Analyst IMS Investment Management Services Ltd.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Analyst IMS Investment Management Services Ltd. reported 129 stock positions worth $2.7 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 28.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.4%) and Vanguard S&P 500 ETF (VOO, 17.3%). Compared with Q3 2024, it opened 1 new position, sold out of 7, added to 46 and reduced 26. The biggest buy was Alexandria Real Estate Equit (ARE, shares +170%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$2.7B (Q4 2024)
SEC Filing
0001178913-25-000375 ↗ filed Feb 10, 2025

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 Q3 2024 Q4 2024: $2.7B $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 129 stocks · $2.7B
SPY SS SPDR S&P 500 ETF Trust-US 28.82% 1,343,814 $787.6M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 19.37% 1,035,138 $529.2M Add +0.5%
VOO Vanguard S&P 500 ETF 17.31% 877,848 $473.0M Reduce -0.2%
IVV iShares Core S&P 500 ETF 7.95% 368,902 $217.2M No change
WIX Wix.com Ltd. 2.23% 284,094 $61.0M Reduce -1.0%
AAXJ iShares MSCI All Country Asi 2.03% 769,872 $55.6M Reduce -0.1%
ARE Alexandria Real Estate Equit 1.74% 486,103 $47.4M Add +170.1%
ONEQ Fidelity Nasdaq Comp Indx 1.40% 503,611 $38.3M Reduce -0.1%
NVDA Nvidia Corp. 1.27% 258,055 $34.7M Add +1.7%
MSFT Microsoft Corp. 0.92% 59,848 $25.2M Add +5.8%
SOXX iShares Semiconductor ETF 0.92% 116,475 $25.1M Add +6.5%
SPG Simon Property Group Inc. 0.91% 143,914 $24.8M Reduce -0.8%
MCHI iShares MSCI China ETF 0.85% 493,515 $23.1M Reduce -0.6%
AAPL Apple Inc. 0.80% 87,655 $21.9M Add +3.7%
IWM iShares Russell 2000 ETF 0.79% 97,879 $21.6M Reduce -1.0%
AMZN Amazon.com Inc. 0.76% 94,189 $20.7M Add +36.8%
GOOG Alphabet Inc. Class C 0.74% 105,959 $20.2M Add +1.2%
BXP BXP Inc. 0.62% 226,911 $16.9M Add +0.0%
META Meta Platforms Inc. Class A 0.53% 24,520 $14.4M Add +4.0%
XLV SS Health Care Select Sector 0.50% 100,250 $13.8M Add +0.0%
AVGO Broadcom Inc. 0.49% 57,842 $13.4M Add +12.6%
FVRR Fiverr International Ltd. 0.47% 402,807 $12.8M No change
XLC SS Comm Select Sector SPDR 0.46% 129,432 $12.5M Reduce -2.3%
ITRN Ituran Location and Control 0.41% 356,956 $11.1M Reduce -0.1%
ASHR Xtrackers Harvest Csi 300 CH 0.34% 354,855 $9.4M Reduce -1.5%
MA Mastercard Inc. Class A 0.28% 14,688 $7.7M Add +2.9%
QQQM Invesco Nasdaq 100 ETF 0.28% 36,458 $7.7M Add +656.4%
TSLA Tesla Inc. 0.28% 18,843 $7.6M Add +373.8%
ORCL Oracle Corp. 0.27% 44,059 $7.3M Add +7.9%
XLK SS Technology Select Sector 0.26% 30,779 $7.2M Add +3.8%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 15,021 $6.8M Add +36.3%
COST Costco Wholesale Corp. 0.25% 7,366 $6.7M Add +7.3%
ADBE Adobe Inc. 0.24% 15,004 $6.7M No change
VWO Vanguard Ftse Emerging Marke 0.24% 148,723 $6.5M Reduce -0.9%
KIM Kimco Realty Corp. 0.22% 257,692 $6.0M No change
EEM iShares MSCI Emerging Market 0.19% 124,217 $5.2M Reduce -0.3%
WMT Walmart Inc. 0.19% 56,940 $5.1M Add +19.2%
IBB iShares Biotechnology ETF 0.16% 33,758 $4.5M No change
PG The Procter & Gamble Co. 0.14% 23,211 $3.9M Add +13.2%
AMAT Applied Materials Inc. 0.13% 21,599 $3.5M No change
SLG SL Green Realty Corp. 0.13% 50,820 $3.5M No change
BABA Alibaba Group Holding-SP ADR 0.13% 40,305 $3.4M No change
TMUS T-Mobile US Inc. 0.11% 14,191 $3.1M Add +17.4%
CGNT Cognyte Software Ltd. 0.11% 351,521 $3.0M No change
PANW Palo Alto Networks Inc. 0.10% 15,460 $2.8M No change
NEE Nextera Energy Inc. 0.10% 39,024 $2.8M Add +10.6%
TSM Taiwan Semiconductor-SP ADR 0.10% 13,754 $2.7M No change
PEP Pepsico Inc. 0.10% 17,553 $2.7M Add +9.7%
HD Home Depot Inc. 0.10% 6,803 $2.6M Add +248.0%
FISV Fiserv Inc. 0.10% 12,770 $2.6M No change
RSP Invesco S&P 500 Equal Weight 0.09% 14,780 $2.6M No change
TCOM Trip.com Group Ltd.-ADR 0.09% 36,900 $2.5M No change
GOOGL Alphabet Inc. Class A 0.09% 13,125 $2.5M Add +37.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.09% 43,530 $2.4M Add +31.4%
XLI SS Industrial Select Sector 0.09% 18,200 $2.4M No change
V Visa Inc. Class A 0.09% 7,532 $2.4M Add +16.7%
JPM JPMorgan Chase & Co. 0.08% 9,247 $2.2M Add +19.9%
CIEN Ciena Corp. 0.08% 24,232 $2.1M No change
SAP Sap SE-Sponsored ADR 0.07% 8,150 $2.0M No change
INTU Intuit Inc. 0.07% 3,191 $2.0M New
ONON On Holding AG Class A filed as ON HLDG AG 0.07% 35,640 $2.0M Add +211.5%
ASML ASML Holding NV-NY Reg SHS 0.07% 2,812 $1.9M No change
TT Trane Technologies PLC 0.07% 5,169 $1.9M No change
QCOM Qualcomm Inc. 0.07% 12,416 $1.9M Add +58.9%
MCD McDonald's Corp. 0.06% 6,031 $1.7M Add +137.9%
C Citigroup Inc. 0.06% 24,653 $1.7M No change
KO The Coca-Cola Co. 0.06% 26,399 $1.6M Add +22.8%
MELI MercadoLibre Inc. 0.06% 937 $1.6M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 32,710 $1.4M Add +14.6%
LLY Eli Lilly & Co. 0.05% 1,758 $1.4M Reduce -34.3%
FTNT Fortinet Inc. 0.05% 13,693 $1.3M No change
AMD Advanced Micro Devices 0.05% 10,542 $1.3M No change
BKNG Booking Holdings Inc. 0.05% 256 $1.3M Add +374.1%
CEG Constellation Energy 0.04% 5,452 $1.2M Add +249.5%
VTWO Vanguard Russell 2000 ETF 0.04% 13,500 $1.2M No change
PYPL PayPal Holdings Inc. 0.04% 13,964 $1.2M No change
NFLX Netflix Inc. 0.04% 1,310 $1.2M Add +22.4%
UNH Unitedhealth Group Inc. 0.04% 2,226 $1.1M Reduce -28.6%
JNJ Johnson & Johnson 0.04% 7,259 $1.1M Reduce -24.2%
WDAY Workday Inc. Class A 0.04% 4,048 $1.0M No change
CMCSA Comcast Corp. Class A 0.04% 27,376 $1.0M No change
REGN Regeneron Pharmaceuticals 0.04% 1,425 $1.0M No change
UNP Union Pacific Corp. 0.04% 4,428 $1.0M Reduce -34.4%
CVX Chevron Corp. 0.04% 6,948 $1.0M Reduce -47.8%
WFC Wells Fargo & Co. 0.03% 13,439 $944K No change
VGK Vanguard Ftse Europe ETF 0.03% 14,639 $929K Reduce -8.4%
NICE Nice Ltd. - Spon ADR 0.03% 5,337 $906K No change
XOM Exxon Mobil Corp. 0.03% 8,243 $887K Add +16.9%
SE Sea Ltd.-ADR 0.03% 8,331 $884K No change
FIS Fidelity National Info Serv 0.03% 10,758 $869K No change
MRK Merck & Co. Inc. 0.03% 8,550 $850K Reduce -22.3%
PRGO Perrigo Co. PLC 0.03% 32,236 $829K No change
