Analyst IMS Investment Management Services Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Analyst IMS Investment Management Services Ltd. reported 133 stock positions worth $2.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 28.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 19.2%) and Vanguard S&P 500 ETF (VOO, 17.4%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 23 and reduced 43. The biggest buy was a new position in Lemonade (LMND) and the biggest sale Nvidia (NVDA, shares −15%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$2.6B (Q1 2025)
SEC Filing
0001178913-25-001354 ↗ filed Apr 21, 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 Q4 2024 Q1 2025: $2.6B $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 133 stocks · $2.6B
SPY SS SPDR S&P 500 ETF Trust-US 28.66% 1,318,030 $737.3M Reduce -1.9%
QQQ Invesco QQQ Trust Series 1 19.15% 1,050,711 $492.7M Add +1.5%
VOO Vanguard S&P 500 ETF 17.40% 871,042 $447.6M Reduce -0.8%
IVV iShares Core S&P 500 ETF 7.89% 361,284 $203.0M Reduce -2.1%
AAXJ iShares MSCI All Country Asi 2.26% 784,274 $58.0M Add +1.9%
WIX Wix.com Ltd. 1.80% 284,094 $46.4M No change
ARE Alexandria Real Estate Equit 1.75% 486,578 $45.0M Add +0.1%
ONEQ Fidelity Nasdaq Comp Indx 1.33% 503,611 $34.3M No change
SOXX iShares Semiconductor ETF 1.05% 142,893 $26.9M Add +22.7%
MCHI iShares MSCI China ETF 1.04% 493,500 $26.8M Reduce 0.0%
SPG Simon Property Group Inc. 0.94% 145,307 $24.1M Add +1.0%
NVDA Nvidia Corp. 0.92% 219,536 $23.8M Reduce -14.9%
MSFT Microsoft Corp. 0.76% 52,290 $19.6M Reduce -12.6%
IWM iShares Russell 2000 ETF 0.76% 97,879 $19.5M No change
AMZN Amazon.com Inc. 0.67% 90,831 $17.3M Reduce -3.6%
GOOG Alphabet Inc. Class C 0.64% 105,344 $16.5M Reduce -0.6%
XLC SS Comm Select Sector SPDR 0.63% 167,090 $16.1M Add +29.1%
AAPL Apple Inc. 0.60% 69,838 $15.5M Reduce -20.3%
BXP BXP Inc. 0.59% 226,836 $15.2M Reduce -0.0%
XLV SS Health Care Select Sector 0.57% 100,040 $14.6M Reduce -0.2%
META Meta Platforms Inc. Class A 0.53% 23,442 $13.5M Reduce -4.4%
ITRN Ituran Location and Control 0.50% 356,956 $12.9M No change
BRK.B Berkshire Hathaway Inc. Class B 0.42% 20,341 $10.8M Add +35.4%
LMND Lemonade Inc. 0.39% 316,400 $9.9M New
ASHR Xtrackers Harvest Csi 300 CH 0.37% 354,548 $9.4M Reduce -0.1%
FVRR Fiverr International Ltd. 0.36% 393,729 $9.3M Reduce -2.3%
MA Mastercard Inc. Class A 0.36% 16,992 $9.3M Add +15.7%
XLK SS Technology Select Sector 0.34% 42,969 $8.9M Add +39.6%
QQQM Invesco Nasdaq 100 ETF 0.27% 36,458 $7.0M No change
AVGO Broadcom Inc. 0.27% 41,439 $6.9M Reduce -28.4%
COST Costco Wholesale Corp. 0.27% 7,225 $6.8M Reduce -1.9%
VWO Vanguard Ftse Emerging Marke 0.25% 143,668 $6.5M Reduce -3.4%
ADBE Adobe Inc. 0.22% 15,004 $5.8M No change
KIM Kimco Realty Corp. 0.21% 257,692 $5.5M No change
EEM iShares MSCI Emerging Market 0.21% 123,829 $5.4M Reduce -0.3%
BABA Alibaba Group Holding-SP ADR 0.21% 40,305 $5.3M No change
ORCL Oracle Corp. 0.19% 34,988 $4.9M Reduce -20.6%
TSLA Tesla Inc. 0.18% 18,196 $4.7M Reduce -3.4%
WMT Walmart Inc. 0.18% 53,124 $4.7M Reduce -6.7%
V Visa Inc. Class A 0.17% 12,579 $4.4M Add +67.0%
IBB iShares Biotechnology ETF 0.17% 33,758 $4.3M No change
RSP Invesco S&P 500 Equal Weight 0.16% 23,980 $4.2M Add +62.3%
JPM JPMorgan Chase & Co. 0.16% 16,438 $4.0M Add +77.8%
PG The Procter & Gamble Co. 0.15% 22,044 $3.8M Reduce -5.0%
TMUS T-Mobile US Inc. 0.14% 13,865 $3.7M Reduce -2.3%
AMAT Applied Materials Inc. 0.12% 21,599 $3.1M No change
SLG SL Green Realty Corp. 0.11% 50,820 $2.9M No change
FISV Fiserv Inc. 0.11% 12,770 $2.8M No change
CGNT Cognyte Software Ltd. 0.11% 351,521 $2.7M No change
PANW Palo Alto Networks Inc. 0.10% 15,460 $2.6M No change
NEE Nextera Energy Inc. 0.10% 35,631 $2.5M Reduce -8.7%
LLY Eli Lilly & Co. 0.10% 2,986 $2.5M Add +69.8%
EMXC iShares MSCI Emr MRK Ex Chna 0.09% 43,530 $2.4M No change
XLI SS Industrial Select Sector 0.09% 18,200 $2.4M No change
TCOM Trip.com Group Ltd.-ADR 0.09% 36,900 $2.3M No change
HD Home Depot Inc. 0.09% 6,336 $2.3M Reduce -6.9%
TSM Taiwan Semiconductor-SP ADR 0.09% 13,754 $2.3M No change
SAP Sap SE-Sponsored ADR 0.09% 8,150 $2.2M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 52,219 $2.2M Add +59.6%
ONON On Holding AG Class A filed as ON HLDG AG 0.08% 49,120 $2.2M Add +37.8%
INTU Intuit Inc. 0.08% 3,191 $2.0M No change
QCOM Qualcomm Inc. 0.07% 12,416 $1.9M No change
ASML ASML Holding NV-NY Reg SHS 0.07% 2,812 $1.9M No change
MELI MercadoLibre Inc. 0.07% 937 $1.8M No change
UNH Unitedhealth Group Inc. 0.07% 3,405 $1.8M Add +53.0%
MCD McDonald's Corp. 0.07% 5,681 $1.8M Reduce -5.8%
C Citigroup Inc. 0.07% 24,653 $1.8M No change
KO The Coca-Cola Co. 0.07% 24,330 $1.7M Reduce -7.8%
GOOGL Alphabet Inc. Class A 0.07% 11,235 $1.7M Reduce -14.4%
JNJ Johnson & Johnson 0.07% 10,380 $1.7M Add +43.0%
TT Trane Technologies PLC 0.07% 4,969 $1.7M Reduce -3.9%
UNP Union Pacific Corp. 0.06% 6,941 $1.6M Add +56.8%
CIEN Ciena Corp. 0.06% 24,232 $1.5M No change
PM Philip Morris International 0.05% 8,796 $1.4M New
PEP Pepsico Inc. 0.05% 8,945 $1.3M Reduce -49.0%
FTNT Fortinet Inc. 0.05% 13,693 $1.3M No change
XLP SS Consumer Staples Sel Sect 0.05% 14,970 $1.2M Add +400.2%
ABBV Abbvie Inc. 0.05% 5,594 $1.2M Add +69.1%
NFLX Netflix Inc. 0.04% 1,209 $1.1M Reduce -7.7%
CVX Chevron Corp. 0.04% 6,684 $1.1M Reduce -3.8%
BKNG Booking Holdings Inc. 0.04% 240 $1.1M Reduce -6.3%
VTWO Vanguard Russell 2000 ETF 0.04% 13,500 $1.1M No change
SE Sea Ltd.-ADR 0.04% 8,331 $1.1M No change
AMD Advanced Micro Devices 0.04% 10,542 $1.1M No change
VGK Vanguard Ftse Europe ETF 0.04% 15,314 $1.1M Add +4.6%
CEG Constellation Energy 0.04% 4,863 $981K Reduce -10.8%
WFC Wells Fargo & Co. 0.04% 13,439 $964K No change
CHKP Check Point Software Tech 0.04% 4,223 $963K No change
WDAY Workday Inc. Class A 0.04% 4,048 $945K No change
XOM Exxon Mobil Corp. 0.04% 7,646 $909K Reduce -7.2%
REGN Regeneron Pharmaceuticals 0.04% 1,425 $904K No change
PRGO Perrigo Co. PLC 0.04% 32,236 $904K No change
ELV Elevance Health Inc. 0.03% 1,894 $824K No change
NICE Nice Ltd. - Spon ADR 0.03% 5,337 $823K No change
FIS Fidelity National Info Serv 0.03% 10,758 $803K No change
BRK.A Berkshire Hathaway Inc. Class A 0.03% 1 $798K No change
ABT Abbott Laboratories 0.03% 6,006 $797K New
LIN Linde PLC 0.03% 1,650 $768K No change
NXPI NXP Semiconductors NV 0.03% 3,720 $707K No change
SN Sharkninja Inc. 0.03% 7,805 $651K New

Show all 133 holdings

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -14.9% 0.92% −0.34
AVGO Broadcom Inc. Reduce -28.4% 0.27% −0.22
AAPL Apple Inc. Reduce -20.3% 0.60% −0.20
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 28.66% −0.16
MSFT Microsoft Corp. Reduce -12.6% 0.76% −0.16
FVRR Fiverr International Ltd. Reduce -2.3% 0.36% −0.11
GOOG Alphabet Inc. Class C Reduce -0.6% 0.64% −0.10
TSLA Tesla Inc. Reduce -3.4% 0.18% −0.10
AMZN Amazon.com Inc. Reduce -3.6% 0.67% −0.08
ORCL Oracle Corp. Reduce -20.6% 0.19% −0.08
IVV iShares Core S&P 500 ETF Reduce -2.1% 7.89% −0.06
PEP Pepsico Inc. Reduce -49.0% 0.05% −0.05
PYPL PayPal Holdings Inc. Sold out 0.00% −0.04
CMCSA Comcast Corp. Class A Sold out 0.00% −0.04
BXP BXP Inc. Reduce -0.0% 0.59% −0.03
GOOGL Alphabet Inc. Class A Reduce -14.4% 0.07% −0.02
MRK Merck & Co. Inc. Reduce -70.0% 0.01% −0.02
SO The Southern Co. Sold out 0.00% −0.01
DUK Duke Energy Corp. Sold out 0.00% −0.01
WMT Walmart Inc. Reduce -6.7% 0.18% −0.01
HD Home Depot Inc. Reduce -6.9% 0.09% −0.01
CEG Constellation Energy Reduce -10.8% 0.04% −0.01
TT Trane Technologies PLC Reduce -3.9% 0.07% −0.00
NEE Nextera Energy Inc. Reduce -8.7% 0.10% −0.00
BKNG Booking Holdings Inc. Reduce -6.3% 0.04% −0.00
CAT Caterpillar Inc. Reduce -8.6% 0.02% −0.00
EQIX Equinix Inc. Reduce -6.8% 0.01% −0.00
