Analyst IMS Investment Management Services Ltd.
Sector Allocation
- Other84.7%$3.6B
- Technology6.4%$273.8M
- Real Estate2.9%$125.8M
- Healthcare2.3%$100.5M
- Financials2.1%$91.7M
- Consumer Discretionary0.7%$29.0M
- Industrials0.5%$21.1M
- Utilities0.1%$5.1M
- Consumer Staples0.1%$4.3M
- Energy0.1%$3.4M
AUM History
13fpro.ai/research/fund/analyst-ims-investment-management-services-ltd-1634208
Conviction and streaks
Stable · top 10 = 79.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$1.3BSPY
$607.4M- VANGUARD$383.8M
- ISHARES$366.3M
- ISHARES$284.5M
- ISHARES$219.5M
TEVA
$71.7M- VANGUARD$68.0M
- FIDELITY$51.5M
- SHARES$50.1M
ARE
$48.2M- ISHARES$45.7M
NVDA
$43.2MSPG
$43.0MLMND
$40.2M- SELECT$37.2M
- ISHARES$30.9M
GOOG
$29.8M- ISHARES$28.8M
IVZ
$25.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/analyst-ims-investment-management-services-ltd-1634208
Analyst IMS Investment Management Services Ltd. 13F holdings — Q2 2026
$4.3B portfolio (+30.4% QoQ) · 152 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
$1.3B
30.6% of stocks
+0.3%This quarter+7.6%Since filed10+ qtrsHeld$607.4M
14.1% of stocks
-6%This quarter+4.9%Since filed10+ qtrsHeld- 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$383.8M
8.9% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ISHARES SEMICDTR
$366.3M
8.5% of stocks
+184%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - MSCI AC ASIA ETF
$284.5M
6.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P500 ETF
$219.5M
5.1% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $71.7M
1.7% of stocks
No changeThis quarter+15.1%Since filed3 qtrsHeld- 8
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$68.0M
1.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIDELITY COMWLTH TR - NASDAQ COMPSIT
$51.5M
1.2% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SHARES INC - MSCI STH KOR ETF
$50.1M
1.2% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $1.3B | 30.6% | +0.3% | +7.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $607.4M | 14.1% | -6% | +4.9% | 10+ qtrsTrimmed 6 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $383.8M | 8.9% | -7% | — | — | — | — | |
| 4 | ISHARES TR - ISHARES SEMICDTR | $366.3M | 8.5% | +184% | — | — | — | — | |
| 5 | ISHARES TR - MSCI AC ASIA ETF | $284.5M | 6.6% | +7% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P500 ETF | $219.5M | 5.1% | -6% | — | — | — | — | |
| 7 | $71.7M | 1.7% | No change | +15.1% | 3 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $68.0M | 1.6% | +0.0% | — | — | — | — | |
| 9 | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $51.5M | 1.2% | -0.0% | — | — | — | — | |
| 10 | SHARES INC - MSCI STH KOR ETF | $50.1M | 1.2% | New | — | New this quarter | — | — |
All holdings — Analyst IMS Investment Management Services Ltd. (Q2 2026)
152 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $48.2M | 1.1% | 912K | -0.5% | 10+ qtrs | 43.0 | 13F | |
| 12 | — | ISHARES INC - MSCI TAIWAN ETFetf/fund | — | $45.7M | 1.1% | 420K | New | — | — | 13F |
| 13 | NVIDIA CORP | Technology | $43.2M | 1.0% | 216K | +6% | 10+ qtrs | 86.0 | 13F | |
| 14 | SIMON PROPERTY GROUP INC. | Real Estate | $43.0M | 1.0% | 192K | -21% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Lemonade, Inc. | Financials | $40.2M | 0.9% | 618K | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - STATE STREET COMetf/fund | — | $37.2M | 0.9% | 348K | +37% | — | — | 13F |
| 17 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $30.9M | 0.7% | 103K | — | — | — | 13F |
| 18 | Alphabet Inc. | Technology | $29.8M | 0.7% | 84K | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $28.8M | 0.7% | 360K | New | — | — | 13F |
| 20 | Invesco Ltd.etf/fund | Financials | $25.4M | 0.6% | 84K | +59% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - MSCI CHINA ETFetf/fund | — | $25.0M | 0.6% | 490K | — | — | — | 13F |
| 22 | — | SELECT SECTOR SPDR TR - STATE STREET TECetf/fund | — | $23.0M | 0.5% | 121K | — | — | — | 13F |
| 23 | Wix.com Ltd. | Technology | $22.3M | 0.5% | 493K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BXP, Inc. | Real Estate | $21.9M | 0.5% | 331K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Ituran Location & Control Ltd. | Technology | $21.4M | 0.5% | 351K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NVO | NOVO NORDISK A S | Healthcare | $19.7M | 0.5% | 411K | -0.2% | |||
| 27 | $ORCL | ORACLE CORP | Technology | $18.3M | 0.4% | 125K | — | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $16.8M | 0.4% | 45K | +7% | |||
| 29 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | — | $16.5M | 0.4% | 104K | -0.0% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $16.0M | 0.4% | 67K | -10% | |||
| 31 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $15.6M | 0.4% | 22K | — | |||
| 32 | $AAPL | Apple Inc. | Technology | $15.5M | 0.4% | 54K | +19% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $13.9M | 0.3% | 25K | -5% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $13.5M | 0.3% | 36K | +0.8% | |||
| 35 | — | DBX ETF TR - XTRACK HRVST CSI | — | $12.7M | 0.3% | 346K | — | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $11.9M | 0.3% | 56K | — | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $11.6M | 0.3% | 20K | — | |||
| 38 | $KIM | KIMCO REALTY CORP | Real Estate | $9.3M | 0.2% | 368K | -10% | |||
| 39 | — | ISHARES TR - MSCI EMG MKT ETF | — | $8.5M | 0.2% | 124K | — | |||
| 40 | — | ISHARES TR - MSCI INDIA ETF | — | $8.0M | 0.2% | 162K | New | |||
| 41 | $FVRR | Fiverr International Ltd. | Industrials | $6.8M | 0.2% | 659K | — | |||
| 42 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $6.6M | 0.1% | 14K | — | |||
| 43 | $MRVL | Marvell Technology, Inc. | Technology | $6.0M | 0.1% | 20K | — | |||
| 44 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $5.9M | 0.1% | 71K | New | |||
| 45 | $CIEN | CIENA CORP | Technology | $5.8M | 0.1% | 12K | -56% | |||
| 46 | — | ISHARES TR - IBOXX INV CP ETF | — | $5.7M | 0.1% | 52K | New | |||
| 47 | — | ANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.6M | 0.1% | 71K | New | |||
| 48 | $ASML | ASML HOLDING NV | Technology | $5.6M | 0.1% | 2,812 | — | |||
| 49 | $PANW | Palo Alto Networks Inc | Technology | $5.3M | 0.1% | 15K | — | |||
| 50 | — | GLOBAL X FDS - US INFR DEV ETF | — | $5.2M | 0.1% | 89K | New | |||
| 51 | — | ISHARES INC - MSCI EMRG CHN | — | $5.2M | 0.1% | 51K | +7% | |||
| 52 | $MU | MICRON TECHNOLOGY INC | Technology | $4.8M | 0.1% | 4,173 | +188% | |||
| 53 | $KSPI | Joint Stock Co Kaspi.kz | Industrials | $4.6M | 0.1% | 53K | New | |||
| 54 | — | ISHARES TR - ISHARES BIOTECH | — | $4.4M | 0.1% | 23K | — | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.4M | 0.1% | 8,808 | -8% | |||
| 56 | — | KRANESHARES TRUST - MSCI EMG EX CH | — | $4.3M | 0.1% | 81K | New | |||
