account_balance

Investment manager · 13F filer · SEC CIK 1634208

Analyst IMS Investment Management Services Ltd.

Reported value$4.35Bas of Sep 30, 2026
Positions138 5 new, 19 sold out
Top 10 weight81.1%QQQ alone is 33%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 33.0% Added +9%
SPY SPDR S&P 500 ETF Trust 13.5% Trimmed −6%
SOXX iShares Tr 8.8% Added +18%
VOO Vanguard Index FDS 8.4% Trimmed −7%
AAXJ iShares Tr 6.5% Held
IVV iShares Tr 5.1% Held
TEVA Teva Pharmaceutical Industries Ltd 1.9% Held
VWO Vanguard Intl Equity Index F 1.6% Held
ONEQ Fidelity Comwlth Tr 1.2% Held
NVDA NVIDIA Corp 1.1% Held
EWT iShares Inc 1.1% Held
EWY iShares Inc 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist