Analyst IMS Investment Management Services Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Analyst IMS Investment Management Services Ltd. reported 144 stock positions worth $3.3 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 31.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 17.0%) and Vanguard S&P 500 ETF (VOO, 10.8%). Compared with Q4 2025, it opened 19 new positions, sold out of 3, added to 45 and reduced 35. The biggest buy was iShares MSCI All Country Asi (AAXJ, shares +103%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −10%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$3.3B (Q1 2026)
SEC Filing
0001178913-26-002187 ↗ filed Apr 23, 2026

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 Q1 2025 Q2 2025: $2.9B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.4B Q4 2025 Q1 2026: $3.3B $3.3B Q1 2026 Q2 2026: $4.3B Q2 2026

Holdings 144 stocks · $3.3B
QQQ Invesco QQQ Trust Series 1 31.17% 1,782,808 $1.0B Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 17.03% 864,617 $562.3M Reduce -10.1%
VOO Vanguard S&P 500 ETF 10.83% 598,567 $357.7M Reduce -7.6%
AAXJ iShares MSCI All Country Asi 6.48% 2,221,114 $213.9M Add +102.7%
IVV iShares Core S&P 500 ETF 6.16% 311,425 $203.4M Reduce -8.0%
SOXX iShares Semiconductor ETF 2.01% 201,536 $66.2M Add +28.8%
TEVA Teva Pharmaceutical-SP ADR 1.93% 2,116,302 $63.7M No change
VWO Vanguard Ftse Emerging Marke 1.87% 1,139,488 $61.6M Add +0.0%
SPG Simon Property Group Inc. 1.37% 242,884 $45.3M Add +0.0%
WIX Wix.com Ltd. 1.34% 492,732 $44.4M Add +3.3%
ARE Alexandria Real Estate Equit 1.29% 916,294 $42.5M Reduce -1.4%
ONEQ Fidelity Nasdaq Comp Indx 1.28% 499,133 $42.4M Reduce -0.4%
LMND Lemonade Inc. 1.17% 617,639 $38.7M No change
NVDA Nvidia Corp. 1.07% 203,008 $35.4M Reduce -12.9%
XLC SS Comm Select Sector SPDR 0.85% 253,619 $28.1M Add +0.7%
MCHI iShares MSCI China ETF 0.83% 490,029 $27.5M Add +1.1%
IWM iShares Russell 2000 ETF 0.77% 102,705 $25.5M Add +2.4%
GOOG Alphabet Inc. Class C 0.76% 86,887 $24.9M Reduce -8.7%
ORCL Oracle Corp. 0.56% 124,838 $18.4M Reduce -9.8%
BXP BXP Inc. 0.53% 339,521 $17.6M Reduce -0.0%
ITRN Ituran Location and Control 0.52% 351,382 $17.2M Reduce -1.6%
XLK SS Technology Select Sector 0.49% 120,704 $16.0M Add +6.3%
MSFT Microsoft Corp. 0.47% 42,006 $15.5M Reduce -22.1%
AMZN Amazon.com Inc. 0.47% 74,605 $15.5M Reduce -5.8%
XLV SS Health Care Select Sector 0.46% 104,161 $15.3M Reduce -0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.46% 411,670 $15.1M Add +6682.0%
META Meta Platforms Inc. Class A 0.45% 25,956 $14.8M Reduce -6.2%
QQQM Invesco Nasdaq 100 ETF 0.38% 52,990 $12.6M No change
AAPL Apple Inc. 0.35% 44,904 $11.4M Reduce -29.2%
ASHR Xtrackers Harvest Csi 300 CH 0.34% 345,757 $11.3M No change
AVGO Broadcom Inc. 0.33% 35,554 $11.0M Reduce -17.1%
RSP Invesco S&P 500 Equal Weight 0.32% 55,700 $10.7M Add +31.1%
CIEN Ciena Corp. 0.31% 26,526 $10.3M No change
AUDC Audiocodes Ltd. 0.29% 3,592 $9.5M New
KIM Kimco Realty Corp. 0.28% 407,692 $9.2M No change
AMAT Applied Materials Inc. 0.22% 21,599 $7.4M No change
EEM iShares MSCI Emerging Market 0.21% 123,829 $7.0M No change
FVRR Fiverr International Ltd. 0.20% 658,729 $6.6M Add +6.5%
BABA Alibaba Group Holding-SP ADR 0.15% 40,305 $5.1M No change
TSM Taiwan Semiconductor-SP ADR 0.14% 13,754 $4.6M No change
BRK.B Berkshire Hathaway Inc. Class B 0.14% 9,585 $4.6M Reduce -2.8%
AMD Advanced Micro Devices 0.12% 20,042 $4.1M Add +2.6%
IBB iShares Biotechnology ETF 0.12% 23,207 $3.9M No change
XOM Exxon Mobil Corp. 0.12% 22,929 $3.9M Add +252.8%
EMXC iShares MSCI Emr MRK Ex Chna 0.11% 47,530 $3.7M Add +9.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.11% 2,812 $3.7M No change
NEE Nextera Energy Inc. 0.11% 38,078 $3.5M Add +1.1%
COST Costco Wholesale Corp. 0.09% 3,113 $3.1M Reduce -39.9%
MA Mastercard Inc. Class A 0.09% 5,981 $3.0M Reduce -12.7%
XLI SS Industrial Select Sector 0.09% 18,200 $2.9M No change
CVX Chevron Corp. 0.09% 13,830 $2.9M Add +110.3%
CGNT Cognyte Software Ltd. 0.09% 351,521 $2.8M No change
C Citigroup Inc. 0.09% 24,853 $2.8M Add +0.8%
CEG Constellation Energy 0.08% 9,030 $2.5M Add +2.2%
LLY Eli Lilly & Co. 0.08% 2,728 $2.5M Add +7.4%
PANW Palo Alto Networks Inc. 0.08% 15,460 $2.5M No change
JNJ Johnson & Johnson 0.07% 9,764 $2.4M Add +5.3%
GOOGL Alphabet Inc. Class A 0.07% 7,841 $2.3M Reduce -31.8%
AZN Astrazeneca PLC 0.07% 150 $2.2M New
WMT Walmart Inc. 0.07% 17,330 $2.2M Add +1.3%
TT Trane Technologies PLC 0.06% 4,969 $2.1M No change
MRVL Marvell Technology Inc. 0.06% 20,000 $2.0M No change
MELI MercadoLibre Inc. 0.06% 1,097 $1.9M Add +17.1%
SLG SL Green Realty Corp. 0.06% 50,820 $1.9M No change
TCOM Trip.com Group Ltd.-ADR 0.06% 36,900 $1.8M No change
CAT Caterpillar Inc. 0.05% 2,391 $1.7M Add +8.0%
KWEB Kranesh Csi China Internet 0.05% 55,700 $1.6M New
GE General Electric filed as GE AEROSPACE 0.05% 5,391 $1.5M Add +8.0%
TSLA Tesla Inc. 0.04% 3,961 $1.5M Reduce -38.1%
PG The Procter & Gamble Co. 0.04% 9,991 $1.4M Add +6.4%
RTX RTX Corp. 0.04% 6,900 $1.3M Add +8.8%
ONON On Holding AG Class A filed as ON HLDG AG 0.04% 39,120 $1.3M No change
MRK Merck & Co. Inc. 0.04% 10,779 $1.3M Add +4.7%
SAP Sap SE-Sponsored ADR 0.04% 7,400 $1.3M Reduce -9.2%
BA The Boeing Co. 0.04% 6,298 $1.3M Add +24.5%
XLP SS Consumer Staples Sel Sect 0.04% 14,930 $1.2M No change
GEV GE Vernova Inc. 0.04% 1,386 $1.2M Add +7.9%
V Visa Inc. Class A 0.04% 3,977 $1.2M Add +4.8%
VGK Vanguard Ftse Europe ETF 0.04% 14,409 $1.2M Reduce -22.2%
JPM JPMorgan Chase & Co. 0.04% 3,966 $1.2M Add +3.3%
ABBV Abbvie Inc. 0.03% 5,145 $1.1M Add +7.6%
SE Sea Ltd.-ADR 0.03% 13,331 $1.1M Add +60.0%
REGN Regeneron Pharmaceuticals 0.03% 1,425 $1.1M No change
UNP Union Pacific Corp. 0.03% 4,428 $1.1M No change
NFLX Netflix Inc. 0.03% 10,852 $1.0M Reduce -45.9%
FTNT Fortinet Inc. 0.03% 12,587 $1.0M Reduce -8.1%
QCOM Qualcomm Inc. 0.03% 7,416 $955K Reduce -40.3%
SN Sharkninja Inc. 0.03% 8,205 $869K No change
KO The Coca-Cola Co. 0.03% 11,053 $841K Add +117.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 17,223 $840K Add +3.5%
TMUS T-Mobile US Inc. 0.03% 3,951 $830K Reduce -38.4%
COP Conocophillips 0.03% 6,283 $829K New
LIN Linde PLC 0.02% 1,650 $818K No change
BP BP PLC-Spons ADR 0.02% 16,167 $759K No change
MCD McDonald's Corp. 0.02% 2,368 $736K Reduce -24.6%
LHX L3HARRIS Technologies Inc. 0.02% 2,126 $734K No change
UNH Unitedhealth Group Inc. 0.02% 2,707 $732K Add +7.3%
NXPI NXP Semiconductors NV 0.02% 3,720 $732K No change
NOC Northrop Grumman Corp. 0.02% 1,071 $731K No change
BRK.A Berkshire Hathaway Inc. Class A 0.02% 1 $718K No change
ISRA Vaneck Israel ETF 0.02% 11,551 $698K Add +1.6%
PM Philip Morris International 0.02% 4,001 $662K Add +117.2%
HD Home Depot Inc. 0.02% 1,996 $656K Reduce -35.0%
ACWI iShares MSCI Acwi ETF 0.02% 4,711 $652K Reduce -3.7%
NEM Newmont Corp. 0.02% 5,592 $605K Add +116.6%
CHKP Check Point Software Tech 0.02% 4,223 $603K No change
WFC Wells Fargo & Co. 0.02% 7,289 $581K Reduce -28.5%
PEP Pepsico Inc. 0.02% 3,513 $546K New
VZ Verizon Communications Inc. 0.02% 10,840 $544K New
VHT Vanguard Health Care ETF 0.02% 1,980 $539K No change
MU Micron Technology Inc. 0.01% 1,447 $489K New
IJH iShares Core S&P Midcap ETF 0.01% 7,200 $486K New
PLD Prologis Inc. 0.01% 3,545 $469K Reduce -6.2%
WMB Williams Cos Inc. 0.01% 6,279 $457K New
NKE Nike Inc. Class B 0.01% 8,534 $451K No change
EIS iShares MSCI Israel ETF 0.01% 3,805 $442K Add +5.5%
IVE iShares S&P 500 Value ETF 0.01% 2,091 $442K No change
SILC Silicom Ltd. 0.01% 20,680 $436K No change
FCX Freeport-McMoran Inc. 0.01% 7,388 $434K New
NVS Novartis AG-Sponsored ADR 0.01% 2,781 $425K No change
SHW The Sherwin-Williams Co. 0.01% 1,274 $408K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 7,687 $395K New
ECL Ecolab Inc. 0.01% 1,450 $386K New
EQNR Equinor ASA-Spon ADR 0.01% 9,020 $381K No change
WELL Welltower Inc. 0.01% 1,794 $355K Add +10.5%
PRGO Perrigo Co. PLC 0.01% 32,236 $346K No change
XLF SS Financial Select Sector 0.01% 6,895 $340K Reduce -6.1%
WDAY Workday Inc. Class A 0.01% 2,600 $338K Reduce -35.8%
APD Air Products & Chemicals Inc. 0.01% 1,144 $332K New
XLRE SS Real Estate Select Sector 0.01% 7,485 $306K No change
SO The Southern Co. 0.01% 2,877 $278K Add +10.4%
DUK Duke Energy Corp. 0.01% 1,999 $262K Add +8.6%
SNY Sanofi-ADR 0.01% 5,208 $251K No change
XLE SS Energy Select Sector 0.01% 4,064 $249K New
EQIX Equinix Inc. 0.01% 252 $247K New
GILD Gilead Sciences Inc. 0.01% 1,693 $236K No change
EWJ iShares MSCI Japan ETF 0.01% 2,753 $232K Reduce -5.5%
BKNG Booking Holdings Inc. 0.01% 54 $227K No change
INTC Intel Corp. 0.01% 5,150 $227K New
BIIB Biogen Inc. 0.01% 1,208 $221K No change
HON Honeywell International Inc. 0.01% 949 $215K New
FTV Fortive Corp. 0.01% 3,800 $210K No change
AMT American Tower Corp. 0.01% 1,198 $207K New
CSTE Caesarstone Ltd. 0.01% 156,361 $168K No change

Portfolio Sells Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -10.1% 17.03% −2.09
VOO Vanguard S&P 500 ETF Reduce -7.6% 10.83% −1.01
IVV iShares Core S&P 500 ETF Reduce -8.0% 6.16% −0.60
MSFT Microsoft Corp. Reduce -22.1% 0.47% −0.29
ORCL Oracle Corp. Reduce -9.8% 0.56% −0.23
NVDA Nvidia Corp. Reduce -12.9% 1.07% −0.20
AAPL Apple Inc. Reduce -29.2% 0.35% −0.16
BXP BXP Inc. Reduce -0.0% 0.53% −0.13
GOOG Alphabet Inc. Class C Reduce -8.7% 0.76% −0.12
AVGO Broadcom Inc. Reduce -17.1% 0.33% −0.10
META Meta Platforms Inc. Class A Reduce -6.2% 0.45% −0.08
AMZN Amazon.com Inc. Reduce -5.8% 0.47% −0.06
INTU Intuit Inc. Sold out 0.00% −0.06
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.4% 1.28% −0.05
TSLA Tesla Inc. Reduce -38.1% 0.04% −0.04
ARE Alexandria Real Estate Equit Reduce -1.4% 1.29% −0.04
GOOGL Alphabet Inc. Class A Reduce -31.8% 0.07% −0.04
COST Costco Wholesale Corp. Reduce -39.9% 0.09% −0.04
QCOM Qualcomm Inc. Reduce -40.3% 0.03% −0.03
DIS The Walt Disney Co. Sold out 0.00% −0.03
MA Mastercard Inc. Class A Reduce -12.7% 0.09% −0.02
NFLX Netflix Inc. Reduce -45.9% 0.03% −0.02
SAP Sap SE-Sponsored ADR Reduce -9.2% 0.04% −0.02
WDAY Workday Inc. Class A Reduce -35.8% 0.01% −0.02
TMUS T-Mobile US Inc. Reduce -38.4% 0.03% −0.01
UBER Uber Technologies Inc. Sold out 0.00% −0.01
HD Home Depot Inc. Reduce -35.0% 0.02% −0.01
WFC Wells Fargo & Co. Reduce -28.5% 0.02% −0.01
VGK Vanguard Ftse Europe ETF Reduce -22.2% 0.04% −0.01
XLV SS Health Care Select Sector Reduce -0.2% 0.46% −0.01
MCD McDonald's Corp. Reduce -24.6% 0.02% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.8% 0.14% −0.01
