Analyst IMS Investment Management Services Ltd.

CIK 0001634208 • 6 13F filings • Apr 21, 2025 – Jul 29, 2026

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Filer information

Filed by: Analyst IMS Investment Management Services Ltd., CEO
Address: 46 Rothschild Blvd, Tel-aviv, L3, 66883
Phone: 972-3-7147147
AUM: $3.4M

AUM over time

$4.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $3.4M2 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1K	0.0%Prev: 0.0%	4,781 SH	Increased+2,020 SH
ADVANCED MICRO DEVICES INC	COM	$4K	0.1%Prev: 0.1%	19,542 SH	Increased
ALEXANDRIA REAL ESTATE EQ IN	COM	$45K	1.3%Prev: 1.9%	929,106 SH	Decreased+203,635 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$6K	0.2%Prev: 0.2%	40,305 SH	Decreased
ALPHABET INC	CAP STK CL A	$4K	0.1%Prev: 0.1%	11,501 SH	Decreased-5,351 SH
ALPHABET INC	CAP STK CL C	$30K	0.9%Prev: 0.8%	95,204 SH	Increased-9,699 SH
AMAZON COM INC	COM	$18K	0.5%Prev: 0.5%	79,166 SH	Increased+4,212 SH
APPLE INC	COM	$17K	0.5%Prev: 0.6%	63,402 SH	Decreased-11,811 SH
APPLIED MATLS INC	COM	$6K	0.2%Prev: 0.1%	21,599 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$3K	0.1%Prev: 0.1%	2,812 SH	Increased
BANK AMERICA CORP	COM	$915	0.0%Prev: 0.0%	16,639 SH	Decreased-10,678 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755	0.0%Prev: 0.0%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5K	0.1%Prev: 0.2%	9,865 SH	Decreased-2,951 SH
BIOGEN INC	COM	$213	0.0%	1,208 SH	New
BOEING CO	COM	$1K	0.0%Prev: 0.0%	5,057 SH	Decreased-103 SH
BOOKING HOLDINGS INC	COM	$289	0.0%Prev: 0.0%	54 SH	Decreased-79 SH
BP PLC	SPONSORED ADR	$562	0.0%Prev: 0.0%	16,167 SH	Increased
BROADCOM INC	COM	$15K	0.4%Prev: 0.5%	42,875 SH	Decreased-4,878 SH
BXP INC	COM	$23K	0.7%Prev: 0.8%	339,598 SH	Decreased-55 SH
CAESARSTONE LTD	ORD SHS	$291	0.0%Prev: 0.0%	156,361 SH	Increased
CATERPILLAR INC	COM	$1K	0.0%Prev: 0.0%	2,214 SH	Increased-77 SH
CHECK POINT SOFTWARE TECH LT	ORD	$784	0.0%Prev: 0.0%	4,223 SH	Decreased
CHEVRON CORP NEW	COM	$1K	0.0%Prev: 0.0%	6,577 SH	Decreased-122 SH
CIENA CORP	COM NEW	$6K	0.2%Prev: 0.1%	26,526 SH	Increased
CITIGROUP INC	COM NEW	$3K	0.1%Prev: 0.1%	24,653 SH	Increased
COCA COLA CO	COM	$356	0.0%Prev: 0.0%	5,089 SH	Increased-175 SH
COGNYTE SOFTWARE LTD	ORD SHS	$3K	0.1%Prev: 0.1%	351,521 SH	Increased
CONSTELLATION ENERGY CORP	COM	$3K	0.1%Prev: 0.1%	8,839 SH	Increased-26 SH
COSTCO WHSL CORP NEW	COM	$4K	0.1%Prev: 0.1%	5,175 SH	Decreased-19 SH
DBX ETF TR	XTRACK HRVST CSI	$11K	0.3%Prev: 0.4%	345,757 SH	Decreased
DISNEY WALT CO	COM	$961	0.0%Prev: 0.0%	8,449 SH	Decreased-346 SH
DUKE ENERGY CORP NEW	COM NEW	$216	0.0%	1,840 SH	New
ELI LILLY & CO	COM	$3K	0.1%Prev: 0.0%	2,541 SH	Increased+1,080 SH
EQUINOR ASA	SPONSORED ADR	$213	0.0%Prev: 0.0%	9,020 SH	Decreased
EXXON MOBIL CORP	COM	$782	0.0%Prev: 0.0%	6,499 SH	Increased-225 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$46K	1.3%Prev: 1.4%	501,236 SH	Increased-245 SH
FIVERR INTL LTD	ORD SHS	$12K	0.4%Prev: 0.5%	618,729 SH	Decreased
FORTINET INC	COM	$1K	0.0%Prev: 0.0%	13,693 SH	Decreased
FORTIVE CORP	COM	$210	0.0%	3,800 SH	New
GE AEROSPACE	COM NEW	$2K	0.0%Prev: 0.0%	4,992 SH	Decreased-196 SH
GE VERNOVA INC	COM	$839	0.0%	1,284 SH	New
GILEAD SCIENCES INC	COM	$208	0.0%	1,693 SH	New
