Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
QQQ
0.27%INVESCO QQQ TR
Shares1.8M
Event2026-06-30
Filed2026-07-29
TATE STR SPDR S&P 500 ETF T
-5.92%TATE STR SPDR S&P 500 ETF T
Shares813.4K
Event2026-06-30
Filed2026-07-29
VOO
-6.63%VANGUARD INDEX FDS
Shares558.9K
Event2026-06-30
Filed2026-07-29
SOXX
183.67%ISHARES TR
Shares571.7K
Event2026-06-30
Filed2026-07-29
AAXJ
7.35%ISHARES TR
Shares2.4M
Event2026-06-30
Filed2026-07-29
ISHARES TR
-5.90%ISHARES TR
Shares293.1K
Event2026-06-30
Filed2026-07-29
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD
Shares2.1M
Event2026-06-30
Filed2026-07-29
VWO
0.01%VANGUARD INTL EQUITY INDEX F
Shares1.1M
Event2026-06-30
Filed2026-07-29
ONEQ
-0.05%FIDELITY COMWLTH TR
Shares498.9K
Event2026-06-30
Filed2026-07-29
EWY
NewSHARES INC
Shares248.1K
Event2026-06-30
Filed2026-07-29
ARE
-0.47%ALEXANDRIA REAL ESTATE EQ IN
Shares912.0K
Event2026-06-30
Filed2026-07-29
EWT
NewISHARES INC
Shares420.4K
Event2026-06-30
Filed2026-07-29
NVDA
6.29%NVIDIA CORPORATION
Shares215.8K
Event2026-06-30
Filed2026-07-29
SPG
-20.80%SIMON PPTY GROUP INC NEW
Shares192.4K
Event2026-06-30
Filed2026-07-29
LMND
0.00%LEMONADE INC
Shares617.6K
Event2026-06-30
Filed2026-07-29
XLC
37.02%SELECT SECTOR SPDR TR
Shares347.5K
Event2026-06-30
Filed2026-07-29
IWM
0.00%ISHARES TR
Shares102.7K
Event2026-06-30
Filed2026-07-29
GOOG
-2.93%LPHABET INC
Shares84.3K
Event2026-06-30
Filed2026-07-29
HYG
NewISHARES TR
Shares360.1K
Event2026-06-30
Filed2026-07-29
QQQM
58.50%INVESCO EXCH TRADED FD TR II
Shares84.0K
Event2026-06-30
Filed2026-07-29
MCHI
0.00%ISHARES TR
Shares490.0K
Event2026-06-30
Filed2026-07-29
XLK
0.00%SELECT SECTOR SPDR TR
Shares120.7K
Event2026-06-30
Filed2026-07-29
WIX
-0.04%WIX COM LTD
Shares492.6K
Event2026-06-30
Filed2026-07-29
BXP
-2.55%BXP INC
Shares330.9K
Event2026-06-30
Filed2026-07-29
ITRN
0.00%ITURAN LOCATION AND CONTROL
Shares351.4K
Event2026-06-30
Filed2026-07-29
NVO
-0.22%NOVO-NORDISK A S
Shares410.8K
Event2026-06-30
Filed2026-07-29
ORACLE CORP
0.00%ORACLE CORP
Shares124.8K
Event2026-06-30
Filed2026-07-29
MSFT
7.32%MICROSOFT CORP
Shares45.1K
Event2026-06-30
Filed2026-07-29
XLV
-0.03%SELECT SECTOR SPDR TR
Shares104.1K
Event2026-06-30
Filed2026-07-29
AMZN
-10.24%AMAZON COM INC
Shares67.0K
Event2026-06-30
Filed2026-07-29
APPLIED MATLS INC
0.00%APPLIED MATLS INC
Shares21.6K
Event2026-06-30
Filed2026-07-29
AAPL
19.37%APPLE INC
Shares53.6K
Event2026-06-30
Filed2026-07-29
META PLATFORMS INC
-4.95%META PLATFORMS INC
Shares24.7K
Event2026-06-30
Filed2026-07-29
BROADCOM INC
0.84%BROADCOM INC
Shares35.9K
Event2026-06-30
Filed2026-07-29
ASHR
0.00%DBX ETF TR
Shares345.8K
Event2026-06-30
Filed2026-07-29
RSP
0.00%INVESCO EXCHANGE TRADED FD T
Shares55.7K
Event2026-06-30
Filed2026-07-29
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares20.0K
Event2026-06-30
Filed2026-07-29
KIM
-9.86%KIMCO REALTY CORP
Shares367.5K
Event2026-06-30
Filed2026-07-29
EEM
0.00%ISHARES TR
