$626 Million is the total value of Analyst IMS Investment Management Services Ltd.'s 237 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 77.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | NICE SYS INCnote 1.250% 1/1 | $284,040,000 | – | 2,000,000 | +100.0% | 45.39% | – | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $59,035,000 | +18.0% | 198,533 | +7.5% | 9.43% | -38.4% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $49,465,000 | – | 266,183 | +100.0% | 7.90% | – |
| ORBK | Sell | ORBOTECH LTDord | $22,722,000 | -26.1% | 382,620 | -23.2% | 3.63% | -61.4% |
| ITRN | Sell | ITURAN LOCATION AND CONTROL | $15,928,000 | +4.0% | 462,345 | -7.6% | 2.54% | -45.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $14,364,000 | +7.4% | 49,055 | +0.1% | 2.30% | -43.9% |
| WIX | Sell | WIX COM LTD | $14,063,000 | -5.9% | 119,553 | -20.4% | 2.25% | -50.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,941,000 | -1.1% | 289,427 | -0.5% | 1.91% | -48.4% |
| HYG | ISHARES TRiboxx hi yd etf | $7,633,000 | +1.3% | 88,367 | 0.0% | 1.22% | -47.1% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $6,838,000 | -5.2% | 5,762 | -11.0% | 1.09% | -50.5% |
| AAPL | Sell | APPLE INC | $6,532,000 | +17.4% | 29,183 | -2.7% | 1.04% | -38.7% |
| KIM | Buy | KIMCO RLTY CORP | $5,768,000 | +12.7% | 350,953 | +17.0% | 0.92% | -41.1% |
| MSFT | Sell | MICROSOFT CORP | $5,099,000 | +12.2% | 44,686 | -3.0% | 0.82% | -41.4% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $5,048,000 | +13.9% | 53,208 | 0.0% | 0.81% | -40.5% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $4,585,000 | +18.0% | 38,801 | -1.5% | 0.73% | -38.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,356,000 | -4.3% | 20,115 | -17.4% | 0.70% | -50.0% |
| CSTE | Sell | CAESARSTONE LTD | $4,074,000 | +23.3% | 211,082 | -3.8% | 0.65% | -35.5% |
| UNP | Sell | UNION PAC CORP | $4,075,000 | +10.6% | 24,899 | -4.9% | 0.65% | -42.2% |
| TARO | TARO PHARMACEUTICAL INDS LTD | $3,081,000 | -15.0% | 31,438 | 0.0% | 0.49% | -55.6% | |
| BAC | Sell | BANK AMER CORP | $2,885,000 | +2.0% | 96,275 | -2.4% | 0.46% | -46.7% |
| IBB | ISHARES TRnasdaq biotech | $2,878,000 | +12.9% | 23,616 | 0.0% | 0.46% | -41.0% | |
| XOM | Sell | EXXON MOBIL CORP | $2,865,000 | +2.8% | 33,402 | -1.8% | 0.46% | -46.3% |
| AABA | ALTABA INC | $2,816,000 | -8.0% | 41,150 | 0.0% | 0.45% | -52.0% | |
| ORCL | Sell | ORACLE CORP | $2,775,000 | -3.9% | 53,755 | -19.1% | 0.44% | -49.8% |
| BIIB | Sell | BIOGEN INC | $2,746,000 | +15.5% | 7,763 | -5.7% | 0.44% | -39.6% |
| CSCO | Sell | CISCO SYS INC | $2,723,000 | +11.5% | 56,267 | -1.1% | 0.44% | -41.8% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $2,665,000 | +9.9% | 42,290 | -2.1% | 0.43% | -42.6% |
| GE | Sell | GENERAL ELECTRIC CO | $2,408,000 | -22.0% | 209,290 | -6.2% | 0.38% | -59.2% |
| FB | Buy | FACEBOOK INCcl a | $2,057,000 | +23.4% | 12,314 | +44.6% | 0.33% | -35.5% |
| MLNX | Sell | MELLANOX TECHNOLOGIES LTD | $2,007,000 | -38.9% | 27,566 | -29.2% | 0.32% | -68.1% |
| C | Sell | CITIGROUP INC | $2,009,000 | -6.9% | 27,601 | -14.5% | 0.32% | -51.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,972,000 | +12.1% | 8,873 | -2.5% | 0.32% | -41.4% |
| BKLN | New | INVESCO EXCHNG TRADED FD TRsr ln etf | $1,865,000 | – | 80,441 | +100.0% | 0.30% | – |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,844,000 | -0.6% | 52,151 | -8.2% | 0.30% | -48.0% |
| SILC | Sell | SILICOM LTDord | $1,838,000 | +6.3% | 45,237 | -1.0% | 0.29% | -44.4% |
| EWJ | ISHARES INCmsci jpn etf new | $1,821,000 | +3.9% | 30,178 | 0.0% | 0.29% | -45.7% | |
| NVS | Sell | NOVARTIS A Gsponsored adr | $1,677,000 | -0.1% | 19,446 | -15.4% | 0.27% | -47.8% |
| DXJ | WISDOMTREE TRjapn hedge eqt | $1,662,000 | +7.6% | 28,657 | 0.0% | 0.27% | -43.8% | |
| COST | Sell | COSTCO WHSL CORP NEW | $1,573,000 | +6.1% | 6,730 | -5.3% | 0.25% | -44.7% |
| EEM | ISHARES TRmsci emg mkt etf | $1,517,000 | +1.3% | 35,101 | 0.0% | 0.24% | -47.2% | |
| ANTM | Sell | ANTHEM INC | $1,448,000 | +7.7% | 5,364 | -4.5% | 0.23% | -43.8% |
| KRNT | Buy | KORNIT DIGITAL LTD | $1,441,000 | +1025.8% | 66,475 | +823.3% | 0.23% | +489.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,424,000 | +2.8% | 15,865 | -5.5% | 0.23% | -46.2% |
| SBUX | Sell | STARBUCKS CORP | $1,343,000 | +4.8% | 23,442 | -11.2% | 0.22% | -45.2% |
| EBAY | Buy | EBAY INC | $1,322,000 | +9.1% | 39,379 | +17.4% | 0.21% | -43.1% |
| CELG | Sell | CELGENE CORP | $1,277,000 | +4.9% | 14,446 | -9.0% | 0.20% | -45.2% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,279,000 | +9.1% | 4,840 | 0.0% | 0.20% | -43.2% | |
| BKNG | Buy | BOOKING HLDGS INC | $1,251,000 | +1.6% | 636 | +3.4% | 0.20% | -46.9% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,246,000 | +2731.8% | 21,889 | +2636.1% | 0.20% | +1430.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,231,000 | +0.5% | 11,386 | -0.8% | 0.20% | -47.5% |
| GILD | Sell | GILEAD SCIENCES INC | $1,180,000 | -13.7% | 15,409 | -20.8% | 0.19% | -54.8% |
| PFE | Sell | PFIZER INC | $1,163,000 | +5.1% | 26,548 | -12.8% | 0.19% | -45.1% |
| AMAT | Buy | APPLIED MATLS INC | $1,136,000 | -3.6% | 29,700 | +14.2% | 0.18% | -49.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,114,000 | +9.2% | 14,198 | -0.5% | 0.18% | -42.9% |
| AMZN | AMAZON COM INC | $1,049,000 | +16.3% | 530 | 0.0% | 0.17% | -39.1% | |
| ASML | ASML HOLDING N V | $1,001,000 | -2.4% | 5,300 | 0.0% | 0.16% | -49.0% | |
| JNJ | Sell | JOHNSON & JOHNSON | $976,000 | +8.7% | 7,065 | -4.1% | 0.16% | -43.3% |
| RSX | VANECK VECTORS ETF TRrussia etf | $924,000 | +3.6% | 42,763 | 0.0% | 0.15% | -45.8% | |
| TJX | Sell | TJX COS INC NEW | $911,000 | -5.6% | 8,150 | -20.4% | 0.15% | -50.5% |
| EXPE | Sell | EXPEDIA GROUP INC | $903,000 | +0.2% | 6,859 | -8.2% | 0.14% | -47.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $878,000 | +8.1% | 8,312 | +8.7% | 0.14% | -43.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $874,000 | -15.0% | 20,220 | -19.6% | 0.14% | -55.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $859,000 | +4195.0% | 10,281 | +4256.4% | 0.14% | +2183.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $860,000 | +63.2% | 5,200 | +85.7% | 0.14% | -14.9% |
| PHG | Sell | KONINKLIJKE PHILIPS N Vny reg sh new | $807,000 | +8.2% | 17,400 | -3.2% | 0.13% | -43.4% |
| BBBY | Buy | BED BATH & BEYOND INC | $800,000 | -11.1% | 46,800 | +0.9% | 0.13% | -53.5% |
