The Analysis of Analyst IMS Investment Management Services Ltd.'s Holdings & P&L


Currently, Analyst IMS Investment Management Services Ltd. holds 152 types of securities in its portfolio with a total value $4.3M. In the most recent quarter, they have increased their positions in SOXX (+370.2K shares, valued at $237.2K), EWY (+248.1K shares, valued at $50.1K), EWT (+420.4K shares, valued at $45.7K); decreased their positions in N/A (-51.2K shares, valued at $38.2K), VOO (-39.7K shares, valued at $27.3K), N/A (-18.4K shares, valued at $13.8K); initiated new positions in EWY (+248.1K shares, valued at $50.1K), EWT (+420.4K shares, valued at $45.7K), HYG (+360.1K shares, valued at $28.8K).


1M P&L
+85.4M+2.67%
3M P&L
+25.7M+0.79%
HY P&L
+467.8M+16.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.9M
84.1%
2Semiconductors74.2K
2.2%
3REIT - Office72.8K
2.1%

Top Industries by Stock Count

1N/A52 stocks
39.4%
2Semiconductors7 stocks
5.3%
3Software - Infrastructure7 stocks
5.3%
Stock Holdings
QQQ
INVESCO QQQ TR
0.27%
Shares1.8M
Event2026-06-30
Filed2026-07-29
TATE STR SPDR S&P 500 ETF T
TATE STR SPDR S&P 500 ETF T
-5.92%
Shares813.4K
Event2026-06-30
Filed2026-07-29
VOO
VANGUARD INDEX FDS
-6.63%
Shares558.9K
Event2026-06-30
Filed2026-07-29
SOXX
ISHARES TR
183.67%
Shares571.7K
Event2026-06-30
Filed2026-07-29
AAXJ
ISHARES TR
7.35%
Shares2.4M
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
-5.90%
Shares293.1K
Event2026-06-30
Filed2026-07-29
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares2.1M
Event2026-06-30
Filed2026-07-29
VWO
VANGUARD INTL EQUITY INDEX F
0.01%
Shares1.1M
Event2026-06-30
Filed2026-07-29
ONEQ
FIDELITY COMWLTH TR
-0.05%
Shares498.9K
Event2026-06-30
Filed2026-07-29
EWY
SHARES INC
New
Shares248.1K
Event2026-06-30
Filed2026-07-29
ARE
ALEXANDRIA REAL ESTATE EQ IN
-0.47%
Shares912.0K
Event2026-06-30
Filed2026-07-29
EWT
ISHARES INC
New
Shares420.4K
Event2026-06-30
Filed2026-07-29
NVDA
NVIDIA CORPORATION
6.29%
Shares215.8K
Event2026-06-30
Filed2026-07-29
SPG
SIMON PPTY GROUP INC NEW
-20.80%
Shares192.4K
Event2026-06-30
Filed2026-07-29
LMND
LEMONADE INC
0.00%
Shares617.6K
Event2026-06-30
Filed2026-07-29
XLC
SELECT SECTOR SPDR TR
37.02%
Shares347.5K
Event2026-06-30
Filed2026-07-29
IWM
ISHARES TR
0.00%
Shares102.7K
Event2026-06-30
Filed2026-07-29
GOOG
LPHABET INC
-2.93%
Shares84.3K
Event2026-06-30
Filed2026-07-29
HYG
ISHARES TR
New
Shares360.1K
Event2026-06-30
Filed2026-07-29
QQQM
INVESCO EXCH TRADED FD TR II
58.50%
Shares84.0K
Event2026-06-30
Filed2026-07-29
MCHI
ISHARES TR
0.00%
Shares490.0K
Event2026-06-30
Filed2026-07-29
XLK
SELECT SECTOR SPDR TR
0.00%
Shares120.7K
Event2026-06-30
Filed2026-07-29
WIX
WIX COM LTD
-0.04%
Shares492.6K
Event2026-06-30
Filed2026-07-29
BXP
BXP INC
-2.55%
Shares330.9K
Event2026-06-30
Filed2026-07-29
ITRN
ITURAN LOCATION AND CONTROL
0.00%
Shares351.4K
Event2026-06-30
Filed2026-07-29
NVO
NOVO-NORDISK A S
-0.22%
Shares410.8K
Event2026-06-30
Filed2026-07-29
ORACLE CORP
ORACLE CORP
0.00%
Shares124.8K
Event2026-06-30
Filed2026-07-29
MSFT
MICROSOFT CORP
7.32%
Shares45.1K
Event2026-06-30
Filed2026-07-29
XLV
SELECT SECTOR SPDR TR
-0.03%
Shares104.1K
Event2026-06-30
Filed2026-07-29
AMZN
AMAZON COM INC
-10.24%
Shares67.0K
Event2026-06-30
Filed2026-07-29
APPLIED MATLS INC
APPLIED MATLS INC
0.00%
