Q2 2026 13F · SEC CIK 1634208

Analyst IMS Investment Management Services Ltd.

Asset managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.3B
Reported positions: 152
Top holdings a year, 3 yrs: +20.9%
Average holding period: 7.7 yrs

Analyst IMS Investment Management Services Ltd. is an asset manager that reported 152 positions worth $4.3B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Invesco Qqq Tr (QQQ, 30.6%), Spdr S&p 500 ETF Tr (SPY, 14.1%), Vanguard S&p 500 ETF (VOO, 8.9%). A portfolio copying its top holdings returned 20.9% a year over the last 3 years, against 20.4% for the S&P 500.

Analyst IMS Investment Management Services Ltd. holdings largest 50 of 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Analyst IMS Investment Management Services Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	30.6%	31.2%	1,787,559	+0.3%	$1.3B
SPYSpdr S&p 500 ETF Tr	14.1%	17.0%	813,427	-5.9%	$607.4M
VOOVanguard S&p 500 ETF	8.9%	10.8%	558,871	-6.6%	$383.8M
SOXXIshares Semiconductor ETF	8.5%	2.0%	571,693	+183.7%	$366.3M
AAXJIshares Tr	6.6%	6.5%	2,384,364	+7.3%	$284.5M
IVVIshares Core S&p 500 ETF	5.1%	6.2%	293,062	-5.9%	$219.5M
TEVATeva Pharmaceutical Inds Ltd	1.7%	1.9%	2,116,302	+0.0%	$71.7M
VWOVanguard Intl Equity Index F	1.6%	1.9%	1,139,643	+0.0%	$68.0M
ONEQFidelity Nasdaq Composite Index ETF	1.2%	1.3%	498,898	-0.0%	$51.5M
EWYIshares Inc	1.2%	—	248,131	—	$50.1M
AREAlexandria Real Estate Equities Inc	1.1%	1.3%	911,994	-0.5%	$48.2M
EWTiShares MSCI Taiwan ETF	1.1%	—	420,352	—	$45.7M
NVDANvidia Corporation Com	1.0%	1.1%	215,781	+6.3%	$43.2M
SPGSimon Property Group Inc	1.0%	1.4%	192,360	-20.8%	$43.0M
LMNDLemonade Inc	0.9%	1.2%	617,639	+0.0%	$40.2M
XLCSelect Sector Spdr Tr	0.9%	0.9%	347,509	+37.0%	$37.2M
IWMIshares	0.7%	0.8%	102,705	+0.0%	$30.9M
GOOGAlphabet Inc	0.7%	0.8%	84,341	-2.9%	$29.8M
HYGIshares Trust	0.7%	—	360,098	—	$28.8M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.4%	83,990	+58.5%	$25.4M
MCHIIshares Tr	0.6%	0.8%	490,029	+0.0%	$25.0M
XLKState Street Technology Select Sector Sp	0.5%	0.5%	120,704	+0.0%	$23.0M
WIXWix Com Ltd	0.5%	1.3%	492,557	-0.0%	$22.3M
BXPBoston Properties Inc	0.5%	0.5%	330,879	-2.5%	$21.9M
ITRNIturan Location and Control	0.5%	0.5%	351,382	+0.0%	$21.4M
NVONovo-Nordisk A S	0.5%	0.5%	410,770	-0.2%	$19.7M
ORCLOracle Corp	0.4%	0.6%	124,838	+0.0%	$18.3M
MSFTMicrosoft Corp	0.4%	0.5%	45,081	+7.3%	$16.8M
XLVSelect Sector Spdr Tr	0.4%	0.5%	104,131	-0.0%	$16.5M
AMZNAmazon Com Inc Com	0.4%	0.5%	66,966	-10.2%	$16.0M
AMATApplied Matls Inc	0.4%	0.2%	21,599	+0.0%	$15.6M
AAPLApple Inc	0.4%	0.3%	53,600	+19.4%	$15.5M
METAMeta Platforms Inc Class A	0.3%	0.5%	24,671	-5.0%	$13.9M
AVGOBroadcom Inc	0.3%	0.3%	35,853	+0.8%	$13.5M
ASHRDbx ETF Tr	0.3%	0.3%	345,757	+0.0%	$12.7M
RSPInvesco S&p 500 Equal Weight ETF	0.3%	0.3%	55,700	+0.0%	$11.9M
AMDAdvanced Micro Devices Inc	0.3%	0.1%	20,042	+0.0%	$11.6M
KIMKimco Realty Corp	0.2%	0.3%	367,502	-9.9%	$9.3M
EEMIshares	0.2%	0.2%	123,829	+0.0%	$8.5M
INDAIshares Tr	0.2%	—	162,131	—	$8.0M
FVRRFiverr	0.2%	0.2%	658,729	+0.0%	$6.8M
TSMTaiwan Semiconductor Manufac	0.2%	0.1%	13,754	+0.0%	$6.6M
MRVLMarvell Technology Inc	0.1%	—	20,000	—	$6.0M
VCITVanguard Scottsdale Fds	0.1%	—	71,292	—	$5.9M
CIENCiena Corp	0.1%	0.3%	11,794	-55.5%	$5.8M
LQDIshares Tr	0.1%	—	52,344	—	$5.7M
VCSHVanguard Scottsdale Fds	0.1%	—	71,388	—	$5.6M
ASMLAsml Hldg NV	0.1%	0.1%	2,812	+0.0%	$5.6M
PANWPalo Alto Networks Inc	0.1%	—	15,460	—	$5.3M
PAVEGlobal X Fds	0.1%	—	88,770	—	$5.2M

