Analyst IMS Investment Management Services Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Analyst IMS Investment Management Services Ltd. reported 152 stock positions worth $4.3 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 30.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.1%) and Vanguard S&P 500 ETF (VOO, 8.9%). Compared with Q1 2026, it opened 26 new positions, sold out of 18, added to 21 and reduced 56. The biggest buy was iShares Semiconductor ETF (SOXX, shares +184%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −6%).

Most Recent 13F
Q2 2026
Location
Tel-aviv, L3
CIK
0001634208
Portfolio Value
$4.3B (Q2 2026)
SEC Filing
0001178913-26-003635 ↗ filed Jul 29, 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 Q1 2026 Q2 2026: $4.3B $4.3B Q2 2026

Holdings 152 stocks · $4.3B
QQQ Invesco QQQ Trust Series 1 30.59% 1,787,559 $1.3B Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 14.12% 813,427 $607.4M Reduce -5.9%
VOO Vanguard S&P 500 ETF 8.92% 558,871 $383.8M Reduce -6.6%
SOXX iShares Semiconductor ETF 8.51% 571,693 $366.3M Add +183.7%
AAXJ iShares MSCI All Country Asi 6.61% 2,384,364 $284.5M Add +7.3%
IVV iShares Core S&P 500 ETF 5.10% 293,062 $219.5M Reduce -5.9%
TEVA Teva Pharmaceutical-SP ADR 1.67% 2,116,302 $71.7M No change
VWO Vanguard Ftse Emerging Marke 1.58% 1,139,643 $68.0M Add +0.0%
ONEQ Fidelity Nasdaq Comp Indx 1.20% 498,898 $51.5M Reduce -0.1%
EWY iShares MSCI South Korea ETF 1.16% 248,131 $50.1M New
ARE Alexandria Real Estate Equit 1.12% 911,994 $48.2M Reduce -0.5%
EWT iShares MSCI Taiwan ETF 1.06% 420,352 $45.7M New
NVDA Nvidia Corp. 1.00% 215,781 $43.2M Add +6.3%
SPG Simon Property Group Inc. 1.00% 192,360 $43.0M Reduce -20.8%
LMND Lemonade Inc. 0.93% 617,639 $40.2M No change
XLC SS Comm Select Sector SPDR 0.87% 347,509 $37.2M Add +37.0%
IWM iShares Russell 2000 ETF 0.72% 102,705 $30.9M No change
GOOG Alphabet Inc. Class C 0.69% 84,341 $29.8M Reduce -2.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.67% 360,098 $28.8M New
QQQM Invesco Nasdaq 100 ETF 0.59% 83,990 $25.4M Add +58.5%
MCHI iShares MSCI China ETF 0.58% 490,029 $25.0M No change
XLK SS Technology Select Sector 0.53% 120,704 $23.0M No change
WIX Wix.com Ltd. 0.52% 492,557 $22.3M Reduce -0.0%
BXP BXP Inc. 0.51% 330,879 $21.9M Reduce -2.5%
ITRN Ituran Location and Control 0.50% 351,382 $21.4M No change
NVO Novo-Nordisk A/S-Spons ADR 0.46% 410,770 $19.7M Reduce -0.2%
ORCL Oracle Corp. 0.43% 124,838 $18.3M No change
MSFT Microsoft Corp. 0.39% 45,081 $16.8M Add +7.3%
XLV SS Health Care Select Sector 0.38% 104,131 $16.5M Reduce -0.0%
AMZN Amazon.com Inc. 0.37% 66,966 $16.0M Reduce -10.2%
AMAT Applied Materials Inc. 0.36% 21,599 $15.6M No change
AAPL Apple Inc. 0.36% 53,600 $15.5M Add +19.4%
META Meta Platforms Inc. Class A 0.32% 24,671 $13.9M Reduce -5.0%
AVGO Broadcom Inc. 0.31% 35,853 $13.5M Add +0.8%