Shares21.6K
Event2026-06-30
Filed2026-07-29
AAPL
APPLE INC
19.37%
Shares53.6K
Event2026-06-30
Filed2026-07-29
META PLATFORMS INC
META PLATFORMS INC
-4.95%
Shares24.7K
Event2026-06-30
Filed2026-07-29
BROADCOM INC
BROADCOM INC
0.84%
Shares35.9K
Event2026-06-30
Filed2026-07-29
ASHR
DBX ETF TR
0.00%
Shares345.8K
Event2026-06-30
Filed2026-07-29
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares55.7K
Event2026-06-30
Filed2026-07-29
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares20.0K
Event2026-06-30
Filed2026-07-29
KIM
KIMCO REALTY CORP
-9.86%
Shares367.5K
Event2026-06-30
Filed2026-07-29
EEM
ISHARES TR
0.00%
Shares123.8K
Event2026-06-30
Filed2026-07-29
INDA
ISHARES TR
New
Shares162.1K
Event2026-06-30
Filed2026-07-29
FVRR
IVERR INTL LTD
0.00%
Shares658.7K
Event2026-06-30
Filed2026-07-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares13.8K
Event2026-06-30
Filed2026-07-29
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares20.0K
Event2026-06-30
Filed2026-07-29
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares71.3K
Event2026-06-30
Filed2026-07-29
CIEN
CIENA CORP
-55.54%
Shares11.8K
Event2026-06-30
Filed2026-07-29
LQD
ISHARES TR
New
Shares52.3K
Event2026-06-30
Filed2026-07-29
VCSH
ANGUARD SCOTTSDALE FDS
New
Shares71.4K
Event2026-06-30
Filed2026-07-29
ASML
ASML HLDG NV
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-29
PANW
PALO ALTO NETWORKS INC
0.00%
Shares15.5K
Event2026-06-30
Filed2026-07-29
PAVE
GLOBAL X FDS
New
Shares88.8K
Event2026-06-30
Filed2026-07-29
EMXC
ISHARES INC
7.36%
Shares51.0K
Event2026-06-30
Filed2026-07-29
MU
MICRON TECHNOLOGY INC
188.39%
Shares4.2K
Event2026-06-30
Filed2026-07-29
KSPI
KASPI KZ JSC
New
Shares52.7K
Event2026-06-30
Filed2026-07-29
IBB
ISHARES TR
0.00%
Shares23.2K
Event2026-06-30
Filed2026-07-29
BRK.B
BERKSHIRE HATHAWAY INC DEL
-8.11%
Shares8.8K
Event2026-06-30
Filed2026-07-29
KEMX
KRANESHARES TRUST
New
Shares81.1K
Event2026-06-30
Filed2026-07-29
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
0.00%
Shares40.3K
Event2026-06-30
Filed2026-07-29
C
CITIGROUP INC
-3.02%
Shares24.1K
Event2026-06-30
Filed2026-07-29
XLI
SELECT SECTOR SPDR TR
0.00%
Shares18.2K
Event2026-06-30
Filed2026-07-29
CGNT
COGNYTE SOFTWARE LTD
0.00%
Shares351.5K
Event2026-06-30
Filed2026-07-29
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-9.00%
Shares34.7K
Event2026-06-30
Filed2026-07-29
SLG
SL GREEN RLTY CORP
0.00%
Shares50.8K
Event2026-06-30
Filed2026-07-29
EWJ
ISHARES INC
915.55%
Shares28.0K
Event2026-06-30
Filed2026-07-29
LLY
ELI LILLY & CO
-24.96%
Shares2.0K
Event2026-06-30
Filed2026-07-29
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-29
IEF
ISHARES TR
New
Shares23.6K
Event2026-06-30
Filed2026-07-29
TSLA
TESLA INC
33.15%
Shares5.3K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
New
Shares22.4K
Event2026-06-30
Filed2026-07-29
CEG
CONSTELLATION ENERGY CORP
-6.60%
Shares8.4K
Event2026-06-30
Filed2026-07-29
JNJ
JOHNSON & JOHNSON
-17.82%
Shares8.0K
Event2026-06-30
Filed2026-07-29
GOOGL
ALPHABET INC
-27.98%
Shares5.6K
Event2026-06-30
Filed2026-07-29
FTNT
FORTINET INC
0.00%
Shares12.6K
Event2026-06-30
Filed2026-07-29
MELI
MERCADOLIBRE INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-29
CAT
CATERPILLAR INC
-28.69%
Shares1.7K
Event2026-06-30
Filed2026-07-29
