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Analyst IMS Investment Management Services Ltd.

Portfolio Manager
Analyst IMS Investment Management Services Ltd.
Performance
-5.12% (2026 Q1)
AUM (13F)
$3.30B
# of Holdings
144
Performance Rank
Allocation (Top 20)
89.29%

Analyst IMS Investment Management Services Ltd. Holdings Map

Top 50 Analyst IMS Investment Management Services Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
31.17%1.78M$1.03B
+1.87%(+32.73K)
2025-Q1: 1.05M shares2025-Q2: 1.05M shares2025-Q3: 1.04M shares2025-Q4: 1.75M shares2026-Q1: 1.78M shares
$414.03(+72.62%)
2026-03-31
SPY
TATE STR SPDR S&P 500 ETF T
17.03%864.6K$562.3M
-10.09%(-97.00K)
2025-Q1: 1.32M shares2025-Q2: 1.29M shares2025-Q3: 1.26M shares2025-Q4: 961.6K shares2026-Q1: 864.6K shares
$384.19(+93.22%)
2026-03-31
VOO
VANGUARD INDEX FDS
10.83%598.6K$357.7M
-7.58%(-49.12K)
2025-Q1: 871.0K shares2025-Q2: 873.0K shares2025-Q3: 826.6K shares2025-Q4: 647.7K shares2026-Q1: 598.6K shares
$401.20(+70.09%)
2026-03-31
AAXJ
ISHARES TR
6.48%2.22M$213.9M
+102.71%(+1.13M)
2025-Q1: 784.3K shares2025-Q2: 789.2K shares2025-Q3: 1.08M shares2025-Q4: 1.10M shares2026-Q1: 2.22M shares
$88.78(+31.56%)
2026-03-31
IVV
ISHARES TR
6.16%311.4K$203.4M
-8.03%(-27.18K)
2025-Q1: 361.3K shares2025-Q2: 361.3K shares2025-Q3: 361.3K shares2025-Q4: 338.6K shares2026-Q1: 311.4K shares
$348.81(+113.79%)
2026-03-31
SOXX
ISHARES TR
2.01%201.5K$66.2M
+28.83%(+45.10K)
2025-Q1: 142.9K shares2025-Q2: 152.2K shares2025-Q3: 159.1K shares2025-Q4: 156.4K shares2026-Q1: 201.5K shares
$216.96(+143.50%)
2026-03-31
TEVA
TEVA PHARMACEUTICAL INDS LTD
1.93%2.12M$63.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.12M shares2026-Q1: 2.12M shares
$25.70(+41.02%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
1.87%1.14M$61.6M
+0.02%(+185)
2025-Q1: 143.7K shares2025-Q2: 143.5K shares2025-Q3: 1.14M shares2025-Q4: 1.14M shares2026-Q1: 1.14M shares
$51.41(+16.59%)
2026-03-31
SPG
SIMON PPTY GROUP INC NEW
1.37%242.9K$45.3M
+0.03%(+67)
2025-Q1: 145.3K shares2025-Q2: 242.0K shares2025-Q3: 242.8K shares2025-Q4: 242.8K shares2026-Q1: 242.9K shares
$136.33(+47.11%)
2026-03-31
WIX
WIX COM LTD
1.34%492.7K$44.4M
+3.29%(+15.68K)
2025-Q1: 284.1K shares2025-Q2: 380.5K shares2025-Q3: 451.9K shares2025-Q4: 477.0K shares2026-Q1: 492.7K shares
$122.45(-54.82%)
2026-03-31

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