Analyst IMS Investment Management Services Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Analyst IMS Investment Management Services Ltd. reported 113 stock positions worth $2.3 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 31.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 19.2%) and Invesco QQQ Trust Series 1 (QQQ, 18.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 48 and reduced 14. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +28%) and the biggest sale iShares MSCI All Country Asi (AAXJ, shares −0%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$2.3B (Q1 2024)
SEC Filing
0001178913-24-001705 ↗ filed May 15, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $2.3B $2.3B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.6B Q3 2024 Q4 2024: $2.7B Q4 2024 Q1 2025: $2.6B Q1 2025 Q2 2025: $2.9B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.4B Q4 2025 Q1 2026: $3.3B Q1 2026 Q2 2026: $4.3B Q2 2026

Holdings 113 stocks · $2.3B
SPY SS SPDR S&P 500 ETF Trust-US 31.05% 1,362,909 $712.9M Add +6.9%
VOO Vanguard S&P 500 ETF 19.20% 917,151 $440.9M Add +27.9%
QQQ Invesco QQQ Trust Series 1 18.80% 972,172 $431.7M Add +4.3%
IVV iShares Core S&P 500 ETF 9.29% 405,508 $213.2M Add +1.3%
AAXJ iShares MSCI All Country Asi 2.27% 769,361 $52.1M Reduce -0.3%
WIX Wix.com Ltd. 1.78% 298,059 $41.0M No change
ONEQ Fidelity Nasdaq Comp Indx 1.42% 504,996 $32.5M Reduce -0.3%
SPG Simon Property Group Inc. 0.99% 145,240 $22.7M Add +23.2%
NVDA Nvidia Corp. 0.97% 24,603 $22.2M Add +1.3%
IWM iShares Russell 2000 ETF 0.91% 98,821 $20.8M Add +0.0%
MCHI iShares MSCI China ETF 0.86% 496,542 $19.7M Reduce -0.2%
MSFT Microsoft Corp. 0.82% 44,632 $18.8M Add +3.6%
ARE Alexandria Real Estate Equit 0.82% 145,240 $18.7M Add +30.2%
SOXX iShares Semiconductor ETF 0.66% 66,980 $15.1M Add +14.0%
GOOG Alphabet Inc. Class C 0.66% 99,144 $15.1M Add +1.1%
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.65% 226,963 $14.8M Add +35.4%
XLV SS Health Care Select Sector 0.62% 96,677 $14.3M Reduce -0.2%
AMZN Amazon.com Inc. 0.49% 62,997 $11.4M Add +2.5%
ITRN Ituran Location and Control 0.45% 369,085 $10.3M No change
META Meta Platforms Inc. Class A 0.39% 18,431 $8.9M Add +8.4%
ASHR Xtrackers Harvest Csi 300 CH 0.39% 370,500 $8.9M No change
AAPL Apple Inc. 0.36% 47,956 $8.2M Add +2.1%
ADBE Adobe Inc. 0.33% 15,004 $7.6M Add +1.0%
VWO Vanguard Ftse Emerging Marke 0.27% 151,135 $6.3M Reduce -0.1%
MA Mastercard Inc. Class A 0.26% 12,218 $5.9M Add +0.3%
FVRR Fiverr International Ltd. 0.24% 261,607 $5.5M No change
EEM iShares MSCI Emerging Market 0.22% 125,655 $5.2M Add +0.2%
KIM Kimco Realty Corp. 0.22% 259,092 $5.1M Add +54.8%
IBB iShares Biotechnology ETF 0.20% 33,758 $4.6M No change
AMAT Applied Materials Inc. 0.19% 21,599 $4.5M Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 8,712 $3.7M Add +7.0%
ORCL Oracle Corp. 0.15% 28,292 $3.6M Add +4.3%
COST Costco Wholesale Corp. 0.15% 4,751 $3.5M Add +4.3%
AVGO Broadcom Inc. 0.13% 2,332 $3.1M Add +4.2%
NGMS Neogames SA 0.13% 104,257 $3.0M Reduce -0.9%
BABA Alibaba Group Holding-SP ADR 0.13% 40,305 $2.9M Reduce -4.9%
CGNT Cognyte Software Ltd. 0.13% 351,521 $2.9M No change
SLG SL Green Realty Corp. 0.12% 51,070 $2.8M No change
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.12% 22,705 $2.8M New
ASML ASML Holding NV-NY Reg SHS 0.12% 2,812 $2.7M Reduce -4.1%
BIZD Vaneck BDC Income ETF 0.11% 149,485 $2.5M No change