ASHR Xtrackers Harvest Csi 300 CH 0.29% 345,757 $12.7M No change
RSP Invesco S&P 500 Equal Weight 0.28% 55,700 $11.9M No change
AMD Advanced Micro Devices 0.27% 20,042 $11.6M No change
KIM Kimco Realty Corp. 0.22% 367,502 $9.3M Reduce -9.9%
EEM iShares MSCI Emerging Market 0.20% 123,829 $8.5M No change
INDA iShares MSCI India ETF 0.19% 162,131 $8.0M New
FVRR Fiverr International Ltd. 0.16% 658,729 $6.8M No change
TSM Taiwan Semiconductor-SP ADR 0.15% 13,754 $6.6M No change
MRVL Marvell Technology Inc. 0.14% 20,000 $6.0M No change
VCIT Vanguard Int-Term Corporate 0.14% 71,292 $5.9M New
CIEN Ciena Corp. 0.13% 11,794 $5.8M Reduce -55.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.13% 52,344 $5.7M New
VCSH Vanguard S/T Corp. Bond ETF 0.13% 71,388 $5.6M New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.13% 2,812 $5.6M No change
PANW Palo Alto Networks Inc. 0.12% 15,460 $5.3M No change
PAVE Global X US Infrastructure 0.12% 88,770 $5.2M New
EMXC iShares MSCI Emr MRK Ex Chna 0.12% 51,030 $5.2M Add +7.4%
MU Micron Technology Inc. 0.11% 4,173 $4.8M Add +188.4%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.11% 52,705 $4.6M New
IBB iShares Biotechnology ETF 0.10% 23,207 $4.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 8,808 $4.4M Reduce -8.1%
KEMX Kraneshares MSCI E-MKT Ex-CH 0.10% 81,100 $4.3M New
BABA Alibaba Group Holding-SP ADR 0.09% 40,305 $3.9M No change
C Citigroup Inc. 0.08% 24,103 $3.4M Reduce -3.0%
XLI SS Industrial Select Sector 0.08% 18,200 $3.4M No change
CGNT Cognyte Software Ltd. 0.07% 351,521 $3.1M No change
NEE Nextera Energy Inc. 0.07% 34,652 $3.0M Reduce -9.0%
SLG SL Green Realty Corp. 0.06% 50,820 $2.6M No change
EWJ iShares MSCI Japan ETF 0.06% 27,958 $2.6M Add +915.5%
LLY Eli Lilly & Co. 0.06% 2,047 $2.5M Reduce -25.0%
TT Trane Technologies PLC 0.06% 4,969 $2.4M No change
IEF iShares 7-10 Year Treasury B 0.05% 23,627 $2.2M New
TSLA Tesla Inc. 0.05% 5,274 $2.2M Add +33.1%
AGG iShares Core U.S. Aggregate 0.05% 22,381 $2.2M New
CEG Constellation Energy 0.05% 8,434 $2.1M Reduce -6.6%
JNJ Johnson & Johnson 0.05% 8,024 $2.0M Reduce -17.8%
GOOGL Alphabet Inc. Class A 0.05% 5,647 $2.0M Reduce -28.0%
FTNT Fortinet Inc. 0.04% 12,587 $1.9M No change
MELI MercadoLibre Inc. 0.04% 1,097 $1.9M No change
CAT Caterpillar Inc. 0.04% 1,705 $1.8M Reduce -28.7%
COST Costco Wholesale Corp. 0.04% 1,871 $1.8M Reduce -39.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.04% 32,465 $1.7M New
WMT Walmart Inc. 0.04% 14,462 $1.6M Reduce -16.6%
CVX Chevron Corp. 0.03% 9,040 $1.5M Reduce -34.6%
TCOM Trip.com Group Ltd.-ADR 0.03% 36,900 $1.5M No change
SHV iShares 0-1 Year Treasury Bo 0.03% 13,286 $1.5M New
GE General Electric filed as GE AEROSPACE 0.03% 3,861 $1.4M Reduce -28.4%
MA Mastercard Inc. Class A 0.03% 2,707 $1.4M Reduce -54.7%
ONON On Holding AG Class A filed as ON HLDG AG 0.03% 39,120 $1.4M No change
