Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 10, 2016

Total Value ($000): $236,598 (100.0% shares, 0.0% debt)

Holdings (98)

SPY SPDR S&P 500 ETF TR 8.4%
Value ($000) $19,914 Shares 95,066 Est. Cost $204.88 Unrealized
POWERSHARES QQQ TRUST 8.0%
Value ($000) $18,884 Shares 175,603 Est. Cost $106.77 Unrealized
IVV ISHARES TR 5.6%
Value ($000) $13,307 Shares 63,215 Est. Cost $206.87 Unrealized
ITRN ITURAN LOCATION AND CONTROL 5.4%
Value ($000) $12,848 Shares 566,241 Est. Cost $21.12 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 5.1%
Value ($000) $12,177 Shares 345,652 Est. Cost $36.98 Unrealized
ORBOTECH LTD 4.7%
Value ($000) $11,058 Shares 432,804 Est. Cost $20.80 Unrealized
CSCO CISCO SYS INC 3.3%
Value ($000) $7,765 Shares 270,641 Est. Cost $18.31 Unrealized +13.9%
HYG ISHARES TR 3.2%
Value ($000) $7,606 Shares 89,794 Est. Cost $83.21 Unrealized
NVS NOVARTIS A G 3.2%
Value ($000) $7,553 Shares 91,538 Est. Cost $92.47 Unrealized
GENERAL ELECTRIC CO 2.9%
Value ($000) $6,832 Shares 217,028 Est. Cost $25.25 Unrealized
PFE PFIZER INC 2.5%
Value ($000) $5,944 Shares 168,826 Est. Cost $17.97 Unrealized +17.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $5,941 Shares 41,030 Est. Cost $132.58 Unrealized +7.8%
GOOG ALPHABET INC 2.3%
Value ($000) $5,357 Shares 7,741 Est. Cost $35.61 Unrealized +0.1%
INTC INTEL CORP 2.2%
Value ($000) $5,177 Shares 157,817 Est. Cost $26.63 Unrealized -5.7%
AAPL APPLE INC 2.0%
Value ($000) $4,680 Shares 48,956 Est. Cost $22.55 Unrealized +0.3%
TARO PHARMACEUTICAL INDS LTD 1.9%
Value ($000) $4,577 Shares 31,438 Est. Cost $143.69 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,955 Shares 77,278 Est. Cost $39.69 Unrealized +15.9%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,274 Shares 34,926 Est. Cost $57.11 Unrealized +1.3%
PRGO PERRIGO CO PLC 1.2%
Value ($000) $2,780 Shares 30,663 Est. Cost $163.53 Unrealized -36.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,687 Shares 22,149 Est. Cost $77.25 Unrealized +12.7%
MELLANOX TECHNOLOGIES LTD 1.1%
Value ($000) $2,685 Shares 55,981 Est. Cost $48.60 Unrealized
UNP UNION PAC CORP 1.1%
Value ($000) $2,668 Shares 30,587 Est. Cost $84.72 Unrealized -19.4%
CHKP CHECK POINT SOFTWARE TECH LT 1.1%
Value ($000) $2,667 Shares 33,467 Est. Cost $84.50 Unrealized -1.0%
YAHOO INC 1.1%
Value ($000) $2,598 Shares 69,165 Est. Cost $47.87 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,257 Shares 27,057 Est. Cost $71.81 Unrealized -12.6%
BIIB BIOGEN INC 0.9%
Value ($000) $2,203 Shares 9,109 Est. Cost $356.24 Unrealized -26.0%
BED BATH & BEYOND INC 0.9%
Value ($000) $2,102 Shares 48,648 Est. Cost $49.47 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,068 Shares 50,534 Est. Cost $37.00 Unrealized -6.5%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,016 Shares 23,808 Est. Cost $64.36 Unrealized -1.6%
C CITIGROUP INC 0.8%
Value ($000) $2,010 Shares 47,414 Est. Cost $39.39 Unrealized -16.0%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $1,996 Shares 30,618 Est. Cost $23.76 Unrealized +4.0%
BAC BANK AMER CORP 0.8%
Value ($000) $1,918 Shares 144,585 Est. Cost $10.86 Unrealized +4.5%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,854 Shares 25,851 Est. Cost $68.93 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,699 Shares 37,491 Est. Cost $30.05 Unrealized +10.8%
ISHARES 0.7%
Value ($000) $1,572 Shares 136,718 Est. Cost $11.44 Unrealized
PRICELINE GRP INC 0.6%
Value ($000) $1,502 Shares 1,203 Est. Cost $1144.97 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $1,476 Shares 18,662 Est. Cost $67.08 Unrealized -13.2%
EMB ISHARES TR 0.6%
Value ($000) $1,453 Shares 12,618 Est. Cost $106.44 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $1,433 Shares 41,695 Est. Cost $39.16 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $1,336 Shares 17,300 Est. Cost $27.51 Unrealized +21.2%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,332 Shares 13,613 Est. Cost $83.58 Unrealized +10.3%
PEP PEPSICO INC 0.5%
Value ($000) $1,256 Shares 11,859 Est. Cost $68.86 Unrealized +11.9%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,253 Shares 22,372 Est. Cost $56.43 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $1,169 Shares 24,692 Est. Cost $38.75 Unrealized -3.9%
FDX FEDEX CORP 0.5%
Value ($000) $1,146 Shares 7,548 Est. Cost $144.21 Unrealized -3.5%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,145 Shares 31,355 Est. Cost $35.85 Unrealized +6.4%
DXJ WISDOMTREE TR 0.5%