| EOG | Sell | EOG RES INC | $771,000 | -5.3% | 6,109 | -7.3% | 0.12% | -50.6% |
| VOO | VANGUARD INDEX FDS | $767,000 | +7.4% | 2,870 | 0.0% | 0.12% | -43.6% | |
| WFC | Sell | WELLS FARGO CO NEW | $742,000 | -9.3% | 13,970 | -8.5% | 0.12% | -52.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $732,000 | -18.3% | 8,801 | -23.3% | 0.12% | -57.3% |
| INTC | Sell | INTEL CORP | $685,000 | -36.6% | 14,955 | -31.9% | 0.11% | -67.1% |
| NVDA | Buy | NVIDIA CORP | $667,000 | +53.7% | 2,500 | +38.9% | 0.11% | -19.5% |
| PEP | Sell | PEPSICO INC | $654,000 | -32.2% | 5,867 | -34.1% | 0.10% | -64.4% |
| GLW | CORNING INC | $595,000 | +31.3% | 16,800 | 0.0% | 0.10% | -31.7% | |
| IWM | ISHARES TRrussell 2000 etf | $588,000 | +2.6% | 3,499 | 0.0% | 0.09% | -46.3% | |
| HON | Sell | HONEYWELL INTL INC | $580,000 | +12.6% | 3,500 | -2.8% | 0.09% | -41.1% |
| SLB | Sell | SCHLUMBERGER LTD | $574,000 | -21.5% | 9,421 | -13.6% | 0.09% | -58.9% |
| SPLK | SPLUNK INC | $571,000 | +20.0% | 4,850 | 0.0% | 0.09% | -37.7% | |
| KMDA | KAMADA LTD | $566,000 | +23.6% | 89,843 | 0.0% | 0.09% | -35.7% | |
| DK | DELEK US HLDGS INC NEW | $554,000 | -15.8% | 13,090 | 0.0% | 0.09% | -55.7% | |
| PRGO | Sell | PERRIGO CO PLC | $543,000 | -80.2% | 7,550 | -79.9% | 0.09% | -89.7% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $515,000 | -28.6% | 7,481 | -28.3% | 0.08% | -62.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $514,000 | +6.0% | 9,535 | +1.4% | 0.08% | -44.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $498,000 | -18.6% | 4,332 | -19.0% | 0.08% | -57.2% |
| KHC | Buy | KRAFT HEINZ CO | $497,000 | -0.8% | 9,000 | +12.5% | 0.08% | -48.4% |
| XLE | SELECT SECTOR SPDR TRenergy | $497,000 | +0.8% | 6,541 | 0.0% | 0.08% | -47.7% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $491,000 | -3.7% | 2,170 | -14.4% | 0.08% | -50.0% |
| SYMC | Buy | SYMANTEC CORP | $484,000 | +119.0% | 23,000 | +111.0% | 0.08% | +13.2% |
| BA | Sell | BOEING CO | $463,000 | -6.1% | 1,268 | -13.9% | 0.07% | -51.0% |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $445,000 | – | 9,220 | +100.0% | 0.07% | – |
| NICE | NICE LTDsponsored adr | $435,000 | +9.6% | 3,815 | 0.0% | 0.07% | -42.1% | |
| QCOM | Sell | QUALCOMM INC | $431,000 | +26.8% | 6,000 | -1.5% | 0.07% | -33.7% |
| GOOGL | ALPHABET INCcap stk cl a | $419,000 | +7.2% | 347 | 0.0% | 0.07% | -44.2% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $410,000 | -11.1% | 3,517 | -19.1% | 0.07% | -53.2% |
| DSPG | DSP GROUP INC | $406,000 | -4.7% | 34,266 | 0.0% | 0.06% | -50.0% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $368,000 | +51.4% | 4,300 | +95.5% | 0.06% | -20.3% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $314,000 | +12.5% | 19,000 | 0.0% | 0.05% | -41.2% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $256,000 | -6.2% | 27,000 | 0.0% | 0.04% | -51.2% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $229,000 | -8.4% | 10,300 | 0.0% | 0.04% | -51.3% | |
| DIS | New | DISNEY WALT CO | $217,000 | – | 1,870 | +100.0% | 0.04% | – |
| WMT | New | WALMART INC | $220,000 | – | 2,334 | +100.0% | 0.04% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $195,000 | – | 4,530 | +100.0% | 0.03% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $188,000 | – | 8,781 | +100.0% | 0.03% | – |
