Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 5, 2016

Total Value ($000): $232,295 (100.0% shares, 0.0% debt)

Holdings (100)

SPY SPDR S&P 500 ETF TR 8.3%
Value ($000) $19,289 Shares 93,854 Est. Cost $204.82 Unrealized
POWERSHARES QQQ TRUST 8.1%
Value ($000) $18,748 Shares 171,692 Est. Cost $106.75 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $13,249 Shares 64,112 Est. Cost $206.87 Unrealized
ORBOTECH LTD 4.6%
Value ($000) $10,751 Shares 452,113 Est. Cost $20.80 Unrealized
HYG ISHARES TR 3.5%
Value ($000) $8,162 Shares 99,917 Est. Cost $83.21 Unrealized
CSCO CISCO SYS INC 3.4%
Value ($000) $7,788 Shares 273,553 Est. Cost $18.31 Unrealized +3.5%
GENERAL ELECTRIC CO 3.1%
Value ($000) $7,121 Shares 224,008 Est. Cost $25.25 Unrealized
NVS NOVARTIS A G 2.9%
Value ($000) $6,787 Shares 93,689 Est. Cost $92.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $6,464 Shares 186,934 Est. Cost $38.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $6,000 Shares 42,288 Est. Cost $132.58 Unrealized 0.0%
GOOG ALPHABET INC 2.5%
Value ($000) $5,708 Shares 7,662 Est. Cost $35.61 Unrealized -0.2%
AAPL APPLE INC 2.4%
Value ($000) $5,482 Shares 50,302 Est. Cost $22.55 Unrealized 0.0%
INTC INTEL CORP 2.3%
Value ($000) $5,336 Shares 164,955 Est. Cost $26.63 Unrealized -8.4%
PFE PFIZER INC 2.2%
Value ($000) $5,116 Shares 172,630 Est. Cost $17.97 Unrealized +3.9%
TARO PHARMACEUTICAL INDS LTD 1.9%
Value ($000) $4,507 Shares 31,463 Est. Cost $143.69 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,298 Shares 77,825 Est. Cost $39.69 Unrealized +16.1%
EEM ISHARES TR 1.6%
Value ($000) $3,738 Shares 109,144 Est. Cost $39.16 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 1.6%
Value ($000) $3,682 Shares 42,102 Est. Cost $84.50 Unrealized -4.9%
YAHOO INC 1.4%
Value ($000) $3,287 Shares 89,291 Est. Cost $47.87 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,158 Shares 37,776 Est. Cost $57.11 Unrealized -9.0%
MELLANOX TECHNOLOGIES LTD 1.3%
Value ($000) $3,071 Shares 56,529 Est. Cost $48.60 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $3,050 Shares 62,857 Est. Cost $53.76 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,833 Shares 41,791 Est. Cost $68.93 Unrealized
PRGO PERRIGO CO PLC 1.2%
Value ($000) $2,799 Shares 21,876 Est. Cost $187.60 Unrealized -27.1%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $2,734 Shares 29,764 Est. Cost $71.81 Unrealized -11.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,539 Shares 23,467 Est. Cost $77.25 Unrealized +2.0%
UNP UNION PAC CORP 1.1%
Value ($000) $2,489 Shares 31,286 Est. Cost $84.72 Unrealized -26.8%
BIIB BIOGEN INC 1.1%
Value ($000) $2,460 Shares 9,453 Est. Cost $356.24 Unrealized -25.9%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $2,365 Shares 28,725 Est. Cost $64.36 Unrealized -4.2%
BED BATH & BEYOND INC 1.0%
Value ($000) $2,353 Shares 47,406 Est. Cost $49.64 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $2,194 Shares 52,545 Est. Cost $39.39 Unrealized -20.7%
ORCL ORACLE CORP 0.9%
Value ($000) $2,186 Shares 53,429 Est. Cost $37.00 Unrealized -13.6%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $2,164 Shares 35,427 Est. Cost $23.76 Unrealized -4.3%
BAC BANK AMER CORP 0.9%
Value ($000) $2,163 Shares 159,993 Est. Cost $10.86 Unrealized 0.0%
KO COCA COLA CO 0.8%
Value ($000) $1,836 Shares 39,575 Est. Cost $30.05 Unrealized +6.0%
FDX FEDEX CORP 0.7%
Value ($000) $1,616 Shares 9,928 Est. Cost $144.21 Unrealized -17.3%
ISHARES 0.7%
Value ($000) $1,584 Shares 138,819 Est. Cost $11.44 Unrealized
AAXJ ISHARES TR 0.7%
Value ($000) $1,562 Shares 28,596 Est. Cost $63.87 Unrealized
PRICELINE GRP INC 0.6%
Value ($000) $1,485 Shares 1,152 Est. Cost $1140.39 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $1,469 Shares 19,932 Est. Cost $67.08 Unrealized -20.8%
TJX TJX COS INC NEW 0.6%
Value ($000) $1,465 Shares 18,700 Est. Cost $27.51 Unrealized +14.9%
EOG EOG RES INC 0.6%
Value ($000) $1,463 Shares 20,155 Est. Cost $66.93 Unrealized -23.7%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,393 Shares 14,026 Est. Cost $83.58 Unrealized +6.5%
EMB ISHARES TR 0.6%
Value ($000) $1,392 Shares 12,612 Est. Cost $106.44 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,292 Shares 12,609 Est. Cost $68.86 Unrealized +6.4%
FXI ISHARES TR 0.6%
Value ($000) $1,287 Shares 38,100 Est. Cost $41.62 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,265 Shares 22,819 Est. Cost $56.43 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,262 Shares 59,547 Est. Cost $16.27 Unrealized 0.0%
DXJ WISDOMTREE TR 0.5%
