ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD.

Filed: 8/4/2025ACC: 0001178913-25-002595

📋 What this filing means

ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD. filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $2.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

129

Positions

$2.93M

Total AUM (reported)

12.42M

Total Shares

Allocation by class

TR UNIT$799.5K27.3%

UNIT SER 1$578.5K19.8%

S&P 500 ETF SHS$495.9K16.9%

COM$350.5K12.0%

CORE S&P500 ETF$224.3K7.7%

SHS$77.9K2.7%

MSCI AC ASIA ETF$65.2K2.2%

Portfolio Concentration

Top 3$1.87M64.0%

4–10$517.8K17.7%

11–25$298.8K10.2%

Rest$238.5K8.1%

Top 3 weight

64.0%

Top 10 weight

81.7%

Voting Authority Distribution

Total shares with voting rights: 12.42M

Sole

Full voting authority

11.70M

% of voting shares94.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

725.84K

% of voting shares5.8%

Investment Discretion (by position count)

Sole0

Shared0

Other129

Dominant voting typeSole · 94.2% of voting shares

Institutional Holdings129

Rows:

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares1.29M

TypeSH

Market value$799.5K

27.30%

Sole

1.27M

Shared

0.00

None

28.67K

INVESCO QQQ TR

DFND

UNIT SER 1

Shares1.05M

TypeSH

Market value$578.5K

19.75%

Sole

1.03M

Shared

0.00

None

20.43K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares872.98K

TypeSH

Market value$495.9K

16.93%

Sole

856.57K

Shared

0.00

None

16.41K

ISHARES TR

DFND

CORE S&P500 ETF

Shares361.28K

TypeSH

Market value$224.3K

7.66%

Sole

361.28K

Shared

0.00

None

0.00

ISHARES TR

DFND

MSCI AC ASIA ETF

Shares789.21K

TypeSH

Market value$65.2K

2.23%

Sole

755.28K

Shared

0.00

None

33.94K

WIX COM LTD

DFND

SHS

Shares380.49K

TypeSH

Market value$60.3K

2.06%

Sole

380.49K

Shared

0.00

None

0.00

ALEXANDRIA REAL ESTATE EQ IN

DFND

COM

Shares721.67K

TypeSH

Market value$52.4K

1.79%

Sole

620.63K

Shared

0.00

None

101.04K

FIDELITY COMWLTH TR

DFND

NASDAQ COMPSIT

Shares503.19K

TypeSH

Market value$40.3K

1.38%

Sole

490.99K

Shared

0.00

None

12.20K

SIMON PPTY GROUP INC NEW

DFND

COM

Shares242.04K

TypeSH

Market value$38.9K

1.33%

Sole

191.72K

Shared

0.00

None

50.33K

ISHARES TR

DFND

ISHARES SEMICDTR

Shares152.16K

TypeSH

Market value$36.3K

1.24%

Sole

149.16K

Shared

0.00

None

2.99K

NVIDIA CORPORATION

DFND

COM

Shares216.63K

TypeSH

Market value$34.2K

1.17%

Sole

216.63K

Shared

0.00

None

0.00

ISHARES TR

DFND

MSCI CHINA ETF

Shares493.43K

TypeSH

Market value$27.2K

0.93%

Sole

486.13K

Shared

0.00

None

7.30K

MICROSOFT CORP

DFND

COM

Shares51.27K

TypeSH

Market value$25.5K

0.87%

Sole

49.73K

Shared

0.00

None

1.54K

LEMONADE INC

DFND

COM

Shares571.77K

TypeSH

Market value$25.0K

0.86%

Sole

540.86K

Shared

0.00

None

30.91K

BXP INC

DFND

COM

Shares339.60K

TypeSH

Market value$22.9K

0.78%

Sole

319.37K

Shared

0.00

None

20.23K

SELECT SECTOR SPDR TR

DFND

COMMUNICATION

Shares200.55K

TypeSH

Market value$21.8K

0.74%

Sole

200.55K

Shared

0.00

None

0.00

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares97.86K

TypeSH

Market value$21.1K

0.72%

Sole

87.22K

Shared

0.00

None

10.64K

ALPHABET INC

DFND

CAP STK CL C

Shares101.49K

TypeSH

Market value$18.0K

0.61%

Sole

98.32K

Shared

0.00

None

3.17K

META PLATFORMS INC

DFND

CL A

Shares23.71K

TypeSH

Market value$17.5K

0.60%

Sole

23.71K

Shared

0.00

None

0.00

AMAZON COM INC

DFND

COM

Shares78.24K

TypeSH

Market value$17.2K

0.59%

Sole

77.31K

Shared

0.00

None

937.00

APPLE INC

DFND

COM

Shares72.83K

TypeSH

Market value$14.9K

0.51%

Sole

72.83K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

DFND

SBI HEALTHCARE

Shares104.83K

TypeSH

Market value$14.1K

0.48%

Sole

92.63K

Shared

0.00

None

12.20K

ITURAN LOCATION AND CONTROL

DFND

SHS

Shares356.96K

TypeSH

Market value$13.8K

0.47%

Sole

356.96K

Shared

0.00

None

0.00

FIVERR INTL LTD

DFND

ORD SHS

Shares468.73K

TypeSH

Market value$13.7K

0.47%

Sole

468.73K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

DFND

TECHNOLOGY

Shares46.31K

TypeSH

Market value$11.7K

0.40%

Sole

46.31K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR S&P 500 ETF TRDFND	TR UNIT	1.29M	SH	$799.5K 27.30%	1.27M	28.67K
INVESCO QQQ TRDFND	UNIT SER 1	1.05M	SH	$578.5K 19.75%	1.03M	20.43K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	872.98K	SH	$495.9K 16.93%	856.57K	16.41K
ISHARES TRDFND	CORE S&P500 ETF	361.28K	SH	$224.3K 7.66%	361.28K	0.00
ISHARES TRDFND	MSCI AC ASIA ETF	789.21K	SH	$65.2K 2.23%	755.28K	33.94K
WIX COM LTDDFND	SHS	380.49K	SH	$60.3K 2.06%	380.49K	0.00
ALEXANDRIA REAL ESTATE EQ INDFND	COM	721.67K	SH	$52.4K 1.79%	620.63K	101.04K
FIDELITY COMWLTH TRDFND	NASDAQ COMPSIT	503.19K	SH	$40.3K 1.38%	490.99K	12.20K
SIMON PPTY GROUP INC NEWDFND	COM	242.04K	SH	$38.9K 1.33%	191.72K	50.33K
ISHARES TRDFND	ISHARES SEMICDTR	152.16K	SH	$36.3K 1.24%	149.16K	2.99K
NVIDIA CORPORATIONDFND	COM	216.63K	SH	$34.2K 1.17%	216.63K	0.00
ISHARES TRDFND	MSCI CHINA ETF	493.43K	SH	$27.2K 0.93%	486.13K	7.30K
MICROSOFT CORPDFND	COM	51.27K	SH	$25.5K 0.87%	49.73K	1.54K
LEMONADE INCDFND	COM	571.77K	SH	$25.0K 0.86%	540.86K	30.91K
BXP INCDFND	COM	339.60K	SH	$22.9K 0.78%	319.37K	20.23K
SELECT SECTOR SPDR TRDFND	COMMUNICATION	200.55K	SH	$21.8K 0.74%	200.55K	0.00
ISHARES TRDFND	RUSSELL 2000 ETF	97.86K	SH	$21.1K 0.72%	87.22K	10.64K
ALPHABET INCDFND	CAP STK CL C	101.49K	SH	$18.0K 0.61%	98.32K	3.17K
META PLATFORMS INCDFND	CL A	23.71K	SH	$17.5K 0.60%	23.71K	0.00
AMAZON COM INCDFND	COM	78.24K	SH	$17.2K 0.59%	77.31K	937.00
APPLE INCDFND	COM	72.83K	SH	$14.9K 0.51%	72.83K	0.00
SELECT SECTOR SPDR TRDFND	SBI HEALTHCARE	104.83K	SH	$14.1K 0.48%	92.63K	12.20K
ITURAN LOCATION AND CONTROLDFND	SHS	356.96K	SH	$13.8K 0.47%	356.96K	0.00
FIVERR INTL LTDDFND	ORD SHS	468.73K	SH	$13.7K 0.47%	468.73K	0.00
SELECT SECTOR SPDR TRDFND	TECHNOLOGY	46.31K	SH	$11.7K 0.40%	46.31K	0.00

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