What Analyst IMS Investment Management Services Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: +20.9% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.3B	152
Q1 2026	$3.3B	144
Q4 2025	$3.4B	128
Q3 2025	$3.2B	120
Q2 2025	$2.9B	129
Q1 2025	$2.6B	133
Q4 2024	$2.7B	129
Q3 2024	$2.6B	135
Q2 2024	$2.4B	130
Q1 2024	$2.3B	113
Q4 2023	$1.9B	108
Q3 2023	$1.6B	102

Questions about Analyst IMS Investment Management Services Ltd.'s portfolio

What stocks does Analyst IMS Investment Management Services Ltd. own?

Analyst IMS Investment Management Services Ltd.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 152 positions worth $4.3B. The largest are Invesco Qqq Tr (QQQ) at 30.6%, Spdr S&p 500 ETF Tr (SPY) at 14.1%, Vanguard S&p 500 ETF (VOO) at 8.9%, Ishares Semiconductor ETF (SOXX) at 8.5% and Ishares Tr (AAXJ) at 6.6%.

What did Analyst IMS Investment Management Services Ltd. buy last quarter?

In Q2 2026, Analyst IMS Investment Management Services Ltd. added Ishares Semiconductor ETF (SOXX) (+183.7% shares), Invesco Nasdaq 100 ETF (QQQM) (+58.5% shares) and Select Sector Spdr Tr (XLC) (+37.0% shares), compared with its Q1 2026 filing.

What did Analyst IMS Investment Management Services Ltd. sell last quarter?

In Q2 2026, Analyst IMS Investment Management Services Ltd. cut from its top 50 Audiocodes Ltd (AUDC), cut from its top 50 Alibaba Group Hldg Ltd (BABA), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Ishares Tr (IBB), cut from its top 50 Exxon Mobil Corp (XOM), Ciena Corp (CIEN) (-55.5% shares), Simon Property Group Inc (SPG) (-20.8% shares) and Amazon Com Inc Com (AMZN) (-10.2% shares), compared with its Q1 2026 filing.

How has Analyst IMS Investment Management Services Ltd.'s portfolio performed?

A portfolio copying Analyst IMS Investment Management Services Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.4% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is Analyst IMS Investment Management Services Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Analyst IMS Investment Management Services Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.