Israel Discount Bank of New York - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Israel Discount Bank of New York held in its portfolio 37 assets valued at $36,751,440 (i.e. $36.75M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($3.67M), SPDR S&P 500 ETF TR ($3.11M), and ISHARES TR ($2.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Israel Discount Bank of New York - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 114358 | 3672035 | BLOOMBERG INTL |
| SPDR S&P 500 ETF TR | 4567 | 3114329 | TR UNIT |
| ISHARES TR | 39755 | 2141999 | ISHS 5-10YR INVT |
| ISHARES TR | 27282 | 1936476 | CORE MSCI EURO |
| ISHARES TR | 2746 | 1880845 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 9155 | 1753732 | S&P500 EQL WGT |
| ISHARES TR | 31050 | 1698746 | MSCI EMG MKT ETF |
| ISHARES TR | 40456 | 1685397 | INTL TREA BD ETF |
| INVESCO EXCH TRADED FD TR II | 23364 | 1668657 | S&P500 LOW VOL |
| SHELL PLC | 19424 | 1427275 | SPON ADS |
| ISHARES TR | 26605 | 1406872 | ISHS 1-5YR INVS |
| ISHARES TR | 14061 | 1352106 | 7-10 YR TRSY BD |
| ISHARES TR | 13561 | 1123122 | 1 3 YR TREAS BD |
| EXCHANGE LISTED FDS TR | 38842 | 1084426 | BANCREEK INT LC |
| ISHARES TR | 8209 | 979744 | 3 7 YR TREAS BD |
| S&P GLOBAL INC | 1700 | 888403 | COM |
| ISHARES INC | 17064 | 861220 | MSCI PAC JP ETF |
| ISHARES INC | 10468 | 845186 | MSCI JPN ETF NEW |
| ISHARES TR | 20439 | 764316 | BROAD USD HIGH |
| PROCTER AND GAMBLE CO | 4802 | 688175 | COM |
| MICROSOFT CORP | 1346 | 650952 | COM |
| ISHARES INC | 4485 | 493485 | MSCI ISRAEL ETF |
| SELECT SECTOR SPDR TR | 5441 | 422657 | SBI CONS STPLS |
| EXCHANGE LISTED FDS TR | 12862 | 415136 | BANCREEK US LARG |
| EXXON MOBIL CORP | 3396 | 408675 | COM |
| ISHARES TR | 6896 | 347903 | 10+ YR INVST GRD |
| COLGATE PALMOLIVE CO | 4400 | 347688 | COM |
| APPLE INC | 1278 | 347437 | COM |
| ALPHABET INC | 1052 | 329276 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1019 | 328342 | COM |
| ISHARES TR | 2926 | 281686 | RUS MID CAP ETF |
| DISNEY WALT CO | 2395 | 272479 | COM |
| NEXTERA ENERGY INC | 3324 | 266851 | COM |
| JOHNSON & JOHNSON | 1143 | 236544 | COM |
| NVIDIA CORPORATION | 1132 | 211118 | COM |
| ALPHABET INC | 672 | 210874 | CAP STK CL C |
| AMAZON COM INC | 898 | 207276 | COM |