Shares123.8K
Event2026-06-30
Filed2026-07-29
INDA
NewISHARES TR
Shares162.1K
Event2026-06-30
Filed2026-07-29
FVRR
0.00%IVERR INTL LTD
Shares658.7K
Event2026-06-30
Filed2026-07-29
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares13.8K
Event2026-06-30
Filed2026-07-29
MRVL
0.00%MARVELL TECHNOLOGY INC
Shares20.0K
Event2026-06-30
Filed2026-07-29
VCIT
NewVANGUARD SCOTTSDALE FDS
Shares71.3K
Event2026-06-30
Filed2026-07-29
CIEN
-55.54%CIENA CORP
Shares11.8K
Event2026-06-30
Filed2026-07-29
LQD
NewISHARES TR
Shares52.3K
Event2026-06-30
Filed2026-07-29
VCSH
NewANGUARD SCOTTSDALE FDS
Shares71.4K
Event2026-06-30
Filed2026-07-29
ASML
0.00%ASML HLDG NV
Shares2.8K
Event2026-06-30
Filed2026-07-29
PANW
0.00%PALO ALTO NETWORKS INC
Shares15.5K
Event2026-06-30
Filed2026-07-29
PAVE
NewGLOBAL X FDS
Shares88.8K
Event2026-06-30
Filed2026-07-29
EMXC
7.36%ISHARES INC
Shares51.0K
Event2026-06-30
Filed2026-07-29
MU
188.39%MICRON TECHNOLOGY INC
Shares4.2K
Event2026-06-30
Filed2026-07-29
KSPI
NewKASPI KZ JSC
Shares52.7K
Event2026-06-30
Filed2026-07-29
IBB
0.00%ISHARES TR
Shares23.2K
Event2026-06-30
Filed2026-07-29
BRK.B
-8.11%BERKSHIRE HATHAWAY INC DEL
Shares8.8K
Event2026-06-30
Filed2026-07-29
KEMX
NewKRANESHARES TRUST
Shares81.1K
Event2026-06-30
Filed2026-07-29
ALIBABA GROUP HLDG LTD
0.00%ALIBABA GROUP HLDG LTD
Shares40.3K
Event2026-06-30
Filed2026-07-29
C
-3.02%CITIGROUP INC
Shares24.1K
Event2026-06-30
Filed2026-07-29
XLI
0.00%SELECT SECTOR SPDR TR
Shares18.2K
Event2026-06-30
Filed2026-07-29
CGNT
0.00%COGNYTE SOFTWARE LTD
Shares351.5K
Event2026-06-30
Filed2026-07-29
NEXTERA ENERGY INC
-9.00%NEXTERA ENERGY INC
Shares34.7K
Event2026-06-30
Filed2026-07-29
SLG
0.00%SL GREEN RLTY CORP
Shares50.8K
Event2026-06-30
Filed2026-07-29
EWJ
915.55%ISHARES INC
Shares28.0K
Event2026-06-30
Filed2026-07-29
LLY
-24.96%ELI LILLY & CO
Shares2.0K
Event2026-06-30
Filed2026-07-29
TT
0.00%TRANE TECHNOLOGIES PLC
Shares5.0K
Event2026-06-30
Filed2026-07-29
IEF
NewISHARES TR
Shares23.6K
Event2026-06-30
Filed2026-07-29
TSLA
33.15%TESLA INC
Shares5.3K
Event2026-06-30
Filed2026-07-29
ISHARES TR
NewISHARES TR
Shares22.4K
Event2026-06-30
Filed2026-07-29
CEG
-6.60%CONSTELLATION ENERGY CORP
Shares8.4K
Event2026-06-30
Filed2026-07-29
JNJ
-17.82%JOHNSON & JOHNSON
Shares8.0K
Event2026-06-30
Filed2026-07-29
GOOGL
-27.98%ALPHABET INC
Shares5.6K
Event2026-06-30
Filed2026-07-29
FTNT
0.00%FORTINET INC
Shares12.6K
Event2026-06-30
Filed2026-07-29
MELI
0.00%MERCADOLIBRE INC
Shares1.1K
Event2026-06-30
Filed2026-07-29
CAT
-28.69%CATERPILLAR INC
Shares1.7K
Event2026-06-30
Filed2026-07-29
COSTCO WHOLESALE CORPORATION
-39.90%COSTCO WHOLESALE CORPORATION
Shares1.9K
Event2026-06-30
Filed2026-07-29
IGSB
NewISHARES TR
Shares32.5K
Event2026-06-30
Filed2026-07-29
WMT
-16.55%WALMART INC
Shares14.5K
Event2026-06-30
Filed2026-07-29
CVX
-34.63%CHEVRON CORPORATION
Shares9.0K
Event2026-06-30
Filed2026-07-29
RIP COM GROUP LTD
0.00%RIP COM GROUP LTD