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-39.90%
Shares1.9K
Event2026-06-30
Filed2026-07-29
IGSB
ISHARES TR
New
Shares32.5K
Event2026-06-30
Filed2026-07-29
WMT
WALMART INC
-16.55%
Shares14.5K
Event2026-06-30
Filed2026-07-29
CVX
CHEVRON CORPORATION
-34.63%
Shares9.0K
Event2026-06-30
Filed2026-07-29
RIP COM GROUP LTD
RIP COM GROUP LTD
0.00%
Shares36.9K
Event2026-06-30
Filed2026-07-29
SHV
ISHARES TR
New
Shares13.3K
Event2026-06-30
Filed2026-07-29
GE
GE AEROSPACE
-28.38%
Shares3.9K
Event2026-06-30
Filed2026-07-29
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-54.74%
Shares2.7K
Event2026-06-30
Filed2026-07-29
ONON
N HLDG AG
0.00%
Shares39.1K
Event2026-06-30
Filed2026-07-29
KWEB
RANESHARES TRUST
0.00%
Shares55.7K
Event2026-06-30
Filed2026-07-29
EMB
ISHARES TR
New
Shares13.5K
Event2026-06-30
Filed2026-07-29
QCOM
QUALCOMM INC
-6.74%
Shares6.9K
Event2026-06-30
Filed2026-07-29
SE
EA LTD
0.00%
Shares13.3K
Event2026-06-30
Filed2026-07-29
XLP
SELECT SECTOR SPDR TR
0.51%
Shares15.0K
Event2026-06-30
Filed2026-07-29
VGK
VANGUARD INTL EQUITY INDEX F
-5.89%
Shares13.6K
Event2026-06-30
Filed2026-07-29
GEV
GE VERNOVA INC
-28.28%
Shares994
Event2026-06-30
Filed2026-07-29
MRK
MERCK & CO INC
-16.55%
Shares9.0K
Event2026-06-30
Filed2026-07-29
SN
SHARKNINJA INC
-8.53%
Shares7.5K
Event2026-06-30
Filed2026-07-29
SAP
SAP SE
0.00%
Shares7.4K
Event2026-06-30
Filed2026-07-29
VISA INC
VISA INC
-17.75%
Shares3.3K
Event2026-06-30
Filed2026-07-29
BA
BOEING CO
-17.77%
Shares5.2K
Event2026-06-30
Filed2026-07-29
UNP
UNION PAC CORP
-8.85%
Shares4.0K
Event2026-06-30
Filed2026-07-29
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.00%
Shares3.7K
Event2026-06-30
Filed2026-07-29
SILC
SILICOM LTD
0.00%
Shares20.7K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-24.91%
Shares3.0K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
ABBVIE INC
-24.80%
Shares3.9K
Event2026-06-30
Filed2026-07-29
IEI
ISHARES TR
New
Shares8.3K
Event2026-06-30
Filed2026-07-29
RTX CORPORATION
RTX CORPORATION
-27.77%
Shares5.0K
Event2026-06-30
Filed2026-07-29
HD
HOME DEPOT INC
28.26%
Shares2.6K
Event2026-06-30
Filed2026-07-29
ISRA
VANECK ETF TRUST
19.35%
Shares13.8K
Event2026-06-30
Filed2026-07-29
REGN
REGENERON PHARMACEUTICALS
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-29
LIN
LINDE PLC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-29
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-23.94%
Shares2.1K
Event2026-06-30
Filed2026-07-29
BAC
BANK AMERICA CORP
-15.43%
Shares14.6K
Event2026-06-30
Filed2026-07-29
CHKP
CHECK POINT SOFTWARE TECH LT
35.52%
Shares5.7K
Event2026-06-30
Filed2026-07-29
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-06-30
Filed2026-07-29
MCD
MCDONALDS CORP
16.93%
Shares2.8K
Event2026-06-30
Filed2026-07-29
INTC
INTEL CORP
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-29
ACWI
ISHARES TR
-3.50%
Shares4.5K
Event2026-06-30
Filed2026-07-29
HYS
PIMCO ETF TR
New
Shares6.8K
Event2026-06-30
Filed2026-07-29
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-29
LMT
LOCKHEED MARTIN CORP
New
Shares1.2K
Event2026-06-30
Filed2026-07-29
EIS
ISHARES INC
31.14%
Shares5.0K
Event2026-06-30
Filed2026-07-29
BP
BP PLC
0.00%
Shares16.2K
Event2026-06-30
Filed2026-07-29
VHT
VANGUARD WORLD FD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-29
NETFLIX INC.