CHKP Check Point Software Tech 0.03% 4,223 $788K No change
NXPI NXP Semiconductors NV 0.03% 3,720 $773K No change
CMG Chipotle Mexican Grill Inc. 0.03% 12,400 $748K No change
ELV Elevance Health Inc. 0.03% 1,894 $699K No change
LIN Linde PLC 0.03% 1,650 $691K No change
BRK.A Berkshire Hathaway Inc. Class A 0.02% 1 $681K No change
CSTE Caesarstone Ltd. 0.02% 156,361 $664K No change
NKE Nike Inc. Class B 0.02% 8,534 $646K Reduce -23.0%
ABBV Abbvie Inc. 0.02% 3,308 $588K Reduce -33.9%
GE General Electric filed as GE AEROSPACE 0.02% 3,316 $553K Add +22.6%
CAT Caterpillar Inc. 0.02% 1,479 $537K Add +22.3%
AMGN Amgen Inc. 0.02% 2,050 $534K No change
AZN Astrazeneca PLC-Spons ADR 0.02% 7,900 $518K No change
NOC Northrop Grumman Corp. 0.02% 1,071 $503K No change
VHT Vanguard Health Care ETF 0.02% 1,980 $502K No change
BP BP PLC-Spons ADR 0.02% 16,947 $501K No change
RTX RTX Corp. 0.02% 4,079 $472K Add +23.0%
PLD Prologis Inc. 0.02% 4,368 $462K Add +13.8%
LHX L3HARRIS Technologies Inc. 0.02% 2,126 $447K No change
XLF SS Financial Select Sector 0.02% 9,196 $444K Reduce -1.4%
ACWI iShares MSCI Acwi ETF 0.02% 3,560 $418K Add +0.1%
UBER Uber Technologies Inc. 0.01% 6,452 $389K Add +23.1%
XLRE SS Real Estate Select Sector 0.01% 8,579 $349K No change
ISRA Vaneck Israel ETF 0.01% 7,881 $343K Reduce -3.4%
SILC Silicom Ltd. 0.01% 20,680 $337K No change
SCHX Schwab US Large-Cap ETF 0.01% 12,600 $292K No change
FTV Fortive Corp. 0.01% 3,800 $285K No change
EQIX Equinix Inc. 0.01% 296 $279K Add +24.9%
SO The Southern Co. 0.01% 3,357 $276K Reduce -38.5%
NVS Novartis AG-Sponsored ADR 0.01% 2,781 $271K No change
BA The Boeing Co. 0.01% 1,461 $259K No change
DUK Duke Energy Corp. 0.01% 2,367 $255K Add +22.9%
SNY Sanofi-ADR 0.01% 5,208 $251K No change
XLP SS Consumer Staples Sel Sect 0.01% 2,993 $235K Reduce -1.8%
BIIB Biogen Inc. 0.01% 1,527 $234K No change
EQNR Equinor ASA-Spon ADR 0.01% 9,020 $214K No change
PLUG Plug Power Inc. 0.00% 11,345 $24K No change

Portfolio Sells Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 28.82% −0.96
VOO Vanguard S&P 500 ETF Reduce -0.2% 17.31% −0.51
AAXJ iShares MSCI All Country Asi Reduce -0.1% 2.03% −0.29
MCHI iShares MSCI China ETF Reduce -0.6% 0.85% −0.12
ASHR Xtrackers Harvest Csi 300 CH Reduce -1.5% 0.34% −0.05
IWM iShares Russell 2000 ETF Reduce -1.0% 0.79% −0.05
LLY Eli Lilly & Co. Reduce -34.3% 0.05% −0.04
CVX Chevron Corp. Reduce -47.8% 0.04% −0.04
VWO Vanguard Ftse Emerging Marke Reduce -0.9% 0.24% −0.04
SPG Simon Property Group Inc. Reduce -0.8% 0.91% −0.03
EEM iShares MSCI Emerging Market Reduce -0.3% 0.19% −0.03
UNH Unitedhealth Group Inc. Reduce -28.6% 0.04% −0.03
UNP Union Pacific Corp. Reduce -34.4% 0.04% −0.03
JNJ Johnson & Johnson Reduce -24.2% 0.04% −0.02
SHW The Sherwin-Williams Co. Sold out 0.00% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
MRK Merck & Co. Inc. Reduce -22.3% 0.03% −0.02
ABBV Abbvie Inc. Reduce -33.9% 0.02% −0.02
LOW Lowe's Cos Inc. Sold out 0.00% −0.01
NKE Nike Inc. Class B Reduce -23.0% 0.02% −0.01
COP Conocophillips Sold out 0.00% −0.01
SLB SLB Ltd. Sold out 0.00% −0.01
VGK Vanguard Ftse Europe ETF Reduce -8.4% 0.03% −0.01
VZ Verizon Communications Inc. Sold out 0.00% −0.01
SO The Southern Co. Reduce -38.5% 0.01% −0.01
PFE Pfizer Inc. Sold out 0.00% −0.01
XLC SS Comm Select Sector SPDR Reduce -2.3% 0.46% −0.00
XLP SS Consumer Staples Sel Sect Reduce -1.8% 0.01% −0.00
XLF SS Financial Select Sector Reduce -1.4% 0.02% 0.00
ISRA Vaneck Israel ETF Reduce -3.4% 0.01% +0.00
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.1% 1.40% +0.02
ITRN Ituran Location and Control Reduce -0.1% 0.41% +0.04
WIX Wix.com Ltd. Reduce -1.0% 2.23% +0.39

Portfolio Buys Q3 2024 → Q4 2024
ARE Alexandria Real Estate Equit Add +170.1% 1.74% +0.91
AMZN Amazon.com Inc. Add +36.8% 0.76% +0.26
QQQM Invesco Nasdaq 100 ETF Add +656.4% 0.28% +0.24
TSLA Tesla Inc. Add +373.8% 0.28% +0.24
AVGO Broadcom Inc. Add +12.6% 0.49% +0.15
NVDA Nvidia Corp. Add +1.7% 1.27% +0.08
INTU Intuit Inc. New 0.07% +0.07
HD Home Depot Inc. Add +248.0% 0.10% +0.07
GOOG Alphabet Inc. Class C Add +1.2% 0.74% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +36.3% 0.25% +0.05
ONON On Holding AG Class A Add +211.5% 0.07% +0.05
QQQ Invesco QQQ Trust Series 1 Add +0.5% 19.37% +0.05
AAPL Apple Inc. Add +3.7% 0.80% +0.05
WMT Walmart Inc. Add +19.2% 0.19% +0.04
BKNG Booking Holdings Inc. Add +374.1% 0.05% +0.04
MCD McDonald's Corp. Add +137.9% 0.06% +0.03
GOOGL Alphabet Inc. Class A Add +37.9% 0.09% +0.03
CEG Constellation Energy Add +249.5% 0.04% +0.03
V Visa Inc. Class A Add +16.7% 0.09% +0.02
TMUS T-Mobile US Inc. Add +17.4% 0.11% +0.02
QCOM Qualcomm Inc. Add +58.9% 0.07% +0.02
JPM JPMorgan Chase & Co. Add +19.9% 0.08% +0.02
NFLX Netflix Inc. Add +22.4% 0.04% +0.01
COST Costco Wholesale Corp. Add +7.3% 0.25% +0.01
MA Mastercard Inc. Class A Add +2.9% 0.28% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Add +31.4% 0.09% +0.01
BAC Bank of America Corp. Add +14.6% 0.05% +0.01
META Meta Platforms Inc. Class A Add +4.0% 0.53% +0.01
PG The Procter & Gamble Co. Add +13.2% 0.14% +0.01
XLK SS Technology Select Sector Add +3.8% 0.26% +0.00
EQIX Equinix Inc. Add +24.9% 0.01% +0.00
RTX RTX Corp. Add +23.0% 0.02% +0.00
CAT Caterpillar Inc. Add +22.3% 0.02% +0.00
ORCL Oracle Corp. Add +7.9% 0.27% +0.00
KO The Coca-Cola Co. Add +22.8% 0.06% +0.00
DUK Duke Energy Corp. Add +22.9% 0.01% +0.00
XOM Exxon Mobil Corp. Add +16.9% 0.03% +0.00
GE General Electric Add +22.6% 0.02% +0.00
UBER Uber Technologies Inc. Add +23.1% 0.01% −0.00
ACWI iShares MSCI Acwi ETF Add +0.1% 0.02% −0.00
PLD Prologis Inc. Add +13.8% 0.02% −0.00
PEP Pepsico Inc. Add +9.7% 0.10% −0.01
MSFT Microsoft Corp. Add +5.8% 0.92% −0.01
NEE Nextera Energy Inc. Add +10.6% 0.10% −0.01
SOXX iShares Semiconductor ETF Add +6.5% 0.92% −0.05
BXP BXP Inc. Add +0.0% 0.62% −0.08
XLV SS Health Care Select Sector Add +0.0% 0.50% −0.09

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