Value ($000) $1,111 Shares 28,657 Est. Cost $49.23 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $1,102 Shares 13,213 Est. Cost $66.93 Unrealized -11.4%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,093 Shares 45,590 Est. Cost $16.27 Unrealized +21.6%
TWENTY FIRST CENTY FOX INC 0.4%
Value ($000) $1,063 Shares 39,300 Est. Cost $35.40 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $980 Shares 6,240 Est. Cost $109.87 Unrealized +16.5%
META FACEBOOK INC 0.4%
Value ($000) $958 Shares 8,385 Est. Cost $80.68 Unrealized +41.8%
DIA SPDR DOW JONES INDL AVRG ETF 0.4%
Value ($000) $875 Shares 4,891 Est. Cost $175.82 Unrealized
IBB ISHARES TR 0.4%
Value ($000) $866 Shares 3,364 Est. Cost $334.42 Unrealized
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $839 Shares 18,095 Est. Cost $48.66 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $830 Shares 17,787 Est. Cost $53.76 Unrealized
CELGENE CORP 0.3%
Value ($000) $785 Shares 7,965 Est. Cost $112.49 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $763 Shares 13,839 Est. Cost $48.48 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $760 Shares 11,145 Est. Cost $78.29 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $706 Shares 12,788 Est. Cost $49.62 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $656 Shares 13,051 Est. Cost $57.26 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $629 Shares 6,000 Est. Cost $70.52 Unrealized -5.3%
EBAY EBAY INC 0.3%
Value ($000) $616 Shares 26,315 Est. Cost $20.36 Unrealized +5.5%
SILC SILICOM LTD 0.2%
Value ($000) $564 Shares 18,887 Est. Cost $28.60 Unrealized -1.4%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $552 Shares 2,870 Est. Cost $188.12 Unrealized
BA BOEING CO 0.2%
Value ($000) $551 Shares 4,244 Est. Cost $118.53 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $531 Shares 5,350 Est. Cost $107.86 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $510 Shares 5,324 Est. Cost $65.17 Unrealized +14.3%
AAXJ ISHARES TR 0.2%
Value ($000) $507 Shares 9,272 Est. Cost $63.87 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $497 Shares 19,913 Est. Cost $28.67 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $487 Shares 680 Est. Cost $28.38 Unrealized +19.2%
MMM 3M CO 0.2%
Value ($000) $478 Shares 2,725 Est. Cost $89.68 Unrealized +14.2%
ELV ANTHEM INC 0.2%
Value ($000) $459 Shares 3,495 Est. Cost $119.90 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $451 Shares 8,420 Est. Cost $53.34 Unrealized -24.5%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $437 Shares 6,882 Est. Cost $69.27 Unrealized -15.3%
LQD ISHARES TR 0.2%
Value ($000) $433 Shares 3,526 Est. Cost $118.83 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.2%
Value ($000) $422 Shares 12,199 Est. Cost $37.97 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $410 Shares 5,403 Est. Cost $83.23 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $402 Shares 3,499 Est. Cost $121.71 Unrealized
GLW CORNING INC 0.2%
Value ($000) $379 Shares 18,500 Est. Cost $15.20 Unrealized +2.1%
WMT WAL-MART STORES INC 0.2%
Value ($000) $376 Shares 5,152 Est. Cost $21.80 Unrealized -10.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $367 Shares 522 Est. Cost $36.71 Unrealized -0.8%
DSP GROUP INC 0.2%
Value ($000) $364 Shares 34,266 Est. Cost $10.80 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $362 Shares 19,800 Est. Cost $6.50 Unrealized +19.4%
BIDU BAIDU INC 0.1%
Value ($000) $339 Shares 2,050 Est. Cost $190.73 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $329 Shares 4,499 Est. Cost $52.53 Unrealized +8.3%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $323 Shares 10,450 Est. Cost $34.18 Unrealized
NICE NICE LTD 0.1%
Value ($000) $294 Shares 4,600 Est. Cost $60.04 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $277 Shares 7,650 Est. Cost $23.84 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $270 Shares 5,750 Est. Cost $0.47 Unrealized +116.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $254 Shares 2,870 Est. Cost $47.05 Unrealized +13.9%
HPQ HP INC 0.1%
Value ($000) $252 Shares 20,100 Est. Cost $9.12 Unrealized -0.7%
SYMANTEC CORP 0.1%
Value ($000) $226 Shares 11,000 Est. Cost $25.65 Unrealized
SNY SANOFI 0.1%
Value ($000) $223 Shares 5,321 Est. Cost $45.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $217 Shares 1 Est. Cost $199512.94 Unrealized +7.5%
KMDA KAMADA LTD 0.1%
Value ($000) $146 Shares 39,843 Est. Cost $3.58 Unrealized +3.8%
ABEV AMBEV SA 0.0%
Value ($000) $74 Shares 12,500 Est. Cost $5.79 Unrealized
CYREN LTD 0.0%
Value ($000) $73 Shares 36,833 Est. Cost $1.71 Unrealized