Analyst-Ims-Investment-Management-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "MCHI",
  null,
  "AAXJ",
  "ONON",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "ASML",
  "CAT",
  "AVGO",
  "LMND",
  "NICE",
  "EQNR",
  null,
  "SN",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "EMXC",
  "AMAT",
  "BKNG",
  "META",
  "SILC",
  "LHX",
  "LIN",
  "MA",
  "MSFT",
  null,
  "TMUS",
  "EQIX",
  "FIS",
  "FTV",
  "GE",
  "NVS",
  "ORCL",
  "NOC",
  "VHT",
  "EEM",
  "PANW",
  "PEP",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "REGN",
  "SCHX",
  null,
  null,
  "SPG",
  "RTX",
  "SAP",
  null,
  "BP",
  "AMT",
  "UBER",
  "VWO",
  null,
  "SNY",
  "TSM",
  null,
  null,
  null,
  "TT",
  "PRGO",
  "ARE",
  "AMD",
  "FI",
  "FTNT",
  "CGNT",
  "FVRR",
  null,
  "AMZN",
  "PLUG",
  "VGK",
  "VTWO",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIX",
  "WDAY",
  "BIIB",
  "CHKP",
  "KIM",
  "NXPI",
  "SLG",
  "TCOM",
  null,
  "MELI",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BXP",
  "CSTE",
  "CVX",
  "CIEN",
  "CMG",
  "C",
  "KO",
  "CEG",
  "COST",
  "RSP",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "ITRN",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 198
Total Value: 2572507
Accession Number: 0001178913-25-001354
Form Type: 13F-HR
CIK: analyst-ims-investment-management-services
Manager Name: Analyst-Ims-Investment-Management-Services

Data Enrichment

91% identified

180 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

198 positions • $2.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:23.4K

Value:$13.5M

% of Portfolio:525.2% ($13.5M/$2.6M)

Ituran Location & Control Ltd.

ITRN|M6158M104

Shares:357.0K

Value:$12.9M

% of Portfolio:501.8% ($12.9M/$2.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:20.3K

Value:$10.8M

% of Portfolio:421.1% ($10.8M/$2.6M)

Lemonade, Inc.

LMND|52567D107

Shares:316.4K

Value:$9.9M

% of Portfolio:386.5% ($9.9M/$2.6M)

233051879

Shares:354.5K

Value:$9.4M

% of Portfolio:366.2% ($9.4M/$2.6M)

Fiverr International Ltd.

FVRR|M4R82T106

Shares:393.7K

Value:$9.3M

% of Portfolio:362.4% ($9.3M/$2.6M)

Mastercard Inc

MA|57636Q104

Shares:17.0K

Value:$9.3M

% of Portfolio:362.1% ($9.3M/$2.6M)

81369Y803

XLK|81369Y803

Shares:43.0K

Value:$8.9M

% of Portfolio:344.9% ($8.9M/$2.6M)

46138G649

Shares:36.5K

Value:$7.0M

% of Portfolio:273.5% ($7.0M/$2.6M)

Broadcom Inc.

AVGO|11135F101

Shares:41.4K

Value:$6.9M

% of Portfolio:269.7% ($6.9M/$2.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:7.2K

Value:$6.8M

% of Portfolio:265.6% ($6.8M/$2.6M)

922042858

VWO|922042858

Shares:143.7K

Value:$6.5M

% of Portfolio:252.8% ($6.5M/$2.6M)

ADOBE INC.

ADBE|00724F101

Shares:15.0K

Value:$5.8M

% of Portfolio:223.7% ($5.8M/$2.6M)

KIMCO REALTY CORP

KIM|49446R109

Shares:257.7K

Value:$5.5M

% of Portfolio:212.7% ($5.5M/$2.6M)

464287234

EEM|464287234

Shares:123.8K

Value:$5.4M

% of Portfolio:210.3% ($5.4M/$2.6M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:40.3K

Value:$5.3M

% of Portfolio:207.2% ($5.3M/$2.6M)

ORACLE CORP

ORCL|68389X105

Shares:35.0K

Value:$4.9M

% of Portfolio:190.2% ($4.9M/$2.6M)

Tesla, Inc.

TSLA|88160R101

Shares:18.2K

Value:$4.7M

% of Portfolio:183.3% ($4.7M/$2.6M)

Walmart Inc.

WMT|931142103

Shares:53.1K

Value:$4.7M

% of Portfolio:181.3% ($4.7M/$2.6M)

VISA INC.

