Go Pro

Israel Discount Bank Of New York Top Holdings and 13F Report (2026)

About Israel Discount Bank Of New York

Investment Activity

  • Israel Discount Bank Of New York has $54.02 million in total holdings as of June 30, 2026.
  • Israel Discount Bank Of New York owns shares of 43 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 12.65% of the portfolio was purchased this quarter.
  • About 0.36% of the portfolio was sold this quarter.
  • This quarter, Israel Discount Bank Of New York has purchased 37 new stocks and bought additional shares in 20 stocks.
  • Israel Discount Bank Of New York sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$356,679 Holding
02079K107 - Alphabet
$237,438 Holding
09062X103 - Biogen
$227,943 Holding
67066G104 - NVIDIA
$226,502 Holding
023135106 - Amazon.com
$225,470 Holding

Largest Purchases this Quarter

Invesco S&P 500 Low Volatility ETF
15,631 shares (about $1.17M)
iShares International Treasury Bond ETF
10,959 shares (about $449.65K)
Advanced Micro Devices
614 shares (about $356.68K)

Largest Sales this Quarter

Intel
919 shares (about $128.32K)
iShares Russell Mid-Cap ETF
340 shares (about $37.51K)
iShares Russell 2000 ETF
102 shares (about $30.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIsrael Discount Bank Of New York

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
IBND
SPDR Bloomberg International Corporate Bond ETF
$6,406,772$702,610 â–²12.3%205,47711.9%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$5,496,537$1,170,762 â–²27.1%73,38510.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,568,026$348,529 â–²10.8%67,1066.6%Manufacturing
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$3,394,822$449,648 â–²15.3%82,7406.3%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$3,170,821$344,128 â–²12.2%42,1825.9%ETF
EXCHANGE LISTED FDS TR
$2,296,238$335,281 â–²17.1%76,5894.3%BANCREEK INT LC
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,199,929$128,884 â–²6.2%32,1584.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,066,936$199,954 â–²10.7%2,7603.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,058,251$237,544 â–²13.0%25,0673.8%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,965,585$170,385 â–²9.5%37,5043.6%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,897,298$270,856 â–²16.7%20,3423.5%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,807,516$116,794 â–²6.9%19,1133.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,753,0120.0%8,2393.2%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,706,784$189,447 â–²12.5%14,5323.2%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,504,9740.0%19,4092.8%Energy
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$1,395,031$286,507 â–²25.8%50,1812.6%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$899,934$128,037 â–²16.6%16,8971.7%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$792,894$61,860 â–²8.5%21,4181.5%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$698,0070.0%4,7601.3%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$692,3420.0%1,7001.3%Finance
UNILEVER PLC
$688,2540.0%11,4481.3%SPON ADR NEW
EXCHANGE LISTED FDS TR
$603,259$117,429 â–²24.2%16,2851.1%BANCREEK US LARG
Intel Corporation stock logo
INTC
Intel
$527,383$128,320 â–¼-19.6%3,7771.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$503,204$24,246 â–²5.1%1,3490.9%Computer and Technology
iShares MSCI Israel ETF stock logo
EIS
iShares MSCI Israel ETF
$473,1830.0%3,9200.9%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$458,0120.0%3,3500.8%Energy
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$403,3920.0%4,4000.7%Consumer Staples
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$400,4800.0%4,8210.7%ETF
Apple Inc. stock logo
AAPL
Apple
$378,483$46,298 â–²13.9%1,3080.7%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$356,679$356,679 â–²New Holding6140.7%Computer and Technology
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$345,0760.0%6,8960.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$318,4170.0%8910.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$313,5820.0%9580.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$310,606$20,318 â–²7.0%1,2230.6%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$306,138$37,509 â–¼-10.9%2,7750.6%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$284,9890.0%3,2470.5%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$237,438$237,438 â–²New Holding6720.4%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$230,5190.0%2,3950.4%Consumer Discretionary
Biogen Inc. stock logo
BIIB
Biogen
$227,943$227,943 â–²New Holding1,0550.4%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$226,502$226,502 â–²New Holding1,1320.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$225,470$225,470 â–²New Holding9460.4%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$219,629$30,646 â–¼-12.2%7310.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$207,385$207,385 â–²New Holding5490.4%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data