Filed: 10/20/2025ACC: 0001178913-25-003513
📋 What this filing means
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD. filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $3.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$3.22M
Total AUM (reported)
13.74M
Total Shares
Allocation by class
TR UNIT$840.7K26.1%
UNIT SER 1$623.2K19.4%
S&P 500 ETF SHS$506.2K15.7%
COM$378.7K11.8%
CORE S&P500 ETF$241.8K7.5%
MSCI AC ASIA ETF$98.3K3.1%
SHS$96.6K3.0%
Portfolio Concentration
Top 3$1.97M61.2%
4–10$632.8K19.7%
11–25$380.5K11.8%
Rest$233.2K7.2%
Top 3 weight
61.2%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 13.74M
Sole
Full voting authority
12.99M
shares
% of voting shares94.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
754.89K
shares
% of voting shares5.5%
Investment Discretion (by position count)
Sole0
Shared0
Other120
Dominant voting typeSole · 94.5% of voting shares
Institutional Holdings120
Rows:
SPDR S&P 500 ETF TR
DFNDShares1.26M
TypeSH
Market value$840.7K
26.14%
Sole
1.23M
Shared
0.00
None
29.84K
INVESCO QQQ TR
DFNDShares1.04M
TypeSH
Market value$623.2K
19.37%
Sole
1.02M
Shared
0.00
None
20.45K
VANGUARD INDEX FDS
DFNDShares826.64K
TypeSH
Market value$506.2K
15.74%
Sole
805.28K
Shared
0.00
None
21.36K
ISHARES TR
DFNDShares361.28K
TypeSH
Market value$241.8K
7.52%
Sole
361.28K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.08M
TypeSH
Market value$98.3K
3.06%
Sole
1.04M
Shared
0.00
None
37.41K
WIX COM LTD
DFNDShares451.91K
TypeSH
Market value$80.3K
2.50%
Sole
451.91K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
DFNDShares1.14M
TypeSH
Market value$61.7K
1.92%
Sole
1.12M
Shared
0.00
None
14.55K
ALEXANDRIA REAL ESTATE EQ IN
DFNDShares725.47K
TypeSH
Market value$60.5K
1.88%
Sole
624.63K
Shared
0.00
None
100.84K
SIMON PPTY GROUP INC NEW
DFNDShares242.84K
TypeSH
Market value$45.6K
1.42%
Sole
192.52K
Shared
0.00
None
50.33K
FIDELITY COMWLTH TR
DFNDShares501.48K
TypeSH
Market value$44.7K
1.39%
Sole
490.99K
Shared
0.00
None
10.49K
ISHARES TR
DFNDShares159.11K
TypeSH
Market value$43.1K
1.34%
Sole
156.12K
Shared
0.00
None
2.99K
NVIDIA CORPORATION
DFNDShares223.65K
TypeSH
Market value$41.7K
1.30%
Sole
223.65K
Shared
0.00
None
0.00
LEMONADE INC
DFNDShares617.88K
TypeSH
Market value$33.1K
1.03%
Sole
587.26K
Shared
0.00
None
30.61K
ISHARES TR
DFNDShares484.78K
TypeSH
Market value$31.9K
0.99%
Sole
477.48K
Shared
0.00
None
7.30K
MICROSOFT CORP
DFNDShares54.50K
TypeSH
Market value$28.2K
0.88%
Sole
52.95K
Shared
0.00
None
1.55K
SELECT SECTOR SPDR TR
DFNDShares226.45K
TypeSH
Market value$26.8K
0.83%
Sole
226.45K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares104.90K
TypeSH
Market value$25.6K
0.79%
Sole
101.72K
Shared
0.00
None
3.19K
BXP INC
DFNDShares339.65K
TypeSH
Market value$25.3K
0.78%
Sole
319.37K
Shared
0.00
None
20.29K
ISHARES TR
DFNDShares97.34K
TypeSH
Market value$23.6K
0.73%
Sole
86.70K
Shared
0.00
None
10.64K
