Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 3, 2020

Total Value ($000): $430,628 (100.0% shares, 0.0% debt)

Holdings (85)

SPY SPDR S&P 500 ETF TR 26.7%
Value ($000) $114,916 Shares 372,666 Est. Cost $260.06 Unrealized
QQQ INVESCO QQQ TR 24.3%
Value ($000) $104,857 Shares 423,494 Est. Cost $196.27 Unrealized
IVV ISHARES TR 6.5%
Value ($000) $28,193 Shares 91,037 Est. Cost $247.08 Unrealized
WIX WIX COM LTD 4.7%
Value ($000) $20,333 Shares 79,359 Est. Cost $61.29 Unrealized +189.3%
FVRR FIVERR INTL LTD 3.3%
Value ($000) $14,301 Shares 193,738 Est. Cost $26.90 Unrealized +91.0%
AAXJ ISHARES TR 2.1%
Value ($000) $9,153 Shares 132,325 Est. Cost $64.33 Unrealized
ITRN ITURAN LOCATION AND CONTROL 1.9%
Value ($000) $8,308 Shares 518,624 Est. Cost $22.93 Unrealized -28.2%
GOOG ALPHABET INC 1.8%
Value ($000) $7,735 Shares 5,471 Est. Cost $45.29 Unrealized +47.9%
AAPL APPLE INC 1.8%
Value ($000) $7,620 Shares 20,888 Est. Cost $34.45 Unrealized +118.0%
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,243 Shares 35,590 Est. Cost $72.28 Unrealized +139.4%
ONEQ FIDELITY COMWLTH TR 1.3%
Value ($000) $5,789 Shares 14,798 Est. Cost $361.22 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.3%
Value ($000) $5,754 Shares 26,672 Est. Cost $163.69 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.1%
Value ($000) $4,859 Shares 71,062 Est. Cost $74.06 Unrealized -38.5%
KIM KIMCO RLTY CORP 1.0%
Value ($000) $4,349 Shares 338,742 Est. Cost $11.28 Unrealized -21.9%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $4,235 Shares 106,920 Est. Cost $37.55 Unrealized
IBB ISHARES TR 1.0%
Value ($000) $4,136 Shares 30,258 Est. Cost $151.78 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $3,940 Shares 1,428 Est. Cost $68.11 Unrealized +77.3%
ORCL ORACLE CORP 0.8%
Value ($000) $3,596 Shares 65,070 Est. Cost $43.80 Unrealized +11.9%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,260 Shares 11,503 Est. Cost $246.91 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $2,668 Shares 9,022 Est. Cost $115.98 Unrealized +135.7%
BED BATH & BEYOND INC 0.6%
Value ($000) $2,557 Shares 241,220 Est. Cost $18.92 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $2,539 Shares 54,425 Est. Cost $28.30 Unrealized +30.7%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,291 Shares 58,775 Est. Cost $29.65 Unrealized +10.5%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,172 Shares 12,465 Est. Cost $38.17 Unrealized +261.2%
KRNT KORNIT DIGITAL LTD 0.5%
Value ($000) $2,169 Shares 40,639 Est. Cost $19.28 Unrealized +97.7%
EBAY EBAY INC. 0.5%
Value ($000) $2,114 Shares 40,299 Est. Cost $27.06 Unrealized +42.0%
ADBE ADOBE INC 0.5%
Value ($000) $2,089 Shares 4,800 Est. Cost $241.40 Unrealized +53.5%
CSTE CAESARSTONE LTD 0.5%
Value ($000) $1,976 Shares 166,715 Est. Cost $27.57 Unrealized -63.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,920 Shares 10,759 Est. Cost $176.58 Unrealized +3.4%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,717 Shares 28,400 Est. Cost $23.25 Unrealized +120.4%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,591 Shares 4,190 Est. Cost $4.95 Unrealized +62.8%
META FACEBOOK INC 0.4%
Value ($000) $1,575 Shares 6,937 Est. Cost $123.25 Unrealized +68.2%
TARO PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $1,513 Shares 22,755 Est. Cost $143.69 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,502 Shares 11,360 Est. Cost $98.99 Unrealized +11.9%
ELV ANTHEM INC 0.3%
Value ($000) $1,488 Shares 5,656 Est. Cost $196.50 Unrealized +25.7%
C CITIGROUP INC 0.3%
Value ($000) $1,474 Shares 28,845 Est. Cost $45.06 Unrealized -14.1%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,472 Shares 4,000 Est. Cost $107.86 Unrealized
FISV FISERV INC 0.3%
Value ($000) $1,401 Shares 14,350 Est. Cost $96.51 Unrealized +4.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,272 Shares 4,195 Est. Cost $118.16 Unrealized +136.3%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,248 Shares 4,840 Est. Cost $259.09 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.3%
