Analyst IMS Investment Management Services Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Analyst IMS Investment Management Services Ltd. reported 135 stock positions worth $2.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 29.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.3%) and Vanguard S&P 500 ETF (VOO, 17.8%). Compared with Q2 2024, it opened 12 new positions, sold out of 7, added to 44 and reduced 26. The biggest buy was SS Comm Select Sector SPDR (XLC, shares +243%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$2.6B (Q3 2024)
SEC Filing
0001178913-24-003569 ↗ filed Nov 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 Q2 2024 Q3 2024: $2.6B $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 135 stocks · $2.6B
SPY SS SPDR S&P 500 ETF Trust-US 29.78% 1,351,252 $775.3M Add +1.9%
QQQ Invesco QQQ Trust Series 1 19.32% 1,030,456 $502.9M Add +2.5%
VOO Vanguard S&P 500 ETF 17.82% 879,404 $464.0M Reduce -2.1%
IVV iShares Core S&P 500 ETF 8.17% 368,902 $212.8M Reduce -9.0%
AAXJ iShares MSCI All Country Asi 2.32% 770,783 $60.5M Reduce -0.2%
WIX Wix.com Ltd. 1.84% 287,059 $48.0M No change
ONEQ Fidelity Nasdaq Comp Indx 1.39% 504,046 $36.1M No change
NVDA Nvidia Corp. 1.18% 253,687 $30.8M Add +7.6%
MCHI iShares MSCI China ETF 0.97% 496,364 $25.3M Reduce -0.0%
SOXX iShares Semiconductor ETF 0.97% 109,408 $25.2M Add +51.2%
SPG Simon Property Group Inc. 0.94% 145,006 $24.5M Reduce -0.3%
MSFT Microsoft Corp. 0.93% 56,554 $24.3M Add +13.2%
IWM iShares Russell 2000 ETF 0.84% 98,846 $21.8M Add +0.1%
ARE Alexandria Real Estate Equit 0.82% 179,958 $21.4M Add +5.7%
AAPL Apple Inc. 0.76% 84,547 $19.7M Add +13.0%
BXP BXP Inc. 0.70% 226,836 $18.3M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.67% 104,721 $17.5M Add +3.9%
XLV SS Health Care Select Sector 0.59% 100,219 $15.4M Reduce -0.8%
META Meta Platforms Inc. Class A 0.52% 23,583 $13.5M Add +9.8%
AMZN Amazon.com Inc. 0.49% 68,867 $12.8M Add +5.3%
XLC SS Comm Select Sector SPDR 0.46% 132,451 $12.0M Add +243.4%
FVRR Fiverr International Ltd. 0.40% 402,807 $10.4M No change
ASHR Xtrackers Harvest Csi 300 CH 0.40% 360,155 $10.3M No change
ITRN Ituran Location and Control 0.36% 357,443 $9.5M Reduce -3.1%
AVGO Broadcom Inc. 0.34% 51,358 $8.9M Add +26.3%
ADBE Adobe Inc. 0.30% 15,004 $7.8M No change
VWO Vanguard Ftse Emerging Marke 0.28% 150,070 $7.2M Reduce -0.0%
MA Mastercard Inc. Class A 0.27% 14,280 $7.1M Add +8.0%
ORCL Oracle Corp. 0.27% 40,823 $7.0M Add +19.7%
XLK SS Technology Select Sector 0.26% 29,666 $6.7M Add +179.3%
COST Costco Wholesale Corp. 0.23% 6,862 $6.1M Add +30.7%
KIM Kimco Realty Corp. 0.23% 257,692 $6.0M Reduce -0.5%
EEM iShares MSCI Emerging Market 0.22% 124,599 $5.7M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.19% 11,018 $5.1M Reduce -0.3%
IBB iShares Biotechnology ETF 0.19% 33,758 $4.9M No change
AMAT Applied Materials Inc. 0.17% 21,599 $4.4M No change
BABA Alibaba Group Holding-SP ADR 0.16% 40,305 $4.3M No change
WMT Walmart Inc. 0.15% 47,774 $3.9M Add +157.2%
PG The Procter & Gamble Co. 0.14% 20,499 $3.5M Add +71.3%
SLG SL Green Realty Corp. 0.14% 50,820 $3.5M Reduce -0.5%
NEE Nextera Energy Inc. 0.11% 35,285 $3.0M Reduce -6.3%
PEP Pepsico Inc. 0.10% 15,996 $2.7M Add +45.4%
RSP Invesco S&P 500 Equal Weight 0.10% 14,780 $2.6M Add +73.3%
PANW Palo Alto Networks Inc. 0.10% 7,730 $2.6M No change
TMUS T-Mobile US Inc. 0.10% 12,089 $2.5M Add +8.9%
XLI SS Industrial Select Sector 0.09% 18,200 $2.5M No change
TSM Taiwan Semiconductor-SP ADR 0.09% 13,754 $2.4M No change
CGNT Cognyte Software Ltd. 0.09% 351,521 $2.4M No change
LLY Eli Lilly & Co. 0.09% 2,674 $2.4M Add +68.3%
ASML ASML Holding NV-NY Reg SHS 0.09% 2,812 $2.3M No change
FISV Fiserv Inc. 0.09% 12,770 $2.3M No change
TCOM Trip.com Group Ltd.-ADR 0.08% 36,900 $2.2M No change
EMXC iShares MSCI Emr MRK Ex Chna 0.08% 33,130 $2.0M Add +30.0%
TT Trane Technologies PLC 0.08% 5,169 $2.0M No change
CVX Chevron Corp. 0.08% 13,318 $2.0M Add +144.8%
MELI MercadoLibre Inc. 0.07% 937 $1.9M No change
SAP Sap SE-Sponsored ADR 0.07% 8,150 $1.9M New
UNH Unitedhealth Group Inc. 0.07% 3,120 $1.8M Add +51.3%
V Visa Inc. Class A 0.07% 6,455 $1.8M Add +52.5%
AMD Advanced Micro Devices 0.07% 10,542 $1.7M No change
UNP Union Pacific Corp. 0.06% 6,751 $1.7M Reduce -1.9%
JPM JPMorgan Chase & Co. 0.06% 7,715 $1.6M Add +71.4%
GOOGL Alphabet Inc. Class A 0.06% 9,520 $1.6M Add +51.0%
JNJ Johnson & Johnson 0.06% 9,573 $1.6M Add +40.3%
KO The Coca-Cola Co. 0.06% 21,497 $1.5M Add +269.2%
C Citigroup Inc. 0.06% 24,653 $1.5M No change
REGN Regeneron Pharmaceuticals 0.06% 1,425 $1.5M No change
CIEN Ciena Corp. 0.06% 24,232 $1.5M No change
QCOM Qualcomm Inc. 0.05% 7,816 $1.3M No change
MRK Merck & Co. Inc. 0.05% 10,997 $1.2M Add +35.8%
VTWO Vanguard Russell 2000 ETF 0.05% 13,500 $1.2M No change
CMCSA Comcast Corp. Class A 0.04% 27,376 $1.1M No change
VGK Vanguard Ftse Europe ETF 0.04% 15,986 $1.1M Add +29.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 28,552 $1.1M Add +44.4%
PYPL PayPal Holdings Inc. 0.04% 13,964 $1.1M Add +32.5%
FTNT Fortinet Inc. 0.04% 13,693 $1.1M No change
TSLA Tesla Inc. 0.04% 3,977 $1.0M Add +84.5%
WDAY Workday Inc. Class A 0.04% 4,048 $989K No change
ABBV Abbvie Inc. 0.04% 5,005 $988K Add +67.6%
ELV Elevance Health Inc. 0.04% 1,894 $985K No change
NKE Nike Inc. Class B 0.04% 11,084 $979K Reduce -8.4%
QQQM Invesco Nasdaq 100 ETF 0.04% 4,820 $968K Add +270.8%
NICE Nice Ltd. - Spon ADR 0.04% 5,337 $927K Reduce -4.9%
FIS Fidelity National Info Serv 0.03% 10,758 $901K No change
NXPI NXP Semiconductors NV 0.03% 3,720 $893K No change
PRGO Perrigo Co. PLC 0.03% 32,236 $846K No change
XOM Exxon Mobil Corp. 0.03% 7,050 $826K Add +55.2%
CHKP Check Point Software Tech 0.03% 4,223 $814K No change
HD Home Depot Inc. 0.03% 1,955 $792K Add +41.0%
LIN Linde PLC 0.03% 1,650 $787K No change
SE Sea Ltd.-ADR 0.03% 8,331 $785K No change
MCD McDonald's Corp. 0.03% 2,535 $772K Add +19.2%
NFLX Netflix Inc. 0.03% 1,070 $759K Add +83.5%
WFC Wells Fargo & Co. 0.03% 13,439 $759K Reduce -26.3%
CMG Chipotle Mexican Grill Inc. 0.03% 12,400 $714K No change
CSTE Caesarstone Ltd. 0.03% 156,361 $713K No change
BRK.A Berkshire Hathaway Inc. Class A 0.03% 1 $691K No change
AMGN Amgen Inc. 0.03% 2,050 $661K New
AZN Astrazeneca PLC-Spons ADR 0.02% 7,900 $615K New
ONON On Holding AG Class A filed as ON HLDG AG 0.02% 11,440 $574K New

Show all 135 holdings

Portfolio Sells Q2 2024 → Q3 2024
IVV iShares Core S&P 500 ETF Reduce -9.0% 8.17% −0.94
VOO Vanguard S&P 500 ETF Reduce -2.1% 17.82% −0.62
KSPI JSC Kaspi.kz ADR Sold out 0.00% −0.11
INTU Intuit Inc. Sold out 0.00% −0.09
EL Estee Lauder Companies Class A Sold out 0.00% −0.03
TARO Taro Pharmaceutical Indus Sold out 0.00% −0.02
WFC Wells Fargo & Co. Reduce -26.3% 0.03% −0.02
XLV SS Health Care Select Sector Reduce -0.8% 0.59% −0.01
ZTO EXPRESS KY INC (ZTO 1.5 09/01/27) Sold out 0.00% −0.01
DIS The Walt Disney Co. Sold out 0.00% −0.01
ITRN Ituran Location and Control Reduce -3.1% 0.36% −0.01
HON Honeywell International Inc. Sold out 0.00% −0.01
ACWI iShares MSCI Acwi ETF Reduce -33.3% 0.02% −0.01
NICE Nice Ltd. - Spon ADR Reduce -4.9% 0.04% −0.00
UBER Uber Technologies Inc. Reduce -7.3% 0.02% −0.00
EEM iShares MSCI Emerging Market Reduce -0.8% 0.22% −0.00
DUK Duke Energy Corp. Reduce -7.7% 0.01% −0.00
XLP SS Consumer Staples Sel Sect Reduce -1.1% 0.01% 0.00
UNP Union Pacific Corp. Reduce -1.9% 0.06% 0.00
CAT Caterpillar Inc. Reduce -8.6% 0.02% +0.00
ISRA Vaneck Israel ETF Reduce -1.2% 0.01% +0.00
NKE Nike Inc. Class B Reduce -8.4% 0.04% +0.00
GE General Electric Reduce -8.7% 0.02% +0.00
RTX RTX Corp. Reduce -7.7% 0.02% +0.00
NEE Nextera Energy Inc. Reduce -6.3% 0.11% +0.01
VWO Vanguard Ftse Emerging Marke Reduce -0.0% 0.28% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 0.19% +0.01
SLG SL Green Realty Corp. Reduce -0.5% 0.14% +0.02