KWEB Kranesh Csi China Internet 0.03% 55,700 $1.4M No change
EMB iShares JP Morgan Usd Emergi 0.03% 13,466 $1.3M New
QCOM Qualcomm Inc. 0.03% 6,916 $1.3M Reduce -6.7%
SE Sea Ltd.-ADR 0.03% 13,331 $1.3M No change
XLP SS Consumer Staples Sel Sect 0.03% 15,006 $1.2M Add +0.5%
VGK Vanguard Ftse Europe ETF 0.03% 13,560 $1.2M Reduce -5.9%
GEV GE Vernova Inc. 0.03% 994 $1.2M Reduce -28.3%
MRK Merck & Co. Inc. 0.03% 8,995 $1.2M Reduce -16.6%
SN Sharkninja Inc. 0.03% 7,505 $1.1M Reduce -8.5%
SAP Sap SE-Sponsored ADR 0.03% 7,400 $1.1M No change
V Visa Inc. Class A 0.03% 3,271 $1.1M Reduce -17.8%
BA The Boeing Co. 0.03% 5,179 $1.1M Reduce -17.8%
UNP Union Pacific Corp. 0.03% 4,036 $1.1M Reduce -8.8%
NXPI NXP Semiconductors NV 0.02% 3,720 $1.0M No change
SILC Silicom Ltd. 0.02% 20,680 $991K No change
JPM JPMorgan Chase & Co. 0.02% 2,978 $975K Reduce -24.9%
ABBV Abbvie Inc. 0.02% 3,869 $974K Reduce -24.8%
IEI iShares 3-7 Year Treasury Bo 0.02% 8,251 $969K New
RTX RTX Corp. 0.02% 4,984 $946K Reduce -27.8%
HD Home Depot Inc. 0.02% 2,560 $903K Add +28.3%
ISRA Vaneck Israel ETF 0.02% 13,786 $894K Add +19.4%
REGN Regeneron Pharmaceuticals 0.02% 1,425 $889K No change
LIN Linde PLC 0.02% 1,650 $856K No change
UNH Unitedhealth Group Inc. 0.02% 2,059 $856K Reduce -23.9%
BAC Bank of America Corp. 0.02% 14,565 $830K Reduce -15.4%
CHKP Check Point Software Tech 0.02% 5,723 $752K Add +35.5%
BRK.A Berkshire Hathaway Inc. Class A 0.02% 1 $749K No change
MCD McDonald's Corp. 0.02% 2,769 $749K Add +16.9%
INTC Intel Corp. 0.02% 5,150 $719K No change
ACWI iShares MSCI Acwi ETF 0.02% 4,546 $714K Reduce -3.5%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.01% 6,833 $639K New
LHX L3HARRIS Technologies Inc. 0.01% 2,126 $618K No change
LMT Lockheed Martin Corp. 0.01% 1,190 $606K New
EIS iShares MSCI Israel ETF 0.01% 4,990 $602K Add +31.1%
BP BP PLC-Spons ADR 0.01% 16,167 $597K No change
VHT Vanguard Health Care ETF 0.01% 1,980 $592K No change
NFLX Netflix Inc. 0.01% 7,791 $556K Reduce -28.2%
IJH iShares Core S&P Midcap ETF 0.01% 7,200 $555K No change
NOC Northrop Grumman Corp. 0.01% 1,071 $546K No change
IVE iShares S&P 500 Value ETF 0.01% 2,091 $475K No change
COP Conocophillips 0.01% 4,509 $469K Reduce -28.2%
BKLN Invesco Senior Loan ETF 0.01% 22,426 $457K New
SHY iShares 1-3 Year Treasury Bo 0.01% 5,298 $435K New
PLD Prologis Inc. 0.01% 2,862 $388K Reduce -19.3%
XLF SS Financial Select Sector 0.01% 6,745 $362K Reduce -2.2%
TMUS T-Mobile US Inc. 0.01% 2,002 $336K Reduce -49.3%
WMB Williams Cos Inc. 0.01% 4,525 $336K Reduce -27.9%
PRGO Perrigo Co. PLC 0.01% 32,236 $335K No change
XLRE SS Real Estate Select Sector 0.01% 7,485 $330K No change
ITA iShares U.S. Aerospace & Def 0.01% 1,349 $327K New
VZ Verizon Communications Inc. 0.01% 7,726 $327K Reduce -28.7%
KO The Coca-Cola Co. 0.01% 3,980 $323K Reduce -64.0%
