Analyst IMS Investment Management Services

Tel-aviv, L3files as Analyst IMS Investment Management Services Ltd.

$4.3bn in 152 US stocks at the end of 30 June 2026. The top 10 are 79.5% of the money. It changed about 11.7% of the portfolio this quarter.

Value

$4.3bn

Stocks

152

Top 10 share

79.5%

Turnover

11.7%

What changed this quarter

New

Bought for the first time this quarter.

IsharesEWY
1.2% of the fund
IsharesEWT
1.1% of the fund
Ishares TRHYG
0.7% of the fund
Ishares TRINDA
0.2% of the fund
Vanguard Scottsdale FDSVCIT
0.1% of the fund
Ishares TRLQD
0.1% of the fund
Vanguard Scottsdale FDSVCSH
0.1% of the fund
Global X FDSPAVE
0.1% of the fund
Joint Stock Co Kaspi.kzKSPI
0.1% of the fund
Kraneshares MsciKEMX
<0.1% of the fund
Ishares TRIEF
<0.1% of the fund
Ishares TRAGG
<0.1% of the fund
Ishares TRIGSB
<0.1% of the fund
Ishares TRSHV
<0.1% of the fund
Ishares TREMB
<0.1% of the fund
Ishares TRIEI
<0.1% of the fund
Pimco ETF TRHYS
<0.1% of the fund
Lockheed MartinLMT
<0.1% of the fund
Invesco Exch Traded FD TR IIBKLN
<0.1% of the fund
Ishares TRSHY
<0.1% of the fund
Ishares TRITA
<0.1% of the fund
TJX CompaniesTJX
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
Vanguard Scottsdale FDSVTWO
<0.1% of the fund
Global X FDSGREK
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSOXX
8.5% of the fund
+184%
Ishares TRAAXJ
6.6% of the fund
+7%
NvidiaNVDA
1.0% of the fund
+6%
Select Sector Spdr TRXLC
0.9% of the fund
+37%
Invesco Exch Traded FD TR IIQQQM
0.6% of the fund
+59%
MicrosoftMSFT
0.4% of the fund
+7%
AppleAAPL
0.4% of the fund
+19%
IsharesEMXC
0.1% of the fund
+7%
Micron TechnologyMU
0.1% of the fund
+188%
IsharesEWJ
<0.1% of the fund
+916%
TeslaTSLA
<0.1% of the fund
+33%
Home DepotHD
<0.1% of the fund
+28%
Vaneck ETF TrustISRA
<0.1% of the fund
+19%
Check Point Software TechnologiesCHKP
<0.1% of the fund
+36%
McDonald'sMCD
<0.1% of the fund
+17%
IsharesEIS
<0.1% of the fund
+31%
Select Sector Spdr TRXLE
<0.1% of the fund
+4%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
14.1% of the fund
-6%
Vanguard Index FDSVOO
8.9% of the fund
-7%
Ishares TRIVV
5.1% of the fund
-6%
Simon Property GroupSPG
1.0% of the fund
-21%
AlphabetGOOG
0.7% of the fund
-3%
BXPBXP
0.5% of the fund
-3%
Amazon.comAMZN
0.4% of the fund
-10%
Meta PlatformsMETA
0.3% of the fund
-5%
Kimco RealtyKIM
0.2% of the fund
-10%
CienaCIEN
0.1% of the fund
-56%
Berkshire HathawayBRK-B
0.1% of the fund
-8%
CitigroupC
<0.1% of the fund
-3%
NextEra EnergyNEE
<0.1% of the fund
-9%
Eli LillyLLY
<0.1% of the fund
-25%
Constellation EnergyCEG
<0.1% of the fund
-7%
Johnson & JohnsonJNJ
<0.1% of the fund
-18%
AlphabetGOOGL
<0.1% of the fund
-28%
CaterpillarCAT
<0.1% of the fund
-29%
Costco WholesaleCOST
<0.1% of the fund
-40%
WalmartWMT
<0.1% of the fund
-17%
ChevronCVX
<0.1% of the fund
-35%
General ElectricGE
<0.1% of the fund
-28%
MastercardMA
<0.1% of the fund
-55%
QualcommQCOM
<0.1% of the fund
-7%
Vanguard Intl Equity Index FVGK
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

