13F Insight
DOSSIER · 13F-HR · Q1 2026

Analyst IMS Investment Management Services Ltd.

$3.3B in tracked AUM across 214 positions as of Q1 2026.

AI
CIK 0001634208 · last filed Mar 31, 2026
Total AUM
$3.3B
as of Q1 2026
Holdings
214
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Analyst IMS Investment Management Services Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$1.0B1.8M31.2%02
SPY
TATE STR SPDR S&P 500 ETF T
$562M865K17.0%03
VOO
VANGUARD INDEX FDS
$358M599K10.8%04
AAXJ
ISHARES TR
$214M2.2M6.5%05
IVV
ISHARES TR
$203M311K6.2%06
SOXX
ISHARES TR
$66M202K2.0%07
TEVA
TEVA PHARMACEUTICAL INDS LTD
$64M2.1M1.9%08
VWO
VANGUARD INTL EQUITY INDEX F
$62M1.1M1.9%09
SPG
SIMON PPTY GROUP INC NEW
$45M243K1.4%10
M98068105
WIX COM LTD
$44M493K1.3%

Filing history

2026Q1Mar 31
$3.3B▼ 3.7%
214 positionsView →2025Q4Dec 31
$3.4B▲ 6.6%
198 positionsView →2025Q3Sep 30
$3.2B▲ 9.8%
188 positionsView →2025Q2Jun 30
$2.9B▲ 13.9%
196 positionsLocked2025Q1Mar 31
$2.6B▼ 5.9%
198 positionsLocked2024Q4Dec 31
$2.7B▲ 5.0%
197 positionsLocked2024Q3Sep 30
$2.6B▲ 6.9%
204 positionsLocked2024Q2Jun 30
$2.4B▲ 6.1%
199 positionsLocked2024Q1Mar 31
$2.3B▲ 19.2%
181 positionsLocked2023Q4Dec 31
$1.9B▲ 20.7%
162 positionsLocked2023Q3Sep 30
$1.6B▲ 7.2%
149 positionsLocked2023Q2Jun 30
$1.5B▲ 13.0%
145 positionsLocked
Showing 12 of 43