| 57 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $3.9M | 0.1% | 40K | — | |||
| 58 | $C | CITIGROUP INC | Financials | $3.4M | 0.1% | 24K | -3% | |||
| 59 | — | SELECT SECTOR SPDR TR - STATE STREET IND | — | $3.4M | 0.1% | 18K | — | |||
| 60 | $CGNT | Cognyte Software Ltd. | Technology | $3.1M | 0.1% | 352K | — | |||
| 61 | $NEE | NEXTERA ENERGY INC | Utilities | $3.0M | 0.1% | 35K | -9% | |||
| 62 | $SLG | SL GREEN REALTY CORP | Real Estate | $2.6M | 0.1% | 51K | — | |||
| 63 | — | ISHARES INC - MSCI JAPAN ETF | — | $2.6M | 0.1% | 28K | +916% | |||
| 64 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 0.1% | 2,047 | -25% | |||
| 65 | $TT | Trane Technologies plc | Technology | $2.4M | 0.1% | 4,969 | — | |||
| 66 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.2M | 0.1% | 24K | New | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.1% | 5,274 | +33% | |||
| 68 | — | ISHARES TR - CORE US AGGBD ET | — | $2.2M | 0.1% | 22K | New | |||
| 69 | $CEG | Constellation Energy Corp | Utilities | $2.1M | 0.1% | 8,434 | -7% | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.0M | 0.1% | 8,024 | -18% | |||
| 71 | $GOOGL | Alphabet Inc. | Technology | $2.0M | 0.1% | 5,647 | -28% | |||
| 72 | $FTNT | Fortinet, Inc. | Technology | $1.9M | 0.0% | 13K | — | |||
| 73 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.9M | 0.0% | 1,097 | — | |||
| 74 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.0% | 1,705 | -29% | |||
| 75 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.0% | 1,871 | -40% | |||
| 76 | — | ISHARES TR - ISHS 1-5YR INVS | — | $1.7M | 0.0% | 32K | New | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $1.6M | 0.0% | 14K | -17% | |||
| 78 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.0% | 9,040 | -35% | |||
| 79 | $TCOM | Trip.com Group Ltd | Consumer Discretionary | $1.5M | 0.0% | 37K | — | |||
| 80 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.5M | 0.0% | 13K | New | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.0% | 3,861 | -28% | |||
| 82 | $MA | Mastercard Inc | Financials | $1.4M | 0.0% | 2,707 | -55% | |||
| 83 | $ONON | On Holding AG | Consumer Discretionary | $1.4M | 0.0% | 39K | — | |||
| 84 | — | RANESHARES TRUST - CSI CHI INTERNET | — | $1.4M | 0.0% | 56K | — | |||
| 85 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.3M | 0.0% | 13K | New | |||
| 86 | $QCOM | QUALCOMM INC/DE | Technology | $1.3M | 0.0% | 6,916 | -7% | |||
| 87 | $SE | Sea Ltd | Industrials | $1.3M | 0.0% | 13K | — | |||
| 88 | — | SELECT SECTOR SPDR TR - STATE STREET CON | — | $1.2M | 0.0% | 15K | +0.5% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $1.2M | 0.0% | 14K | -6% | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $1.2M | 0.0% | 994 | -28% | |||
| 91 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.0% | 8,995 | -17% | |||
| 92 | $SN | SharkNinja, Inc. | Technology | $1.1M | 0.0% | 7,505 | -9% | |||
| 93 | $SAP | SAP SE | Technology | $1.1M | 0.0% | 7,400 | — | |||
| 94 | $V | VISA INC. | Financials | $1.1M | 0.0% | 3,271 | -18% | |||
| 95 | $BA | BOEING CO | Industrials | $1.1M | 0.0% | 5,179 | -18% | |||
| 96 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.0% | 4,036 | -9% | |||
| 97 | $NXPI | NXP Semiconductors N.V. | Technology | $1.0M | 0.0% | 3,720 | — | |||
| 98 | $SILC | SILICOM LTD. | Technology | $991K | 0.0% | 21K | — | |||
