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 $4.30B across 152 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($1.32B, 30.59%), SPY ($607.4M, 14.12%), VOO ($383.8M, 8.92%), SOXX ($366.3M, 8.51%), AAXJ ($284.5M, 6.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $1.32B | 30.59% | 1.8M | Added |
| 2 | SPY | TATE STR SPDR S&P 500 ETF T | $607.4M | 14.12% | 813,427 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $383.8M | 8.92% | 558,871 | Trimmed |
| 4 | SOXX | ISHARES TR | $366.3M | 8.51% | 571,693 | Added |
| 5 | AAXJ | ISHARES TR | $284.5M | 6.61% | 2.4M | Added |
| 6 | IVV | ISHARES TR | $219.5M | 5.10% | 293,062 | Trimmed |
| 7 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $71.7M | 1.67% | 2.1M | Hold |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $68.0M | 1.58% | 1.1M | Added |
| 9 | ONEQ | FIDELITY COMWLTH TR | $51.5M | 1.20% | 498,898 | Trimmed |
| 10 | EWY | SHARES INC | $50.1M | 1.16% | 248,131 | New |
| 11 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $48.2M | 1.12% | 911,994 | Trimmed |
| 12 | EWT | ISHARES INC | $45.7M | 1.06% | 420,352 | New |
| 13 | SPG | SIMON PPTY GROUP INC NEW | $43.0M | 1.00% | 192,360 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $43.2M | 1.00% | 215,781 | Added |
| 15 | LMND | LEMONADE INC | $40.2M | 0.93% | 617,639 | Hold |
| 16 | XLC | SELECT SECTOR SPDR TR | $37.2M | 0.87% | 347,509 | Added |
| 17 | IWM | ISHARES TR | $30.9M | 0.72% | 102,705 | Hold |
| 18 | GOOG | LPHABET INC | $29.8M | 0.69% | 84,341 | Trimmed |
| 19 | HYG | ISHARES TR | $28.8M | 0.67% | 360,098 | New |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $25.4M | 0.59% | 83,990 | Added |
| 21 | MCHI | ISHARES TR | $25.0M | 0.58% | 490,029 | Hold |
| 22 | XLK | SELECT SECTOR SPDR TR | $23.0M | 0.53% | 120,704 | Hold |
| 23 | WIX | WIX COM LTD | $22.3M | 0.52% | 492,557 | Trimmed |
| 24 | BXP | BXP INC | $21.9M | 0.51% | 330,879 | Trimmed |
| 25 | ITRN | ITURAN LOCATION AND CONTROL | $21.4M | 0.50% | 351,382 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30