XLI SS Industrial Select Sector 0.10% 18,200 $2.3M No change
PANW Palo Alto Networks Inc. 0.10% 7,730 $2.2M No change
INTU Intuit Inc. 0.09% 3,191 $2.1M No change
NEE Nextera Energy Inc. 0.09% 32,422 $2.1M Add +30.5%
FISV Fiserv Inc. 0.09% 12,277 $2.0M Add +12.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.08% 4,840 $1.9M No change
TSM Taiwan Semiconductor-SP ADR 0.08% 13,754 $1.9M No change
XLC SS Comm Select Sector SPDR 0.08% 22,463 $1.8M Add +56.7%
PEP Pepsico Inc. 0.07% 9,556 $1.7M Add +3.9%
TMUS T-Mobile US Inc. 0.07% 10,130 $1.7M Add +4.5%
TCOM Trip.com Group Ltd.-ADR 0.07% 36,900 $1.6M Reduce -11.2%
C Citigroup Inc. 0.07% 24,653 $1.6M No change
TT Trane Technologies PLC 0.07% 5,169 $1.6M New
PG The Procter & Gamble Co. 0.07% 9,443 $1.5M Add +10.3%
REGN Regeneron Pharmaceuticals 0.06% 1,425 $1.4M No change
UNP Union Pacific Corp. 0.06% 5,529 $1.4M Add +0.5%
QCOM Qualcomm Inc. 0.06% 7,816 $1.3M No change
AMD Advanced Micro Devices 0.05% 6,703 $1.2M No change
CIEN Ciena Corp. 0.05% 24,232 $1.2M No change
CMCSA Comcast Corp. Class A 0.05% 27,376 $1.2M No change
VTWO Vanguard Russell 2000 ETF 0.05% 13,500 $1.1M No change
MELI MercadoLibre Inc. 0.05% 737 $1.1M No change
WDAY Workday Inc. Class A 0.05% 4,048 $1.1M No change
NKE Nike Inc. Class B 0.05% 11,603 $1.1M Add +8.2%
WFC Wells Fargo & Co. 0.05% 18,328 $1.1M Add +22.2%
XLK SS Technology Select Sector 0.04% 4,750 $989K Add +97.8%
ELV Elevance Health Inc. 0.04% 1,894 $982K No change
FTNT Fortinet Inc. 0.04% 13,693 $935K No change
PYPL PayPal Holdings Inc. 0.04% 13,964 $935K No change
NXPI NXP Semiconductors NV 0.04% 3,720 $922K No change
SBUX Starbucks Corp. 0.04% 9,968 $911K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.04% 5,762 $888K No change
VGK Vanguard Ftse Europe ETF 0.04% 13,058 $879K Reduce -13.1%
FIS Fidelity National Info Serv 0.03% 10,758 $798K No change
CVX Chevron Corp. 0.03% 4,463 $704K Add +88.4%
CHKP Check Point Software Tech 0.03% 4,223 $693K No change
JNJ Johnson & Johnson 0.03% 4,225 $669K Add +156.1%
CSTE Caesarstone Ltd. 0.03% 156,361 $639K No change
BP BP PLC-Spons ADR 0.03% 16,947 $638K Add +88.7%
BRK.A Berkshire Hathaway Inc. Class A 0.03% 1 $634K No change
MRK Merck & Co. Inc. 0.03% 4,711 $621K Add +109.4%
WMT Walmart Inc. 0.03% 9,922 $597K Add +136.2%
TARO Taro Pharmaceutical Indus 0.03% 13,557 $574K No change
ACWI iShares MSCI Acwi ETF 0.02% 5,102 $562K Add +51.9%
UNH Unitedhealth Group Inc. 0.02% 1,124 $556K Add +148.1%
BA The Boeing Co. 0.02% 2,879 $556K Add +91.4%
VHT Vanguard Health Care ETF 0.02% 1,980 $536K No change
MCD McDonald's Corp. 0.02% 1,837 $518K Add +11.1%
NVO Novo-Nordisk A/S-Spons ADR 0.02% 4,004 $515K New
LIN Linde PLC 0.02% 1,070 $497K No change
GOOGL Alphabet Inc. Class A 0.02% 3,285 $496K Reduce -15.8%
SE Sea Ltd.-ADR 0.02% 8,331 $447K No change
RSP Invesco S&P 500 Equal Weight 0.02% 2,630 $445K No change
V Visa Inc. Class A 0.02% 1,528 $426K Add +14.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 11,039 $419K Add +12.8%
LLY Eli Lilly & Co. 0.02% 447 $348K New
XLF SS Financial Select Sector 0.01% 7,897 $333K Reduce -5.2%
BIIB Biogen Inc. 0.01% 1,527 $329K Add +2.6%
FTV Fortive Corp. 0.01% 3,800 $327K No change

Show all 113 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAXJ iShares MSCI All Country Asi Reduce -0.3% 2.27% −0.40
MCHI iShares MSCI China ETF Reduce -0.2% 0.86% −0.19
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.3% 1.42% −0.14
