Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 10, 2018

Total Value ($000): $317,037 (100.0% shares, 0.0% debt)

Holdings (106)

SPY SPDR S&P 500 ETF TR 11.8%
Value ($000) $37,394 Shares 142,102 Est. Cost $240.79 Unrealized
POWERSHARES QQQ TRUST 11.1%
Value ($000) $35,295 Shares 220,410 Est. Cost $119.11 Unrealized
ORBOTECH LTD 10.7%
Value ($000) $33,856 Shares 544,473 Est. Cost $24.31 Unrealized
ITRN ITURAN LOCATION AND CONTROL 5.2%
Value ($000) $16,602 Shares 533,813 Est. Cost $22.25 Unrealized +54.6%
WIX WIX COM LTD 4.4%
Value ($000) $14,104 Shares 177,302 Est. Cost $52.50 Unrealized +33.6%
VWO VANGUARD INTL EQUITY INDEX F 4.1%
Value ($000) $13,024 Shares 277,226 Est. Cost $37.14 Unrealized
IVV ISHARES TR 4.1%
Value ($000) $12,921 Shares 48,690 Est. Cost $207.88 Unrealized
HYG ISHARES TR 2.4%
Value ($000) $7,568 Shares 88,367 Est. Cost $87.79 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $7,105 Shares 6,886 Est. Cost $35.61 Unrealized +53.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $6,418 Shares 32,171 Est. Cost $132.58 Unrealized +54.9%
AAPL APPLE INC 1.9%
Value ($000) $6,148 Shares 36,643 Est. Cost $22.55 Unrealized +79.3%
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,355 Shares 47,723 Est. Cost $40.24 Unrealized +109.5%
XLV SELECT SECTOR SPDR TR 1.4%
Value ($000) $4,327 Shares 53,161 Est. Cost $76.65 Unrealized
CSTE CAESARSTONE LTD 1.4%
Value ($000) $4,323 Shares 220,012 Est. Cost $27.96 Unrealized -28.4%
NVS NOVARTIS A G 1.3%
Value ($000) $4,051 Shares 50,102 Est. Cost $92.47 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $3,900 Shares 90,931 Est. Cost $18.43 Unrealized +81.5%
CHKP CHECK POINT SOFTWARE TECH LT 1.2%
Value ($000) $3,898 Shares 39,243 Est. Cost $90.85 Unrealized +13.4%
UNP UNION PAC CORP 1.1%
Value ($000) $3,462 Shares 25,756 Est. Cost $84.72 Unrealized +33.5%
TARO PHARMACEUTICAL INDS LTD 1.0%
Value ($000) $3,104 Shares 31,438 Est. Cost $143.69 Unrealized
ALTABA INC 1.0%
Value ($000) $3,047 Shares 41,150 Est. Cost $54.48 Unrealized
BAC BANK AMER CORP 1.0%
Value ($000) $3,034 Shares 101,182 Est. Cost $10.86 Unrealized +140.1%
GENERAL ELECTRIC CO 1.0%
Value ($000) $3,032 Shares 224,884 Est. Cost $24.93 Unrealized
PRGO PERRIGO CO PLC 0.9%
Value ($000) $2,997 Shares 35,958 Est. Cost $146.33 Unrealized -40.4%
PFE PFIZER INC 0.9%
Value ($000) $2,982 Shares 84,009 Est. Cost $17.97 Unrealized +34.9%
MELLANOX TECHNOLOGIES LTD 0.9%
Value ($000) $2,837 Shares 38,940 Est. Cost $48.60 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,817 Shares 62,887 Est. Cost $39.13 Unrealized +13.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,608 Shares 34,952 Est. Cost $57.05 Unrealized -2.3%
IBB ISHARES TR 0.8%
Value ($000) $2,552 Shares 23,910 Est. Cost $175.94 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $2,514 Shares 48,272 Est. Cost $26.63 Unrealized +50.4%
IXJ ISHARES TR 0.8%
Value ($000) $2,442 Shares 21,935 Est. Cost $109.34 Unrealized
BIIB BIOGEN INC 0.7%
Value ($000) $2,277 Shares 8,314 Est. Cost $354.52 Unrealized -12.4%
C CITIGROUP INC 0.7%
Value ($000) $2,231 Shares 33,047 Est. Cost $39.39 Unrealized +46.3%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,940 Shares 56,770 Est. Cost $27.53 Unrealized +15.5%
EWJ ISHARES INC 0.6%
