| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 39 | Q2 2024 | 36.0% |
| ISHARES TR | 39 | Q2 2024 | 10.3% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 39 | Q2 2024 | 1.9% |
| SELECT SECTOR SPDR TR | 39 | Q2 2024 | 2.7% |
| ISHARES TR | 39 | Q2 2024 | 2.5% |
| ISHARES TR | 39 | Q2 2024 | 2.4% |
| ORACLE CORP | 39 | Q2 2024 | 1.1% |
| UNION PACIFIC CORP | 39 | Q2 2024 | 1.3% |
| CITIGROUP INC | 39 | Q2 2024 | 1.3% |
View Analyst IMS Investment Management Services Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-28 |
View Analyst IMS Investment Management Services Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.