Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Analyst IMS Investment Management Services Ltd. (CIK 1634208) reported $3.30B across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($1.03B, 31.17%), SPY ($562.3M, 17.03%), VOO ($357.7M, 10.83%), AAXJ ($213.9M, 6.48%), IVV ($203.4M, 6.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $1.03B | 31.17% | 1.8M | Added |
| 2 | SPY | TATE STR SPDR S&P 500 ETF T | $562.3M | 17.03% | 864,617 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $357.7M | 10.83% | 598,567 | Trimmed |
| 4 | AAXJ | ISHARES TR | $213.9M | 6.48% | 2.2M | Added |
| 5 | IVV | ISHARES TR | $203.4M | 6.16% | 311,425 | Trimmed |
| 6 | SOXX | ISHARES TR | $66.2M | 2.01% | 201,536 | Added |
| 7 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $63.7M | 1.93% | 2.1M | Hold |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $61.6M | 1.87% | 1.1M | Added |
| 9 | SPG | SIMON PPTY GROUP INC NEW | $45.3M | 1.37% | 242,884 | Added |
| 10 | WIX | WIX COM LTD | $44.4M | 1.34% | 492,732 | Added |
| 11 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $42.5M | 1.29% | 916,294 | Trimmed |
| 12 | ONEQ | FIDELITY COMWLTH TR | $42.4M | 1.28% | 499,133 | Trimmed |
| 13 | LMND | LEMONADE INC | $38.7M | 1.17% | 617,639 | Hold |
| 14 | NVDA | NVIDIA CORPORATION | $35.4M | 1.07% | 203,008 | Trimmed |
| 15 | XLC | SELECT SECTOR SPDR TR | $28.1M | 0.85% | 253,619 | Added |
| 16 | MCHI | ISHARES TR | $27.5M | 0.83% | 490,029 | Added |
| 17 | IWM | ISHARES TR | $25.5M | 0.77% | 102,705 | Added |
| 18 | GOOG | LPHABET INC | $24.9M | 0.75% | 86,887 | Trimmed |
| 19 | ORCL | ORACLE CORP | $18.4M | 0.56% | 124,838 | Trimmed |
| 20 | BXP | BXP INC | $17.6M | 0.53% | 339,521 | Trimmed |
| 21 | ITRN | ITURAN LOCATION AND CONTROL | $17.2M | 0.52% | 351,382 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $16.0M | 0.49% | 120,704 | Added |
| 23 | MSFT | MICROSOFT CORP | $15.5M | 0.47% | 42,006 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $15.5M | 0.47% | 74,605 | Trimmed |
| 25 | XLV | SELECT SECTOR SPDR TR | $15.3M | 0.46% | 104,161 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31