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Israel Discount Bank of New York

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1706511

$54.0M

disclosed book value

43

positions

11.9%

largest position share

Positions, as of 2026-06-30

top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IBNDSPDR SERIES TRUST205,477$6.4M11.9%
2SPLVINVESCO EXCH TRADED FD TR II73,385$5.5M10.2%
3IGIBISHARES TR67,106$3.6M6.6%
4IGOVISHARES TR82,740$3.4M6.3%
5IEURISHARES TR42,182$3.2M5.9%
6BCILEXCHANGE LISTED FDS TR76,589$2.3M4.3%
7EEMISHARES TR32,158$2.2M4.1%
8IVVISHARES TR2,760$2.1M3.8%
9SHYISHARES TR25,067$2.1M3.8%
10IGSBISHARES TR37,504$2.0M3.6%
11EWJISHARES INC20,342$1.9M3.5%
12IEFISHARES TR19,113$1.8M3.3%
13RSPINVESCO EXCHANGE TRADED FD T8,239$1.8M3.2%
14IEIISHARES TR14,532$1.7M3.2%
15SHELSHELL PLC19,409$1.5M2.8%
16EELVINVESCO EXCH TRADED FD TR II50,181$1.4M2.6%
17EPPISHARES INC16,897$899,9341.7%
18USHYISHARES TR21,418$792,8941.5%
19PGPROCTER & GAMBLE CO4,760$698,0071.3%
20SPGIS&P GLOBAL INC1,700$692,3421.3%
21ULUNILEVER PLC11,448$688,2541.3%
22BCUSEXCHANGE LISTED FDS TR16,285$603,2591.1%
23INTCINTEL CORP3,777$527,3831%
24MSFTMICROSOFT CORP1,349$503,2040.9%
25EISISHARES INC3,920$473,1830.9%
26EXMOCEXXON MOBIL CORP3,350$458,0120.8%
27CLCOLGATE PALMOLIVE CO4,400$403,3920.7%
28XLPSELECT SECTOR SPDR TR4,821$400,4800.7%
29AAPLAPPLE INC1,308$378,4830.7%
30AMDADVANCED MICRO DEVICES INC614$356,6790.7%
31IGLBISHARES TR6,896$345,0760.6%
32GOOGLALPHABET INC891$318,4170.6%
33JPMJPMORGAN CHASE & CO958$313,5820.6%
34JNJJOHNSON & JOHNSON1,223$310,6060.6%
35IWRISHARES TR2,775$306,1380.6%
36NEENEXTERA ENERGY INC3,247$284,9890.5%
37GOOGALPHABET INC672$237,4380.4%
38DISDISNEY WALT CO2,395$230,5190.4%
39BIIBBIOGEN INC1,055$227,9430.4%
40NVDANVIDIA CORPORATION1,132$226,5020.4%
41AMZNAMAZON COM INC946$225,4700.4%
42IWMISHARES TR731$219,6290.4%
43AVGOBROADCOM INC549$207,3850.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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