Fund HoldingsAnalyst IMS Investment Management Services Ltd.

Total Portfolio Value
$2.93M
Total Bought
$168.9K
Total Sold
$185.7K
Net Transaction
-$16.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO QQQ TR01,048,667+1,048,667057819.75%+578
SPDR S&P 500 ETF TR(SPY)01,293,985+1,293,985079927.30%+799
VANGUARD INDEX FDS0872,981+872,981049616.93%+496
ISHARES TR0361,284+361,28402247.66%+224
LEMONADE INC(LMND)316,400571,768+255,36810250.86%+15
SIMON PPTY GROUP INC NEW(SPG)0242,045+242,0450391.33%+39
WIX COM LTD
SHS
0380,494+380,4940602.06%+60
NVIDIA CORPORATION(NVDA)0216,631+216,6310341.17%+34
ISHARES TR142,893152,158+9,26527361.24%+9
BXP INC(BXP)0339,596+339,5960230.78%+23
ALEXANDRIA REAL ESTATE EQ IN0721,671+721,6710521.79%+52
ISHARES TR784,274789,214+4,94058652.23%+7
FIDELITY COMWLTH TR0503,186+503,1860401.38%+40
MICROSOFT CORP(MSFT)051,274+51,2740260.87%+26
SELECT SECTOR SPDR TR
ST STR SVC ETF
167,090200,550+33,46016220.74%+6
BROADCOM INC(AVGO)042,211+42,2110120.40%+12
FIVERR INTL LTD0468,729+468,7290140.47%+14
META PLATFORMS INC(META)023,714+23,7140180.60%+18
KIMCO RLTY CORP(KIM)0407,692+407,692090.29%+9
SELECT SECTOR SPDR TR
ST STR TECHN ETF
42,96946,309+3,3409120.40%+3
ORACLE CORP(ORCL)035,283+35,283080.26%+8
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
040,263+40,263090.31%+9
CONSTELLATION ENERGY CORP(CEG)4,8639,017+4,154130.10%+2
ISHARES TR097,865+97,8650210.72%+21
ALPHABET INC(GOOG)0101,492+101,4920180.61%+18
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
23,98029,280+5,300450.18%+1
GE AEROSPACE(GE)3,0356,241+3,206120.05%+1
BOEING CO(BA)1,4615,874+4,413010.04%+1
ITURAN LOCATION AND CONTROL
SHS
356,956356,956013140.47%+1
JPMORGAN CHASE & CO.(JPM)16,43816,885+447450.17%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)013,754+13,754030.11%+3
APPLIED MATLS INC021,599+21,599040.13%+4
UBER TECHNOLOGIES INC(UBER)5,90812,239+6,331010.04%+1
WALMART INC(WMT)054,506+54,506050.18%+5
RTX CORPORATION(RTX)3,7677,819+4,052010.04%+1
CATERPILLAR INC(CAT)1,3522,752+1,400010.04%+1
MERCADOLIBRE INC(MELI)9379370220.08%+1
VANGUARD INTL EQUITY INDEX F143,668143,543-125770.24%+1
SHARKNINJA INC(SN)7,80512,505+4,700110.04%+1
ISHARES TR123,829123,8290560.20%+1
INTUIT(INTU)3,1913,1910230.09%+1
NETFLIX INC(NFLX)1,2091,245+36120.06%+1
PALO ALTO NETWORKS INC(PANW)15,46015,4600330.11%+1
CIENA CORP(CIEN)024,232+24,232020.07%+2
COGNYTE SOFTWARE LTD0351,521+351,521030.11%+3
TRANE TECHNOLOGIES PLC(TT)4,9694,9690220.07%+1
ALPHABET INC(GOOG)012,666+12,666020.08%+2
ADVANCED MICRO DEVICES INC(AMD)10,54210,5420110.05%0
VANGUARD INTL EQUITY INDEX F15,31419,144+3,830110.05%0
ON HLDG AG(ONON)49,12049,1200230.09%0
ASML HOLDING N V
N Y REGISTRY SHS
2,8122,8120220.08%0
ISHARES INC
MSCI EMRG CHN
43,53043,5300230.09%0
CITIGROUP INC(C)24,65324,6530220.07%0
BANK AMERICA CORP52,21953,282+1,063230.09%0
COSTCO WHSL CORP NEW(COST)7,2257,247+22770.24%0
ISHARES TR
MSCI CHINA ETF
493,500493,430-7027270.93%0
MASTERCARD INCORPORATED(MA)16,99217,149+1579100.33%0
SELECT SECTOR SPDR TR
ST STR INDL ETF
18,20018,2000230.09%0
SAP SE(SAP)8,1508,1500220.08%0
PHILIP MORRIS INTL INC(PM)8,7969,110+314120.06%0
SEA LTD(SE)8,3318,3310110.05%0
SL GREEN RLTY CORP(SLG)050,820+50,820030.11%+3
DBX ETF TR354,548349,430-5,1189100.33%0
ISHARES TR3,8204,762+942010.02%0
NEXTERA ENERGY INC(NEE)35,63138,747+3,116330.09%0
VISA INC(V)12,57912,877+298450.16%0
VANECK ETF TRUST
ISRAEL ETF
8,5319,541+1,010000.02%0
DISNEY WALT CO(DIS)5,2445,261+17110.02%0
FORTINET INC(FTNT)13,69313,6930110.05%0
WELLS FARGO CO NEW(WFC)13,43913,4390110.04%0
NXP SEMICONDUCTORS N V
COM
3,7203,7200110.03%0
L3HARRIS TECHNOLOGIES INC(LHX)2,1262,1260010.02%0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
13,50013,5000110.04%0
NICE LTD(NICE)5,3375,3370110.03%0
CHIPOTLE MEXICAN GRILL INC(CMG)12,40012,4000110.02%0
QUALCOMM INC(QCOM)12,41612,4160220.07%0
NIKE INC(NKE)8,5348,5340110.02%0
COCA COLA CO(KO)24,33025,190+860220.06%0
SCHWAB STRATEGIC TR12,60012,6000000.01%0
NOVARTIS AG(NVS)2,7812,7810000.01%0
WORKDAY INC(WDAY)4,0484,0480110.03%0
HONEYWELL INTL INC(HON)9499490000.01%0
WELLTOWER INC(WELL)1,8141,913+99000.01%0
AMERICAN TOWER CORP NEW(AMT)1,3221,370+48000.01%0
SILICOM LTD20,68020,6800000.01%0
LINDE PLC(LIN)1,6501,6500110.03%0
EQUINIX INC(EQIX)276286+10000.01%0
SELECT SECTOR SPDR TR
ST STR REAL ETF
8,5798,5790000.01%-0
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,8588,318-540000.01%-0
SELECT SECTOR SPDR TR
ST STR STAPL ETF
14,97014,9700110.04%-0
EQUINOR ASA(EQNR)9,0209,0200000.01%-0
NORTHROP GRUMMAN CORP(NOC)1,0711,0710110.02%-0
PLUG POWER INC(PLUG)11,3450-11,34500-0
PROLOGIS INC.(PLD)4,1524,246+94000.02%-0
MERCK & CO INC(MRK)02,565+2,565000.01%0
ASTRAZENECA PLC(AZN)7,9007,9000110.02%-0
CHECK POINT SOFTWARE TECH LT
ORD
4,2234,2230110.03%-0
VANGUARD WORLD FD
HEALTH CAR ETF
1,9801,9800100.02%-0
SANOFI(SNY)5,2085,2080000.01%-0
PERRIGO CO PLC(PRGO)32,23632,2360110.03%-0
Page 1 of 1