COMMUNICATIONS INCCOM$3277,72692343V104
COCA COLA COCOM$3233,980191216100
PROCTER & GAMBLE COCOM$3162,154742718109
TJX COS INC NEWCOM$3102,048872540109
ELLS FARGO & COCOM$3093,739949746101
BP PLCSPONSORED ADR$3038,200055622104
LINDE PLCSHS$301580G54950103
WELLTOWER INCCOM$2961,30695040Q104
BP PLCSPONSORED ADR$2947,967055622104
L3HARRIS TECHNOLOGIES INCCOM$2911,000502431109
EQUINOR ASASPONSORED ADR$2839,02029446M102
NORTHROP GRUMMAN CORPCOM$276541666807102
ISHARES INCMSCI JAPAN ETF$2762,95846434G822
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-29

Analyst IMS Investment Management Services Ltd. — 223 positions reported for 2026Q2 — Tapewire