Analyst IMS Investment Management Services Ltd.
13F Reported Value
ⓘ$3.3M
Holdings
144
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Analyst IMS Investment Management Services Ltd. disclosed 144 positions worth $3.3M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 31.2% of the equity portfolio, followed by $SPY. During the quarter the fund opened 18 new positions and exited 3 — including a new stake in $AUDC and a full exit from $INTU. The portfolio is most concentrated in Other (81.4% of disclosed assets). All figures are sourced directly from Analyst IMS Investment Management Services Ltd.’s Form 13F-HR filing with the SEC under CIK 1634208.
AI Fund Analysis
Stable
$QQQ
$SPY
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$1.0M1,782,808 sh - —
Quality
$562.3K864,617 sh VANGUARD INDEX FDS
—Quality
$357.7K598,567 shISHARES TR
—Quality
$213.9K2,221,114 shISHARES TR
—Quality
$203.4K311,425 shISHARES TR
—Quality
$66.2K201,536 sh- $63.7K2,116,302 sh
VANGUARD INTL EQUITY INDEX F
—Quality
$61.6K1,139,488 sh- 76.9
Quality
$45.3K242,884 sh - —
Quality
$44.4K492,732 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $1.0M | 1,782,808 |
| SPDR S&P 500 ETF TRUST$SPY | — | $562.3K | 864,617 |
| VANGUARD INDEX FDS | — | $357.7K | 598,567 |
| ISHARES TR | — | $213.9K | 2,221,114 |
| ISHARES TR | — | $203.4K | 311,425 |
| ISHARES TR | — | $66.2K | 201,536 |
 TEVA PHARMACEUTICAL INDUSTRIES LTD$TEVA | — | $63.7K | 2,116,302 |
| VANGUARD INTL EQUITY INDEX F | — | $61.6K | 1,139,488 |
 SIMON PROPERTY GROUP INC.$SPG | 76.9 | $45.3K | 242,884 |
 Wix.com Ltd.$WIX | — | $44.4K | 492,732 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Analyst IMS Investment Management Services Ltd.'s 144 positions.
Showing top 10 of 144 holdings.
Sector Allocation
Other
$2.7M
Technology
$251,948
Real Estate
$117,777
Healthcare
$91,700
Financials
$77,208
Consumer Discretionary
$26,500
Industrials
$25,353
Energy
$9,573
Full Holdings — Analyst IMS Investment Management Services Ltd. (Q1 2026)
All 144 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 31.2% | +2% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $562,294 | 17.0% | -10% | — |
| 3 | — | VANGUARD INDEX FDS | $357,674 | 10.8% | -8% | — |
| 4 | — | ISHARES TR | $213,871 | 6.5% | +103% | — |
| 5 | — | ISHARES TR | $203,426 | 6.2% | -8% | — |
| 6 | — | ISHARES TR | $66,237 | 2.0% | +29% | — |
| 7 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $63,743 | 1.9% | +0% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $61,589 | 1.9% | +0% | — |
| 9 | $SPG | SIMON PROPERTY GROUP INC. | $45,305 | 1.4% | +0% | 76.9 |
| 10 | $WIX | Wix.com Ltd. | $44,381 | 1.3% | +3% | — |
| 11 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $42,535 | 1.3% | -1% | 45.1 |
| 12 | — | FIDELITY COMWLTH TR | $42,381 | 1.3% | -0% | — |
| 13 |  $LMND | Lemonade, Inc. | $38,713 | 1.2% | +0% | 36.8 |