Holdings

Invesco QQQ TRQQQ
Share
30.6%
Value
$1.3bn
Shares
1,787,559
Held
State STR Spdr S&P 500 ETF TSPY
Share
14.1%
Value
$607m
Shares
813,427
-6%
Vanguard Index FDSVOO
Share
8.9%
Value
$384m
Shares
558,871
-7%
Ishares TRSOXX
Share
8.5%
Value
$366m
Shares
571,693
+184%
Ishares TRAAXJ
Share
6.6%
Value
$285m
Shares
2,384,364
+7%
Ishares TRIVV
Share
5.1%
Value
$219m
Shares
293,062
-6%
Teva Pharmaceutical IndustriesTEVA
Share
1.7%
Value
$72m
Shares
2,116,302
Held
Vanguard Intl Equity Index FVWO
Share
1.6%
Value
$68m
Shares
1,139,643
Held
Fidelity Comwlth TRONEQ
Share
1.2%
Value
$51m
Shares
498,898
Held
IsharesEWY
Share
1.2%
Value
$50m
Shares
248,131
New
Alexandria Real Estate EquitiesARE
Share
1.1%
Value
$48m
Shares
911,994
Held
IsharesEWT
Share
1.1%
Value
$46m
Shares
420,352
New
NvidiaNVDA
Share
1.0%
Value
$43m
Shares
215,781
+6%
Simon Property GroupSPG
Share
1.0%
Value
$43m
Shares
192,360
-21%
LemonadeLMND
Share
0.9%
Value
$40m
Shares
617,639
Held
Select Sector Spdr TRXLC
Share
0.9%
Value
$37m
Shares
347,509
+37%
Ishares TRIWM
Share
0.7%
Value
$31m
Shares
102,705
Held
AlphabetGOOG
Share
0.7%
Value
$30m
Shares
84,341
-3%
Ishares TRHYG
Share
0.7%
Value
$29m
Shares
360,098
New
Invesco Exch Traded FD TR IIQQQM
Share
0.6%
Value
$25m
Shares
83,990
+59%
Ishares TRMCHI
Share
0.6%
Value
$25m
Shares
490,029
Held
Select Sector Spdr TRXLK
Share
0.5%
Value
$23m
Shares
120,704
Held
Wix.comWIX
Share
0.5%
Value
$22m
Shares
492,557
Held
BXPBXP
Share
0.5%
Value
$22m
Shares
330,879
-3%
Ituran Location & ControlITRN
Share
0.5%
Value
$21m
Shares
351,382
Held
Novo Nordisk A SNVO
Share
0.5%
Value
$20m
Shares
410,770
Held
OracleORCL
Share
0.4%
Value
$18m
Shares
124,838
Held
MicrosoftMSFT
Share
0.4%
Value
$17m
Shares
45,081
+7%
Select Sector Spdr TRXLV
Share
0.4%
Value
$17m
Shares
104,131
Held
Amazon.comAMZN
Share
0.4%
Value
$16m
Shares
66,966
-10%
Applied MaterialsAMAT
Share
0.4%
Value
$16m
Shares
21,599
Held
AppleAAPL
Share
0.4%
Value
$16m
Shares
53,600
+19%
Meta PlatformsMETA
Share
0.3%
Value
$14m
Shares
24,671
-5%
BroadcomAVGO
Share
0.3%
Value
$14m
Shares
35,853
Held
DBX ETF TRASHR
Share
0.3%
Value
$13m
Shares
345,757
Held
Invesco Exchange Traded FD TRSP
Share
0.3%
Value
$12m
Shares
55,700
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$12m
Shares
20,042
Held
Kimco RealtyKIM
Share
0.2%
Value
$9m
Shares
367,502
-10%
Ishares TREEM
Share
0.2%
Value
$8m
Shares
123,829
Held
Ishares TRINDA
Share
0.2%
Value
$8m
Shares
162,131
New
Fiverr InternationalFVRR
Share
0.2%
Value
$7m
Shares
658,729
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$7m
Shares
13,754
Held
Marvell TechnologyMRVL
Share
0.1%
Value
$6m
Shares
20,000
Held
Vanguard Scottsdale FDSVCIT
Share
0.1%
Value
$6m
Shares
71,292
New
CienaCIEN
Share
0.1%
Value
$6m
Shares
11,794
-56%
Ishares TRLQD
Share
0.1%
Value
$6m
Shares
52,344
New
Vanguard Scottsdale FDSVCSH
Share
0.1%
Value
$6m
Shares
71,388
New
ASML Holding NVASML
Share
0.1%
Value
$6m
Shares
2,812
Held
Palo Alto NetworksPANW
