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Analyst IMS Investment Management Services Ltd.

•CIK: 1634208•Filing: Q4 2025

IMS Investment Management Services Ltd., with $3.4 billion in assets under management, maintains a diversified portfolio heavily weighted in large-cap U.S. equities, notably with 31.3% in NDQ and significant positions in SPY, VOO, and IVV. Recently, the fund has made notable shifts by adding LLY and ORCL substantially, while cutting TMUS by 54%, reflecting a strategic pivot towards healthcare and technology sectors.

Total AUM
$3.4B
QoQ Performance
+6.6%
Positions
109
Top 10 Concentration
79.9%
Latest Filing
Q4 2025

Top Holdings Allocation

NDQ
SPY
VOO
IVV
NDQ31.3%
SPY19.1%
VOO11.8%
IVV6.8%
AAXJ3.0%
TEVA1.9%
VWO1.8%
WIX1.4%

📈 Biggest Buys

NDQ
INVESCO QQQ TR
+68.6%
31.3% of portfolio
TEVA
TEVA PHARMACEUTICAL INDS LTD
NEW
1.9% of portfolio
ORCL
ORACLE CORP
+217.9%
0.8% of portfolio
ARE
ALEXANDRIA REAL ESTATE EQ IN
+28.1%
1.3% of portfolio
XLK
SELECT SECTOR SPDR TR
+107.8%
0.5% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-23.8%
19.1% of portfolio
VOO
VANGUARD INDEX FDS
-21.6%
11.8% of portfolio
IVV
ISHARES TR
-6.3%
6.8% of portfolio
AAPL
APPLE INC
-15.7%
0.5% of portfolio
GOOGL
ALPHABET INC
-9.2%
0.9% of portfolio

Sector Breakdown

Other53.5%
ETF37.7%
Technology5.5%
Real Estate1.3%
Consumer0.9%
Financial0.3%
Healthcare0.2%
Industrial0.2%

🚪 Exited Positionssold since Q3 2025

FISV
FISERV INC
SOLD
$1.7M
PEP
PEPSICO INC
SOLD
$1.3M
NSY
NICE LTD
SOLD
$773.0K
ABT
ABBOTT LABS
SOLD
$432.0K
AMT
AMERICAN TOWER CORP NEW
SOLD
$220.0K

Changes from Q3 2025

NEW13 new positions
↑23 increased
↓44 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

NDQ31.3%
INVESCO QQQ TR
$1.1B
SPY19.1%
SPDR S&P 500 ETF TR
$655.7M
VOO11.8%
VANGUARD INDEX FDS
$406.2M
IVV6.8%
ISHARES TR
$231.9M
AAXJ3.0%
ISHARES TR
$102.0M

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