Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 25, 2018

Total Value ($000): $326,892 (100.0% shares, 0.0% debt)

Holdings (101)

SPY SPDR S&P 500 ETF TR 15.3%
Value ($000) $50,040 Shares 184,722 Est. Cost $247.74 Unrealized
POWERSHARES QQQ TRUST 14.0%
Value ($000) $45,846 Shares 267,810 Est. Cost $128.33 Unrealized
ORBOTECH LTD 9.4%
Value ($000) $30,744 Shares 498,123 Est. Cost $24.31 Unrealized
ITRN ITURAN LOCATION AND CONTROL 4.7%
Value ($000) $15,313 Shares 500,414 Est. Cost $22.25 Unrealized +42.1%
WIX WIX COM LTD 4.6%
Value ($000) $14,945 Shares 150,122 Est. Cost $52.50 Unrealized +69.8%
IVV ISHARES TR 4.1%
Value ($000) $13,376 Shares 49,028 Est. Cost $207.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.7%
Value ($000) $12,079 Shares 290,914 Est. Cost $37.34 Unrealized
HYG ISHARES TR 2.3%
Value ($000) $7,536 Shares 88,367 Est. Cost $87.79 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $7,212 Shares 6,473 Est. Cost $35.61 Unrealized +50.6%
AAPL APPLE INC 1.7%
Value ($000) $5,563 Shares 29,990 Est. Cost $22.55 Unrealized +89.6%
KIM KIMCO RLTY CORP 1.6%
Value ($000) $5,120 Shares 299,953 Est. Cost $10.40 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $4,554 Shares 24,341 Est. Cost $132.58 Unrealized +47.0%
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,544 Shares 46,071 Est. Cost $40.24 Unrealized +123.1%
XLV SELECT SECTOR SPDR TR 1.4%
Value ($000) $4,432 Shares 53,208 Est. Cost $76.65 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 1.2%
Value ($000) $3,887 Shares 39,403 Est. Cost $90.85 Unrealized +9.0%
UNP UNION PAC CORP 1.1%
Value ($000) $3,683 Shares 26,174 Est. Cost $85.25 Unrealized +38.1%
TARO PHARMACEUTICAL INDS LTD 1.1%
Value ($000) $3,623 Shares 31,438 Est. Cost $143.69 Unrealized
CSTE CAESARSTONE LTD 1.0%
Value ($000) $3,303 Shares 219,456 Est. Cost $27.96 Unrealized -42.7%
MELLANOX TECHNOLOGIES LTD 1.0%
Value ($000) $3,284 Shares 38,940 Est. Cost $48.60 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $3,087 Shares 223,209 Est. Cost $24.93 Unrealized
ALTABA INC 0.9%
Value ($000) $3,062 Shares 41,150 Est. Cost $54.48 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,888 Shares 66,457 Est. Cost $39.24 Unrealized +4.9%
BAC BANK AMER CORP 0.9%
Value ($000) $2,829 Shares 98,682 Est. Cost $10.86 Unrealized +128.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,787 Shares 34,002 Est. Cost $57.05 Unrealized -1.6%
PRGO PERRIGO CO PLC 0.8%
Value ($000) $2,749 Shares 37,593 Est. Cost $143.32 Unrealized -46.2%
IBB ISHARES TR 0.8%
Value ($000) $2,549 Shares 23,616 Est. Cost $175.94 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $2,443 Shares 56,911 Est. Cost $18.43 Unrealized +88.5%
IXJ ISHARES TR 0.7%
Value ($000) $2,426 Shares 43,196 Est. Cost $83.17 Unrealized
BIIB BIOGEN INC 0.7%
Value ($000) $2,377 Shares 8,232 Est. Cost $354.52 Unrealized -20.7%
C CITIGROUP INC 0.7%
Value ($000) $2,158 Shares 32,267 Est. Cost $39.39 Unrealized +34.6%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,855 Shares 56,834 Est. Cost $27.53 Unrealized -2.5%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,759 Shares 9,105 Est. Cost $93.78 Unrealized +92.3%
EWJ ISHARES INC 0.5%
Value ($000) $1,753 Shares 30,178 Est. Cost $51.55 Unrealized
SILC SILICOM LTD 0.5%
Value ($000) $1,729 Shares 45,687 Est. Cost $43.78 Unrealized -12.5%
NVS NOVARTIS A G 0.5%
Value ($000) $1,678 Shares 22,990 Est. Cost $92.47 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,667 Shares 8,514 Est. Cost $98.02 Unrealized +83.1%
DXJ WISDOMTREE TR 0.5%
Value ($000) $1,545 Shares 28,657 Est. Cost $56.01 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $1,498 Shares 35,101 Est. Cost $39.21 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,483 Shares 7,103 Est. Cost $118.16 Unrealized +50.4%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,385 Shares 16,790 Est. Cost $38.17 Unrealized +108.3%
TWENTY FIRST CENTY FOX INC 0.4%
Value ($000) $1,384 Shares 28,370 Est. Cost $32.88 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,368 Shares 19,454 Est. Cost $71.09 Unrealized -25.8%
ELV ANTHEM INC 0.4%
Value ($000) $1,344 Shares 5,616 Est. Cost $116.86 Unrealized +79.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,281 Shares 26,394 Est. Cost $46.87 Unrealized +2.6%
BKNG BOOKING HLDGS INC 0.4%
Value ($000) $1,231 Shares 615 Est. Cost $1933.58 Unrealized +7.2%
EMB ISHARES TR 0.4%
Value ($000) $1,225 Shares 11,477 Est. Cost $106.83 Unrealized
CELGENE CORP 0.4%
Value ($000) $1,217 Shares 15,879 Est. Cost $98.63 Unrealized
EBAY EBAY INC 0.4%
Value ($000) $1,212 Shares 33,550 Est. Cost $24.45 Unrealized +41.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,178 Shares 26,000 Est. Cost $16.27 Unrealized +190.3%
SPDR DOW JONES INDL AVRG ETF 0.4%