| 14 |  $NVDA | NVIDIA CORP | $35,405 | 1.1% | -13% | 90.2 |
| 15 | — | SELECT SECTOR SPDR TR | $28,116 | 0.8% | +1% | — |
| 16 | — | ISHARES TR | $27,530 | 0.8% | +1% | — |
| 17 | — | ISHARES TR | $25,471 | 0.8% | +2% | — |
| 18 |  $GOOGL | Alphabet Inc. | $24,924 | 0.8% | -9% | 80.2 |
| 19 |  $ORCL | ORACLE CORP | $18,365 | 0.6% | -10% | 67.2 |
| 20 |  $BXP | BXP, Inc. | $17,621 | 0.5% | -0% | 50.9 |
| 21 |  $ITRN | Ituran Location & Control Ltd. | $17,222 | 0.5% | -2% | — |
| 22 | — | SELECT SECTOR SPDR TR | $16,042 | 0.5% | +6% | — |
| 23 |  $MSFT | MICROSOFT CORP | $15,549 | 0.5% | -22% | 83.7 |
| 24 |  $AMZN | AMAZON COM INC | $15,538 | 0.5% | -6% | 74.6 |
| 25 | — | SELECT SECTOR SPDR TR | $15,270 | 0.5% | -0% | — |
| 26 |  $NVO | NOVO NORDISK A S | $15,129 | 0.5% | +6682% | — |
| 27 |  $META | Meta Platforms, Inc. | $14,850 | 0.5% | -6% | 80.9 |
| 28 | $IVZ | Invesco Ltd. | $12,591 | 0.4% | +0% | — |
| 29 |  $AAPL | Apple Inc. | $11,396 | 0.3% | -29% | 76.1 |
| 30 | — | DBX ETF TR | $11,285 | 0.3% | +0% | — |
| 31 |  $AVGO | Broadcom Inc. | $11,004 | 0.3% | -17% | 86.4 |
| 32 | $IVZ | Invesco Ltd. | $10,690 | 0.3% | +31% | — |
| 33 |  $CIEN | CIENA CORP | $10,299 | 0.3% | +0% | 70.7 |
| 34 |  $AUDC | AUDIOCODES LTD | $9,454 | 0.3% | NEW | — |
| 35 |  $KIM | KIMCO REALTY CORP | $9,161 | 0.3% | +0% | 70.1 |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $7,382 | 0.2% | +0% | 74.8 |
| 37 | — | ISHARES TR | $7,032 | 0.2% | +0% | — |
| 38 |  $FVRR | Fiverr International Ltd. | $6,601 | 0.2% | +6% | — |
| 39 |  $BABA | Alibaba Group Holding Ltd | $5,057 | 0.1% | +0% | — |
| 40 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4,648 | 0.1% | +0% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4,593 | 0.1% | -3% | 64.5 |
| 42 |  $AMD | ADVANCED MICRO DEVICES INC | $4,077 | 0.1% | +3% | 78.8 |
| 43 | — | ISHARES TR | $3,918 | 0.1% | +0% | — |
| 44 |  $XOM | EXXON MOBIL CORP | $3,890 | 0.1% | +253% | 61.8 |
| 45 | — | ISHARES INC | $3,739 | 0.1% | +9% | — |
| 46 |  $ASML | ASML HOLDING NV | $3,714 | 0.1% | +0% | — |
| 47 |  $NEE | NEXTERA ENERGY INC | $3,537 | 0.1% | +1% | 71.7 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $3,102 | 0.1% | -40% | 67 |
| 49 |  $MA | Mastercard Inc | $2,988 | 0.1% | -13% | 81.7 |
| 50 | — | SELECT SECTOR SPDR TR | $2,943 | 0.1% | +0% | — |
| 51 |  $CVX | CHEVRON CORP | $2,862 | 0.1% | +110% | 54.7 |
| 52 |  $CGNT | Cognyte Software Ltd. | $2,847 | 0.1% | +0% | — |
| 53 |  $C | CITIGROUP INC | $2,819 | 0.1% | +1% | 54.8 |
| 54 |  $CEG | Constellation Energy Corp | $2,522 | 0.1% | +2% | 62.5 |
| 55 |  $LLY | ELI LILLY & Co | $2,509 | 0.1% | +7% | 89.3 |
| 56 |  $PANW | Palo Alto Networks Inc | $2,479 | 0.1% | +0% | 66.5 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $2,387 | 0.1% | +5% | 72.8 |
| 58 |  $GOOG | Alphabet Inc. | $2,254 | 0.1% | -32% | 80.2 |
| 59 |  $AZN | ASTRAZENECA PLC | $2,204 | 0.1% | NEW | — |
| 60 |  $WMT | Walmart Inc. | $2,154 | 0.1% | +1% | 63.2 |
| 61 |  $TT | Trane Technologies plc | $2,071 | 0.1% | +0% | — |
| 62 |  $MRVL | Marvell Technology, Inc. | $1,981 | 0.1% | +0% | 77.3 |
| 63 |  $MELI | MERCADOLIBRE INC | $1,897 | 0.1% | +17% | 77.5 |
| 64 |  $SLG | SL GREEN REALTY CORP | $1,877 | 0.1% | +0% | 41.5 |
| 65 |  $TCOM | Trip.com Group Ltd | $1,837 | 0.1% | +0% | — |
| 66 |  $CAT | CATERPILLAR INC | $1,694 | 0.1% | +8% | 67.8 |
| 67 | — | RANESHARES TRUST | $1,584 | 0.1% | NEW | — |
| 68 |  $GE | GENERAL ELECTRIC CO | $1,530 | 0.1% | +8% | 74.8 |
| 69 |  $TSLA | Tesla, Inc. | $1,473 | 0.0% | -38% | 50.1 |
| 70 |  $PG | PROCTER & GAMBLE Co | $1,443 | 0.0% | +6% | 72.9 |
| 71 |  $RTX | RTX Corp | $1,331 | 0.0% | +9% | 70 |
| 72 |  $ONON | On Holding AG | $1,331 | 0.0% | +0% | — |
| 73 |  $MRK | Merck & Co., Inc. | $1,297 | 0.0% | +5% | 70.9 |
| 74 |  $SAP | SAP SE | $1,267 | 0.0% | -9% | — |
| 75 |  $BA | BOEING CO | $1,253 | 0.0% | +25% | 51.8 |
| 76 | — | SELECT SECTOR SPDR TR | $1,224 | 0.0% | +0% | — |
| 77 |  $GEV | GE Vernova Inc. | $1,210 | 0.0% | +8% | 70.1 |
| 78 |  $V | VISA INC. | $1,202 | 0.0% | +5% | 83.5 |
| 79 | — | VANGUARD INTL EQUITY INDEX F | $1,187 | 0.0% | -22% | — |
| 80 |  $JPM | JPMORGAN CHASE & CO | $1,167 | 0.0% | +3% | 35.6 |
| 81 |  $ABBV | AbbVie Inc. | $1,119 | 0.0% | +8% | 59.3 |
| 82 |  $SE | Sea Ltd | $1,104 | 0.0% | +60% | — |
| 83 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1,101 | 0.0% | +0% | 75.1 |
| 84 |  $UNP | UNION PACIFIC CORP | $1,074 | 0.0% | +0% | 74 |
| 85 |  $NFLX | NETFLIX INC | $1,043 | 0.0% | -46% | 86.7 |
| 86 |  $FTNT | Fortinet, Inc. | $1,029 | 0.0% | -8% | 78.1 |
| 87 |  $QCOM | QUALCOMM INC/DE | $955 | 0.0% | -40% | 81.9 |
| 88 |  $SN | SharkNinja, Inc. | $869 | 0.0% | +0% | — |
| 89 |  $KO | COCA COLA CO | $841 | 0.0% | +117% | 74 |
| 90 |  $BAC | BANK OF AMERICA CORP /DE/ | $840 | 0.0% | +4% | 68.4 |
| 91 |  $TMUS | T-Mobile US, Inc. | $830 | 0.0% | -38% | 72.7 |
| 92 |  $COP | CONOCOPHILLIPS | $829 | 0.0% | NEW | 74.8 |
| 93 |  $LIN | LINDE PLC | $818 | 0.0% | +0% | — |
| 94 |  $BP | BP PLC | $759 | 0.0% | +0% | — |
| 95 |  $MCD | MCDONALDS CORP | $736 | 0.0% | -25% | 73.9 |
| 96 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $734 | 0.0% | +0% | 66.5 |
| 97 |  $NXPI | NXP Semiconductors N.V. | $732 | 0.0% | +0% | — |
| 98 |  $UNH | UNITEDHEALTH GROUP INC | $732 | 0.0% | +7% | 66.8 |
| 99 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $731 | 0.0% | +0% | 60.5 |
| 100 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718 | 0.0% | +0% | 64.5 |
| 101 | — | VANECK ETF TRUST | $698 | 0.0% | +2% | — |
| 102 |  $PM | Philip Morris International Inc. | $662 | 0.0% | +117% | 80.5 |
| 103 |  $HD | HOME DEPOT, INC. | $656 | 0.0% | -35% | 69.2 |
| 104 | — | ISHARES TR | $652 | 0.0% | -4% | — |
| 105 |  $NEM | NEWMONT Corp /DE/ | $605 | 0.0% | +117% | 88.3 |
| 106 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $603 | 0.0% | +0% | — |
| 107 |  $WFC | WELLS FARGO & COMPANY/MN | $581 | 0.0% | -28% | — |
| 108 |  $PEP | PEPSICO INC | $546 | 0.0% | NEW | 62.7 |
| 109 |  $VZ | VERIZON COMMUNICATIONS INC | $544 | 0.0% | NEW | 71.6 |
| 110 | — | VANGUARD WORLD FD | $539 | 0.0% | +0% | — |
| 111 |  $MU | MICRON TECHNOLOGY INC | $489 | 0.0% | NEW | 88.4 |
| 112 | — | SHARES TR | $486 | 0.0% | NEW | — |
| 113 |  $PLD | Prologis, Inc. | $469 | 0.0% | -6% | 67.5 |
| 114 |  $WMB | WILLIAMS COMPANIES, INC. | $457 | 0.0% | NEW | 72.8 |
| 115 |  $NKE | NIKE, Inc. | $451 | 0.0% | +0% | 53.4 |
| 116 | — | ISHARES TR | $442 | 0.0% | +0% | — |
| 117 | — | ISHARES INC | $442 | 0.0% | +6% | — |
| 118 |  $SILC | SILICOM LTD. | $436 | 0.0% | +0% | — |
| 119 |  $FCX | FREEPORT-MCMORAN INC | $434 | 0.0% | NEW | 73.1 |
| 120 |  $NVS | NOVARTIS AG | $425 | 0.0% | +0% | — |
| 121 |  $SHW | SHERWIN WILLIAMS CO | $408 | 0.0% | NEW | 65.3 |
| 122 |  $SLB | SLB LIMITED/NV | $395 | 0.0% | NEW | 63.2 |
| 123 |  $ECL | ECOLAB INC. | $386 | 0.0% | NEW | 64.3 |
| 124 |  $EQNR | EQUINOR ASA | $381 | 0.0% | +0% | — |
| 125 |  $WELL | WELLTOWER INC. | $355 | 0.0% | +10% | 75.7 |
| 126 |  $PRGO | PERRIGO Co plc | $346 | 0.0% | +0% | — |
| 127 | — | SELECT SECTOR SPDR TR | $340 | 0.0% | -6% | — |
| 128 |  $WDAY | Workday, Inc. | $338 | 0.0% | -36% | 74.2 |
| 129 |  $APD | Air Products & Chemicals, Inc. | $332 | 0.0% | NEW | 41.2 |
| 130 |  $STT | STATE STREET CORP | $306 | 0.0% | +0% | 61.5 |
| 131 |  $SO | SOUTHERN CO | $278 | 0.0% | +10% | 65.1 |
| 132 |  $DUK | Duke Energy CORP | $262 | 0.0% | +9% | 64 |
| 133 |  $SNY | Sanofi | $251 | 0.0% | +0% | — |
| 134 | — | SELECT SECTOR SPDR TR | $249 | 0.0% | -46% | — |
| 135 |  $EQIX | EQUINIX INC | $247 | 0.0% | NEW | 61.4 |
| 136 |  $GILD | GILEAD SCIENCES, INC. | $236 | 0.0% | +0% | 77.8 |
| 137 | — | ISHARES INC | $232 | 0.0% | -5% | — |
| 138 |  $INTC | INTEL CORP | $227 | 0.0% | NEW | 41.5 |
| 139 |  $BKNG | Booking Holdings Inc. | $227 | 0.0% | +0% | 55.3 |
| 140 |  $BIIB | BIOGEN INC. | $221 | 0.0% | +0% | 65.6 |
| 141 |  $HON | HONEYWELL INTERNATIONAL INC | $215 | 0.0% | NEW | 65.7 |
| 142 |  $FTV | Fortive Corp | $210 | 0.0% | +0% | 55.9 |
| 143 |  $AMT | AMERICAN TOWER CORP /MA/ | $207 | 0.0% | NEW | 69.8 |
| 144 |  $CSTE | Caesarstone Ltd. | $168 | 0.0% | +0% | — |
New Positions (18)
$AUDC AUDIOCODES LTD$9,454$AZN ASTRAZENECA PLC$2,204$COP CONOCOPHILLIPS$829$PEP PEPSICO INC$546$VZ VERIZON COMMUNICATIONS INC$544$MU MICRON TECHNOLOGY INC$489$WMB WILLIAMS COMPANIES, INC.$457$FCX FREEPORT-MCMORAN INC$434$SHW SHERWIN WILLIAMS CO$408$SLB SLB LIMITED/NV$395$ECL ECOLAB INC.$386$APD Air Products & Chemicals, Inc.$332$EQIX EQUINIX INC$247
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