Analyst IMS Investment Management Services Ltd. Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$2.9B

Holdings

129

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
1,293,985$799.5M27.30%
2
NDQINVESCO QQQ TR
1,048,667$578.5M19.75%
3
VOOVANGUARD INDEX FDS
872,981$495.9M16.93%
4
IVVISHARES TR
361,284$224.3M7.66%
5
AAXJISHARES TR
789,214$65.2M2.23%
6
WIXWIX COM LTD
380,494$60.3M2.06%
7
AREALEXANDRIA REAL ESTATE EQ IN
721,671$52.4M1.79%
8
ONEQFIDELITY COMWLTH TR
503,186$40.3M1.38%
9
SPGSIMON PPTY GROUP INC NEW
242,045$38.9M1.33%
10
SOXXISHARES TR
152,158$36.3M1.24%
11
NVDANVIDIA CORPORATION
216,631$34.2M1.17%
12
MCHIISHARES TR
493,430$27.2M0.93%
13
MSFTMICROSOFT CORP
51,274$25.5M0.87%
14
LMNDLEMONADE INC
571,768$25.0M0.86%
15
BXPBXP INC
339,596$22.9M0.78%
16
XLCSELECT SECTOR SPDR TR
200,550$21.8M0.74%
17
IWMISHARES TR
97,865$21.1M0.72%
18
GOOGALPHABET INC
101,492$18.0M0.61%
19
METAMETA PLATFORMS INC
23,714$17.5M0.60%
20
AMZNAMAZON COM INC
78,242$17.2M0.59%
21
AAPLAPPLE INC
72,827$14.9M0.51%
22
XLVSELECT SECTOR SPDR TR
104,831$14.1M0.48%
23
ITRNITURAN LOCATION AND CONTROL
356,956$13.8M0.47%
24
FVRRFIVERR INTL LTD
468,729$13.7M0.47%
25
XLKSELECT SECTOR SPDR TR
46,309$11.7M0.40%
26
AVGOBROADCOM INC
42,211$11.6M0.40%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
20,863$10.1M0.35%
28
MAMASTERCARD INCORPORATED
17,149$9.6M0.33%
29
ASHRDBX ETF TR
349,430$9.6M0.33%
30
QQQMINVESCO EXCH TRADED FD TR II
40,263$9.1M0.31%
31
KIMKIMCO RLTY CORP
407,692$8.6M0.29%
32
ORCLORACLE CORP
35,283$7.7M0.26%
33
COSTCOSTCO WHSL CORP NEW
7,247$7.2M0.24%
34
VWOVANGUARD INTL EQUITY INDEX F
143,543$7.1M0.24%
35
EEMISHARES TR
123,829$6.0M0.20%
36
WMTWALMART INC
54,506$5.3M0.18%
37
RSPINVESCO EXCHANGE TRADED FD T
29,280$5.3M0.18%
38
JPMJPMORGAN CHASE & CO.
16,885$4.9M0.17%
39
VVISA INC
12,877$4.6M0.16%
40
BABAALIBABA GROUP HLDG LTD
40,305$4.6M0.16%
41
ADBEADOBE INC
11,352$4.4M0.15%
42
IBBISHARES TR
33,758$4.3M0.15%
43
AMATAPPLIED MATLS INC
21,599$4.0M0.13%
44
PGPROCTER AND GAMBLE CO
22,501$3.6M0.12%
45
TMUST-MOBILE US INC
13,958$3.3M0.11%
46
CGNTCOGNYTE SOFTWARE LTD
351,521$3.2M0.11%
47
PANWPALO ALTO NETWORKS INC
15,460$3.2M0.11%
48
SLGSL GREEN RLTY CORP
50,820$3.1M0.11%
49
TSMTAIWAN SEMICONDUCTOR MFG LTD
13,754$3.1M0.11%
50
CEGCONSTELLATION ENERGY CORP
9,017$2.9M0.10%
51
TSLATESLA INC
9,077$2.9M0.10%
52
EMXCISHARES INC
43,530$2.7M0.09%
53
NEENEXTERA ENERGY INC
38,747$2.7M0.09%
54
XLISELECT SECTOR SPDR TR
18,200$2.7M0.09%
55
ONONON HLDG AG
49,120$2.6M0.09%
56
FISVFISERV INC
14,670$2.5M0.09%
57
BACBANK AMERICA CORP
53,282$2.5M0.09%
58
INTUINTUIT
3,191$2.5M0.09%
59
SAPSAP SE
8,150$2.5M0.08%
60
MLB1MERCADOLIBRE INC
937$2.4M0.08%
61
ASMLASML HOLDING N V
2,812$2.3M0.08%
62
GOOGLALPHABET INC
12,666$2.2M0.08%
63
TTTRANE TECHNOLOGIES PLC
4,969$2.2M0.07%
64
CLVTRIP COM GROUP LTD
36,900$2.2M0.07%
65
TRVCCITIGROUP INC
24,653$2.1M0.07%
66
QCOMQUALCOMM INC
12,416$2.0M0.07%
67
CIENCIENA CORP
24,232$2.0M0.07%
68
KOCOCA COLA CO
25,190$1.8M0.06%
69
NFLXNETFLIX INC
1,245$1.7M0.06%
70
4I1PHILIP MORRIS INTL INC
9,110$1.7M0.06%
71
GEGE AEROSPACE
6,241$1.6M0.05%
72
AMDADVANCED MICRO DEVICES INC
10,542$1.5M0.05%
73
VGKVANGUARD INTL EQUITY INDEX F
19,144$1.5M0.05%
74
FTNTFORTINET INC
13,693$1.4M0.05%
75
SESEA LTD
8,331$1.3M0.05%
76
HDHOME DEPOT INC
3,628$1.3M0.05%
77
LLYELI LILLY & CO
1,690$1.3M0.04%
78
SNSHARKNINJA INC
12,505$1.2M0.04%
79
BABOEING CO
5,874$1.2M0.04%
80
XLFISELECT SECTOR SPDR TR
14,970$1.2M0.04%
81
PEPPEPSICO INC
8,945$1.2M0.04%
82
VTWOVANGUARD SCOTTSDALE FDS
13,500$1.2M0.04%
83
RTXRTX CORPORATION
7,819$1.1M0.04%
84
UBERUBER TECHNOLOGIES INC
12,239$1.1M0.04%
85
MCDMCDONALDS CORP
3,733$1.1M0.04%
86
JNJJOHNSON & JOHNSON
7,090$1.1M0.04%
87
WFCWELLS FARGO CO NEW
13,439$1.1M0.04%
88
CATCATERPILLAR INC
2,752$1.1M0.04%
89
UNPUNION PAC CORP
4,428$1.0M0.03%
90
WDAYWORKDAY INC
4,048$972K0.03%
91
CVXCHEVRON CORP NEW
6,751$966K0.03%
92
CHKPCHECK POINT SOFTWARE TECH LT
4,223$934K0.03%
93
NSYNICE LTD
5,337$901K0.03%
94
BKNGBOOKING HOLDINGS INC
149$863K0.03%
95
PRGOPERRIGO CO PLC
32,236$861K0.03%
96
XOMEXXON MOBIL CORP
7,816$843K0.03%
97
NXPINXP SEMICONDUCTORS N V
3,720$813K0.03%
98
LINLINDE PLC
1,650$774K0.03%
99
REGNREGENERON PHARMACEUTICALS
1,425$748K0.03%
100
ELVELEVANCE HEALTH INC
1,894$737K0.03%
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