Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q4 2014 (Next →)

Filing Date: Feb 25, 2015

Total Value ($000): $260,140 (100.0% shares, 0.0% debt)

Holdings (104)

SPY SPDR S&P 500 ETF TR 8.2%
Value ($000) $21,366 Shares 103,950 Est. Cost $205.54 Unrealized
IVV ISHARES TR 7.8%
Value ($000) $20,165 Shares 97,475 Est. Cost $206.87 Unrealized
Powershares QQQ 7.0%
Value ($000) $18,148 Shares 175,765 Est. Cost $103.25 Unrealized
DIAMONDS Trust Series I 5.2%
Value ($000) $13,579 Shares 76,337 Est. Cost $177.88 Unrealized
ORBOTECH LTD 4.3%
Value ($000) $11,292 Shares 763,199 Est. Cost $14.80 Unrealized
NVS Novartis AG 3.5%
Value ($000) $9,232 Shares 99,593 Est. Cost $92.70 Unrealized
CSCO Cisco Systems Inc 3.2%
Value ($000) $8,386 Shares 301,045 Est. Cost $18.31 Unrealized 0.0%
INTC Intel Corp 2.5%
Value ($000) $6,472 Shares 178,207 Est. Cost $26.63 Unrealized 0.0%
General Electric Co 2.4%
Value ($000) $6,177 Shares 244,360 Est. Cost $25.28 Unrealized
EEM ISHARES TR 2.4%
Value ($000) $6,154 Shares 156,619 Est. Cost $39.29 Unrealized
PFE Pfizer Inc 2.2%
Value ($000) $5,840 Shares 187,423 Est. Cost $17.97 Unrealized 0.0%
AAPL Apple Inc 2.1%
Value ($000) $5,452 Shares 49,386 Est. Cost $24.08 Unrealized 0.0%
TARO PHARMACEUTICAL INDS LTD 2.1%
Value ($000) $5,346 Shares 36,078 Est. Cost $148.18 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $4,238 Shares 91,195 Est. Cost $39.88 Unrealized 0.0%
GOOGLE INC CLAS C 1.5%
Value ($000) $3,931 Shares 7,468 Est. Cost $526.38 Unrealized
BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $3,809 Shares 25,370 Est. Cost $150.14 Unrealized
BED BATH & BEYOND INC 1.5%
Value ($000) $3,805 Shares 49,995 Est. Cost $76.11 Unrealized
BAC BANK AMER CORP 1.4%
Value ($000) $3,701 Shares 206,779 Est. Cost $13.55 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $3,636 Shares 38,564 Est. Cost $71.85 Unrealized 0.0%
C Citigroup Inc 1.2%
Value ($000) $3,172 Shares 58,561 Est. Cost $39.54 Unrealized 0.0%
XLI Industrial Select Sector SPDR 1.2%
Value ($000) $3,103 Shares 54,835 Est. Cost $56.59 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $3,092 Shares 29,569 Est. Cost $77.30 Unrealized 0.0%
PG Procter & Gamble Co 1.2%
Value ($000) $3,034 Shares 33,300 Est. Cost $64.60 Unrealized 0.0%
Yahoo Inc 1.2%
Value ($000) $3,007 Shares 59,536 Est. Cost $50.51 Unrealized
Mellanox Technologies Ltd 1.0%
Value ($000) $2,680 Shares 62,703 Est. Cost $42.74 Unrealized
XOM Exxon Mobil Corp 1.0%
Value ($000) $2,570 Shares 27,800 Est. Cost $58.00 Unrealized 0.0%
ORACLE CORP 1.0%
Value ($000) $2,554 Shares 56,750 Est. Cost $45.00 Unrealized
XLV Health Care Select Sector SPDR 1.0%
Value ($000) $2,543 Shares 37,190 Est. Cost $68.38 Unrealized
Check Point Software Technolog 1.0%
Value ($000) $2,520 Shares 32,076 Est. Cost $78.56 Unrealized
FDX FEDEX CORP 0.9%
Value ($000) $2,423 Shares 13,953 Est. Cost $143.89 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,320 Shares 15,442 Est. Cost $144.37 Unrealized 0.0%
COMCAST CORP NEW 0.9%
Value ($000) $2,259 Shares 39,240 Est. Cost $57.57 Unrealized
SLB Schlumberger Ltd 0.8%
Value ($000) $2,088 Shares 24,446 Est. Cost $67.34 Unrealized 0.0%
EOG EOG REOURCES INC 0.8%
Value ($000) $1,986 Shares 21,572 Est. Cost $68.05 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,965 Shares 78,747 Est. Cost $19.65 Unrealized 0.0%
EWZ ISHARES 0.7%
Value ($000) $1,939 Shares 53,020 Est. Cost $36.57 Unrealized
EBAY EBAY INC 0.7%
Value ($000) $1,935 Shares 34,414 Est. Cost $20.20 Unrealized 0.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,929 Shares 25,937 Est. Cost $53.34 Unrealized 0.0%
TJX TJX COS INC NEW 0.7%
Value ($000) $1,924 Shares 28,049 Est. Cost $27.33 Unrealized 0.0%
KO Coca-Cola Co 0.7%
Value ($000) $1,845 Shares 43,688 Est. Cost $30.05 Unrealized 0.0%
WFC WELLS FARGO & CO 0.7%
Value ($000) $1,702 Shares 31,024 Est. Cost $38.77 Unrealized 0.0%
FXI ISHARES TR 0.7%
Value ($000) $1,694 Shares 40,700 Est. Cost $41.62 Unrealized
XLP Consumer Staples Select Sector 0.6%
Value ($000) $1,655 Shares 34,140 Est. Cost $48.48 Unrealized
ISHARES TR 0.6%
Value ($000) $1,577 Shares 87,450 Est. Cost $18.03 Unrealized
PRICELINE GRP INC 0.6%
Value ($000) $1,562 Shares 1,370 Est. Cost $1140.15 Unrealized
ISHARES 0.6%
Value ($000) $1,533 Shares 136,435 Est. Cost $11.24 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.6%
Value ($000) $1,465 Shares 18,650 Est. Cost $74.30 Unrealized 0.0%
SNY SANOFY 0.6%
Value ($000) $1,451 Shares 31,809 Est. Cost $45.62 Unrealized
TEVA Teva Pharmaceutical Industries 0.5%
Value ($000) $1,430 Shares 24,851 Est. Cost $57.54 Unrealized
DXJ WISDOMTREE TR 0.5%
Value ($000) $1,417 Shares 28,785 Est. Cost $49.23 Unrealized
GOOGLE INC CLAS C 0.5%