Shares36.9K
Event2026-06-30
Filed2026-07-29
SHV
NewISHARES TR
Shares13.3K
Event2026-06-30
Filed2026-07-29
GE
-28.38%GE AEROSPACE
Shares3.9K
Event2026-06-30
Filed2026-07-29
MASTERCARD INCORPORATED
-54.74%MASTERCARD INCORPORATED
Shares2.7K
Event2026-06-30
Filed2026-07-29
ONON
0.00%N HLDG AG
Shares39.1K
Event2026-06-30
Filed2026-07-29
KWEB
0.00%RANESHARES TRUST
Shares55.7K
Event2026-06-30
Filed2026-07-29
EMB
NewISHARES TR
Shares13.5K
Event2026-06-30
Filed2026-07-29
QCOM
-6.74%QUALCOMM INC
Shares6.9K
Event2026-06-30
Filed2026-07-29
SE
0.00%EA LTD
Shares13.3K
Event2026-06-30
Filed2026-07-29
XLP
0.51%SELECT SECTOR SPDR TR
Shares15.0K
Event2026-06-30
Filed2026-07-29
VGK
-5.89%VANGUARD INTL EQUITY INDEX F
Shares13.6K
Event2026-06-30
Filed2026-07-29
GEV
-28.28%GE VERNOVA INC
Shares994
Event2026-06-30
Filed2026-07-29
MRK
-16.55%MERCK & CO INC
Shares9.0K
Event2026-06-30
Filed2026-07-29
SN
-8.53%SHARKNINJA INC
Shares7.5K
Event2026-06-30
Filed2026-07-29
SAP
0.00%SAP SE
Shares7.4K
Event2026-06-30
Filed2026-07-29
VISA INC
-17.75%VISA INC
Shares3.3K
Event2026-06-30
Filed2026-07-29
BA
-17.77%BOEING CO
Shares5.2K
Event2026-06-30
Filed2026-07-29
UNP
-8.85%UNION PAC CORP
Shares4.0K
Event2026-06-30
Filed2026-07-29
NXP SEMICONDUCTORS N V
0.00%NXP SEMICONDUCTORS N V
Shares3.7K
Event2026-06-30
Filed2026-07-29
SILC
0.00%SILICOM LTD
Shares20.7K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
-24.91%JPMORGAN CHASE & CO
Shares3.0K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
-24.80%ABBVIE INC
Shares3.9K
Event2026-06-30
Filed2026-07-29
IEI
NewISHARES TR
Shares8.3K
Event2026-06-30
Filed2026-07-29
RTX CORPORATION
-27.77%RTX CORPORATION
Shares5.0K
Event2026-06-30
Filed2026-07-29
HD
28.26%HOME DEPOT INC
Shares2.6K
Event2026-06-30
Filed2026-07-29
ISRA
19.35%VANECK ETF TRUST
Shares13.8K
Event2026-06-30
Filed2026-07-29
REGN
0.00%REGENERON PHARMACEUTICALS
Shares1.4K
Event2026-06-30
Filed2026-07-29
LIN
0.00%LINDE PLC
Shares1.6K
Event2026-06-30
Filed2026-07-29
UNITEDHEALTH GROUP INC
-23.94%UNITEDHEALTH GROUP INC
Shares2.1K
Event2026-06-30
Filed2026-07-29
BAC
-15.43%BANK AMERICA CORP
Shares14.6K
Event2026-06-30
Filed2026-07-29
CHKP
35.52%CHECK POINT SOFTWARE TECH LT
Shares5.7K
Event2026-06-30
Filed2026-07-29
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-07-29
MCD
16.93%MCDONALDS CORP
Shares2.8K
Event2026-06-30
Filed2026-07-29
INTC
0.00%INTEL CORP
Shares5.2K
Event2026-06-30
Filed2026-07-29
ACWI
-3.50%ISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-29
HYS
NewPIMCO ETF TR
Shares6.8K
Event2026-06-30
Filed2026-07-29
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares2.1K
Event2026-06-30
Filed2026-07-29
LMT
NewLOCKHEED MARTIN CORP
Shares1.2K
Event2026-06-30
Filed2026-07-29
EIS
31.14%ISHARES INC
Shares5.0K
Event2026-06-30
Filed2026-07-29
BP
0.00%BP PLC
Shares16.2K
Event2026-06-30
Filed2026-07-29
VHT
0.00%VANGUARD WORLD FD
Shares2.0K
Event2026-06-30
Filed2026-07-29
NETFLIX INC.
-28.21%NETFLIX INC.
Shares7.8K
Event2026-06-30
Filed2026-07-29
IJH
0.00%SHARES TR
Shares7.2K
Event2026-06-30
Filed2026-07-29
NOC
0.00%NORTHROP GRUMMAN CORP
Shares1.1K
Event2026-06-30
Filed2026-07-29
IVE
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-29
COP
-28.23%ONOCOPHILLIPS
Shares4.5K
Event2026-06-30
Filed2026-07-29
BKLN
NewINVESCO EXCH TRADED FD TR II
Shares22.4K
Event2026-06-30
Filed2026-07-29
SHY
NewISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-29
PLD
-19.27%PROLOGIS INC.
Shares2.9K
Event2026-06-30
Filed2026-07-29
XLF
-2.18%SELECT SECTOR SPDR TR
Shares6.7K
Event2026-06-30
Filed2026-07-29
TMUS
-49.33%T-MOBILE US INC
Shares2.0K
Event2026-06-30
Filed2026-07-29
WMB
-27.93%ILLIAMS COS INC
Shares4.5K
Event2026-06-30
Filed2026-07-29
PRGO
0.00%PERRIGO CO PLC
Shares32.2K
Event2026-06-30
Filed2026-07-29
XLRE
0.00%SELECT SECTOR SPDR TR
Shares7.5K
Event2026-06-30
Filed2026-07-29
ITA
NewISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-29
VZ
-28.73%VERIZON COMMUNICATIONS INC
Shares7.7K
Event2026-06-30
Filed2026-07-29
KO
-63.99%COCA COLA CO
Shares4.0K
Event2026-06-30
Filed2026-07-29
PG
-78.44%PROCTER & GAMBLE CO
Shares2.2K
Event2026-06-30
Filed2026-07-29
TJX
NewTJX COS INC NEW
Shares2.0K
Event2026-06-30
Filed2026-07-29
WFC
-48.70%ELLS FARGO & CO
Shares3.7K
Event2026-06-30
Filed2026-07-29
WELL
-27.20%WELLTOWER INC
Shares1.3K
Event2026-06-30
Filed2026-07-29
CSTE
-12.67%CAESARSTONE LTD
Shares136.5K
Event2026-06-30
Filed2026-07-29
EQNR
0.00%EQUINOR ASA
Shares9.0K
Event2026-06-30
Filed2026-07-29
PM
-63.96%HILIP MORRIS INTL INC
Shares1.4K
Event2026-06-30
Filed2026-07-29
GS
NewOLDMAN SACHS GROUP INC
Shares255
Event2026-06-30
Filed2026-07-29
SLB
-28.02%SLB LIMITED
Shares5.5K
Event2026-06-30
Filed2026-07-29
BKNG
2400.00%BOOKING HOLDINGS INC
Shares1.4K
Event2026-06-30
Filed2026-07-29
FTV
0.00%FORTIVE CORP
Shares3.8K
Event2026-06-30
Filed2026-07-29
VANGUARD SCOTTSDALE FDS
NewVANGUARD SCOTTSDALE FDS
Shares1.9K
Event2026-06-30
Filed2026-07-29
GREK
NewGLOBAL X FDS
Shares3.0K
Event2026-06-30
Filed2026-07-29
VIS
NewVANGUARD WORLD FD
Shares630
Event2026-06-30
Filed2026-07-29
XLE
4.31%SELECT SECTOR SPDR TR
Shares4.2K
Event2026-06-30
Filed2026-07-29
SNY
0.00%SANOFI SA
Shares5.2K
Event2026-06-30
Filed2026-07-29
GILD
0.00%GILEAD SCIENCES INC
Shares1.7K
Event2026-06-30
Filed2026-07-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available