| 99 | $JPM | JPMORGAN CHASE & CO | Financials | $975K | 0.0% | 2,978 | -25% | |||
| 100 | $ABBV | AbbVie Inc. | Healthcare | $974K | 0.0% | 3,869 | -25% | |||
| 101 | — | ISHARES TR - 3 7 YR TREAS BD | — | $969K | 0.0% | 8,251 | New | |||
| 102 | $RTX | RTX Corp | Industrials | $946K | 0.0% | 4,984 | -28% | |||
| 103 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $903K | 0.0% | 2,560 | +28% | |||
| 104 | — | VANECK ETF TRUST - ISRAEL ETF | — | $894K | 0.0% | 14K | +19% | |||
| 105 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $889K | 0.0% | 1,425 | — | |||
| 106 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $856K | 0.0% | 2,059 | -24% | |||
| 107 | $LIN | LINDE PLC | Materials | $856K | 0.0% | 1,650 | — | |||
| 108 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $830K | 0.0% | 15K | -15% | |||
| 109 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $752K | 0.0% | 5,723 | +36% | |||
| 110 | $MCD | MCDONALDS CORP | Consumer Discretionary | $749K | 0.0% | 2,769 | +17% | |||
| 111 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.0% | 1 | — | |||
| 112 | $INTC | INTEL CORP | Technology | $719K | 0.0% | 5,150 | — | |||
| 113 | — | ISHARES TR - MSCI ACWI ETF | — | $714K | 0.0% | 4,546 | -4% | |||
| 114 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $639K | 0.0% | 6,833 | New | |||
| 115 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $618K | 0.0% | 2,126 | — | |||
| 116 | $LMT | LOCKHEED MARTIN CORP | Industrials | $606K | 0.0% | 1,190 | New | |||
| 117 | — | ISHARES INC - MSCI ISRAEL ETF | — | $602K | 0.0% | 4,990 | +31% | |||
| 118 | $BP | BP PLC | Energy | $597K | 0.0% | 16K | — | |||
| 119 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $592K | 0.0% | 1,980 | — | |||
| 120 | $NFLX | NETFLIX INC | Communication Services | $556K | 0.0% | 7,791 | -28% | |||
| 121 | — | SHARES TR - CORE S&P MCP ETF | — | $555K | 0.0% | 7,200 | — | |||
| 122 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $546K | 0.0% | 1,071 | — | |||
| 123 | — | ISHARES TR - S&P 500 VAL ETF | — | $475K | 0.0% | 2,091 | — | |||
| 124 | $COP | CONOCOPHILLIPS | Energy | $469K | 0.0% | 4,509 | -28% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $457K | 0.0% | 22K | New | |||
| 126 | — | ISHARES TR - 1 3 YR TREAS BD | — | $435K | 0.0% | 5,298 | New | |||
| 127 | $PLD | Prologis, Inc. | Real Estate | $388K | 0.0% | 2,862 | -19% | |||
| 128 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | — | $362K | 0.0% | 6,745 | -2% | |||
| 129 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $336K | 0.0% | 4,525 | -28% | |||
| 130 | $TMUS | T-Mobile US, Inc. | Communication Services | $336K | 0.0% | 2,002 | -49% | |||
| 131 | $PRGO | PERRIGO Co plc | Healthcare | $335K | 0.0% | 32K | — | |||
| 132 | $STT | STATE STREET CORP | Financials | $330K | 0.0% | 7,485 | — | |||
| 133 | — | ISHARES TR - US AER DEF ETF | — | $327K | 0.0% | 1,349 | New | |||
| 134 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $327K | 0.0% | 7,726 | -29% | |||
| 135 | $KO | COCA COLA CO | Consumer Staples | $323K | 0.0% | 3,980 | -64% | |||
| 136 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $316K | 0.0% | 2,154 | -78% | |||
| 137 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $310K | 0.0% | 2,048 | New | |||
| 138 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $309K | 0.0% | 3,739 | -49% | |||
| 139 | $WELL | WELLTOWER INC. | Real Estate | $296K | 0.0% | 1,306 | -27% | |||
