StockDriftsStockDriftsTop 50 Analyst IMS Investment Management Services Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 30.59% | 1.79M | $1.32B | +0.27%(+4.75K) | $414.65(+76.66%) | 2026-06-30 | |
| SPY | TATE STR SPDR S&P 500 ETF T | 14.12% | 813.4K | $607.4M | -5.92%(-51.19K) | $384.19(+101.82%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.92% | 558.9K | $383.8M | -6.63%(-39.70K) | $401.20(+77.64%) | 2026-06-30 | |
| SOXX | ISHARES TR | 8.51% | 571.7K | $366.3M | +183.67%(+370.16K) | $384.21(+46.78%) | 2026-06-30 | |
| AAXJ | ISHARES TR | 6.61% | 2.38M | $284.5M | +7.35%(+163.25K) | $90.13(+31.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.1% | 293.1K | $219.5M | -5.90%(-18.36K) | $348.81(+123.31%) | 2026-06-30 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 1.67% | 2.12M | $71.7M | +0.00%(+0) | $25.70(+43.05%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.58% | 1.14M | $68.0M | +0.01%(+155) | $51.41(+17.46%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 1.2% | 498.9K | $51.5M | -0.05%(-235) | $45.71(+129.79%) | 2026-06-30 | |
| EWY | SHARES INC | 1.16% | 248.1K | $50.1M | new | $158.12(+13.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.95% | +76.96% | +10.73% | +66.50% |
| Top 20 Holdings Unweighted | +20.17% | +73.52% | +7.04% | +40.50% |
Analyst IMS Investment Management Services Ltd. reports $4.30B in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (30.6%), SPY (14.1%) and VOO (8.9%). The top 20 holdings account for 88.11% of reported assets. Its disclosed equity book has returned +76.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Analyst IMS Investment Management Services Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1634208). View Analyst IMS Investment Management Services Ltd.’s 13F filings on SEC