Analyst IMS Investment Management Services Ltd. Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$3.4B

Holdings

128

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
1,750,079$1.1B31.35%
2
SPYSPDR S&P 500 ETF TR
961,621$655.7M19.12%
3
VOOVANGUARD INDEX FDS
647,689$406.2M11.84%
4
IVVISHARES TR
338,605$231.9M6.76%
5
AAXJISHARES TR
1,095,684$102.0M2.97%
6
TEVATEVA PHARMACEUTICAL INDS LTD
2,116,302$66.0M1.93%
7
VWOVANGUARD INTL EQUITY INDEX F
1,139,303$61.2M1.79%
8
WIXWIX COM LTD
477,049$49.6M1.45%
9
SOXXISHARES TR
156,431$47.1M1.37%
10
ONEQFIDELITY COMWLTH TR
501,236$45.8M1.34%
11
AREALEXANDRIA REAL ESTATE EQ IN
929,106$45.5M1.33%
12
SPGSIMON PPTY GROUP INC NEW
242,817$44.9M1.31%
13
LMNDLEMONADE INC
617,639$44.0M1.28%
14
NVDANVIDIA CORPORATION
233,096$43.5M1.27%
15
GOOGALPHABET INC
95,204$29.9M0.87%
16
XLCSELECT SECTOR SPDR TR
251,929$29.7M0.86%
17
MCHIISHARES TR
484,779$29.1M0.85%
18
ORCLORACLE CORP
138,329$27.0M0.79%
19
MSFTMICROSOFT CORP
53,940$26.1M0.76%
20
IWMISHARES TR
100,305$24.7M0.72%
21
BXPBXP INC
339,598$22.9M0.67%
22
AMZNAMAZON COM INC
79,166$18.3M0.53%
23
METAMETA PLATFORMS INC
27,657$18.3M0.53%
24
AAPLAPPLE INC
63,402$17.2M0.50%
25
XLKSELECT SECTOR SPDR TR
113,604$16.4M0.48%
26
XLVSELECT SECTOR SPDR TR
104,369$16.2M0.47%
27
ITRNITURAN LOCATION AND CONTROL
356,956$15.4M0.45%
28
AVGOBROADCOM INC
42,875$14.8M0.43%
29
QQQMINVESCO EXCH TRADED FD TR II
52,990$13.4M0.39%
30
FVRRFIVERR INTL LTD
618,729$12.2M0.36%
31
ASHRDBX ETF TR
345,757$11.4M0.33%
32
KIMKIMCO RLTY CORP
407,692$8.3M0.24%
33
RSPINVESCO EXCHANGE TRADED FD T
42,500$8.1M0.24%
34
EEMISHARES TR
123,829$6.8M0.20%
35
CIENCIENA CORP
26,526$6.2M0.18%
36
BABAALIBABA GROUP HLDG LTD
40,305$5.9M0.17%
37
AMATAPPLIED MATLS INC
21,599$5.6M0.16%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
9,865$5.0M0.14%
39
COSTCOSTCO WHSL CORP NEW
5,175$4.5M0.13%
40
AMDADVANCED MICRO DEVICES INC
19,542$4.2M0.12%
41
TSMTAIWAN SEMICONDUCTOR MFG LTD
13,754$4.2M0.12%
42
IBBISHARES TR
23,207$3.9M0.11%
43
MAMASTERCARD INCORPORATED
6,847$3.9M0.11%
44
GOOGLALPHABET INC
11,501$3.6M0.10%
45
CGNTCOGNYTE SOFTWARE LTD
351,521$3.3M0.10%
46
EMXCISHARES INC
43,530$3.2M0.09%
47
CEGCONSTELLATION ENERGY CORP
8,839$3.1M0.09%
48
NEENEXTERA ENERGY INC
37,651$3.0M0.09%
49
ASMLASML HOLDING N V
2,812$3.0M0.09%
50
TRVCCITIGROUP INC
24,653$2.9M0.08%
51
TSLATESLA INC
6,395$2.9M0.08%
52
PANWPALO ALTO NETWORKS INC
15,460$2.8M0.08%
53
XLISELECT SECTOR SPDR TR
18,200$2.8M0.08%
54
LLYELI LILLY & CO
2,541$2.7M0.08%
55
CLVTRIP COM GROUP LTD
36,900$2.7M0.08%
56
SLGSL GREEN RLTY CORP
50,820$2.3M0.07%
57
QCOMQUALCOMM INC
12,416$2.1M0.06%
58
INTUINTUIT
3,191$2.1M0.06%
59
SAPSAP SE
8,150$2.0M0.06%
60
TTTRANE TECHNOLOGIES PLC
4,969$1.9M0.06%
61
JNJJOHNSON & JOHNSON
9,271$1.9M0.06%
62
WMTWALMART INC
17,112$1.9M0.06%
63
MLB1MERCADOLIBRE INC
937$1.9M0.06%
64
NFLXNETFLIX INC
20,052$1.9M0.05%
65
ONONON HLDG AG
39,120$1.8M0.05%
66
MRVLMARVELL TECHNOLOGY INC
20,000$1.7M0.05%
67
VGKVANGUARD INTL EQUITY INDEX F
18,523$1.5M0.05%
68
GEGE AEROSPACE
4,992$1.5M0.04%
69
PGPROCTER AND GAMBLE CO
9,394$1.3M0.04%
70
VVISA INC
3,793$1.3M0.04%
71
TMUST-MOBILE US INC
6,412$1.3M0.04%
72
CATCATERPILLAR INC
2,214$1.3M0.04%
73
JPMJPMORGAN CHASE & CO.
3,841$1.2M0.04%
74
RTXRTX CORPORATION
6,344$1.2M0.03%
75
XLFISELECT SECTOR SPDR TR
14,930$1.2M0.03%
76
REGNREGENERON PHARMACEUTICALS
1,425$1.1M0.03%
77
BABOEING CO
5,057$1.1M0.03%
78
ABBVABBVIE INC
4,781$1.1M0.03%
79
FTNTFORTINET INC
13,693$1.1M0.03%
80
MRKMERCK & CO INC
10,298$1.1M0.03%
81
SESEA LTD
8,331$1.1M0.03%
82
HDHOME DEPOT INC
3,072$1.1M0.03%
83
UNPUNION PAC CORP
4,428$1.0M0.03%
84
CVXCHEVRON CORP NEW
6,577$1.0M0.03%
85
DISDISNEY WALT CO
8,449$961K0.03%
86
MCDMCDONALDS CORP
3,140$960K0.03%
87
WFCWELLS FARGO CO NEW
10,189$949K0.03%
88
SNSHARKNINJA INC
8,205$918K0.03%
89
BACBANK AMERICA CORP
16,639$915K0.03%
90
WDAYWORKDAY INC
4,048$869K0.03%
91
GEVGE VERNOVA INC
1,284$839K0.02%
92
UNHUNITEDHEALTH GROUP INC
2,523$833K0.02%
93
NXPINXP SEMICONDUCTORS N V
3,720$807K0.02%
94
CHKPCHECK POINT SOFTWARE TECH LT
4,223$784K0.02%
95
XOMEXXON MOBIL CORP
6,499$782K0.02%
96
BRK-BBERKSHIRE HATHAWAY INC DEL
1$755K0.02%
97
LINLINDE PLC
1,650$703K0.02%
98
ACWIISHARES TR
4,894$692K0.02%
99
ISRAVANECK ETF TRUST
11,371$669K0.02%
100
LHXL3HARRIS TECHNOLOGIES INC
2,126$625K0.02%
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