KIM Kimco Realty Corp. Reduce -0.5% 0.23% +0.02
SPG Simon Property Group Inc. Reduce -0.3% 0.94% +0.03
AAXJ iShares MSCI All Country Asi Reduce -0.2% 2.32% +0.04
MCHI iShares MSCI China ETF Reduce -0.0% 0.97% +0.11
BXP BXP Inc. Reduce -0.1% 0.70% +0.13

Portfolio Buys Q2 2024 → Q3 2024
XLC SS Comm Select Sector SPDR Add +243.4% 0.46% +0.32
SOXX iShares Semiconductor ETF Add +51.2% 0.97% +0.24
SPY SS SPDR S&P 500 ETF Trust-US Add +1.9% 29.78% +0.16
XLK SS Technology Select Sector Add +179.3% 0.26% +0.16
AAPL Apple Inc. Add +13.0% 0.76% +0.11
WMT Walmart Inc. Add +157.2% 0.15% +0.10
META Meta Platforms Inc. Class A Add +9.8% 0.52% +0.07
AVGO Broadcom Inc. Add +26.3% 0.34% +0.07
SAP Sap SE-Sponsored ADR New 0.07% +0.07
ORCL Oracle Corp. Add +19.7% 0.27% +0.07
PG The Procter & Gamble Co. Add +71.3% 0.14% +0.06
COST Costco Wholesale Corp. Add +30.7% 0.23% +0.05
RSP Invesco S&P 500 Equal Weight Add +73.3% 0.10% +0.04
KO The Coca-Cola Co. Add +269.2% 0.06% +0.04
CVX Chevron Corp. Add +144.8% 0.08% +0.04
LLY Eli Lilly & Co. Add +68.3% 0.09% +0.03
MA Mastercard Inc. Class A Add +8.0% 0.27% +0.03
PEP Pepsico Inc. Add +45.4% 0.10% +0.03
UNH Unitedhealth Group Inc. Add +51.3% 0.07% +0.03
QQQM Invesco Nasdaq 100 ETF Add +270.8% 0.04% +0.03
AMGN Amgen Inc. New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +71.4% 0.06% +0.03
AZN Astrazeneca PLC-Spons ADR New 0.02% +0.02
V Visa Inc. Class A Add +52.5% 0.07% +0.02
TSLA Tesla Inc. Add +84.5% 0.04% +0.02
ONON On Holding AG Class A New 0.02% +0.02
JNJ Johnson & Johnson Add +40.3% 0.06% +0.02
SHW The Sherwin-Williams Co. New 0.02% +0.02
MSFT Microsoft Corp. Add +13.2% 0.93% +0.02
ABBV Abbvie Inc. Add +67.6% 0.04% +0.02
PYPL PayPal Holdings Inc. Add +32.5% 0.04% +0.02
EMXC iShares MSCI Emr MRK Ex Chna Add +30.0% 0.08% +0.02
IWM iShares Russell 2000 ETF Add +0.1% 0.84% +0.02
CEG Constellation Energy New 0.02% +0.02
TMUS T-Mobile US Inc. Add +8.9% 0.10% +0.02
LOW Lowe's Cos Inc. New 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +51.0% 0.06% +0.01
NFLX Netflix Inc. Add +83.5% 0.03% +0.01
COP Conocophillips New 0.01% +0.01
SNY Sanofi-ADR New 0.01% +0.01
SLB SLB Ltd. New 0.01% +0.01
BAC Bank of America Corp. Add +44.4% 0.04% +0.01
HD Home Depot Inc. Add +41.0% 0.03% +0.01
XOM Exxon Mobil Corp. Add +55.2% 0.03% +0.01
VGK Vanguard Ftse Europe ETF Add +29.2% 0.04% +0.01
SO The Southern Co. Add +84.5% 0.02% +0.01
VZ Verizon Communications Inc. New 0.01% +0.01
PLD Prologis Inc. Add +78.1% 0.02% +0.01
EQIX Equinix Inc. New 0.01% +0.01
MCD McDonald's Corp. Add +19.2% 0.03% +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