NETFLIX INC.
-28.21%
Shares7.8K
Event2026-06-30
Filed2026-07-29
IJH
SHARES TR
0.00%
Shares7.2K
Event2026-06-30
Filed2026-07-29
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-29
IVE
ISHARES TR
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-29
COP
ONOCOPHILLIPS
-28.23%
Shares4.5K
Event2026-06-30
Filed2026-07-29
BKLN
INVESCO EXCH TRADED FD TR II
New
Shares22.4K
Event2026-06-30
Filed2026-07-29
SHY
ISHARES TR
New
Shares5.3K
Event2026-06-30
Filed2026-07-29
PLD
PROLOGIS INC.
-19.27%
Shares2.9K
Event2026-06-30
Filed2026-07-29
XLF
SELECT SECTOR SPDR TR
-2.18%
Shares6.7K
Event2026-06-30
Filed2026-07-29
TMUS
T-MOBILE US INC
-49.33%
Shares2.0K
Event2026-06-30
Filed2026-07-29
WMB
ILLIAMS COS INC
-27.93%
Shares4.5K
Event2026-06-30
Filed2026-07-29
PRGO
PERRIGO CO PLC
0.00%
Shares32.2K
Event2026-06-30
Filed2026-07-29
XLRE
SELECT SECTOR SPDR TR
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-29
ITA
ISHARES TR
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
VZ
VERIZON COMMUNICATIONS INC
-28.73%
Shares7.7K
Event2026-06-30
Filed2026-07-29
KO
COCA COLA CO
-63.99%
Shares4.0K
Event2026-06-30
Filed2026-07-29
PG
PROCTER & GAMBLE CO
-78.44%
Shares2.2K
Event2026-06-30
Filed2026-07-29
TJX
TJX COS INC NEW
New
Shares2.0K
Event2026-06-30
Filed2026-07-29
WFC
ELLS FARGO & CO
-48.70%
Shares3.7K
Event2026-06-30
Filed2026-07-29
WELL
WELLTOWER INC
-27.20%
Shares1.3K
Event2026-06-30
Filed2026-07-29
CSTE
CAESARSTONE LTD
-12.67%
Shares136.5K
Event2026-06-30
Filed2026-07-29
EQNR
EQUINOR ASA
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-29
PM
HILIP MORRIS INTL INC
-63.96%
Shares1.4K
Event2026-06-30
Filed2026-07-29
GS
OLDMAN SACHS GROUP INC
New
Shares255
Event2026-06-30
Filed2026-07-29
SLB
SLB LIMITED
-28.02%
Shares5.5K
Event2026-06-30
Filed2026-07-29
BKNG
BOOKING HOLDINGS INC
2400.00%
Shares1.4K
Event2026-06-30
Filed2026-07-29
FTV
FORTIVE CORP
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-29
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
New
Shares1.9K
Event2026-06-30
Filed2026-07-29
GREK
GLOBAL X FDS
New
Shares3.0K
Event2026-06-30
Filed2026-07-29
VIS
VANGUARD WORLD FD
New
Shares630
Event2026-06-30
Filed2026-07-29
XLE
SELECT SECTOR SPDR TR
4.31%
Shares4.2K
Event2026-06-30
Filed2026-07-29
SNY
SANOFI SA
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-29
GILD
GILEAD SCIENCES INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Analyst IMS Investment Management Services Ltd. Institutional Holdings, Portfolio & P&L β€” TradeFomo