XLV SS Health Care Select Sector Reduce -0.2% 0.62% −0.06
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.27% −0.05
BABA Alibaba Group Holding-SP ADR Reduce -4.9% 0.13% −0.04
NGMS Neogames SA Reduce -0.9% 0.13% −0.02
VGK Vanguard Ftse Europe ETF Reduce -13.1% 0.04% −0.01
TCOM Trip.com Group Ltd.-ADR Reduce -11.2% 0.07% −0.01
GOOGL Alphabet Inc. Class A Reduce -15.8% 0.02% −0.01
HON Honeywell International Inc. Reduce -13.0% 0.01% −0.00
XLP SS Consumer Staples Sel Sect Reduce -6.4% 0.01% −0.00
XLF SS Financial Select Sector Reduce -5.2% 0.01% −0.00
ASML ASML Holding NV-NY Reg SHS Reduce -4.1% 0.12% +0.00

Portfolio Buys Q4 2023 → Q1 2024
VOO Vanguard S&P 500 ETF Add +27.9% 19.20% +2.95
NVDA Nvidia Corp. Add +1.3% 0.97% +0.34
KSPI JSC Kaspi.kz ADR New 0.12% +0.12
SPG Simon Property Group Inc. Add +23.2% 0.99% +0.12
ARE Alexandria Real Estate Equit Add +30.2% 0.82% +0.08
META Meta Platforms Inc. Class A Add +8.4% 0.39% +0.08
SOXX iShares Semiconductor ETF Add +14.0% 0.66% +0.07
TT Trane Technologies PLC New 0.07% +0.07
KIM Kimco Realty Corp. Add +54.8% 0.22% +0.04
BXP BXP Inc. Add +35.4% 0.65% +0.04
XLC SS Comm Select Sector SPDR Add +56.7% 0.08% +0.03
NVO Novo-Nordisk A/S-Spons ADR New 0.02% +0.02
XLK SS Technology Select Sector Add +97.8% 0.04% +0.02
JNJ Johnson & Johnson Add +156.1% 0.03% +0.02
LLY Eli Lilly & Co. New 0.02% +0.02
AMAT Applied Materials Inc. Add +1.2% 0.19% +0.01
WMT Walmart Inc. Add +136.2% 0.03% +0.01
MRK Merck & Co. Inc. Add +109.4% 0.03% +0.01
CVX Chevron Corp. Add +88.4% 0.03% +0.01
NEE Nextera Energy Inc. Add +30.5% 0.09% +0.01
UNH Unitedhealth Group Inc. Add +148.1% 0.02% +0.01
BP BP PLC-Spons ADR Add +88.7% 0.03% +0.01
JPM JPMorgan Chase & Co. New 0.01% +0.01
EQNR Equinor ASA-Spon ADR New 0.01% +0.01
AMZN Amazon.com Inc. Add +2.5% 0.49% +0.01
FISV Fiserv Inc. Add +12.3% 0.09% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +7.0% 0.16% +0.01
WFC Wells Fargo & Co. Add +22.2% 0.05% +0.01
ACWI iShares MSCI Acwi ETF Add +51.9% 0.02% +0.01
ORCL Oracle Corp. Add +4.3% 0.15% +0.01
AVGO Broadcom Inc. Add +4.2% 0.13% +0.01
BA The Boeing Co. Add +91.4% 0.02% +0.00
PG The Procter & Gamble Co. Add +10.3% 0.07% +0.00
BAC Bank of America Corp. Add +12.8% 0.02% +0.00
V Visa Inc. Class A Add +14.0% 0.02% +0.00
PLD Prologis Inc. Add +9.0% 0.01% −0.00
NVS Novartis AG-Sponsored ADR Add +11.2% 0.01% −0.00
MCD McDonald's Corp. Add +11.1% 0.02% −0.00
COST Costco Wholesale Corp. Add +4.3% 0.15% −0.00
BIIB Biogen Inc. Add +2.6% 0.01% −0.01
PEP Pepsico Inc. Add +3.9% 0.07% −0.01
TMUS T-Mobile US Inc. Add +4.5% 0.07% −0.01
UNP Union Pacific Corp. Add +0.5% 0.06% −0.01
NKE Nike Inc. Class B Add +8.2% 0.05% −0.01
MA Mastercard Inc. Class A Add +0.3% 0.26% −0.01
MSFT Microsoft Corp. Add +3.6% 0.82% −0.02
EEM iShares MSCI Emerging Market Add +0.2% 0.22% −0.04
GOOG Alphabet Inc. Class C Add +1.1% 0.66% −0.06
AAPL Apple Inc. Add +2.1% 0.36% −0.11
IWM iShares Russell 2000 ETF Add +0.0% 0.91% −0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$4.3BQQQ, SPY, VOO, SOXX, AAXJ
Q1 2026 144$3.3BQQQ, SPY, VOO, AAXJ, IVV
Q4 2025 128$3.4BQQQ, SPY, VOO, IVV, AAXJ
Q3 2025 120$3.2BSPY, QQQ, VOO, IVV, AAXJ
Q2 2025 129$2.9BSPY, QQQ, VOO, IVV, AAXJ
Q1 2025 133$2.6BSPY, QQQ, VOO, IVV, AAXJ
Q4 2024 129$2.7BSPY, QQQ, VOO, IVV, WIX
Q3 2024 135$2.6BSPY, QQQ, VOO, IVV, AAXJ
Q2 2024 130$2.4BSPY, QQQ, VOO, IVV, AAXJ
Q1 2024 113$2.3BSPY, VOO, QQQ, IVV, AAXJ