Value ($000) $1,172 Shares 4,840 Est. Cost $213.25 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,107 Shares 30,435 Est. Cost $17.97 Unrealized +35.2%
INTC INTEL CORP 0.3%
Value ($000) $1,081 Shares 21,955 Est. Cost $26.63 Unrealized +69.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,028 Shares 25,144 Est. Cost $34.96 Unrealized -4.6%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,026 Shares 5,300 Est. Cost $107.86 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,020 Shares 14,273 Est. Cost $56.43 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $965 Shares 10,245 Est. Cost $27.96 Unrealized +41.5%
PEP PEPSICO INC 0.3%
Value ($000) $964 Shares 8,905 Est. Cost $70.92 Unrealized +15.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $902 Shares 530 Est. Cost $29.96 Unrealized +164.9%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $901 Shares 7,474 Est. Cost $119.31 Unrealized -6.0%
BED BATH & BEYOND INC 0.3%
Value ($000) $900 Shares 46,362 Est. Cost $47.98 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $898 Shares 7,365 Est. Cost $77.46 Unrealized +30.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $896 Shares 11,470 Est. Cost $64.36 Unrealized -4.0%
VANECK VECTORS ETF TR 0.3%
Value ($000) $892 Shares 42,763 Est. Cost $20.67 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $818 Shares 15,270 Est. Cost $38.90 Unrealized +11.4%
EOG EOG RES INC 0.2%
Value ($000) $814 Shares 6,591 Est. Cost $67.10 Unrealized +30.0%
AGG ISHARES TR 0.2%
Value ($000) $812 Shares 7,645 Est. Cost $108.35 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $746 Shares 17,966 Est. Cost $28.67 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $731 Shares 10,905 Est. Cost $66.23 Unrealized -16.8%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $721 Shares 10,431 Est. Cost $49.79 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $714 Shares 2,870 Est. Cost $188.12 Unrealized
DK DELEK US HLDGS INC NEW 0.2%
Value ($000) $658 Shares 13,090 Est. Cost $38.59 Unrealized 0.0%
LQD ISHARES TR 0.2%
Value ($000) $612 Shares 5,345 Est. Cost $119.00 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $573 Shares 3,499 Est. Cost $121.71 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $527 Shares 2,800 Est. Cost $172.14 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $515 Shares 3,600 Est. Cost $93.64 Unrealized +21.3%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $510 Shares 2,535 Est. Cost $22.22 Unrealized +50.0%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $501 Shares 8,000 Est. Cost $50.70 Unrealized -19.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $493 Shares 6,541 Est. Cost $78.29 Unrealized
BA BOEING CO 0.2%
Value ($000) $493 Shares 1,473 Est. Cost $118.79 Unrealized +178.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $485 Shares 9,406 Est. Cost $48.48 Unrealized
SPLUNK INC 0.1%
Value ($000) $476 Shares 4,850 Est. Cost $56.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $461 Shares 4,350 Est. Cost $78.16 Unrealized +7.2%
KMDA KAMADA LTD 0.1%
Value ($000) $458 Shares 89,843 Est. Cost $4.23 Unrealized +11.7%
GLW CORNING INC 0.1%
Value ($000) $453 Shares 16,800 Est. Cost $15.20 Unrealized +47.3%
NVDA NVIDIA CORP 0.1%
Value ($000) $434 Shares 1,800 Est. Cost $0.47 Unrealized +1189.0%
DSP GROUP INC 0.1%
Value ($000) $426 Shares 34,266 Est. Cost $10.80 Unrealized
NICE NICE LTD 0.1%
Value ($000) $397 Shares 3,815 Est. Cost $61.73 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $391 Shares 347 Est. Cost $37.17 Unrealized +45.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $340 Shares 6,089 Est. Cost $53.34 Unrealized -13.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $285 Shares 1 Est. Cost $199512.94 Unrealized +46.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $279 Shares 19,000 Est. Cost $6.50 Unrealized +100.3%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $273 Shares 27,000 Est. Cost $9.41 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $250 Shares 10,300 Est. Cost $34.18 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $243 Shares 2,200 Est. Cost $102.65 Unrealized -4.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $234 Shares 3,599 Est. Cost $53.26 Unrealized +2.5%
IEI ISHARES TR 0.1%
Value ($000) $227 Shares 1,891 Est. Cost $120.81 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $221 Shares 10,900 Est. Cost $25.65 Unrealized
RADA ELECTR INDS LTD 0.0%
Value ($000) $146 Shares 52,499 Est. Cost $1.80 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $128 Shares 7,200 Est. Cost $14.16 Unrealized +11.9%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $44 Shares 800 Est. Cost $54.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $20 Shares 236 Est. Cost $87.64 Unrealized