Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 6, 2015

Total Value ($000): $256,905 (100.0% shares, 0.0% debt)

Holdings (98)

SPY SPDR S&P 500 ETF TR 6.8%
Value ($000) $17,451 Shares 84,775 Est. Cost $205.54 Unrealized
POWERSHARES QQQ TRUST 6.3%
Value ($000) $16,065 Shares 150,045 Est. Cost $107.07 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $14,600 Shares 70,455 Est. Cost $206.87 Unrealized
ORBOTECH LTD 4.7%
Value ($000) $12,126 Shares 582,963 Est. Cost $20.80 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 4.1%
Value ($000) $10,472 Shares 59,562 Est. Cost $175.82 Unrealized
NVS NOVARTIS A G 3.7%
Value ($000) $9,402 Shares 95,607 Est. Cost $92.70 Unrealized
CSCO CISCO SYS INC 3.2%
Value ($000) $8,223 Shares 299,472 Est. Cost $18.31 Unrealized +12.7%
GENERAL ELECTRIC CO 2.6%
Value ($000) $6,567 Shares 247,159 Est. Cost $25.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $6,301 Shares 46,295 Est. Cost $143.69 Unrealized -0.7%
PFE PFIZER INC 2.4%
Value ($000) $6,074 Shares 181,145 Est. Cost $17.97 Unrealized +15.6%
AAPL APPLE INC 2.3%
Value ($000) $6,026 Shares 48,046 Est. Cost $24.08 Unrealized +18.5%
GOOGLE INC 2.1%
Value ($000) $5,370 Shares 10,318 Est. Cost $542.45 Unrealized
INTC INTEL CORP 2.0%
Value ($000) $5,232 Shares 172,026 Est. Cost $26.63 Unrealized -5.8%
EEM ISHARES TR 2.0%
Value ($000) $5,223 Shares 131,826 Est. Cost $39.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $4,886 Shares 119,520 Est. Cost $40.78 Unrealized
TARO PHARMACEUTICAL INDS LTD 1.9%
Value ($000) $4,753 Shares 33,078 Est. Cost $143.69 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $4,152 Shares 94,030 Est. Cost $39.69 Unrealized -1.0%
CHKP CHECK POINT SOFTWARE TECH LT 1.6%
Value ($000) $4,060 Shares 51,026 Est. Cost $84.50 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,041 Shares 34,515 Est. Cost $71.81 Unrealized +5.8%
YAHOO INC 1.6%
Value ($000) $4,002 Shares 101,846 Est. Cost $47.87 Unrealized
PRGO PERRIGO CO PLC 1.5%
Value ($000) $3,774 Shares 20,417 Est. Cost $190.62 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $3,669 Shares 67,964 Est. Cost $54.21 Unrealized
BED BATH & BEYOND INC 1.3%
Value ($000) $3,422 Shares 49,605 Est. Cost $76.11 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,306 Shares 39,734 Est. Cost $57.18 Unrealized -5.0%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $3,260 Shares 41,673 Est. Cost $64.36 Unrealized -6.8%
C CITIGROUP INC 1.3%
Value ($000) $3,225 Shares 58,374 Est. Cost $39.39 Unrealized +2.9%
UNP UNION PAC CORP 1.2%
Value ($000) $3,190 Shares 33,446 Est. Cost $84.72 Unrealized -3.2%
BAC BANK AMER CORP 1.2%
Value ($000) $3,113 Shares 182,918 Est. Cost $13.55 Unrealized -3.1%
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $3,088 Shares 41,509 Est. Cost $68.93 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,827 Shares 29,004 Est. Cost $77.25 Unrealized -3.6%
MELLANOX TECHNOLOGIES LTD 1.1%
Value ($000) $2,740 Shares 56,384 Est. Cost $48.60 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $2,557 Shares 63,454 Est. Cost $37.00 Unrealized 0.0%
COMCAST CORP NEW 0.9%
Value ($000) $2,427 Shares 40,489 Est. Cost $57.46 Unrealized
EBAY EBAY INC 0.9%
Value ($000) $2,367 Shares 39,300 Est. Cost $20.36 Unrealized +9.0%
FDX FEDEX CORP 0.9%
Value ($000) $2,290 Shares 13,443 Est. Cost $144.21 Unrealized +2.9%
AAXJ ISHARES 0.8%
Value ($000) $2,152 Shares 34,151 Est. Cost $63.87 Unrealized
BIIB BIOGEN INC 0.8%
Value ($000) $2,140 Shares 5,297 Est. Cost $385.08 Unrealized +4.2%
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,097 Shares 27,902 Est. Cost $78.29 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $2,072 Shares 31,309 Est. Cost $27.51 Unrealized +4.3%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $2,008 Shares 23,298 Est. Cost $67.08 Unrealized -0.5%
TWENTY FIRST CENTY FOX INC 0.7%
Value ($000) $1,919 Shares 58,950 Est. Cost $35.62 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,878 Shares 34,734 Est. Cost $56.59 Unrealized
FXI ISHARES TR 0.7%
Value ($000) $1,867 Shares 40,500 Est. Cost $41.62 Unrealized
ISHARES 0.7%
Value ($000) $1,779 Shares 138,877 Est. Cost $11.44 Unrealized
EOG EOG RES INC 0.7%
Value ($000) $1,728 Shares 19,740 Est. Cost $67.94 Unrealized -0.2%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $1,724 Shares 30,658 Est. Cost $38.77 Unrealized +6.7%
PEP PEPSICO INC 0.6%
Value ($000) $1,666 Shares 17,848 Est. Cost $68.86 Unrealized +0.7%
DXJ WISDOMTREE TR 0.6%