Value ($000) $1,258 Shares 28,785 Est. Cost $49.23 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,233 Shares 31,955 Est. Cost $35.85 Unrealized +0.5%
TWENTY FIRST CENTY FOX INC 0.5%
Value ($000) $1,190 Shares 42,700 Est. Cost $35.40 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $1,176 Shares 24,320 Est. Cost $38.77 Unrealized -4.3%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $983 Shares 6,240 Est. Cost $109.87 Unrealized +16.3%
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $953 Shares 21,257 Est. Cost $48.66 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $945 Shares 8,285 Est. Cost $80.27 Unrealized +30.5%
DIA SPDR DOW JONES INDL AVRG ETF 0.4%
Value ($000) $864 Shares 4,891 Est. Cost $175.82 Unrealized
IBB ISHARES TR 0.4%
Value ($000) $834 Shares 3,198 Est. Cost $338.42 Unrealized
CELGENE CORP 0.3%
Value ($000) $807 Shares 8,055 Est. Cost $112.49 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $735 Shares 13,839 Est. Cost $48.48 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $720 Shares 10,382 Est. Cost $69.27 Unrealized -20.1%
EWZ ISHARES 0.3%
Value ($000) $692 Shares 26,321 Est. Cost $36.57 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $690 Shares 11,145 Est. Cost $78.29 Unrealized
SILC SILICOM LTD 0.3%
Value ($000) $673 Shares 19,718 Est. Cost $28.60 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $671 Shares 12,551 Est. Cost $57.54 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $654 Shares 27,406 Est. Cost $20.36 Unrealized +6.3%
MARKET VECTORS ETF TR 0.3%
Value ($000) $599 Shares 36,600 Est. Cost $14.62 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $572 Shares 6,000 Est. Cost $70.52 Unrealized -18.6%
MMM 3M CO 0.2%
Value ($000) $569 Shares 3,415 Est. Cost $89.68 Unrealized +3.4%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $566 Shares 19,819 Est. Cost $28.67 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $541 Shares 2,870 Est. Cost $188.12 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $537 Shares 5,350 Est. Cost $107.86 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $526 Shares 5,070 Est. Cost $64.71 Unrealized +11.9%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $510 Shares 10,532 Est. Cost $48.42 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $431 Shares 8,420 Est. Cost $53.34 Unrealized -30.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $431 Shares 564 Est. Cost $36.71 Unrealized -0.5%
GLW CORNING INC 0.2%
Value ($000) $421 Shares 20,150 Est. Cost $15.20 Unrealized -6.2%
LQD ISHARES TR 0.2%
Value ($000) $419 Shares 3,526 Est. Cost $118.83 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $404 Shares 680 Est. Cost $28.38 Unrealized 0.0%
CHICAGO BRIDGE & IRON CO N V 0.2%
Value ($000) $399 Shares 10,902 Est. Cost $38.37 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $391 Shares 2,050 Est. Cost $190.73 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $387 Shares 3,499 Est. Cost $121.71 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $384 Shares 5,612 Est. Cost $21.80 Unrealized -16.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $351 Shares 19,800 Est. Cost $6.50 Unrealized -2.0%
TBT PROSHARES TR 0.1%
Value ($000) $339 Shares 9,200 Est. Cost $43.37 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $338 Shares 8,000 Est. Cost $43.80 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $336 Shares 4,750 Est. Cost $52.53 Unrealized +0.6%
SNN SMITH & NEPHEW PLC 0.1%
Value ($000) $335 Shares 10,050 Est. Cost $34.19 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $335 Shares 10,450 Est. Cost $34.18 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $327 Shares 17,800 Est. Cost $25.65 Unrealized
DSP GROUP INC 0.1%
Value ($000) $317 Shares 34,776 Est. Cost $10.80 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $310 Shares 4,520 Est. Cost $84.66 Unrealized
NICE NICE SYS LTD 0.1%
Value ($000) $298 Shares 4,600 Est. Cost $60.04 Unrealized
HPQ HP INC 0.1%
Value ($000) $248 Shares 20,100 Est. Cost $9.12 Unrealized -15.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $225 Shares 2,870 Est. Cost $47.05 Unrealized +2.7%
SNY SANOFI 0.1%
Value ($000) $223 Shares 5,551 Est. Cost $45.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $213 Shares 1 Est. Cost $199512.94 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $205 Shares 5,750 Est. Cost $0.47 Unrealized +59.8%
KMDA KAMADA LTD 0.1%
Value ($000) $153 Shares 39,907 Est. Cost $3.58 Unrealized +4.2%
ABEV AMBEV SA 0.0%
Value ($000) $69 Shares 13,300 Est. Cost $5.79 Unrealized
CYREN LTD 0.0%
Value ($000) $66 Shares 39,083 Est. Cost $1.71 Unrealized