Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $626,789 (100.0% shares, 0.0% debt)

Holdings (98)

NICE SYS INC 43.7%
Value ($000) $274,000 Shares 2,000,000 Est. Cost $142.02 Unrealized
SPY SPDR S&P 500 ETF TR 10.4%
Value ($000) $65,061 Shares 260,327 Est. Cost $250.89 Unrealized
QQQ INVESCO QQQ TR 6.6%
Value ($000) $41,241 Shares 267,348 Est. Cost $185.83 Unrealized
ORBOTECH LTD 3.0%
Value ($000) $18,789 Shares 334,089 Est. Cost $24.31 Unrealized
ITRN ITURAN LOCATION AND CONTROL 2.3%
Value ($000) $14,635 Shares 456,495 Est. Cost $22.25 Unrealized +51.3%
IVV ISHARES TR 2.2%
Value ($000) $13,646 Shares 54,232 Est. Cost $212.06 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $12,400 Shares 11,974 Est. Cost $44.70 Unrealized +18.9%
WIX WIX COM LTD 1.9%
Value ($000) $12,179 Shares 135,311 Est. Cost $57.39 Unrealized +64.6%
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $11,928 Shares 313,065 Est. Cost $37.40 Unrealized
KIM KIMCO RLTY CORP 1.6%
Value ($000) $10,254 Shares 699,906 Est. Cost $10.89 Unrealized +2.7%
AAPL APPLE INC 1.5%
Value ($000) $9,344 Shares 59,236 Est. Cost $34.45 Unrealized +33.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $9,208 Shares 45,188 Est. Cost $174.91 Unrealized +19.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $8,912 Shares 88,498 Est. Cost $69.83 Unrealized +43.2%
HYG ISHARES TR 1.1%
Value ($000) $7,136 Shares 87,984 Est. Cost $87.79 Unrealized
UNP UNION PAC CORP 1.1%
Value ($000) $6,792 Shares 49,198 Est. Cost $105.58 Unrealized +19.7%
ORCL ORACLE CORP 0.8%
Value ($000) $5,200 Shares 115,930 Est. Cost $41.34 Unrealized +4.4%
ALTABA INC 0.8%
Value ($000) $4,768 Shares 82,300 Est. Cost $56.21 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $4,758 Shares 110,934 Est. Cost $27.54 Unrealized +34.0%
BAC BANK AMER CORP 0.8%
Value ($000) $4,710 Shares 191,502 Est. Cost $16.79 Unrealized +35.8%
BIIB BIOGEN INC 0.7%
Value ($000) $4,614 Shares 15,446 Est. Cost $336.92 Unrealized -5.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $4,390 Shares 64,360 Est. Cost $56.73 Unrealized -0.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.6%
Value ($000) $3,948 Shares 38,451 Est. Cost $90.85 Unrealized +20.8%
NVS NOVARTIS A G 0.6%
Value ($000) $3,688 Shares 43,074 Est. Cost $88.71 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $3,192 Shares 61,380 Est. Cost $44.88 Unrealized +10.0%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,188 Shares 421,748 Est. Cost $16.18 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $3,142 Shares 22,930 Est. Cost $144.28 Unrealized
CSTE CAESARSTONE LTD 0.5%
Value ($000) $2,936 Shares 217,403 Est. Cost $27.57 Unrealized -47.2%
ELV ANTHEM INC 0.4%
Value ($000) $2,632 Shares 10,020 Est. Cost $178.80 Unrealized +39.9%
KRNT KORNIT DIGITAL LTD 0.4%
Value ($000) $2,433 Shares 129,975 Est. Cost $19.28 Unrealized +1.6%
TARO PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $2,407 Shares 28,438 Est. Cost $143.69 Unrealized
IBB ISHARES TR 0.4%
Value ($000) $2,277 Shares 23,616 Est. Cost $175.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,073 Shares 23,961 Est. Cost $76.65 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,988 Shares 45,816 Est. Cost $23.04 Unrealized +30.3%
MELLANOX TECHNOLOGIES LTD 0.3%
Value ($000) $1,983 Shares 21,472 Est. Cost $48.60 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,815 Shares 53,300 Est. Cost $27.59 Unrealized +10.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,728 Shares 13,398 Est. Cost $94.79 Unrealized +20.4%
BKLN INVESCO EXCHNG TRADED FD TR 0.3%
Value ($000) $1,677 Shares 77,000 Est. Cost $23.18 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,670 Shares 8,959 Est. Cost $93.78 Unrealized +103.6%
EWJ ISHARES INC 0.2%
Value ($000) $1,530 Shares 30,178 Est. Cost $51.55 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,400 Shares 29,910 Est. Cost $33.41 Unrealized +20.3%
ADBE ADOBE INC 0.2%
Value ($000) $1,400 Shares 6,190 Est. Cost $241.40 Unrealized 0.0%
EEM ISHARES TR 0.2%
Value ($000) $1,373 Shares 35,162 Est. Cost $39.21 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,340 Shares 6,580 Est. Cost $118.16 Unrealized +70.9%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,330 Shares 15,815 Est. Cost $38.17 Unrealized +117.7%
DXJ WISDOMTREE TR 0.2%
Value ($000) $1,329 Shares 28,657 Est. Cost $56.01 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,322 Shares 20,792 Est. Cost $46.87 Unrealized +14.5%
EMB ISHARES TR 0.2%
Value ($000) $1,172 Shares 11,277 Est. Cost $106.83 Unrealized
SILC SILICOM LTD 0.2%
Value ($000) $1,170 Shares 33,592 Est. Cost $43.78 Unrealized -10.8%
SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $1,129 Shares 4,840 Est. Cost $213.25 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $1,096 Shares 39,063 Est. Cost $25.39 Unrealized +3.1%
META FACEBOOK INC 0.2%
Value ($000) $1,083 Shares 8,258 Est. Cost $123.25 Unrealized +16.7%
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $1,078 Shares 628 Est. Cost $1933.69 Unrealized -6.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $972 Shares 29,700 Est. Cost $19.31 Unrealized +64.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $925 Shares 23,106 Est. Cost $35.06 Unrealized +2.1%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $919 Shares 14,273 Est. Cost $56.43 Unrealized
CELGENE CORP 0.1%
Value ($000) $868 Shares 13,545 Est. Cost $98.63 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $825 Shares 5,300 Est. Cost $107.86 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $799 Shares 17,355 Est. Cost $39.51 Unrealized +6.4%
AMZN AMAZON COM INC 0.1%
Value ($000) $796 Shares 530 Est. Cost $29.96 Unrealized +177.5%
PEP PEPSICO INC 0.1%
Value ($000) $736 Shares 6,666 Est. Cost $73.29 Unrealized +23.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $697 Shares 3,035 Est. Cost $190.38 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $634 Shares 6,901 Est. Cost $64.36 Unrealized +16.1%
IWM ISHARES TR 0.1%
Value ($000) $620 Shares 4,626 Est. Cost $124.71 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $590 Shares 16,800 Est. Cost $28.67 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $588 Shares 5,216 Est. Cost $119.31 Unrealized -2.2%
EOG EOG RES INC 0.1%
Value ($000) $552 Shares 6,333 Est. Cost $67.58 Unrealized +19.4%
SPLUNK INC 0.1%
Value ($000) $509 Shares 4,850 Est. Cost $56.89 Unrealized
GLW CORNING INC 0.1%
Value ($000) $508 Shares 16,800 Est. Cost $15.20 Unrealized +72.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $503 Shares 2,670 Est. Cost $23.90 Unrealized +30.5%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $503 Shares 8,646 Est. Cost $50.92 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $503 Shares 9,890 Est. Cost $48.63 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $486 Shares 10,870 Est. Cost $32.44 Unrealized +41.4%
LQD ISHARES TR 0.1%
Value ($000) $449 Shares 3,980 Est. Cost $119.00 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $443 Shares 3,350 Est. Cost $93.64 Unrealized +25.7%
CHINA MOBILE LIMITED 0.1%
Value ($000) $443 Shares 9,220 Est. Cost $48.26 Unrealized
SYMANTEC CORP 0.1%
Value ($000) $435 Shares 23,000 Est. Cost $23.23 Unrealized
IFNNY NaN 0.1%
Value ($000) $432 Shares 21,600 Est. Cost $20.00 Unrealized
DK DELEK US HLDGS INC NEW 0.1%
Value ($000) $426 Shares 13,090 Est. Cost $38.59 Unrealized -23.2%
NICE NICE LTD 0.1%
Value ($000) $413 Shares 3,815 Est. Cost $61.73 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $409 Shares 6,539 Est. Cost $71.09 Unrealized -25.4%
KMDA KAMADA LTD 0.1%
Value ($000) $395 Shares 78,905 Est. Cost $4.23 Unrealized +23.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $387 Shares 9,000 Est. Cost $49.71 Unrealized -26.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $375 Shares 6,541 Est. Cost $78.29 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $372 Shares 3,812 Est. Cost $78.46 Unrealized +4.6%
BA BOEING CO 0.1%
Value ($000) $367 Shares 1,138 Est. Cost $118.79 Unrealized +182.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $366 Shares 351 Est. Cost $37.36 Unrealized +43.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $359 Shares 9,944 Est. Cost $64.86 Unrealized -38.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $341 Shares 6,000 Est. Cost $53.34 Unrealized -4.7%
NVDA NVIDIA CORP 0.1%
Value ($000) $334 Shares 2,500 Est. Cost $2.14 Unrealized +121.6%
FISV FISERV INC 0.1%
Value ($000) $316 Shares 4,300 Est. Cost $77.30 Unrealized 0.0%
NaN 0.1%
Value ($000) $315 Shares 4,300 Est. Cost $73.26 Unrealized
SONY SONY CORP 0.1%
Value ($000) $314 Shares 6,500 Est. Cost $48.31 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $278 Shares 27,000 Est. Cost $9.41 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $276 Shares 4,200 Est. Cost $65.71 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $275 Shares 24,300 Est. Cost $47.98 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $214 Shares 4,000 Est. Cost $53.50 Unrealized
NVMI NOVA MEASURING INSTRUMENTS L 0.0%
Value ($000) $16 Shares 700 Est. Cost $27.65 Unrealized -14.4%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $12 Shares 830 Est. Cost $21.37 Unrealized -22.0%