Share
0.1%
Value
$5m
Shares
15,460
Held
Global X FDSPAVE
Share
0.1%
Value
$5m
Shares
88,770
New
IsharesEMXC
Share
0.1%
Value
$5m
Shares
51,030
+7%
Micron TechnologyMU
Share
0.1%
Value
$5m
Shares
4,173
+188%
Joint Stock Co Kaspi.kzKSPI
Share
0.1%
Value
$5m
Shares
52,705
New
Ishares TRIBB
Share
0.1%
Value
$4m
Shares
23,207
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$4m
Shares
8,808
-8%
Kraneshares MsciKEMX
Share
<0.1%
Value
$4m
Shares
81,100
New
Alibaba Group HldgBABA
Share
<0.1%
Value
$4m
Shares
40,305
Held
CitigroupC
Share
<0.1%
Value
$3m
Shares
24,103
-3%
Select Sector Spdr TRXLI
Share
<0.1%
Value
$3m
Shares
18,200
Held
Cognyte SoftwareCGNT
Share
<0.1%
Value
$3m
Shares
351,521
Held
NextEra EnergyNEE
Share
<0.1%
Value
$3m
Shares
34,652
-9%
SL Green RealtySLG
Share
<0.1%
Value
$3m
Shares
50,820
Held
IsharesEWJ
Share
<0.1%
Value
$3m
Shares
27,958
+916%
Eli LillyLLY
Share
<0.1%
Value
$2m
Shares
2,047
-25%
Trane TechnologiesTT
Share
<0.1%
Value
$2m
Shares
4,969
Held
Ishares TRIEF
Share
<0.1%
Value
$2m
Shares
23,627
New
TeslaTSLA
Share
<0.1%
Value
$2m
Shares
5,274
+33%
Ishares TRAGG
Share
<0.1%
Value
$2m
Shares
22,381
New
Constellation EnergyCEG
Share
<0.1%
Value
$2m
Shares
8,434
-7%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$2m
Shares
8,024
-18%
AlphabetGOOGL
Share
<0.1%
Value
$2m
Shares
5,647
-28%
FortinetFTNT
Share
<0.1%
Value
$2m
Shares
12,587
Held
MercadoLibreMELI
Share
<0.1%
Value
$2m
Shares
1,097
Held
CaterpillarCAT
Share
<0.1%
Value
$2m
Shares
1,705
-29%
Costco WholesaleCOST
Share
<0.1%
Value
$2m
Shares
1,871
-40%
Ishares TRIGSB
Share
<0.1%
Value
$2m
Shares
32,465
New
WalmartWMT
Share
<0.1%
Value
$2m
Shares
14,462
-17%
ChevronCVX
Share
<0.1%
Value
$1m
Shares
9,040
-35%
Trip COM GroupTCOM
Share
<0.1%
Value
$1m
Shares
36,900
Held
Ishares TRSHV
Share
<0.1%
Value
$1m
Shares
13,286
New
General ElectricGE
Share
<0.1%
Value
$1m
Shares
3,861
-28%
MastercardMA
Share
<0.1%
Value
$1m
Shares
2,707
-55%
On Holding AGONON
Share
<0.1%
Value
$1m
Shares
39,120
Held
Kraneshares TrustKWEB
Share
<0.1%
Value
$1m
Shares
55,700
Held
Ishares TREMB
Share
<0.1%
Value
$1m
Shares
13,466
New
QualcommQCOM
Share
<0.1%
Value
$1m
Shares
6,916
-7%
SeaSE
Share
<0.1%
Value
$1m
Shares
13,331
Held
Select Sector Spdr TRXLP
Share
<0.1%
Value
$1m
Shares
15,006
Held
Vanguard Intl Equity Index FVGK
Share
<0.1%
Value
$1m
Shares
13,560
-6%
GE VernovaGEV
Share
<0.1%
Value
$1m
Shares
994
-28%
MerckMRK
Share
<0.1%
Value
$1m
Shares
8,995
-17%
SharkNinjaSN
Share
<0.1%
Value
$1m
Shares
7,505
-9%
SAP SESAP
Share
<0.1%
Value
$1m
Shares
7,400
Held
VisaV
Share
<0.1%
Value
$1m
Shares
3,271
-18%
BoeingBA
Share
<0.1%
Value
$1m
Shares
5,179
-18%
Union PacificUNP
Share
<0.1%
Value
$1m
Shares
4,036
-9%
NXP SemiconductorsNXPI
Share
<0.1%
Value
$1m
Shares
3,720
Held
SilicomSILC
Share
<0.1%
Value
$991,000
Shares
20,680
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$975,000
Shares
2,978
-25%
AbbVieABBV
Share
<0.1%
Value
$974,000
Shares
3,869
-25%

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	30.6%	$1.3bn	1,787,559	Held
State STR Spdr S&P 500 ETF TSPY	14.1%	$607m	813,427	-6%
Vanguard Index FDSVOO	8.9%	$384m	558,871	-7%
Ishares TRSOXX	8.5%	$366m	571,693	+184%
Ishares TRAAXJ	6.6%	$285m	2,384,364	+7%
Ishares TRIVV	5.1%	$219m	293,062	-6%
Teva Pharmaceutical IndustriesTEVA	1.7%	$72m	2,116,302	Held
Vanguard Intl Equity Index FVWO	1.6%	$68m	1,139,643	Held
Fidelity Comwlth TRONEQ	1.2%	$51m	498,898	Held
IsharesEWY	1.2%	$50m	248,131	New
Alexandria Real Estate EquitiesARE	1.1%	$48m	911,994	Held
IsharesEWT	1.1%	$46m	420,352	New
NvidiaNVDA	1.0%	$43m	215,781	+6%
Simon Property GroupSPG	1.0%	$43m	192,360	-21%
LemonadeLMND	0.9%	$40m	617,639	Held
Select Sector Spdr TRXLC	0.9%	$37m	347,509	+37%
Ishares TRIWM	0.7%	$31m	102,705	Held
AlphabetGOOG	0.7%	$30m	84,341	-3%
Ishares TRHYG	0.7%	$29m	360,098	New
Invesco Exch Traded FD TR IIQQQM	0.6%	$25m	83,990	+59%
Ishares TRMCHI	0.6%	$25m	490,029	Held
Select Sector Spdr TRXLK	0.5%	$23m	120,704	Held
Wix.comWIX	0.5%	$22m	492,557	Held
BXPBXP	0.5%	$22m	330,879	-3%
Ituran Location & ControlITRN	0.5%	$21m	351,382	Held
Novo Nordisk A SNVO	0.5%	$20m	410,770	Held
OracleORCL	0.4%	$18m	124,838	Held
MicrosoftMSFT	0.4%	$17m	45,081	+7%
Select Sector Spdr TRXLV	0.4%	$17m	104,131	Held
Amazon.comAMZN	0.4%	$16m	66,966	-10%
Applied MaterialsAMAT	0.4%	$16m	21,599	Held
AppleAAPL	0.4%	$16m	53,600	+19%
Meta PlatformsMETA	0.3%	$14m	24,671	-5%
BroadcomAVGO	0.3%	$14m	35,853	Held
DBX ETF TRASHR	0.3%	$13m	345,757	Held
Invesco Exchange Traded FD TRSP	0.3%	$12m	55,700	Held
Advanced Micro DevicesAMD	0.3%	$12m	20,042	Held
Kimco RealtyKIM	0.2%	$9m	367,502	-10%
Ishares TREEM	0.2%	$8m	123,829	Held
Ishares TRINDA	0.2%	$8m	162,131	New
Fiverr InternationalFVRR	0.2%	$7m	658,729	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$7m	13,754	Held
Marvell TechnologyMRVL	0.1%	$6m	20,000	Held
Vanguard Scottsdale FDSVCIT	0.1%	$6m	71,292	New
CienaCIEN	0.1%	$6m	11,794	-56%
Ishares TRLQD	0.1%	$6m	52,344	New
Vanguard Scottsdale FDSVCSH	0.1%	$6m	71,388	New
ASML Holding NVASML	0.1%	$6m	2,812	Held
Palo Alto NetworksPANW	0.1%	$5m	15,460	Held
Global X FDSPAVE	0.1%	$5m	88,770	New
IsharesEMXC	0.1%	$5m	51,030	+7%
Micron TechnologyMU	0.1%	$5m	4,173	+188%