PG The Procter & Gamble Co. 0.01% 2,154 $316K Reduce -78.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 2,048 $310K New
WFC Wells Fargo & Co. 0.01% 3,739 $309K Reduce -48.7%
WELL Welltower Inc. 0.01% 1,306 $296K Reduce -27.2%
CSTE Caesarstone Ltd. 0.01% 136,543 $287K Reduce -12.7%
EQNR Equinor ASA-Spon ADR 0.01% 9,020 $283K No change
PM Philip Morris International 0.01% 1,442 $261K Reduce -64.0%
GS Goldman Sachs Group Inc. 0.01% 255 $258K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 5,533 $257K Reduce -28.0%
BKNG Booking Holdings Inc. 0.01% 1,350 $241K No change
FTV Fortive Corp. 0.01% 3,800 $232K No change
VTWO Vanguard Russell 2000 ETF 0.01% 1,900 $231K New
GREK Global X MSCI Greece ETF 0.01% 3,000 $227K New
VIS Vanguard Industrials ETF 0.01% 630 $227K New
XLE SS Energy Select Sector 0.01% 4,239 $225K Add +4.3%
SNY Sanofi-ADR 0.01% 5,208 $222K No change
GILD Gilead Sciences Inc. 0.01% 1,693 $214K No change

Portfolio Sells Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.9% 14.12% −2.92
VOO Vanguard S&P 500 ETF Reduce -6.6% 8.92% −1.92
IVV iShares Core S&P 500 ETF Reduce -5.9% 5.10% −1.06
WIX Wix.com Ltd. Reduce -0.0% 0.52% −0.83
SPG Simon Property Group Inc. Reduce -20.8% 1.00% −0.37
AUDC Audiocodes Ltd. Sold out 0.00% −0.29
CIEN Ciena Corp. Reduce -55.5% 0.13% −0.18
ARE Alexandria Real Estate Equit Reduce -0.5% 1.12% −0.17
META Meta Platforms Inc. Class A Reduce -5.0% 0.32% −0.13
XOM Exxon Mobil Corp. Sold out 0.00% −0.12
AMZN Amazon.com Inc. Reduce -10.2% 0.37% −0.10
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.1% 1.20% −0.09
XLV SS Health Care Select Sector Reduce -0.0% 0.38% −0.08
AZN Astrazeneca PLC Sold out 0.00% −0.07
GOOG Alphabet Inc. Class C Reduce -2.9% 0.69% −0.06
KIM Kimco Realty Corp. Reduce -9.9% 0.22% −0.06
MA Mastercard Inc. Class A Reduce -54.7% 0.03% −0.06
COST Costco Wholesale Corp. Reduce -39.9% 0.04% −0.05
CVX Chevron Corp. Reduce -34.6% 0.03% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.1% 0.10% −0.04
NEE Nextera Energy Inc. Reduce -9.0% 0.07% −0.04
PG The Procter & Gamble Co. Reduce -78.4% 0.01% −0.04
CEG Constellation Energy Reduce -6.6% 0.05% −0.03
WMT Walmart Inc. Reduce -16.6% 0.04% −0.03
JNJ Johnson & Johnson Reduce -17.8% 0.05% −0.02
BXP BXP Inc. Reduce -2.5% 0.51% −0.02
GOOGL Alphabet Inc. Class A Reduce -28.0% 0.05% −0.02
LLY Eli Lilly & Co. Reduce -25.0% 0.06% −0.02
NFLX Netflix Inc. Reduce -28.2% 0.01% −0.02
NEM Newmont Corp. Sold out 0.00% −0.02
RTX RTX Corp. Reduce -27.8% 0.02% −0.02
KO The Coca-Cola Co. Reduce -64.0% 0.01% −0.02
TMUS T-Mobile US Inc. Reduce -49.3% 0.01% −0.02
PEP Pepsico Inc. Sold out 0.00% −0.02
COP Conocophillips Reduce -28.2% 0.01% −0.01
PM Philip Morris International Reduce -64.0% 0.01% −0.01
NKE Nike Inc. Class B Sold out 0.00% −0.01
FCX Freeport-McMoran Inc. Sold out 0.00% −0.01
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.01