HOME DEPOT INC	COM	$1K	0.0%Prev: 0.0%	3,072 SH	Decreased-78 SH
INTUIT	COM	$2K	0.1%Prev: 0.1%	3,191 SH	Decreased
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$13K	0.4%Prev: 0.4%	52,990 SH	Increased+6,637 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8K	0.2%Prev: 0.2%	42,500 SH	Increased+2,820 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	31.3%Prev: 19.4%	1,750,079 SH	Increased+712,026 SH
ISHARES INC	MSCI EMRG CHN	$3K	0.1%Prev: 0.1%	43,530 SH	Increased
ISHARES INC	MSCI ISRAEL ETF	$397	0.0%	3,605 SH	New
ISHARES INC	MSCI JAPAN ETF	$235	0.0%	2,913 SH	New
ISHARES TR	CORE S&P500 ETF	$232K	6.8%Prev: 7.5%	338,605 SH	Decreased-22,679 SH
ISHARES TR	ISHARES BIOTECH	$4K	0.1%Prev: 0.1%	23,207 SH	Increased
ISHARES TR	ISHARES SEMICDTR	$47K	1.4%Prev: 1.3%	156,431 SH	Increased-2,680 SH
ISHARES TR	MSCI AC ASIA ETF	$102K	3.0%Prev: 3.1%	1,095,684 SH	Increased+17,740 SH
ISHARES TR	MSCI ACWI ETF	$692	0.0%Prev: 0.0%	4,894 SH	Increased+200 SH
ISHARES TR	MSCI CHINA ETF	$29K	0.8%Prev: 1.0%	484,779 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$7K	0.2%Prev: 0.2%	123,829 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$25K	0.7%Prev: 0.7%	100,305 SH	Increased+2,960 SH
ISHARES TR	S&P 500 VAL ETF	$443	0.0%	2,091 SH	New
ITURAN LOCATION AND CONTROL	SHS	$15K	0.4%Prev: 0.4%	356,956 SH	Increased
JOHNSON & JOHNSON	COM	$2K	0.1%Prev: 0.0%	9,271 SH	Increased+2,756 SH
JPMORGAN CHASE & CO.	COM	$1K	0.0%Prev: 0.1%	3,841 SH	Decreased-3,505 SH
KIMCO RLTY CORP	COM	$8K	0.2%Prev: 0.3%	407,692 SH	Decreased
L3HARRIS TECHNOLOGIES INC	COM	$625	0.0%Prev: 0.0%	2,126 SH	Decreased
LEMONADE INC	COM	$44K	1.3%Prev: 1.0%	617,639 SH	Increased-239 SH
LINDE PLC	SHS	$703	0.0%Prev: 0.0%	1,650 SH	Decreased
MARVELL TECHNOLOGY INC	COM	$2K	0.0%	20,000 SH	New
MASTERCARD INCORPORATED	CL A	$4K	0.1%Prev: 0.2%	6,847 SH	Decreased-2,975 SH
MCDONALDS CORP	COM	$960	0.0%Prev: 0.0%	3,140 SH	Decreased-245 SH
MERCADOLIBRE INC	COM	$2K	0.1%Prev: 0.1%	937 SH	Decreased
MERCK & CO INC	COM	$1K	0.0%Prev: 0.0%	10,298 SH	Increased+7,733 SH
META PLATFORMS INC	CL A	$18K	0.5%Prev: 0.6%	27,657 SH	Decreased+1,339 SH
MICROSOFT CORP	COM	$26K	0.8%Prev: 0.9%	53,940 SH	Decreased-562 SH
NETFLIX INC	COM	$2K	0.1%Prev: 0.1%	20,052 SH	Decreased+17,973 SH
NEWMONT CORP	COM	$258	0.0%	2,582 SH	New
NEXTERA ENERGY INC	COM	$3K	0.1%Prev: 0.1%	37,651 SH	Increased-109 SH
NIKE INC	CL B	$544	0.0%Prev: 0.0%	8,534 SH	Decreased-2,950 SH
NORTHROP GRUMMAN CORP	COM	$610	0.0%Prev: 0.0%	1,071 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$383	0.0%Prev: 0.0%	2,781 SH	Increased
NOVO-NORDISK A S	ADR	$309	0.0%	6,070 SH	New
NVIDIA CORPORATION	COM	$43K	1.3%Prev: 1.3%	233,096 SH	Increased+9,443 SH
NXP SEMICONDUCTORS N V	COM	$807	0.0%Prev: 0.0%	3,720 SH	Decreased
ON HLDG AG	NAMEN AKT A	$2K	0.1%Prev: 0.1%	39,120 SH	Increased
ORACLE CORP	COM	$27K	0.8%Prev: 0.4%	138,329 SH	Increased+94,811 SH
PALO ALTO NETWORKS INC	COM	$3K	0.1%Prev: 0.1%	15,460 SH	Decreased
PERRIGO CO PLC	SHS	$449	0.0%Prev: 0.0%	32,236 SH	Decreased
PHILIP MORRIS INTL INC	COM	$295	0.0%Prev: 0.0%	1,842 SH	Decreased-62 SH
PROCTER AND GAMBLE CO	COM	$1K	0.0%Prev: 0.1%	9,394 SH	Decreased-2,248 SH
PROLOGIS INC.	COM	$483	0.0%Prev: 0.0%	3,780 SH	Increased-20 SH
