§ 13F · FUND PROFILE
Analyst IMS Investment Management Services Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3M (13F)Positions · 196Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 1.75M | $1M | 30.6% | +2% |
| 2 | SPY | TATE STR SPDR S&P 500 ETF T | 828K | $538K | 16.3% | −10% |
| 3 | VOO | VANGUARD INDEX FDS | 576K | $344K | 10.4% | −8% |
| 4 | AAXJ | ISHARES TR | 2.15M | $207K | 6.3% | +103% |
| 5 | IVV | ISHARES TR | 311K | $203K | 6.2% | −8% |
| 6 | SOXX | ISHARES TR | 199K | $65K | 2.0% | +29% |
| 7 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.12M | $64K | 1.9% | ±0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 1.12M | $60K | 1.8% | ±0% |
| 9 | ONEQ | FIDELITY COMWLTH TR | 491K | $42K | 1.3% | ±0% |
| 10 | WIX | WIX COM LTD | 382K | $34K | 1.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANALYST SIGNAL
AC read
Analyst IMS Investment Management Services Ltd. is a Other fund managing $3 million in assets. The fund runs a portfolio of 196 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed