Analyst IMS Investment Management Services Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Analyst IMS Investment Management Services Ltd. reported 130 stock positions worth $2.4 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 29.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.8%) and Vanguard S&P 500 ETF (VOO, 18.4%). Compared with Q1 2024, it opened 22 new positions, sold out of 5, added to 47 and reduced 14. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +3%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −3%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$2.4B (Q2 2024)
SEC Filing
0001178913-24-002530 ↗ filed Aug 12, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $2.3B Q1 2024 Q2 2024: $2.4B $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 130 stocks · $2.4B
SPY SS SPDR S&P 500 ETF Trust-US 29.62% 1,325,667 $721.5M Reduce -2.7%
QQQ Invesco QQQ Trust Series 1 19.78% 1,005,833 $481.9M Add +3.5%
VOO Vanguard S&P 500 ETF 18.44% 898,123 $449.2M Reduce -2.1%
IVV iShares Core S&P 500 ETF 9.11% 405,508 $221.9M No change
AAXJ iShares MSCI All Country Asi 2.28% 772,661 $55.6M Add +0.4%
WIX Wix.com Ltd. 1.87% 287,059 $45.7M Reduce -3.7%
ONEQ Fidelity Nasdaq Comp Indx 1.45% 504,046 $35.2M Reduce -0.2%
NVDA Nvidia Corp. 1.20% 235,858 $29.1M Reduce -4.1%
MSFT Microsoft Corp. 0.92% 49,961 $22.3M Add +11.9%
SPG Simon Property Group Inc. 0.91% 145,456 $22.1M Add +0.1%
MCHI iShares MSCI China ETF 0.86% 496,542 $20.9M No change
IWM iShares Russell 2000 ETF 0.82% 98,799 $20.0M Reduce -0.0%
ARE Alexandria Real Estate Equit 0.82% 170,308 $19.9M Add +17.3%
GOOG Alphabet Inc. Class C 0.76% 100,768 $18.5M Add +1.6%
SOXX iShares Semiconductor ETF 0.73% 72,356 $17.8M Add +8.0%
AAPL Apple Inc. 0.65% 74,837 $15.8M Add +56.0%
XLV SS Health Care Select Sector 0.60% 101,027 $14.7M Add +4.5%
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.57% 226,963 $14.0M No change
AMZN Amazon.com Inc. 0.52% 65,422 $12.6M Add +3.9%
META Meta Platforms Inc. Class A 0.44% 21,469 $10.8M Add +16.5%
FVRR Fiverr International Ltd. 0.39% 402,807 $9.4M Add +54.0%
ITRN Ituran Location and Control 0.37% 369,085 $9.1M No change
ASHR Xtrackers Harvest Csi 300 CH 0.35% 360,155 $8.5M Reduce -2.8%
ADBE Adobe Inc. 0.34% 15,004 $8.3M No change
VWO Vanguard Ftse Emerging Marke 0.27% 150,084 $6.6M Reduce -0.7%
AVGO Broadcom Inc. 0.27% 4,067 $6.5M Add +74.4%
MA Mastercard Inc. Class A 0.24% 13,222 $5.8M Add +8.2%
EEM iShares MSCI Emerging Market 0.22% 125,655 $5.4M No change
AMAT Applied Materials Inc. 0.21% 21,599 $5.1M No change
KIM Kimco Realty Corp. 0.21% 259,092 $5.0M No change
ORCL Oracle Corp. 0.20% 34,107 $4.8M Add +20.6%
IBB iShares Biotechnology ETF 0.19% 33,758 $4.6M No change
BRK.B Berkshire Hathaway Inc. Class B 0.18% 11,053 $4.5M Add +26.9%
COST Costco Wholesale Corp. 0.18% 5,251 $4.5M Add +10.5%
XLC SS Comm Select Sector SPDR 0.14% 38,570 $3.3M Add +71.7%
BABA Alibaba Group Holding-SP ADR 0.12% 40,305 $2.9M No change
SLG SL Green Realty Corp. 0.12% 51,070 $2.9M No change
ASML ASML Holding NV-NY Reg SHS 0.12% 2,812 $2.9M No change
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.11% 22,705 $2.8M No change
CGNT Cognyte Software Ltd. 0.11% 351,521 $2.7M No change
NEE Nextera Energy Inc. 0.11% 37,677 $2.7M Add +16.2%
PANW Palo Alto Networks Inc. 0.11% 7,730 $2.6M No change
XLK SS Technology Select Sector 0.10% 10,620 $2.4M Add +123.6%
TSM Taiwan Semiconductor-SP ADR 0.10% 13,754 $2.4M No change
XLI SS Industrial Select Sector 0.09% 18,200 $2.2M No change
INTU Intuit Inc. 0.09% 3,191 $2.1M No change
PG The Procter & Gamble Co. 0.08% 11,970 $2.0M Add +26.8%
TMUS T-Mobile US Inc. 0.08% 11,100 $2.0M Add +9.6%
FISV Fiserv Inc. 0.08% 12,770 $1.9M Add +4.0%
PEP Pepsico Inc. 0.07% 11,004 $1.8M Add +15.2%
TCOM Trip.com Group Ltd.-ADR 0.07% 36,900 $1.7M No change
AMD Advanced Micro Devices 0.07% 10,542 $1.7M Add +57.3%
TT Trane Technologies PLC 0.07% 5,169 $1.7M No change
C Citigroup Inc. 0.06% 24,653 $1.6M No change
QCOM Qualcomm Inc. 0.06% 7,816 $1.6M No change
UNP Union Pacific Corp. 0.06% 6,882 $1.6M Add +24.5%
MELI MercadoLibre Inc. 0.06% 937 $1.5M Add +27.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 25,480 $1.5M New
REGN Regeneron Pharmaceuticals 0.06% 1,425 $1.5M No change
LLY Eli Lilly & Co. 0.06% 1,589 $1.4M Add +255.5%
RSP Invesco S&P 500 Equal Weight 0.06% 8,530 $1.4M Add +224.3%
WMT Walmart Inc. 0.05% 18,576 $1.3M Add +87.2%
CIEN Ciena Corp. 0.05% 24,232 $1.2M No change
GOOGL Alphabet Inc. Class A 0.05% 6,303 $1.1M Add +91.9%
V Visa Inc. Class A 0.05% 4,233 $1.1M Add +177.0%
VTWO Vanguard Russell 2000 ETF 0.05% 13,500 $1.1M No change
WFC Wells Fargo & Co. 0.04% 18,228 $1.1M Reduce -0.6%
CMCSA Comcast Corp. Class A 0.04% 27,376 $1.1M No change
UNH Unitedhealth Group Inc. 0.04% 2,062 $1.1M Add +83.5%
ELV Elevance Health Inc. 0.04% 1,894 $1.0M No change
MRK Merck & Co. Inc. 0.04% 8,099 $1.0M Add +71.9%
NXPI NXP Semiconductors NV 0.04% 3,720 $1.0M No change
JNJ Johnson & Johnson 0.04% 6,823 $997K Add +61.5%
NICE Nice Ltd. - Spon ADR 0.04% 5,613 $965K New
NKE Nike Inc. Class B 0.04% 12,104 $912K Add +4.3%
JPM JPMorgan Chase & Co. 0.04% 4,502 $911K Add +249.3%
WDAY Workday Inc. Class A 0.04% 4,048 $905K No change
CVX Chevron Corp. 0.03% 5,440 $851K Add +21.9%
PRGO Perrigo Co. PLC 0.03% 32,236 $828K New
VGK Vanguard Ftse Europe ETF 0.03% 12,369 $826K Reduce -5.3%
FTNT Fortinet Inc. 0.03% 13,693 $825K No change
FIS Fidelity National Info Serv 0.03% 10,758 $811K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 19,772 $786K Add +79.1%
CSTE Caesarstone Ltd. 0.03% 156,361 $782K No change
CMG Chipotle Mexican Grill Inc. 0.03% 12,400 $777K New
LIN Linde PLC 0.03% 1,650 $725K Add +54.2%
CHKP Check Point Software Tech 0.03% 4,223 $697K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.03% 5,762 $613K No change
BP BP PLC-Spons ADR 0.03% 16,947 $612K No change
BRK.A Berkshire Hathaway Inc. Class A 0.03% 1 $612K No change
PYPL PayPal Holdings Inc. 0.03% 10,539 $612K Reduce -24.5%
ACWI iShares MSCI Acwi ETF 0.02% 5,330 $599K Add +4.5%
SE Sea Ltd.-ADR 0.02% 8,331 $595K No change
TARO Taro Pharmaceutical Indus 0.02% 13,557 $583K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 4,004 $571K No change
MCD McDonald's Corp. 0.02% 2,127 $542K Add +15.8%
VHT Vanguard Health Care ETF 0.02% 1,980 $527K No change
XOM Exxon Mobil Corp. 0.02% 4,542 $523K New
ABBV Abbvie Inc. 0.02% 2,987 $512K New
LHX L3HARRIS Technologies Inc. 0.02% 2,126 $478K Add +112.6%

Show all 130 holdings

Portfolio Sells Q1 2024 → Q2 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.7% 29.62% −1.43
VOO Vanguard S&P 500 ETF Reduce -2.1% 18.44% −0.76
NGMS Neogames SA Sold out 0.00% −0.13
BIZD Vaneck BDC Income ETF Sold out 0.00% −0.11
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.08
IWM iShares Russell 2000 ETF Reduce -0.0% 0.82% −0.08
ASHR Xtrackers Harvest Csi 300 CH Reduce -2.8% 0.35% −0.04
SBUX Starbucks Corp. Sold out 0.00% −0.04
PYPL PayPal Holdings Inc. Reduce -24.5% 0.03% −0.02
BA The Boeing Co. Reduce -49.3% 0.01% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.7% 0.27% −0.01
VGK Vanguard Ftse Europe ETF Reduce -5.3% 0.03% −0.00
HON Honeywell International Inc. Reduce -29.0% 0.01% −0.00
XLP SS Consumer Staples Sel Sect Reduce -10.5% 0.01% −0.00
WFC Wells Fargo & Co. Reduce -0.6% 0.04% −0.00
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.2% 1.45% +0.03
WIX Wix.com Ltd. Reduce -3.7% 1.87% +0.09
NVDA Nvidia Corp. Reduce -4.1% 1.20% +0.23

Portfolio Buys Q1 2024 → Q2 2024
QQQ Invesco QQQ Trust Series 1 Add +3.5% 19.78% +0.98
AAPL Apple Inc. Add +56.0% 0.65% +0.29
FVRR Fiverr International Ltd. Add +54.0% 0.39% +0.15
AVGO Broadcom Inc. Add +74.4% 0.27% +0.13
GOOG Alphabet Inc. Class C Add +1.6% 0.76% +0.10
MSFT Microsoft Corp. Add +11.9% 0.92% +0.10
SOXX iShares Semiconductor ETF Add +8.0% 0.73% +0.07
EMXC iShares MSCI Emr MRK Ex Chna New 0.06% +0.06
XLC SS Comm Select Sector SPDR Add +71.7% 0.14% +0.06
XLK SS Technology Select Sector Add +123.6% 0.10% +0.06
META Meta Platforms Inc. Class A Add +16.5% 0.44% +0.05
LLY Eli Lilly & Co. Add +255.5% 0.06% +0.04
ORCL Oracle Corp. Add +20.6% 0.20% +0.04
NICE Nice Ltd. - Spon ADR New 0.04% +0.04
RSP Invesco S&P 500 Equal Weight Add +224.3% 0.06% +0.04
PRGO Perrigo Co. PLC New 0.03% +0.03
CMG Chipotle Mexican Grill Inc. New 0.03% +0.03
COST Costco Wholesale Corp. Add +10.5% 0.18% +0.03
V Visa Inc. Class A Add +177.0% 0.05% +0.03
JPM JPMorgan Chase & Co. Add +249.3% 0.04% +0.03
GOOGL Alphabet Inc. Class A Add +91.9% 0.05% +0.03
WMT Walmart Inc. Add +87.2% 0.05% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +26.9% 0.18% +0.03
AMZN Amazon.com Inc. Add +3.9% 0.52% +0.02
XOM Exxon Mobil Corp. New 0.02% +0.02
ABBV Abbvie Inc. New 0.02% +0.02
GE General Electric New 0.02% +0.02
NEE Nextera Energy Inc. Add +16.2% 0.11% +0.02
UNH Unitedhealth Group Inc. Add +83.5% 0.04% +0.02
CAT Caterpillar Inc. New 0.02% +0.02
AMD Advanced Micro Devices Add +57.3% 0.07% +0.02
TSLA Tesla Inc. New 0.02% +0.02
UBER Uber Technologies Inc. New 0.02% +0.02
NFLX Netflix Inc. New 0.02% +0.02
KO The Coca-Cola Co. New 0.02% +0.02
RTX RTX Corp. New 0.01% +0.01
MELI MercadoLibre Inc. Add +27.1% 0.06% +0.01
PG The Procter & Gamble Co. Add +26.8% 0.08% +0.01
MRK Merck & Co. Inc. Add +71.9% 0.04% +0.01
BAC Bank of America Corp. Add +79.1% 0.03% +0.01
XLRE SS Real Estate Select Sector New 0.01% +0.01
AAXJ iShares MSCI All Country Asi Add +0.4% 2.28% +0.01
ISRA Vaneck Israel ETF New 0.01% +0.01
JNJ Johnson & Johnson Add +61.5% 0.04% +0.01
QQQM Invesco Nasdaq 100 ETF New 0.01% +0.01
ZTO EXPRESS KY INC (ZTO 1.5 09/01/27) New 0.01% +0.01
LHX L3HARRIS Technologies Inc. Add +112.6% 0.02% +0.01
DIS The Walt Disney Co. New 0.01% +0.01
SO The Southern Co. New 0.01% +0.01
BKNG Booking Holdings Inc. New 0.01% +0.01

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