| LB | New | L BRANDS INC | $182,000 | – | 6,000 | +100.0% | 0.03% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $174,000 | – | 2,449 | +100.0% | 0.03% | – |
| V | New | VISA INC | $163,000 | – | 1,084 | +100.0% | 0.03% | – |
| MRK | New | MERCK & CO INC | $160,000 | – | 2,270 | +100.0% | 0.03% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $148,000 | – | 4,305 | +100.0% | 0.02% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $148,000 | – | 5,305 | +100.0% | 0.02% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $146,000 | – | 2,100 | +100.0% | 0.02% | – |
| JPM | New | JPMORGAN CHASE & CO | $144,000 | – | 1,260 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC | $145,000 | – | 700 | +100.0% | 0.02% | – |
| COF | New | CAPITAL ONE FINL CORP | $138,000 | – | 1,440 | +100.0% | 0.02% | – |
| SNY | New | SANOFIsponsored adr | $123,000 | – | 2,751 | +100.0% | 0.02% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $124,000 | – | 1,588 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $117,000 | – | 700 | +100.0% | 0.02% | – |
| KO | New | COCA COLA CO | $110,000 | – | 2,400 | +100.0% | 0.02% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $104,000 | – | 1,395 | +100.0% | 0.02% | – |
| RADA | Sell | RADA ELECTR INDS LTD | $103,000 | -29.5% | 34,799 | -33.7% | 0.02% | -64.4% |
| NKE | New | NIKE INCcl b | $93,000 | – | 1,100 | +100.0% | 0.02% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $85,000 | – | 558 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $87,000 | – | 415 | +100.0% | 0.01% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $72,000 | – | 500 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORP NEW | $75,000 | – | 650 | +100.0% | 0.01% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $73,000 | – | 1,040 | +100.0% | 0.01% | – |
| CI | New | CIGNA CORPORATION | $62,000 | – | 300 | +100.0% | 0.01% | – |
| HAL | New | HALLIBURTON CO | $65,000 | – | 1,600 | +100.0% | 0.01% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $60,000 | – | 1,520 | +100.0% | 0.01% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $57,000 | – | 140 | +100.0% | 0.01% | – |
| MKL | New | MARKEL CORP | $54,000 | – | 45 | +100.0% | 0.01% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $50,000 | – | 430 | +100.0% | 0.01% | – |
| FOX | New | TWENTY FIRST CENTY FOX INCcl b | $50,000 | – | 1,100 | +100.0% | 0.01% | – |
| HPQ | New | HP INC | $52,000 | – | 2,000 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC | $43,000 | – | 205 | +100.0% | 0.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $42,000 | – | 563 | +100.0% | 0.01% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $36,000 | – | 356 | +100.0% | 0.01% | – |
| NTR | New | NUTRIEN LTD | $33,000 | – | 568 | +100.0% | 0.01% | – |
| ENTA | New | ENANTA PHARMACEUTICALS INC | $31,000 | – | 350 | +100.0% | 0.01% | – |
| USIG | New | ISHARES TRusd inv grde etf | $26,000 | – | 484 | +100.0% | 0.00% | – |
| APC | New | ANADARKO PETE CORP | $27,000 | – | 400 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $25,000 | – | 110 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $16,000 | – | 172 | +100.0% | 0.00% | – |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $17,000 | -92.5% | 140 | -92.6% | 0.00% | -95.7% |
| IEV | New | ISHARES TReurope etf | $18,000 | – | 400 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $19,000 | – | 578 | +100.0% | 0.00% | – |
| NVMI | New | NOVA MEASURING INSTRUMENTS L | $18,000 | – | 700 | +100.0% | 0.00% | – |
| RDWR | New | RADWARE LTDord | $20,000 | – | 750 | +100.0% | 0.00% | – |
| TSEM | New | TOWER SEMICONDUCTOR LTD | $18,000 | – | 830 | +100.0% | 0.00% | – |
| WMWXF | New | DEUTSCHE BK AG LONDONele morn ttl22 | $15,000 | – | 435 | +100.0% | 0.00% | – |
| IEZ | New | ISHARES TRus oil eq&sv etf | $13,000 | – | 360 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $15,000 | – | 250 | +100.0% | 0.00% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $10,000 | – | 230 | +100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $15,000 | – | 508 | +100.0% | 0.00% | – |
| CL | Sell | COLGATE PALMOLIVE CO | $13,000 | -94.4% | 200 | -94.4% | 0.00% | -97.2% |
| IGSB | New | ISHARES TRsh tr crport etf | $13,000 | – | 246 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $12,000 | – | 358 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $5,000 | – | 64 | +100.0% | 0.00% | – |
| EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $5,000 | – | 308 | +100.0% | 0.00% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $4,000 | – | 70 | +100.0% | 0.00% | – |
| EUFN | New | ISHARES TRmsci euro fl etf | $4,000 | – | 180 | +100.0% | 0.00% | – |
| UN | New | UNILEVER N V | $6,000 | – | 100 | +100.0% | 0.00% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $9,000 | – | 90 | +100.0% | 0.00% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $6,000 | – | 56 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORP | $4,000 | – | 48 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLCsponsored adr | $1,000 | – | 4 | +100.0% | 0.00% | – |
| EMCB | New | WISDOMTREE TRwsdm emktbd fd | $1,000 | – | 20 | +100.0% | 0.00% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $3,000 | – | 75 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $0 | – | 40 | +100.0% | 0.00% | – |
| PNTR | New | POINTER TELOCATION LTD | $0 | – | 20 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $2,000 | – | 30 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $0 | – | 5 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.09% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -28,370 | -100.0% | -0.42% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -267,810 | -100.0% | -14.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 36 | Q3 2023 | 36.0% |
| ISHARES TR | 36 | Q3 2023 | 10.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 36 | Q3 2023 | 1.9% |
| Cisco Systems Inc | 36 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.7% |
| SPDR DOW JONES INDL AVRG ETF | 36 | Q3 2023 | 5.2% |
| ISHARES TR | 36 | Q3 2023 | 2.4% |
| ORACLE CORP | 36 | Q3 2023 | 1.1% |
| ISHARES TR | 36 | Q3 2023 | 2.5% |
View Analyst IMS Investment Management Services Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-16 |
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.