V|92826C839

Shares:12.6K

Value:$4.4M

% of Portfolio:171.4% ($4.4M/$2.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	23.4K	QoQ -4.39% (-1.1K) YoY +27.18% (+5.0K)	All Managers (Combined)	$13.5M	525.2% ($13.5M/$2.6M)	QoQ -5.88% (-$1) YoY +50.96% (+$5)
Ituran Location & Control Ltd.(ITRNcusipM6158M104)	357.0K	QoQ 0.00% (+0) YoY -3.28% (-12.1K)	All Managers (Combined)	$12.9M	501.8% ($12.9M/$2.6M)	QoQ +16.08% (+$2) YoY +25.07% (-$3)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	20.3K	QoQ +35.41% (+5.3K) YoY +133.48% (+11.6K)	All Managers (Combined)	$10.8M	421.1% ($10.8M/$2.6M)	QoQ +59.09% (+$4) YoY +195.74% (+$7)
Lemonade, Inc.(LMNDcusip52567D107)	316.4K	QoQ NEW(+316.4K) YoY NEW(+316.4K)	All Managers (Combined)	$9.9M	386.5% ($9.9M/$2.6M)	QoQ NEW(+$10) YoY NEW(+$10)
(cusip233051879)✕	354.5K	QoQ -0.08% (-307) YoY -4.30% (-16.0K)	All Managers (Combined)	$9.4M	366.2% ($9.4M/$2.6M)	QoQ +0.28% (-$0) YoY +5.62% (-$1)
Fiverr International Ltd.(FVRRcusipM4R82T106)	393.7K	QoQ -2.25% (-9.1K) YoY +50.50% (+132.1K)	All Managers (Combined)	$9.3M	362.4% ($9.3M/$2.6M)	QoQ -27.05% (-$3) YoY +69.14% (+$4)
Mastercard Inc(MAcusip57636Q104)	17.0K	QoQ +15.68% (+2.3K) YoY +39.07% (+4.8K)	All Managers (Combined)	$9.3M	362.1% ($9.3M/$2.6M)	QoQ +20.41% (+$2) YoY +58.29% (+$3)
(XLKcusip81369Y803)	43.0K	QoQ +39.60% (+12.2K) YoY +804.61% (+38.2K)	All Managers (Combined)	$8.9M	344.9% ($8.9M/$2.6M)	QoQ +23.96% (+$2) YoY +797.06% (+$8)
(cusip46138G649)✕	36.5K	QoQ 0.00% (-0) YoY NEW(+36.5K)	All Managers (Combined)	$7.0M	273.5% ($7.0M/$2.6M)	QoQ -8.28% (-$1) YoY NEW(+$7)
Broadcom Inc.(AVGOcusip11135F101)	41.4K	QoQ -28.35% (-16.4K) YoY +1676.97% (+39.1K)	All Managers (Combined)	$6.9M	269.7% ($6.9M/$2.6M)	QoQ -48.26% (-$6) YoY +124.45% (+$4)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	7.2K	QoQ -1.91% (-141) YoY +52.07% (+2.5K)	All Managers (Combined)	$6.8M	265.6% ($6.8M/$2.6M)	QoQ +1.24% (-$0) YoY +96.29% (+$3)
(VWOcusip922042858)	143.7K	QoQ -3.39% (-5.1K) YoY -4.94% (-7.5K)	All Managers (Combined)	$6.5M	252.8% ($6.5M/$2.6M)	QoQ -0.71% (-$0) YoY +3.02% (-$0)
ADOBE INC.(ADBEcusip00724F101)	15.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.8M	223.7% ($5.8M/$2.6M)	QoQ -13.75% (-$1) YoY -23.99% (-$2)
KIMCO REALTY CORP(KIMcusip49446R109)	257.7K	QoQ 0.00% (-0) YoY -0.54% (-1.4K)	All Managers (Combined)	$5.5M	212.7% ($5.5M/$2.6M)	QoQ -9.35% (-$1) YoY +7.71% (-$0)
(EEMcusip464287234)	123.8K	QoQ -0.31% (-388) YoY -1.45% (-1.8K)	All Managers (Combined)	$5.4M	210.3% ($5.4M/$2.6M)	QoQ +4.15% (-$0) YoY +4.82% (-$0)
Alibaba Group Holding Ltd(BABAcusip01609W102)	40.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.3M	207.2% ($5.3M/$2.6M)	QoQ +55.98% (+$2) YoY +82.78% (+$2)
ORACLE CORP(ORCLcusip68389X105)	35.0K	QoQ -20.58% (-9.1K) YoY +23.66% (+6.7K)	All Managers (Combined)	$4.9M	190.2% ($4.9M/$2.6M)	QoQ -33.36% (-$2) YoY +37.64% (+$1)
Tesla, Inc.(TSLAcusip88160R101)	18.2K	QoQ -3.43% (-647) YoY NEW(+18.2K)	All Managers (Combined)	$4.7M	183.3% ($4.7M/$2.6M)	QoQ -38.02% (-$3) YoY NEW(+$5)
Walmart Inc.(WMTcusip931142103)	53.1K	QoQ -6.70% (-3.8K) YoY +435.41% (+43.2K)	All Managers (Combined)	$4.7M	181.3% ($4.7M/$2.6M)	QoQ -9.36% (-$0) YoY +681.07% (+$4)
VISA INC.(Vcusip92826C839)	12.6K	QoQ +67.00% (+5.0K) YoY +723.23% (+11.1K)	All Managers (Combined)	$4.4M	171.4% ($4.4M/$2.6M)	QoQ +85.17% (+$2) YoY +934.97% (+$4)