QUALCOMM INC	COM	$2K	0.1%Prev: 0.1%	12,416 SH	Increased
REGENERON PHARMACEUTICALS	COM	$1K	0.0%Prev: 0.0%	1,425 SH	Increased
RTX CORPORATION	COM	$1K	0.0%Prev: 0.0%	6,344 SH	Increased-204 SH
SANOFI SA	SPONSORED ADR	$252	0.0%Prev: 0.0%	5,208 SH	Increased
SAP SE	SPON ADR	$2K	0.1%Prev: 0.1%	8,150 SH	Decreased
SEA LTD	SPONSORD ADS	$1K	0.0%Prev: 0.0%	8,331 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET COM	$30K	0.9%	251,929 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1K	0.0%	14,930 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$402	0.0%	7,343 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$16K	0.5%	104,369 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3K	0.1%	18,200 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$302	0.0%	7,485 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$16K	0.5%	113,604 SH	New
SHARKNINJA INC	COM SHS	$918	0.0%Prev: 0.0%	8,205 SH	Increased
SILICOM LTD	ORD	$304	0.0%Prev: 0.0%	20,680 SH	Decreased
SIMON PPTY GROUP INC NEW	COM	$45K	1.3%Prev: 1.4%	242,817 SH	Decreased-27 SH
SL GREEN RLTY CORP	COM	$2K	0.1%Prev: 0.1%	50,820 SH	Decreased
SOUTHERN CO	COM	$227	0.0%	2,606 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$656K	19.1%Prev: 26.1%	961,621 SH	Decreased-300,371 SH
T-MOBILE US INC	COM	$1K	0.0%Prev: 0.1%	6,412 SH	Decreased-5,529 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4K	0.1%Prev: 0.1%	13,754 SH	Increased
TESLA INC	COM	$3K	0.1%Prev: 0.1%	6,395 SH	Decreased-1,494 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$66K	1.9%	2,116,302 SH	New
TRANE TECHNOLOGIES PLC	SHS	$2K	0.1%Prev: 0.1%	4,969 SH	Decreased
TRIP COM GROUP LTD	ADS	$3K	0.1%Prev: 0.1%	36,900 SH	Decreased
UBER TECHNOLOGIES INC	COM	$402	0.0%Prev: 0.0%	4,917 SH	Decreased-5,284 SH
UNION PAC CORP	COM	$1K	0.0%Prev: 0.0%	4,428 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$833	0.0%Prev: 0.0%	2,523 SH	Increased+1,037 SH
VANECK ETF TRUST	ISRAEL ETF	$669	0.0%Prev: 0.0%	11,371 SH	Increased+660 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$406K	11.8%Prev: 15.7%	647,689 SH	Decreased-178,954 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$61K	1.8%Prev: 1.9%	1,139,303 SH	Decreased+790 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2K	0.0%Prev: 0.0%	18,523 SH	Decreased-1,151 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$570	0.0%Prev: 0.0%	1,980 SH	Increased
VISA INC	COM CL A	$1K	0.0%Prev: 0.1%	3,793 SH	Decreased-2,448 SH
WALMART INC	COM	$2K	0.1%Prev: 0.1%	17,112 SH	Increased-319 SH
WELLS FARGO CO NEW	COM	$949	0.0%Prev: 0.0%	10,189 SH	Increased-600 SH
WELLTOWER INC	COM	$301	0.0%Prev: 0.0%	1,624 SH	Increased-12 SH
WIX COM LTD	SHS	$50K	1.4%Prev: 2.5%	477,049 SH	Decreased+25,135 SH
WORKDAY INC	CL A	$869	0.0%Prev: 0.0%	4,048 SH	Decreased

Sold (vs prior filing)

ABBOTT LABS — $432
AMERICAN TOWER CORP NEW — $220
FISERV INC — $2K
NICE LTD — $773
PEPSICO INC — $1K
SELECT SECTOR SPDR TR — $27K
SELECT SECTOR SPDR TR — $407
SELECT SECTOR SPDR TR — $3K
SELECT SECTOR SPDR TR — $315
SELECT SECTOR SPDR TR — $1K
SELECT SECTOR SPDR TR — $15K
SELECT SECTOR SPDR TR — $15K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0001178913-26-000166	$3.4M	View
Oct 20, 2025	Q3 2025	13F-HR	0001178913-25-003513	$3.2M	View
Jul 29, 2026