Analyst IMS Investment Management Services Ltd.

CIK: 0001634208Latest portfolio: $3.4B · Q4 2025

Holdings

128

Total Value

$3.4B

New Positions

128

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ TR
1,750,079$1.1B31.35%NEW
2
SPYSPDR S&P 500 ETF TR
961,621$655.7M19.12%NEW
3
VOOVANGUARD INDEX FDS
647,689$406.2M11.84%NEW
4
IVVISHARES TR
338,605$231.9M6.76%NEW
5
AAXJISHARES TR
1,095,684$102.0M2.97%NEW
6
TEVATEVA PHARMACEUTICAL INDS LTD
2,116,302$66.0M1.93%NEW
7
VWOVANGUARD INTL EQUITY INDEX F
1,139,303$61.2M1.79%NEW
8
WIXWIX COM LTD
477,049$49.6M1.45%NEW
9
SOXXISHARES TR
156,431$47.1M1.37%NEW
10
ONEQFIDELITY COMWLTH TR
501,236$45.8M1.34%NEW
11
AREALEXANDRIA REAL ESTATE EQ IN
929,106$45.5M1.33%NEW
12
SPGSIMON PPTY GROUP INC NEW
242,817$44.9M1.31%NEW
13
LMNDLEMONADE INC
617,639$44.0M1.28%NEW
14
NVDANVIDIA CORPORATION
233,096$43.5M1.27%NEW
15
GOOGALPHABET INC
95,204$29.9M0.87%NEW
16
XLCSELECT SECTOR SPDR TR
251,929$29.7M0.86%NEW
17
MCHIISHARES TR
484,779$29.1M0.85%NEW
18
ORCLORACLE CORP
138,329$27.0M0.79%NEW
19
MSFTMICROSOFT CORP
53,940$26.1M0.76%NEW
20
IWMISHARES TR
100,305$24.7M0.72%NEW
21
BXPBXP INC
339,598$22.9M0.67%NEW
22
AMZNAMAZON COM INC
79,166$18.3M0.53%NEW
23
METAMETA PLATFORMS INC
27,657$18.3M0.53%NEW
24
AAPLAPPLE INC
63,402$17.2M0.50%NEW
25
XLKSELECT SECTOR SPDR TR
113,604$16.4M0.48%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($6.55748406185232e+132T)
Technology0.0% ($4.956143472269623e+91T)
Healthcare0.0% ($6.605027311918111e+33T)
Unknown0.0% ($1.0750914959287625e+29T)
Consumer Cyclical0.0% ($1.827359082876182e+27T)
Industrials0.0% ($1.934153812681163e+23T)
Communication Services0.0% ($298751825612226363392.0T)
Real Estate0.0% ($45470449482291675136.0T)
Utilities0.0% ($31233022.8T)
Consumer Defensive0.0% ($446219.1T)
Energy0.0% ($1002.8T)
Basic Materials0.0% ($703.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$3.4B198
Q3 2025Oct 20, 2025$3.2B0
Q2 2025Aug 4, 2025$2.9B196
Q1 2025Apr 21, 2025$2.6B198
Q4 2024Feb 10, 2025$2.7B197

Fund Information

CIK0001634208
Most Recent FilingJan 20, 2026
Number of Filings5

Analyst IMS Investment Management Services Ltd. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.4B across 128 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 31.3% of the portfolio. Compared to the previous quarter, the fund opened 128 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.