Value ($000) $1,831 Shares 30,178 Est. Cost $51.55 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,764 Shares 10,073 Est. Cost $93.78 Unrealized +74.6%
EEM ISHARES TR 0.5%
Value ($000) $1,703 Shares 35,272 Est. Cost $39.21 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,671 Shares 13,038 Est. Cost $77.46 Unrealized +39.9%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,623 Shares 29,190 Est. Cost $16.27 Unrealized +212.7%
DXJ WISDOMTREE TR 0.5%
Value ($000) $1,605 Shares 28,657 Est. Cost $56.01 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,511 Shares 9,457 Est. Cost $98.02 Unrealized +81.9%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,467 Shares 19,454 Est. Cost $71.09 Unrealized -17.1%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,416 Shares 7,513 Est. Cost $118.16 Unrealized +43.2%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,404 Shares 18,510 Est. Cost $38.17 Unrealized +107.3%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,391 Shares 24,702 Est. Cost $46.79 Unrealized +4.1%
BKNG BOOKING HLDGS INC 0.4%
Value ($000) $1,344 Shares 654 Est. Cost $1933.58 Unrealized 0.0%
EOG EOG RES INC 0.4%
Value ($000) $1,339 Shares 12,726 Est. Cost $67.10 Unrealized +20.4%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,313 Shares 7,235 Est. Cost $22.22 Unrealized +25.0%
EMB ISHARES TR 0.4%
Value ($000) $1,289 Shares 11,432 Est. Cost $106.83 Unrealized
SILC SILICOM LTD 0.4%
Value ($000) $1,272 Shares 36,962 Est. Cost $45.07 Unrealized +35.2%
EBAY EBAY INC 0.4%
Value ($000) $1,225 Shares 30,450 Est. Cost $23.41 Unrealized +57.4%
ELV ANTHEM INC 0.4%
Value ($000) $1,225 Shares 5,574 Est. Cost $116.86 Unrealized +81.2%
SPDR DOW JONES INDL AVRG ETF 0.4%
Value ($000) $1,181 Shares 4,891 Est. Cost $213.25 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,119 Shares 17,262 Est. Cost $66.23 Unrealized -15.8%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,092 Shares 14,693 Est. Cost $56.43 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $1,084 Shares 13,293 Est. Cost $27.96 Unrealized +26.9%
PEP PEPSICO INC 0.3%
Value ($000) $1,059 Shares 9,976 Est. Cost $70.92 Unrealized +25.8%
TWENTY FIRST CENTY FOX INC 0.3%
Value ($000) $1,039 Shares 28,760 Est. Cost $32.88 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $1,031 Shares 5,300 Est. Cost $107.86 Unrealized
BED BATH & BEYOND INC 0.3%
Value ($000) $1,017 Shares 48,432 Est. Cost $47.98 Unrealized
CELGENE CORP 0.3%
Value ($000) $991 Shares 11,109 Est. Cost $108.07 Unrealized
VANECK VECTORS ETF TR 0.3%
Value ($000) $972 Shares 42,763 Est. Cost $20.67 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $969 Shares 23,924 Est. Cost $35.04 Unrealized +2.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $966 Shares 12,182 Est. Cost $64.36 Unrealized +5.4%
FDX FEDEX CORP 0.3%
Value ($000) $867 Shares 3,610 Est. Cost $144.21 Unrealized +52.9%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $848 Shares 7,992 Est. Cost $119.31 Unrealized -5.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $843 Shares 16,095 Est. Cost $38.90 Unrealized +22.7%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $779 Shares 12,486 Est. Cost $49.79 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $768 Shares 7,157 Est. Cost $108.50 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $767 Shares 530 Est. Cost $29.96 Unrealized +138.7%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $706 Shares 18,416 Est. Cost $28.67 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $695 Shares 2,870 Est. Cost $188.12 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $684 Shares 6,000 Est. Cost $70.52 Unrealized +20.6%
