Q2 2026 13F · SEC CIK 1706511

Israel Discount Bank of New York

Bank & trustFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $54.0M
Reported positions: 43
Top holdings a year, 3 yrs: +9.4%
Average holding period: 4.2 yrs

Israel Discount Bank of New York is a bank & trust that reported 43 positions worth $54.0M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Spdr Series Trust (IBND, 11.9%), Invesco Exch Traded Fd Tr II (SPLV, 10.2%), Ishares Tr (IGIB, 6.6%). A portfolio copying its top holdings returned 9.4% a year over the last 3 years, against 20.4% for the S&P 500.

Israel Discount Bank of New York holdings all 43 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Israel Discount Bank of New York 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IBNDSpdr Series Trust	11.9%	12.5%	205,477	+12.3%	$6.4M
SPLVInvesco Exch Traded Fd Tr II	10.2%	9.3%	73,385	+27.1%	$5.5M
IGIBIshares Tr	6.6%	7.1%	67,106	+10.8%	$3.6M
IGOVIshares Tr	6.3%	6.5%	82,740	+15.3%	$3.4M
IEURIshares Core Msci Europe	5.9%	5.8%	42,182	+12.2%	$3.2M
BCILExchange Listed Fds Tr	4.3%	3.8%	76,589	+17.1%	$2.3M
EEMIshares	4.1%	3.8%	32,158	+6.2%	$2.2M
IVVIshares Core S&p 500 ETF	3.8%	3.6%	2,760	+10.7%	$2.1M
SHYiShs Lehman 1-3Tsy	3.8%	4.0%	25,067	+13.0%	$2.1M
IGSBIshares 1-3 Yr Credit Bond ETF	3.6%	3.9%	37,504	+9.5%	$2.0M
EWJIshares Inc	3.5%	3.2%	20,342	+16.7%	$1.9M
IEFiShs 7-10 ys Tsy	3.3%	3.7%	19,113	+6.9%	$1.8M
RSPInvesco S&p 500 Equal Weight ETF	3.2%	3.5%	8,239	+0.0%	$1.8M
IEIIshares	3.2%	3.4%	14,532	+12.5%	$1.7M
SHELShell PLC	2.8%	4.0%	19,409	+0.0%	$1.5M
EELVInvesco Exch Traded Fd Tr II	2.6%	2.5%	50,181	+25.8%	$1.4M
EPPIshares Inc	1.7%	1.7%	16,897	+16.6%	$900K
USHYIshares Tr	1.5%	1.6%	21,418	+8.5%	$793K
PGProcter & Gamble Co Com	1.3%	1.5%	4,760	+0.0%	$698K
SPGIS&P Global Inc.	1.3%	1.6%	1,700	+0.0%	$692K
ULUnilever PLC	1.3%	1.4%	11,448	+0.0%	$688K
BCUSExchange Listed Fds Tr	1.1%	0.9%	16,285	+24.2%	$603K
INTCIntel Corp	1.0%	0.5%	3,777	-19.6%	$527K
MSFTMicrosoft Corp	0.9%	1.0%	1,349	+5.1%	$503K
EISIshares Inc	0.9%	1.0%	3,920	+0.0%	$473K
XOMExxon Mobil Corp	0.8%	1.2%	3,350	+0.0%	$458K
CLColgate Palmolive Co	0.7%	0.8%	4,400	+0.0%	$403K
XLPState Street Consumer Staples Select Sec	0.7%	0.9%	4,821	+0.0%	$400K
AAPLApple Inc	0.7%	0.6%	1,308	+13.9%	$378K
AMDAdvanced Micro Devices Inc	0.7%	New	614	—	$357K
IGLBIshares Tr	0.6%	0.8%	6,896	+0.0%	$345K
GOOGLAlphabet Inc	0.6%	0.6%	891	+0.0%	$318K
JPMJpmorgan Chase & Co	0.6%	0.6%	958	+0.0%	$314K
JNJJohnson & Johnson	0.6%	0.6%	1,223	+7.0%	$311K
IWRIshares Russell Midcap ETF	0.6%	0.7%	2,775	-10.9%	$306K
NEENextera Energy Inc Com	0.5%	0.7%	3,247	+0.0%	$285K
GOOGAlphabet Inc	0.4%	New	672	—	$237K
DISDisney Walt Co	0.4%	0.5%	2,395	+0.0%	$231K
BIIBBiogen Inc	0.4%	New	1,055	—	$228K
NVDANvidia Corporation Com	0.4%	New	1,132	—	$227K
AMZNAmazon Com Inc Com	0.4%	New	946	—	$225K
IWMIshares	0.4%	0.5%	731	-12.2%	$220K
AVGOBroadcom Inc	0.4%	New	549	—	$207K

What Israel Discount Bank of New York bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +7.5% /yr; S&P 500 +20.1%
3 years: +9.4% /yr; S&P 500 +20.4%
5 years: +2.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$54.0M	43
Q1 2026	$45.6M	37
Q4 2025	$36.8M	37
Q3 2025	$33.8M	41
Q2 2025	$26.3M	30
Q1 2025	$130.1M	31
Q4 2024	$137.4M	46
Q3 2024	$67.2M	46
Q2 2024	$62.8M	48
Q1 2024	$80.2M	77
Q4 2023	$127.7M	87
Q3 2023	$120.4M	86

Questions about Israel Discount Bank of New York's portfolio

What stocks does Israel Discount Bank of New York own?

Israel Discount Bank of New York's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 43 positions worth $54.0M. The largest are Spdr Series Trust (IBND) at 11.9%, Invesco Exch Traded Fd Tr II (SPLV) at 10.2%, Ishares Tr (IGIB) at 6.6%, Ishares Tr (IGOV) at 6.3% and Ishares Core Msci Europe (IEUR) at 5.9%.

What did Israel Discount Bank of New York buy last quarter?

In Q2 2026, Israel Discount Bank of New York added a new position in Advanced Micro Devices Inc (AMD), a new position in Alphabet Inc (GOOG), a new position in Biogen Inc (BIIB), a new position in Nvidia Corporation Com (NVDA), a new position in Amazon Com Inc Com (AMZN), Invesco Exch Traded Fd Tr II (SPLV) (+27.1% shares), Invesco Exch Traded Fd Tr II (EELV) (+25.8% shares) and Exchange Listed Fds Tr (BCUS) (+24.2% shares), compared with its Q1 2026 filing.

What did Israel Discount Bank of New York sell last quarter?

In Q2 2026, Israel Discount Bank of New York Intel Corp (INTC) (-19.6% shares), Ishares (IWM) (-12.2% shares) and Ishares Russell Midcap ETF (IWR) (-10.9% shares), compared with its Q1 2026 filing.

How has Israel Discount Bank of New York's portfolio performed?

A portfolio copying Israel Discount Bank of New York's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.5% against +20.1%. Over 5 years: +2.8% a year against +11.6%.

When is Israel Discount Bank of New York's next 13F filing due?

13F filings are due 45 days after each quarter ends. Israel Discount Bank of New York's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.