GE General Electric Reduce -28.4% 0.03% −0.01
JPM JPMorgan Chase & Co. Reduce -24.9% 0.02% −0.01
MRK Merck & Co. Inc. Reduce -16.6% 0.03% −0.01
SHW The Sherwin-Williams Co. Sold out 0.00% −0.01
BA The Boeing Co. Reduce -17.8% 0.03% −0.01
ECL Ecolab Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -24.8% 0.02% −0.01
WFC Wells Fargo & Co. Reduce -48.7% 0.01% −0.01
V Visa Inc. Class A Reduce -17.8% 0.03% −0.01
WDAY Workday Inc. Class A Sold out 0.00% −0.01
APD Air Products & Chemicals Inc. Sold out 0.00% −0.01

Portfolio Buys Q1 2026 → Q2 2026
SOXX iShares Semiconductor ETF Add +183.7% 8.51% +6.51
EWY iShares MSCI South Korea ETF New 1.16% +1.16
EWT iShares MSCI Taiwan ETF New 1.06% +1.06
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.67% +0.67
QQQM Invesco Nasdaq 100 ETF Add +58.5% 0.59% +0.21
INDA iShares MSCI India ETF New 0.19% +0.19
VCIT Vanguard Int-Term Corporate New 0.14% +0.14
AAXJ iShares MSCI All Country Asi Add +7.3% 6.61% +0.13
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.13% +0.13
VCSH Vanguard S/T Corp. Bond ETF New 0.13% +0.13
PAVE Global X US Infrastructure New 0.12% +0.12
KSPI JSC Kaspi.kz ADR New 0.11% +0.11
KEMX Kraneshares MSCI E-MKT Ex-CH New 0.10% +0.10
MU Micron Technology Inc. Add +188.4% 0.11% +0.10
EWJ iShares MSCI Japan ETF Add +915.5% 0.06% +0.05
IEF iShares 7-10 Year Treasury B New 0.05% +0.05
AGG iShares Core U.S. Aggregate New 0.05% +0.05
IGSB iShares 1-5Y Inv Grade Corp. New 0.04% +0.04
SHV iShares 0-1 Year Treasury Bo New 0.03% +0.03
EMB iShares JP Morgan Usd Emergi New 0.03% +0.03
IEI iShares 3-7 Year Treasury Bo New 0.02% +0.02
AAPL Apple Inc. Add +19.4% 0.36% +0.02
HYS PIMCO 0-5 Year H/Y Corp. Bond New 0.01% +0.01
LMT Lockheed Martin Corp. New 0.01% +0.01
XLC SS Comm Select Sector SPDR Add +37.0% 0.87% +0.01
BKLN Invesco Senior Loan ETF New 0.01% +0.01
SHY iShares 1-3 Year Treasury Bo New 0.01% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Add +7.4% 0.12% +0.01
ITA iShares U.S. Aerospace & Def New 0.01% +0.01
TJX TJX Companies Inc. New 0.01% +0.01
TSLA Tesla Inc. Add +33.1% 0.05% +0.01
GS Goldman Sachs Group Inc. New 0.01% +0.01
VTWO Vanguard Russell 2000 ETF New 0.01% +0.01
GREK Global X MSCI Greece ETF New 0.01% +0.01
VIS Vanguard Industrials ETF New 0.01% +0.01
HD Home Depot Inc. Add +28.3% 0.02% +0.00
EIS iShares MSCI Israel ETF Add +31.1% 0.01% +0.00
ISRA Vaneck Israel ETF Add +19.4% 0.02% −0.00
CHKP Check Point Software Tech Add +35.5% 0.02% −0.00
XLE SS Energy Select Sector Add +4.3% 0.01% −0.00
MCD McDonald's Corp. Add +16.9% 0.02% −0.00
XLP SS Consumer Staples Sel Sect Add +0.5% 0.03% −0.01
AVGO Broadcom Inc. Add +0.8% 0.31% −0.02
NVDA Nvidia Corp. Add +6.3% 1.00% −0.07
MSFT Microsoft Corp. Add +7.3% 0.39% −0.08
VWO Vanguard Ftse Emerging Marke Add +0.0% 1.58% −0.28
QQQ Invesco QQQ Trust Series 1 Add +0.3% 30.59% −0.58

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