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

Page 7 of 7

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SILICOM LTD.

SILC|M84116108

Shares:20.7K

Value:$308.0K

% of Portfolio:12.0% ($308.0K/$2.6M)

Sanofi

SNY|80105N105

Shares:5.2K

Value:$289.0K

% of Portfolio:11.2% ($289.0K/$2.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$288.0K

% of Portfolio:11.2% ($288.0K/$2.6M)

WELLTOWER INC.

WELL|95040Q104

Shares:1.8K

Value:$278.0K

% of Portfolio:10.8% ($278.0K/$2.6M)

808524201

SCHX|808524201

Shares:12.6K

Value:$278.0K

% of Portfolio:10.8% ($278.0K/$2.6M)

Fortive Corp

FTV|34959J108

Shares:3.8K

Value:$278.0K

% of Portfolio:10.8% ($278.0K/$2.6M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$249.0K

% of Portfolio:9.7% ($249.0K/$2.6M)

EQUINOR ASA

EQNR|29446M102

Shares:9.0K

Value:$239.0K

% of Portfolio:9.3% ($239.0K/$2.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.6K

Value:$230.0K

% of Portfolio:8.9% ($230.0K/$2.6M)

EQUINIX INC

EQIX|29444U700

Shares:276

Value:$225.0K

% of Portfolio:8.7% ($225.0K/$2.6M)

BIOGEN INC.

BIIB|09062X103

Shares:1.5K

Value:$209.0K

% of Portfolio:8.1% ($209.0K/$2.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:949

Value:$201.0K

% of Portfolio:7.8% ($201.0K/$2.6M)

PLUG POWER INC

PLUG|72919P202

Shares:11.3K

Value:$15.0K

% of Portfolio:0.6% ($15.0K/$2.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SILICOM LTD.(SILCcusipM84116108)	20.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$308.0K	12.0% ($308.0K/$2.6M)	QoQ -8.60% (-$0) YoY +0.32% (+$0)
Sanofi(SNYcusip80105N105)	5.2K	QoQ 0.00% (+0) YoY NEW(+5.2K)	All Managers (Combined)	$289.0K	11.2% ($289.0K/$2.6M)	QoQ +15.13% (+$0) YoY NEW(+$0)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$288.0K	11.2% ($288.0K/$2.6M)	QoQ NEW(+$0) YoY NEW(+$0)
WELLTOWER INC.(WELLcusip95040Q104)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$278.0K	10.8% ($278.0K/$2.6M)	QoQ NEW(+$0) YoY NEW(+$0)
(SCHXcusip808524201)	12.6K	QoQ 0.00% (-0) YoY +200.00% (+8.4K)	All Managers (Combined)	$278.0K	10.8% ($278.0K/$2.6M)	QoQ -4.79% (-$0) YoY +6.51% (+$0)
Fortive Corp(FTVcusip34959J108)	3.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$278.0K	10.8% ($278.0K/$2.6M)	QoQ -2.45% (-$0) YoY -14.98% (-$0)
BOEING CO(BAcusip097023105)	1.5K	QoQ 0.00% (-0) YoY -49.25% (-1.4K)	All Managers (Combined)	$249.0K	9.7% ($249.0K/$2.6M)	QoQ -3.86% (-$0) YoY -55.21% (-$0)
EQUINOR ASA(EQNRcusip29446M102)	9.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$239.0K	9.3% ($239.0K/$2.6M)	QoQ +11.68% (+$0) YoY -2.04% (-$0)
Merck & Co., Inc.(MRKcusip58933Y105)	2.6K	QoQ -70.00% (-6.0K) YoY -45.55% (-2.1K)	All Managers (Combined)	$230.0K	8.9% ($230.0K/$2.6M)	QoQ -72.94% (-$1) YoY -62.96% (-$0)
EQUINIX INC(EQIXcusip29444U700)	276	QoQ -6.75% (-20) YoY NEW(+276)	All Managers (Combined)	$225.0K	8.7% ($225.0K/$2.6M)	QoQ -19.35% (-$0) YoY NEW(+$0)
BIOGEN INC.(BIIBcusip09062X103)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$209.0K	8.1% ($209.0K/$2.6M)	QoQ -10.68% (-$0) YoY -36.47% (-$0)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	949	QoQ NEW(+949) YoY -28.96% (-387)	All Managers (Combined)	$201.0K	7.8% ($201.0K/$2.6M)	QoQ NEW(+$0) YoY -26.64% (-$0)
PLUG POWER INC(PLUGcusip72919P202)	11.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$15.0K	0.6% ($15.0K/$2.6M)	QoQ -37.50% (-$0) YoY -61.53% (-$0)