Value ($000) $1,402 Shares 2,664 Est. Cost $526.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,394 Shares 8,689 Est. Cost $100.47 Unrealized 0.0%
BAX BAXTER INTL INC 0.5%
Value ($000) $1,390 Shares 18,971 Est. Cost $32.29 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $1,370 Shares 16,600 Est. Cost $66.54 Unrealized 0.0%
XLF Financial Select Sector SPDR F 0.5%
Value ($000) $1,360 Shares 54,945 Est. Cost $24.75 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $1,310 Shares 10,996 Est. Cost $89.46 Unrealized 0.0%
PEP PEPSICO INC 0.5%
Value ($000) $1,291 Shares 13,654 Est. Cost $68.61 Unrealized 0.0%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,284 Shares 13,635 Est. Cost $81.30 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,083 Shares 7,640 Est. Cost $109.42 Unrealized 0.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,036 Shares 15,000 Est. Cost $48.86 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,001 Shares 20,600 Est. Cost $48.59 Unrealized
MMM 3M Co 0.4%
Value ($000) $931 Shares 5,665 Est. Cost $89.68 Unrealized 0.0%
TWENTY FIRST CENTY FOX INC 0.4%
Value ($000) $922 Shares 24,000 Est. Cost $38.42 Unrealized
EWY ISHARES 0.3%
Value ($000) $807 Shares 14,600 Est. Cost $55.27 Unrealized
HEWLETT PACKARD CO 0.3%
Value ($000) $795 Shares 19,800 Est. Cost $40.15 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $756 Shares 8,798 Est. Cost $21.83 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $751 Shares 21,950 Est. Cost $34.21 Unrealized
CVX Chevron Corp NEW 0.3%
Value ($000) $673 Shares 6,000 Est. Cost $70.52 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $672 Shares 9,088 Est. Cost $73.94 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $639 Shares 2,060 Est. Cost $15.58 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $636 Shares 7,512 Est. Cost $84.66 Unrealized
ASML ASML HOLDINGS 0.2%
Value ($000) $631 Shares 5,850 Est. Cost $107.86 Unrealized
SYMANTEC CORP 0.2%
Value ($000) $590 Shares 23,000 Est. Cost $25.65 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $581 Shares 20,027 Est. Cost $29.01 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $578 Shares 6,000 Est. Cost $64.44 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $569 Shares 14,207 Est. Cost $40.05 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $547 Shares 2,400 Est. Cost $227.92 Unrealized
TOTAL S A 0.2%
Value ($000) $543 Shares 10,605 Est. Cost $51.20 Unrealized
Market Vectors - Russia ETF 0.2%
Value ($000) $535 Shares 36,600 Est. Cost $14.62 Unrealized
GLW CORNING INC 0.2%
Value ($000) $495 Shares 21,600 Est. Cost $15.20 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $491 Shares 8,016 Est. Cost $41.13 Unrealized 0.0%
DSP Group Inc 0.2%
Value ($000) $479 Shares 44,016 Est. Cost $10.88 Unrealized
HYG ISHARES 0.2%
Value ($000) $440 Shares 4,914 Est. Cost $89.54 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.2%
Value ($000) $399 Shares 27,500 Est. Cost $14.51 Unrealized
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $386 Shares 4,855 Est. Cost $79.51 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $378 Shares 10,700 Est. Cost $35.33 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $349 Shares 6,000 Est. Cost $43.64 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $341 Shares 17,000 Est. Cost $0.47 Unrealized 0.0%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $301 Shares 2,920 Est. Cost $103.08 Unrealized
Google Inc 0.1%
Value ($000) $294 Shares 553 Est. Cost $531.65 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $281 Shares 1,490 Est. Cost $188.59 Unrealized
EWP ISHARES 0.1%
Value ($000) $270 Shares 7,700 Est. Cost $35.06 Unrealized
Exxon Mobil Corp 0.1%
Value ($000) $263 Shares 2,838 Est. Cost $92.67 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $255 Shares 752 Est. Cost $323.51 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $251 Shares 2,516 Est. Cost $68.28 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $249 Shares 3,440 Est. Cost $72.38 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $232 Shares 3,052 Est. Cost $48.59 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $230 Shares 1,920 Est. Cost $119.79 Unrealized
RRSAT GLOBAL COMM NTWRK LTD 0.1%
Value ($000) $204 Shares 27,989 Est. Cost $7.29 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $174 Shares 2,760 Est. Cost $44.70 Unrealized 0.0%
JP MORGAN CHASE & CO 0.0%
Value ($000) $80 Shares 1,279 Est. Cost $62.55 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $59 Shares 12,773 Est. Cost $4.62 Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $40 Shares 501 Est. Cost $79.84 Unrealized
Health Care Select Sector SPDR 0.0%
Value ($000) $19 Shares 282 Est. Cost $67.38 Unrealized