LQD ISHARES TR 0.2%
Value ($000) $625 Shares 5,330 Est. Cost $119.00 Unrealized
SHIRE PLC 0.2%
Value ($000) $592 Shares 3,965 Est. Cost $164.31 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $535 Shares 3,700 Est. Cost $93.64 Unrealized +25.5%
IWM ISHARES TR 0.2%
Value ($000) $532 Shares 3,499 Est. Cost $121.71 Unrealized
BA BOEING CO 0.2%
Value ($000) $529 Shares 1,612 Est. Cost $118.79 Unrealized +171.8%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $511 Shares 9,706 Est. Cost $48.48 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $501 Shares 2,800 Est. Cost $172.14 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $489 Shares 7,266 Est. Cost $78.29 Unrealized
SPLUNK INC 0.2%
Value ($000) $477 Shares 4,850 Est. Cost $56.89 Unrealized
GLW CORNING INC 0.1%
Value ($000) $459 Shares 16,800 Est. Cost $15.20 Unrealized +63.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $435 Shares 4,150 Est. Cost $77.89 Unrealized +9.7%
KMDA KAMADA LTD 0.1%
Value ($000) $413 Shares 89,843 Est. Cost $4.23 Unrealized +19.7%
DSP GROUP INC 0.1%
Value ($000) $405 Shares 34,266 Est. Cost $10.80 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $399 Shares 6,500 Est. Cost $52.92 Unrealized -7.5%
NVDA NVIDIA CORP 0.1%
Value ($000) $398 Shares 1,800 Est. Cost $0.47 Unrealized +1145.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $373 Shares 360 Est. Cost $37.17 Unrealized +48.1%
NICE NICE LTD 0.1%
Value ($000) $358 Shares 3,815 Est. Cost $61.73 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $337 Shares 6,089 Est. Cost $53.34 Unrealized -2.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $336 Shares 19,000 Est. Cost $6.50 Unrealized +104.3%
CHINA MOBILE LIMITED 0.1%
Value ($000) $329 Shares 7,200 Est. Cost $45.69 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $299 Shares 1 Est. Cost $199512.94 Unrealized +54.5%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $290 Shares 27,000 Est. Cost $9.41 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $285 Shares 10,300 Est. Cost $34.18 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $279 Shares 10,900 Est. Cost $25.65 Unrealized
KRNT KORNIT DIGITAL LTD 0.1%
Value ($000) $272 Shares 21,160 Est. Cost $14.16 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $256 Shares 2,200 Est. Cost $102.65 Unrealized +4.5%
EWZ ISHARES INC 0.1%
Value ($000) $247 Shares 5,496 Est. Cost $40.94 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $236 Shares 3,299 Est. Cost $53.14 Unrealized +12.4%
IEI ISHARES TR 0.1%
Value ($000) $218 Shares 1,804 Est. Cost $120.84 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $214 Shares 4,530 Est. Cost $46.14 Unrealized
RADA ELECTR INDS LTD 0.1%
Value ($000) $189 Shares 85,000 Est. Cost $1.80 Unrealized
MYLAN N V 0.0%
Value ($000) $117 Shares 2,850 Est. Cost $41.05 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $47 Shares 800 Est. Cost $54.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $20 Shares 236 Est. Cost $87.64 Unrealized