| 140 | $CSTE | Caesarstone Ltd. | Materials | $287K | 0.0% | 137K | -13% | |||
| 141 | $EQNR | EQUINOR ASA | Energy | $283K | 0.0% | 9,020 | — | |||
| 142 | $PM | Philip Morris International Inc. | Consumer Staples | $261K | 0.0% | 1,442 | -64% | |||
| 143 | $GS | GOLDMAN SACHS GROUP INC | Financials | $258K | 0.0% | 255 | New | |||
| 144 | $SLB | SLB LIMITED/NV | Energy | $257K | 0.0% | 5,533 | -28% | |||
| 145 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $241K | 0.0% | 1,350 | +2400% | |||
| 146 | $FTV | Fortive Corp | Industrials | $232K | 0.0% | 3,800 | — | |||
| 147 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $231K | 0.0% | 1,900 | New | |||
| 148 | — | GLOBAL X FDS - MSCI GREECE ETF | — | $227K | 0.0% | 3,000 | New | |||
| 149 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $227K | 0.0% | 630 | New | |||
| 150 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | — | $225K | 0.0% | 4,239 | +4% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 22 added to, 56 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- SHARES INC - MSCI STH KOR ETF$50.1M
first bought this quarter
- ISHARES INC - MSCI TAIWAN ETF$45.7M
first bought this quarter
- ISHARES TR - IBOXX HI YD ETF$28.8M
first bought this quarter
- ISHARES TR - MSCI INDIA ETF$8.0M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP$5.9M
first bought this quarter
- ISHARES TR - IBOXX INV CP ETF$5.7M
first bought this quarter
+19 more in the Excel export
Added to (22)
- ISHARES TR - ISHARES SEMICDTR+184%
now $366.3M
- ISHARES TR - MSCI AC ASIA ETF+7%
now $284.5M
- SELECT SECTOR SPDR TR - STATE STREET COM+37%
now $37.2M
now $25.4M · held 10+ qtrs, 9 adds in a row
now $1.3B · held 10+ qtrs
$MUMICRON TECHNOLOGY INC+188%
now $4.8M · held 2 qtrs, 2 adds in a row
+16 more in the Excel export
Trimmed (56)
now $607.4M · held 10+ qtrs, 6 trims in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS-7%
now $383.8M
- ISHARES TR - CORE S&P500 ETF-6%
now $219.5M
now $43.0M · held 10+ qtrs
$CIENCIENA CORP-56%
now $5.8M · held 10+ qtrs
$AMZNAMAZON COM INC-10%
now $16.0M · held 10+ qtrs, 2 trims in a row
+50 more in the Excel export
Holdings by quarter
Every 13F Analyst IMS Investment Management Services Ltd. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Analyst IMS Investment Management Services Ltd.?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Analyst IMS Investment Management Services Ltd.'s top 20 holdings: 68/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
+6.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 22% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Analyst IMS Investment Management Services Ltd. disclosed 152 positions worth $4.3B in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 30.6% of the equity portfolio, followed by $SPY. During the quarter the fund opened 25 new positions and exited 18 and a full exit from $AUDC. The portfolio is most concentrated in Other (84.7% 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.
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AI-Powered Hedge Fund Analysis: Analyst IMS Investment Management Services Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For Analyst IMS Investment Management Services Ltd. (SEC CIK: 1634208), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Analyst IMS Investment Management Services Ltd.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.