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Portfolio (Quarterly) Guide ↗

Analyst IMS Investment Management Services Ltd.

· CIK 0001634208
13F Portfolio $4.3B AUM 223 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 152 New
Page 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJH SHARES TR 7,200.0 $555K 0.01% NEW $77.08 -1.2%
122 NOC NORTHROP GRUMMAN CORP Industrials 1,071.0 $546K 0.01% NEW $509.80 +6.4%
123 IVE ISHARES TR 2,091.0 $475K 0.01% NEW $227.16 +4.5%
124 COP ONOCOPHILLIPS Energy 4,509.0 $469K 0.01% NEW $104.01 +26.8%
125 BKLN INVESCO EXCH TRADED FD TR II 22,426.0 $457K 0.01% NEW $20.38 +0.6%
126 SHY ISHARES TR 5,298.0 $435K 0.01% NEW $82.11 -0.0%
127 PLD PROLOGIS INC. Real Estate 2,862.0 $388K 0.01% NEW $135.57 +5.7%
128 XLF SELECT SECTOR SPDR TR 6,745.0 $362K 0.01% NEW $53.67 +8.6%
129 TMUS T-MOBILE US INC Communication Services 2,002.0 $336K 0.01% NEW $167.83 +8.2%
130 WMB ILLIAMS COS INC Energy 4,525.0 $336K 0.01% NEW $74.25 -4.3%
131 PRGO PERRIGO CO PLC Healthcare 32,236.0 $335K 0.01% NEW $10.39 +39.3%
132 XLRE SELECT SECTOR SPDR TR 7,485.0 $330K 0.01% NEW $44.09 +2.9%
133 ITA ISHARES TR 1,349.0 $327K 0.01% NEW $242.40 -3.3%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 7,726.0 $327K 0.01% NEW $42.32 +18.7%
135 KO COCA COLA CO Consumer Defensive 3,980.0 $323K 0.01% NEW $81.16 +12.9%
136 PG PROCTER & GAMBLE CO Consumer Defensive 2,154.0 $316K 0.01% NEW $146.70 -0.9%
137 TJX TJX COS INC NEW Consumer Cyclical 2,048.0 $310K 0.01% NEW $151.37 -7.9%
138 WFC ELLS FARGO & CO Financial Services 3,739.0 $309K 0.01% NEW $82.64 +2.6%
139 WELL WELLTOWER INC Real Estate 1,306.0 $296K 0.01% NEW $226.65 +6.4%
140 CSTE CAESARSTONE LTD Industrials 136,543.0 $287K 0.01% NEW $2.10 +60.3%
Page 7 of 8  ·  152 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 78.8%
Technology 8.9%
Real Estate 5.0%
Healthcare 4.0%
Consumer Cyclical 1.3%
Communication Services 1.0%
Industrials 0.4%
Utilities 0.3%
Consumer Defensive 0.2%
Energy 0.1%