Israel Discount Bank of New York
CIK: 1706511SEC EDGAR →
Portfolio Value
$41.8B
Holdings
43
As of
Q2 2026
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 205,477 | $6.4B | 15.32% |
| 2 | INVESCO EXCH TRADED FD TR II | 73,385 | $5.5B | 13.14% |
| 3 | ISHARES TR | 67,106 | $3.6B | 8.53% |
| 4 | ISHARES TR | 82,740 | $3.4B | 8.12% |
| 5 | ISHARES TR | 42,182 | $3.2B | 7.58% |
| 6 | EXCHANGE LISTED FDS TR | 76,589 | $2.3B | 5.49% |
| 7 | ISHARES TR | 32,158 | $2.2B | 5.26% |
| 8 | ISHARES TR | 25,067 | $2.1B | 4.92% |
| 9 | ISHARES TR | 37,504 | $2.0B | 4.70% |
| 10 | ISHARES INC | 20,342 | $1.9B | 4.54% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $38.3B | 91.6% |
| Energy | 2 | $1.5B | 3.6% |
| Consumer Defensive | 3 | $1.1B | 2.6% |
| Unknown | 2 | $401.0M | 1.0% |
| Utilities | 1 | $285.0M | 0.7% |
| Communication Services | 3 | $231.1M | 0.6% |
| Technology | 6 | $2.2M | 0.0% |
| Healthcare | 2 | $539K | 0.0% |
| Consumer Cyclical | 1 | $225K | 0.0% |