Value ($000) $1,213 Shares 25,890 Est. Cost $36.97 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,091 Shares 10,903 Est. Cost $83.85 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $1,090 Shares 27,253 Est. Cost $39.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,070 Shares 672 Est. Cost $1883.84 Unrealized -20.5%
NVS NOVARTIS AG 0.2%
Value ($000) $1,039 Shares 11,903 Est. Cost $88.71 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $980 Shares 6,845 Est. Cost $134.04 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $939 Shares 4,087 Est. Cost $27.73 Unrealized +27.0%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $934 Shares 29,300 Est. Cost $32.49 Unrealized -29.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $917 Shares 8,800 Est. Cost $92.61 Unrealized 0.0%
BXP BOSTON PPTYS LTD PARTNERSHIP 0.2%
Value ($000) $915 Shares 10,127 Est. Cost $68.07 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $775 Shares 12,955 Est. Cost $33.41 Unrealized +59.2%
SILC SILICOM LTD 0.2%
Value ($000) $769 Shares 20,952 Est. Cost $43.78 Unrealized -26.6%
CNC CENTENE CORP DEL 0.2%
Value ($000) $763 Shares 12,000 Est. Cost $65.11 Unrealized 0.0%
SPLUNK INC 0.2%
Value ($000) $755 Shares 3,800 Est. Cost $56.89 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $736 Shares 10,000 Est. Cost $49.79 Unrealized +33.2%
INTU INTUIT 0.2%
Value ($000) $726 Shares 2,450 Est. Cost $264.89 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value ($000) $711 Shares 4,204 Est. Cost $105.58 Unrealized +34.0%
SONY SONY CORP 0.2%
Value ($000) $700 Shares 10,124 Est. Cost $44.98 Unrealized
NICE NICE LTD 0.2%
Value ($000) $681 Shares 3,600 Est. Cost $61.73 Unrealized
NKE NIKE INC 0.2%
Value ($000) $654 Shares 6,671 Est. Cost $80.87 Unrealized +5.7%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $635 Shares 12,610 Est. Cost $54.13 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $624 Shares 9,071 Est. Cost $61.09 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $615 Shares 2,571 Est. Cost $214.89 Unrealized +2.5%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $604 Shares 5,300 Est. Cost $83.76 Unrealized +8.5%
BIIB BIOGEN INC 0.1%
Value ($000) $602 Shares 2,252 Est. Cost $336.92 Unrealized -10.8%
BA BOEING CO 0.1%
Value ($000) $581 Shares 3,170 Est. Cost $302.64 Unrealized -49.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $579 Shares 4,114 Est. Cost $96.44 Unrealized +28.8%
AVGO BROADCOM INC 0.1%
Value ($000) $568 Shares 1,800 Est. Cost $24.42 Unrealized +0.4%
BROADCOM INC 0.1%
Value ($000) $557 Shares 500 Est. Cost $1172.28 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $547 Shares 6,000 Est. Cost $56.28 Unrealized +26.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $537 Shares 4,998 Est. Cost $90.85 Unrealized +16.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $514 Shares 4,296 Est. Cost $65.66 Unrealized +54.6%
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $503 Shares 2,000 Est. Cost $202.88 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $502 Shares 19,617 Est. Cost $35.36 Unrealized -32.2%
VMWARE INC 0.1%
Value ($000) $465 Shares 3,000 Est. Cost $155.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $448 Shares 2,638 Est. Cost $180.11 Unrealized -6.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $417 Shares 294 Est. Cost $39.64 Unrealized +68.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $412 Shares 8,150 Est. Cost $32.44 Unrealized +43.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $403 Shares 3,626 Est. Cost $78.70 Unrealized +1.3%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $397 Shares 9,000 Est. Cost $32.27 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $380 Shares 2,630 Est. Cost $93.64 Unrealized +25.9%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $320 Shares 13,465 Est. Cost $16.79 Unrealized +22.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $267 Shares 1 Est. Cost $302764.90 Unrealized -9.5%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $255 Shares 4,801 Est. Cost $17.44 Unrealized 0.0%
KMDA KAMADA LTD 0.0%
Value ($000) $113 Shares 14,580 Est. Cost $4.23 Unrealized +72.2%