Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $237,178 (100.0% shares, 0.0% debt)

Holdings (94)

SPY SPDR S&P 500 ETF TR 7.2%
Value ($000) $17,177 Shares 89,634 Est. Cost $204.79 Unrealized
POWERSHARES QQQ TRUST 7.1%
Value ($000) $16,774 Shares 164,840 Est. Cost $106.59 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $13,468 Shares 69,886 Est. Cost $206.87 Unrealized
ORBOTECH LTD 3.8%
Value ($000) $8,966 Shares 580,269 Est. Cost $20.80 Unrealized
NVS NOVARTIS A G 3.6%
Value ($000) $8,455 Shares 91,983 Est. Cost $92.70 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 3.5%
Value ($000) $8,337 Shares 51,267 Est. Cost $175.82 Unrealized
HYG ISHARES TR 3.4%
Value ($000) $8,125 Shares 97,547 Est. Cost $83.29 Unrealized
CSCO CISCO SYS INC 3.2%
Value ($000) $7,584 Shares 288,897 Est. Cost $18.31 Unrealized +6.9%
GENERAL ELECTRIC CO 2.6%
Value ($000) $6,055 Shares 240,109 Est. Cost $25.25 Unrealized
BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $5,876 Shares 45,067 Est. Cost $130.38 Unrealized
APPLE INC 2.3%
Value ($000) $5,497 Shares 49,841 Est. Cost $110.29 Unrealized
PFE PFIZER INC 2.3%
Value ($000) $5,495 Shares 174,947 Est. Cost $17.97 Unrealized +14.7%
GOOGLE INC 2.3%
Value ($000) $5,455 Shares 8,966 Est. Cost $542.45 Unrealized
INTC INTEL CORP 2.1%
Value ($000) $5,073 Shares 168,300 Est. Cost $26.63 Unrealized -15.0%
TARO PHARMACEUTICAL INDS LTD 2.0%
Value ($000) $4,710 Shares 32,963 Est. Cost $143.69 Unrealized
EEM ISHARES TR 1.8%
Value ($000) $4,215 Shares 128,565 Est. Cost $39.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $4,149 Shares 125,372 Est. Cost $40.42 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 1.7%
Value ($000) $4,058 Shares 51,142 Est. Cost $84.50 Unrealized -5.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,964 Shares 89,564 Est. Cost $39.69 Unrealized -1.9%
VGK VANGUARD INTL EQUITY INDEX F 1.5%
Value ($000) $3,549 Shares 72,168 Est. Cost $53.92 Unrealized
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $3,234 Shares 32,927 Est. Cost $71.81 Unrealized +7.9%
PRGO PERRIGO CO PLC 1.3%
Value ($000) $3,188 Shares 20,268 Est. Cost $190.62 Unrealized -3.8%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,939 Shares 39,534 Est. Cost $57.18 Unrealized -14.2%
YAHOO INC 1.2%
Value ($000) $2,927 Shares 101,246 Est. Cost $47.87 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $2,906 Shares 32,860 Est. Cost $84.72 Unrealized -14.8%
BED BATH & BEYOND INC 1.2%
Value ($000) $2,801 Shares 49,135 Est. Cost $57.01 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,769 Shares 41,796 Est. Cost $68.93 Unrealized
C CITIGROUP INC 1.2%
Value ($000) $2,766 Shares 55,756 Est. Cost $39.39 Unrealized +3.5%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $2,690 Shares 37,396 Est. Cost $64.36 Unrealized -12.5%
BANK AMER CORP 1.1%
Value ($000) $2,650 Shares 170,072 Est. Cost $15.58 Unrealized
BIIB BIOGEN INC 1.1%
Value ($000) $2,629 Shares 9,011 Est. Cost $362.47 Unrealized -8.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,533 Shares 27,142 Est. Cost $77.25 Unrealized -6.2%
ORCL ORACLE CORP 1.0%
Value ($000) $2,271 Shares 62,862 Est. Cost $37.00 Unrealized -11.0%
COMCAST CORP NEW 0.9%
Value ($000) $2,191 Shares 38,272 Est. Cost $57.46 Unrealized
MELLANOX TECHNOLOGIES LTD 0.9%
Value ($000) $2,143 Shares 56,729 Est. Cost $48.60 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $1,854 Shares 25,955 Est. Cost $27.51 Unrealized +10.3%
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,775 Shares 35,584 Est. Cost $56.43 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $1,759 Shares 12,218 Est. Cost $144.21 Unrealized -5.5%
AAXJ ISHARES TR 0.7%
Value ($000) $1,733 Shares 32,845 Est. Cost $63.87 Unrealized
TWENTY FIRST CENTY FOX INC 0.7%
Value ($000) $1,632 Shares 60,480 Est. Cost $35.40 Unrealized
ISHARES 0.7%
Value ($000) $1,624 Shares 142,120 Est. Cost $11.44 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,599 Shares 39,857 Est. Cost $30.05 Unrealized -4.1%
PEP PEPSICO INC 0.7%
Value ($000) $1,590 Shares 16,862 Est. Cost $68.86 Unrealized +0.9%
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,587 Shares 25,925 Est. Cost $78.29 Unrealized
EOG EOG RES INC 0.7%
Value ($000) $1,584 Shares 21,767 Est. Cost $66.93 Unrealized -14.6%
PRICELINE GRP INC 0.7%
Value ($000) $1,582 Shares 1,279 Est. Cost $1140.39 Unrealized
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,560 Shares 22,620 Est. Cost $67.08 Unrealized -12.2%
WFC WELLS FARGO & CO NEW 0.6%
Value ($000) $1,463 Shares 28,487 Est. Cost $38.77 Unrealized +5.9%
FXI ISHARES TR 0.6%
Value ($000) $1,436 Shares 40,500 Est. Cost $41.62 Unrealized
DXJ WISDOMTREE TR 0.6%
Value ($000) $1,401 Shares 28,785 Est. Cost $49.23 Unrealized
EMB ISHARES TR 0.6%
Value ($000) $1,395 Shares 13,106 Est. Cost $106.44 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,367 Shares 13,376 Est. Cost $83.16 Unrealized +19.9%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,138 Shares 7,873 Est. Cost $109.87 Unrealized +8.9%
APPLIED MATLS INC 0.5%
Value ($000) $1,114 Shares 75,847 Est. Cost $14.69 Unrealized
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,105 Shares 27,682 Est. Cost $48.66 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $1,098 Shares 15,145 Est. Cost $69.27 Unrealized -3.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,094 Shares 35,257 Est. Cost $35.85 Unrealized 0.0%
SNY SANOFI 0.4%
Value ($000) $957 Shares 20,161 Est. Cost $45.62 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $828 Shares 9,215 Est. Cost $77.80 Unrealized +17.1%
CELGENE CORP 0.3%
Value ($000) $812 Shares 7,505 Est. Cost $114.48 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $757 Shares 30,970 Est. Cost $20.36 Unrealized +17.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $751 Shares 13,291 Est. Cost $57.54 Unrealized
MMM 3M CO 0.3%
Value ($000) $725 Shares 5,115 Est. Cost $89.68 Unrealized -2.4%
EWY ISHARES 0.3%
Value ($000) $712 Shares 14,600 Est. Cost $48.77 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $669 Shares 14,190 Est. Cost $48.48 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $590 Shares 6,120 Est. Cost $64.71 Unrealized +20.2%
EWZ ISHARES 0.2%
Value ($000) $578 Shares 26,321 Est. Cost $36.57 Unrealized
MARKET VECTORS ETF TR 0.2%
Value ($000) $575 Shares 36,600 Est. Cost $14.62 Unrealized
HEWLETT PACKARD CO 0.2%
Value ($000) $533 Shares 20,800 Est. Cost $38.87 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $526 Shares 22,423 Est. Cost $28.67 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $509 Shares 5,790 Est. Cost $107.86 Unrealized
SNN SMITH & NEPHEW PLC 0.2%
Value ($000) $480 Shares 13,700 Est. Cost $34.19 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $473 Shares 6,000 Est. Cost $70.52 Unrealized -23.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $471 Shares 8,770 Est. Cost $53.34 Unrealized -17.3%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $441 Shares 13,900 Est. Cost $34.18 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $423 Shares 3,386 Est. Cost $122.96 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $418 Shares 6,447 Est. Cost $21.80 Unrealized -13.3%
TBT PROSHARES TR 0.2%
Value ($000) $399 Shares 9,200 Est. Cost $43.37 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $393 Shares 4,850 Est. Cost $84.66 Unrealized
AMAZON COM INC 0.2%
Value ($000) $384 Shares 750 Est. Cost $512.00 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $377 Shares 3,455 Est. Cost $121.85 Unrealized
SYMANTEC CORP 0.2%
Value ($000) $376 Shares 19,300 Est. Cost $25.65 Unrealized
GLW CORNING INC 0.2%
Value ($000) $370 Shares 21,600 Est. Cost $15.20 Unrealized -10.3%
DSP GROUP INC 0.2%
Value ($000) $364 Shares 39,893 Est. Cost $10.80 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $321 Shares 8,000 Est. Cost $43.80 Unrealized
BAIDU INC 0.1%
Value ($000) $302 Shares 2,200 Est. Cost $137.27 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $262 Shares 1,490 Est. Cost $188.59 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $248 Shares 2,298 Est. Cost $108.47 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $234 Shares 9,500 Est. Cost $0.47 Unrealized +12.4%
APACHE CORP 0.1%
Value ($000) $223 Shares 5,700 Est. Cost $39.12 Unrealized
NICE NICE SYS LTD 0.1%
Value ($000) $203 Shares 3,600 Est. Cost $60.83 Unrealized
RR MEDIA LTD 0.1%
Value ($000) $184 Shares 22,389 Est. Cost $7.59 Unrealized
KMDA KAMADA LTD 0.1%
Value ($000) $136 Shares 39,907 Est. Cost $3.58 Unrealized 0.0%
ABEV AMBEV SA 0.0%
Value ($000) $65 Shares 13,300 Est. Cost $5.79 Unrealized