Latest Analyst IMS Investment Management Services Ltd. Stock Portfolio

Analyst IMS Investment Management Services Ltd. Performance:

2026 Q1: -4.7%YTD: -4.7%2025: 15.07%

Performance for 2026 Q1 is -4.7%, and YTD is -4.7%, and 2025 is 15.07%.

About Analyst IMS Investment Management Services Ltd. and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Analyst IMS Investment Management Services Ltd. reported an equity portfolio of $3.3 Billions as of 31 Mar, 2026.

The top stock holdings of Analyst IMS Investment Management Services Ltd. are QQQ, SPY, VB. The fund has invested 31.2% of it's portfolio in INVESCO QQQ TR and 17% of portfolio in TATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off INTUIT (INTU), DISNEY WALT CO (DIS) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), QUALCOMM INC (QCOM) and COSTCO WHOLESALE CORPORATION (COST). Analyst IMS Investment Management Services Ltd. opened new stock positions in AUDIOCODES LTD (AUDC), ASTRAZENECA PLC and RANESHARES TRUST (BNDD). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S (NVO), EXXON MOBIL CORP (XOM) and HILIP MORRIS INTL INC (PM).

Analyst IMS Investment Management Services Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Analyst IMS Investment Management Services Ltd. made a return of -4.7% in the last quarter. In trailing 12 months, it's portfolio return was 16.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
audiocodes ltd	9,454,000
astrazeneca plc	2,204,000
raneshares trust	1,584,000
onocophillips	829,000
epsico inc	546,000
verizon communications inc	544,000
micron technology inc	489,000
shares tr	486,000

New stocks bought by Analyst IMS Investment Management Services Ltd.

Additions

Ticker	% Inc.
novo-nordisk a s	6,682
exxon mobil corp	252
hilip morris intl inc	117
coca cola co	117
newmont corp	116
chevron corporation	110
ishares tr	102
ea ltd	60.02

Additions to existing portfolio by Analyst IMS Investment Management Services Ltd.

Reductions

Ticker	% Reduced
netflix inc.	-45.88
qualcomm inc	-40.27
costco wholesale corporation	-39.85
t-mobile us inc	-38.38
tesla inc	-38.06
workday inc	-35.77
home depot inc	-35.03
alphabet inc	-31.82

Analyst IMS Investment Management Services Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
disney walt co	-961,000
uber technologies inc	-402,000
intuit	-2,114,000

Analyst IMS Investment Management Services Ltd. got rid off the above stocks

Sector Distribution

Analyst IMS Investment Management Services Ltd. has about 85.1% of it's holdings in Others sector.

Sector	%
Others	85.1
Technology	3.7
Real Estate	3.6
Healthcare	2.2
Financial Services	1.5
Communication Services	1.3

Market Cap. Distribution

Analyst IMS Investment Management Services Ltd. has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.1
MEGA-CAP	6.2
LARGE-CAP	4.8
MID-CAP	3.9

Stocks belong to which Index?

About 12.6% of the stocks held by Analyst IMS Investment Management Services Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.5
S&P 500	10.5
RUSSELL 2000	2.1

Top 5 Winners (%)		%
EQNR	equinor asa	78.9 %
CIEN	ciena corp	66.0 %
SILC	silicom ltd	43.4 %
BP	bp plc	35.0 %
AMAT	applied matls inc	33.0 %

Top 5 Winners ($)		$
AAXJ	ishares tr	5.3 M
IJR	ishares tr	4.9 M
CIEN	ciena corp	4.1 M
ITRN	ituran location and control	2.1 M
AMAT	applied matls inc	1.8 M

Top 5 Losers (%)		%
FVRR	iverr intl ltd	-48.5 %
CSTE	caesarstone ltd	-42.3 %
WDAY	workday inc	-32.4 %
TCOM	rip com group ltd	-30.8 %
SE	ea ltd	-30.5 %

Top 5 Losers ($)		$
QQQ	invesco qqq tr	-65.6 M
SPY	tate str spdr s&p 500 etf t	-28.8 M
VB	vanguard index fds	-18.4 M
IJR	ishares tr	-10.3 M
WIX	wix com ltd	-6.7 M

Analyst IMS Investment Management Services Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Analyst IMS Investment Management Services Ltd.

Analyst IMS Investment Management Services Ltd. has 144 stocks in it's portfolio. About 80.2% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for Analyst IMS Investment Management Services Ltd. last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.34	44,904	11,396,000	reduced	-29.18

AAXJ	ishares tr	6.48	2,221,110	213,871,000	added	102

AAXJ	ishares tr	0.02	4,711	652,000	reduced	-3.74

ABBV	abbvie inc	0.03	5,145	1,119,000	added	7.61

ACSG	dbx etf tr	0.34	345,757	11,285,000	unchanged	0.00

ACWV	ishares inc	0.01	3,805	442,000	added	5.55

AFK	vaneck etf trust	0.02	11,551	698,000	added	1.58

AMAT	applied matls inc	0.22	21,599	7,382,000	unchanged	0.00

AMD	advanced micro devices inc	0.12	20,042	4,077,000	added	2.56

AMPS	ishares tr	0.83	490,029	27,530,000	added	1.08

AMT	american tower corp	0.01	1,198	207,000	new

AMZN	amazon com inc	0.47	74,605	15,538,000	reduced	-5.76

APD	air products and chemicals i	0.01	1,144	332,000	new

ARE	alexandria real estate eq in	1.29	916,294	42,535,000	reduced	-1.38

ASML	asml hldg nv	0.11	2,812	3,714,000	unchanged	0.00

AUDC	audiocodes ltd	0.29	3,592	9,454,000	new

AVGO	broadcom inc	0.33	35,554	11,004,000	reduced	-17.08

BA	boeing co	0.04	6,298	1,253,000	added	24.54

BAB	invesco exch traded fd tr ii	0.38	52,990	12,591,000	unchanged	0.00

BABA	alibaba group hldg ltd	0.15	40,305	5,057,000	unchanged	0.00