Value ($000) $1,647 Shares 28,785 Est. Cost $49.23 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,643 Shares 41,888 Est. Cost $30.05 Unrealized -3.4%
PRICELINE GRP INC 0.6%
Value ($000) $1,612 Shares 1,400 Est. Cost $1140.39 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,544 Shares 13,525 Est. Cost $83.16 Unrealized +20.2%
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $1,499 Shares 17,036 Est. Cost $69.27 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $1,479 Shares 76,947 Est. Cost $18.17 Unrealized -0.9%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,387 Shares 28,670 Est. Cost $48.66 Unrealized
SNY SANOFI 0.4%
Value ($000) $1,126 Shares 22,750 Est. Cost $45.62 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,075 Shares 7,960 Est. Cost $109.87 Unrealized +9.4%
BAX BAXTER INTL INC 0.3%
Value ($000) $896 Shares 12,816 Est. Cost $32.25 Unrealized -2.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $895 Shares 15,151 Est. Cost $57.54 Unrealized
MMM 3M CO 0.3%
Value ($000) $874 Shares 5,665 Est. Cost $89.68 Unrealized +5.7%
EWZ ISHARES 0.3%
Value ($000) $868 Shares 26,501 Est. Cost $36.57 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $806 Shares 9,397 Est. Cost $77.80 Unrealized +4.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $770 Shares 4,734 Est. Cost $100.47 Unrealized +2.5%
CELGENE CORP 0.3%
Value ($000) $718 Shares 6,200 Est. Cost $115.81 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $699 Shares 16,000 Est. Cost $43.80 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $691 Shares 14,529 Est. Cost $48.48 Unrealized
HEWLETT PACKARD CO 0.3%
Value ($000) $690 Shares 23,000 Est. Cost $38.87 Unrealized
MARKET VECTORS ETF TR 0.3%
Value ($000) $669 Shares 36,600 Est. Cost $14.62 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $637 Shares 8,978 Est. Cost $21.80 Unrealized -4.2%
IEI ISHARES 0.2%
Value ($000) $632 Shares 5,140 Est. Cost $122.96 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $629 Shares 6,000 Est. Cost $64.44 Unrealized +16.8%
ASML ASML HOLDING N V 0.2%
Value ($000) $609 Shares 5,850 Est. Cost $107.86 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $592 Shares 9,460 Est. Cost $53.34 Unrealized -5.7%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $587 Shares 16,100 Est. Cost $34.18 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $579 Shares 6,000 Est. Cost $70.52 Unrealized -5.8%
SNN SMITH & NEPHEW PLC 0.2%
Value ($000) $567 Shares 16,700 Est. Cost $34.19 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $548 Shares 21,527 Est. Cost $28.88 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $498 Shares 5,600 Est. Cost $84.66 Unrealized
APACHE CORP 0.2%
Value ($000) $490 Shares 8,500 Est. Cost $57.65 Unrealized
SYMANTEC CORP 0.2%
Value ($000) $453 Shares 19,500 Est. Cost $25.65 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $438 Shares 2,200 Est. Cost $227.92 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $431 Shares 3,455 Est. Cost $121.85 Unrealized
GLW CORNING INC 0.2%
Value ($000) $426 Shares 21,600 Est. Cost $15.20 Unrealized +6.0%
DSP GROUP INC 0.2%
Value ($000) $412 Shares 39,893 Est. Cost $10.80 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $382 Shares 3,639 Est. Cost $108.47 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $326 Shares 750 Est. Cost $16.29 Unrealized +28.3%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $315 Shares 6,000 Est. Cost $43.64 Unrealized -9.5%
GOOGLE INC 0.1%
Value ($000) $291 Shares 539 Est. Cost $531.92 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $282 Shares 14,000 Est. Cost $0.47 Unrealized +12.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $281 Shares 1,490 Est. Cost $188.59 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $263 Shares 8,483 Est. Cost $35.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $247 Shares 3,227 Est. Cost $73.09 Unrealized
NICE NICE SYS LTD 0.1%
Value ($000) $229 Shares 3,600 Est. Cost $60.83 Unrealized
MRK MERCK & CO INC NEW 0.1%
Value ($000) $227 Shares 3,980 Est. Cost $40.23 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $205 Shares 1 Est. Cost $214536.25 Unrealized 0.0%
RR MEDIA LTD 0.1%
Value ($000) $170 Shares 22,389 Est. Cost $7.59 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $108 Shares 19,973 Est. Cost $4.82 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $81 Shares 13,300 Est. Cost $5.79 Unrealized
CYREN LTD 0.0%
Value ($000) $71 Shares 37,500 Est. Cost $1.89 Unrealized