Analyst IMS Investment Management Services Ltd. - Portfolio overview

Analyst IMS Investment Management Services Ltd. has 150 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 50.76%
2. VOO - VANGUARD INDEX FDS, 17.31%
3. IVV - ISHARES TR, 10.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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