Joint Stock Co Kaspi.kzKSPI	0.1%	$5m	52,705	New
Ishares TRIBB	0.1%	$4m	23,207	Held
Berkshire HathawayBRK-B	0.1%	$4m	8,808	-8%
Kraneshares MsciKEMX	<0.1%	$4m	81,100	New
Alibaba Group HldgBABA	<0.1%	$4m	40,305	Held
CitigroupC	<0.1%	$3m	24,103	-3%
Select Sector Spdr TRXLI	<0.1%	$3m	18,200	Held
Cognyte SoftwareCGNT	<0.1%	$3m	351,521	Held
NextEra EnergyNEE	<0.1%	$3m	34,652	-9%
SL Green RealtySLG	<0.1%	$3m	50,820	Held
IsharesEWJ	<0.1%	$3m	27,958	+916%
Eli LillyLLY	<0.1%	$2m	2,047	-25%
Trane TechnologiesTT	<0.1%	$2m	4,969	Held
Ishares TRIEF	<0.1%	$2m	23,627	New
TeslaTSLA	<0.1%	$2m	5,274	+33%
Ishares TRAGG	<0.1%	$2m	22,381	New
Constellation EnergyCEG	<0.1%	$2m	8,434	-7%
Johnson & JohnsonJNJ	<0.1%	$2m	8,024	-18%
AlphabetGOOGL	<0.1%	$2m	5,647	-28%
FortinetFTNT	<0.1%	$2m	12,587	Held
MercadoLibreMELI	<0.1%	$2m	1,097	Held
CaterpillarCAT	<0.1%	$2m	1,705	-29%
Costco WholesaleCOST	<0.1%	$2m	1,871	-40%
Ishares TRIGSB	<0.1%	$2m	32,465	New
WalmartWMT	<0.1%	$2m	14,462	-17%
ChevronCVX	<0.1%	$1m	9,040	-35%
Trip COM GroupTCOM	<0.1%	$1m	36,900	Held
Ishares TRSHV	<0.1%	$1m	13,286	New
General ElectricGE	<0.1%	$1m	3,861	-28%
MastercardMA	<0.1%	$1m	2,707	-55%
On Holding AGONON	<0.1%	$1m	39,120	Held
Kraneshares TrustKWEB	<0.1%	$1m	55,700	Held
Ishares TREMB	<0.1%	$1m	13,466	New
QualcommQCOM	<0.1%	$1m	6,916	-7%
SeaSE	<0.1%	$1m	13,331	Held
Select Sector Spdr TRXLP	<0.1%	$1m	15,006	Held
Vanguard Intl Equity Index FVGK	<0.1%	$1m	13,560	-6%
GE VernovaGEV	<0.1%	$1m	994	-28%
MerckMRK	<0.1%	$1m	8,995	-17%
SharkNinjaSN	<0.1%	$1m	7,505	-9%
SAP SESAP	<0.1%	$1m	7,400	Held
VisaV	<0.1%	$1m	3,271	-18%
BoeingBA	<0.1%	$1m	5,179	-18%
Union PacificUNP	<0.1%	$1m	4,036	-9%
NXP SemiconductorsNXPI	<0.1%	$1m	3,720	Held
SilicomSILC	<0.1%	$991,000	20,680	Held
JPMorgan ChaseJPM	<0.1%	$975,000	2,978	-25%
AbbVieABBV	<0.1%	$974,000	3,869	-25%

Showing the largest 100 of 152.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 46.9% since 30 June 2025.

Where the money is

Technology4.9%

Real estate2.9%

Health care2.3%

Financial services1.2%

Media & telecom1.1%

Industrials0.9%

Retail & consumer0.5%

Utilities0.1%

Everyday goods0.1%

Energy0.1%

Materials0.0%

Other85.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.