XLF SS Financial Select Sector Reduce -6.1% 0.01% −0.00
FTNT Fortinet Inc. Reduce -8.1% 0.03% −0.00
ACWI iShares MSCI Acwi ETF Reduce -3.7% 0.02% −0.00
PLD Prologis Inc. Reduce -6.2% 0.01% +0.00
EWJ iShares MSCI Japan ETF Reduce -5.5% 0.01% +0.00
ITRN Ituran Location and Control Reduce -1.6% 0.52% +0.07

Portfolio Buys Q4 2025 → Q1 2026
AAXJ iShares MSCI All Country Asi Add +102.7% 6.48% +3.50
SOXX iShares Semiconductor ETF Add +28.8% 2.01% +0.63
NVO Novo-Nordisk A/S-Spons ADR Add +6682.0% 0.46% +0.45
AUDC Audiocodes Ltd. New 0.29% +0.29
XOM Exxon Mobil Corp. Add +252.8% 0.12% +0.10
RSP Invesco S&P 500 Equal Weight Add +31.1% 0.32% +0.09
VWO Vanguard Ftse Emerging Marke Add +0.0% 1.87% +0.08
AZN Astrazeneca PLC New 0.07% +0.07
SPG Simon Property Group Inc. Add +0.0% 1.37% +0.06
CVX Chevron Corp. Add +110.3% 0.09% +0.06
IWM iShares Russell 2000 ETF Add +2.4% 0.77% +0.05
KWEB Kranesh Csi China Internet New 0.05% +0.05
COP Conocophillips New 0.03% +0.03
EMXC iShares MSCI Emr MRK Ex Chna Add +9.2% 0.11% +0.02
NEE Nextera Energy Inc. Add +1.1% 0.11% +0.02
PEP Pepsico Inc. New 0.02% +0.02
VZ Verizon Communications Inc. New 0.02% +0.02
JNJ Johnson & Johnson Add +5.3% 0.07% +0.02
KO The Coca-Cola Co. Add +117.2% 0.03% +0.02
MU Micron Technology Inc. New 0.01% +0.01
IJH iShares Core S&P Midcap ETF New 0.01% +0.01
CAT Caterpillar Inc. Add +8.0% 0.05% +0.01
WMB Williams Cos Inc. New 0.01% +0.01
FCX Freeport-McMoran Inc. New 0.01% +0.01
SHW The Sherwin-Williams Co. New 0.01% +0.01
GEV GE Vernova Inc. Add +7.9% 0.04% +0.01
SLB SLB Ltd. New 0.01% +0.01
ECL Ecolab Inc. New 0.01% +0.01
PM Philip Morris International Add +117.2% 0.02% +0.01
NEM Newmont Corp. Add +116.6% 0.02% +0.01
APD Air Products & Chemicals Inc. New 0.01% +0.01
WMT Walmart Inc. Add +1.3% 0.07% +0.01
XLK SS Technology Select Sector Add +6.3% 0.49% +0.01
MRK Merck & Co. Inc. Add +4.7% 0.04% +0.01
EQIX Equinix Inc. New 0.01% +0.01
XLE SS Energy Select Sector New 0.01% +0.01
INTC Intel Corp. New 0.01% +0.01
HON Honeywell International Inc. New 0.01% +0.01
RTX RTX Corp. Add +8.8% 0.04% +0.01
AMT American Tower Corp. New 0.01% +0.01
BA The Boeing Co. Add +24.5% 0.04% +0.01
PG The Procter & Gamble Co. Add +6.4% 0.04% +0.00
MELI MercadoLibre Inc. Add +17.1% 0.06% +0.00
SE Sea Ltd.-ADR Add +60.0% 0.03% +0.00
ABBV Abbvie Inc. Add +7.6% 0.03% +0.00
WELL Welltower Inc. Add +10.5% 0.01% +0.00
EIS iShares MSCI Israel ETF Add +5.5% 0.01% +0.00
SO The Southern Co. Add +10.4% 0.01% +0.00
DUK Duke Energy Corp. Add +8.6% 0.01% +0.00
ISRA Vaneck Israel ETF Add +1.6% 0.02% +0.00

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