META PLATFORMS INC
DFNDShares26.32K
TypeSH
Market value$19.3K
0.60%
Sole
26.32K
Shared
0.00
None
0.00
APPLE INC
DFNDShares75.21K
TypeSH
Market value$19.2K
0.60%
Sole
75.21K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares74.95K
TypeSH
Market value$16.5K
0.51%
Sole
74K
Shared
0.00
None
954.00
BROADCOM INC
DFNDShares47.75K
TypeSH
Market value$15.8K
0.49%
Sole
47.75K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares54.66K
TypeSH
Market value$15.4K
0.48%
Sole
54.66K
Shared
0.00
None
0.00
FIVERR INTL LTD
DFNDShares618.73K
TypeSH
Market value$15.1K
0.47%
Sole
618.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRDFND | TR UNIT | 1.26M | SH | $840.7K 26.14% | 1.23M | 0.00 | 29.84K |
INVESCO QQQ TRDFND | UNIT SER 1 | 1.04M | SH | $623.2K 19.37% | 1.02M | 0.00 | 20.45K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 826.64K | SH | $506.2K 15.74% | 805.28K | 0.00 | 21.36K |
ISHARES TRDFND | CORE S&P500 ETF | 361.28K | SH | $241.8K 7.52% | 361.28K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI AC ASIA ETF | 1.08M | SH | $98.3K 3.06% | 1.04M | 0.00 | 37.41K |
WIX COM LTDDFND | SHS | 451.91K | SH | $80.3K 2.50% | 451.91K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 1.14M | SH | $61.7K 1.92% | 1.12M | 0.00 | 14.55K |
ALEXANDRIA REAL ESTATE EQ INDFND | COM | 725.47K | SH | $60.5K 1.88% | 624.63K | 0.00 | 100.84K |
SIMON PPTY GROUP INC NEWDFND | COM | 242.84K | SH | $45.6K 1.42% | 192.52K | 0.00 | 50.33K |
FIDELITY COMWLTH TRDFND | NASDAQ COMPSIT | 501.48K | SH | $44.7K 1.39% | 490.99K | 0.00 | 10.49K |
ISHARES TRDFND | ISHARES SEMICDTR | 159.11K | SH | $43.1K 1.34% | 156.12K | 0.00 | 2.99K |
NVIDIA CORPORATIONDFND | COM | 223.65K | SH | $41.7K 1.30% | 223.65K | 0.00 | 0.00 |
LEMONADE INCDFND | COM | 617.88K | SH | $33.1K 1.03% | 587.26K | 0.00 | 30.61K |
ISHARES TRDFND | MSCI CHINA ETF | 484.78K | SH | $31.9K 0.99% | 477.48K | 0.00 | 7.30K |
MICROSOFT CORPDFND | COM | 54.50K | SH | $28.2K 0.88% | 52.95K | 0.00 | 1.55K |
SELECT SECTOR SPDR TRDFND | COMMUNICATION | 226.45K | SH | $26.8K 0.83% | 226.45K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 104.90K | SH | $25.6K 0.79% | 101.72K | 0.00 | 3.19K |
BXP INCDFND | COM | 339.65K | SH | $25.3K 0.78% | 319.37K | 0.00 | 20.29K |
ISHARES TRDFND | RUSSELL 2000 ETF | 97.34K | SH | $23.6K 0.73% | 86.70K | 0.00 | 10.64K |
META PLATFORMS INCDFND | CL A | 26.32K | SH | $19.3K 0.60% | 26.32K | 0.00 | 0.00 |
APPLE INCDFND | COM | 75.21K | SH | $19.2K 0.60% | 75.21K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 74.95K | SH | $16.5K 0.51% | 74K | 0.00 | 954.00 |
BROADCOM INCDFND | COM | 47.75K | SH | $15.8K 0.49% | 47.75K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | TECHNOLOGY | 54.66K | SH | $15.4K 0.48% | 54.66K | 0.00 | 0.00 |
FIVERR INTL LTDDFND | ORD SHS | 618.73K | SH | $15.1K 0.47% | 618.73K | 0.00 | 0.00 |
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