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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQNR EQUINOR ASA Energy 9,020.0 $283K 0.01% NEW $31.37 +31.7%
142 PM HILIP MORRIS INTL INC Consumer Defensive 1,442.0 $261K 0.01% NEW $181.00 +7.0%
143 GS OLDMAN SACHS GROUP INC Financial Services 255.0 $258K 0.01% NEW $1011.76 +5.1%
144 SLB SLB LIMITED Energy 5,533.0 $257K 0.01% NEW $46.45 +14.4%
145 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,350.0 $241K 0.01% NEW $178.52 +19.5%
146 FTV FORTIVE CORP Technology 3,800.0 $232K 0.01% NEW $61.05 -2.4%
147 VTWO VANGUARD SCOTTSDALE FDS 1,900.0 $231K 0.01% NEW $121.58 -0.6%
148 GREK GLOBAL X FDS 3,000.0 $227K 0.01% NEW $75.67 +12.2%
149 VIS VANGUARD WORLD FD 630.0 $227K 0.01% NEW $360.32 -5.0%
150 XLE SELECT SECTOR SPDR TR 4,239.0 $225K 0.01% NEW $53.08 +17.4%
151 SNY SANOFI SA Healthcare 5,208.0 $222K 0.01% NEW $42.63 +7.8%
152 GILD GILEAD SCIENCES INC Healthcare 1,693.0 $214K 0.01% NEW $126.40 +17.7%
Page 8 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%