META Meta Platforms Inc. Class A Reduce -4.4% 0.53% −0.00
XLF SS Financial Select Sector Reduce -3.7% 0.02% +0.00
NFLX Netflix Inc. Reduce -7.7% 0.04% +0.00
PLD Prologis Inc. Reduce -5.0% 0.02% +0.00
RTX RTX Corp. Reduce -7.7% 0.02% +0.00
UBER Uber Technologies Inc. Reduce -8.4% 0.02% +0.00
XOM Exxon Mobil Corp. Reduce -7.2% 0.04% +0.00
GE General Electric Reduce -8.5% 0.02% +0.00
PG The Procter & Gamble Co. Reduce -5.0% 0.15% +0.00
MCD McDonald's Corp. Reduce -5.8% 0.07% +0.01
CVX Chevron Corp. Reduce -3.8% 0.04% +0.01
KO The Coca-Cola Co. Reduce -7.8% 0.07% +0.01
VWO Vanguard Ftse Emerging Marke Reduce -3.4% 0.25% +0.01
COST Costco Wholesale Corp. Reduce -1.9% 0.27% +0.02
EEM iShares MSCI Emerging Market Reduce -0.3% 0.21% +0.02
ASHR Xtrackers Harvest Csi 300 CH Reduce -0.1% 0.37% +0.02
TMUS T-Mobile US Inc. Reduce -2.3% 0.14% +0.03
XLV SS Health Care Select Sector Reduce -0.2% 0.57% +0.06
VOO Vanguard S&P 500 ETF Reduce -0.8% 17.40% +0.09
MCHI iShares MSCI China ETF Reduce 0.0% 1.04% +0.20

Portfolio Buys Q4 2024 → Q1 2025
LMND Lemonade Inc. New 0.39% +0.39
AAXJ iShares MSCI All Country Asi Add +1.9% 2.26% +0.22
BRK.B Berkshire Hathaway Inc. Class B Add +35.4% 0.42% +0.17
XLC SS Comm Select Sector SPDR Add +29.1% 0.63% +0.17
SOXX iShares Semiconductor ETF Add +22.7% 1.05% +0.13
V Visa Inc. Class A Add +67.0% 0.17% +0.08
XLK SS Technology Select Sector Add +39.6% 0.34% +0.08
MA Mastercard Inc. Class A Add +15.7% 0.36% +0.08
JPM JPMorgan Chase & Co. Add +77.8% 0.16% +0.08
RSP Invesco S&P 500 Equal Weight Add +62.3% 0.16% +0.07
PM Philip Morris International New 0.05% +0.05
LLY Eli Lilly & Co. Add +69.8% 0.10% +0.05
XLP SS Consumer Staples Sel Sect Add +400.2% 0.05% +0.04
BAC Bank of America Corp. Add +59.6% 0.08% +0.03
SPG Simon Property Group Inc. Add +1.0% 0.94% +0.03
ABT Abbott Laboratories New 0.03% +0.03
JNJ Johnson & Johnson Add +43.0% 0.07% +0.03
UNH Unitedhealth Group Inc. Add +53.0% 0.07% +0.03
UNP Union Pacific Corp. Add +56.8% 0.06% +0.03
SN Sharkninja Inc. New 0.03% +0.03
ABBV Abbvie Inc. Add +69.1% 0.05% +0.02
DIS The Walt Disney Co. New 0.02% +0.02
ARE Alexandria Real Estate Equit Add +0.1% 1.75% +0.01
ONON On Holding AG Class A Add +37.8% 0.08% +0.01
AMT American Tower Corp. New 0.01% +0.01
WELL Welltower Inc. New 0.01% +0.01
HON Honeywell International Inc. New 0.01% +0.01
VGK Vanguard Ftse Europe ETF Add +4.6% 0.04% +0.01
ACWI iShares MSCI Acwi ETF Add +7.3% 0.02% +0.00
ISRA Vaneck Israel ETF Add +8.3% 0.01% +0.00
QQQ Invesco QQQ Trust Series 1 Add +1.5% 19.15% −0.22

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