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CIK 0001706511 • 6 13F filings • Apr 30, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $393K | 1.5%Prev: 0.6% | 2,230 SH | Increased+1,339 SH |
| AMAZON COM INC | COM | $432K | 1.6% | 1,967 SH | New |
| APPLE INC | COM | $556K | 2.1%Prev: 0.6% | 2,708 SH | Increased+1,560 SH |
| COLGATE PALMOLIVE CO | COM | $400K | 1.5%Prev: 0.8% | 4,400 SH | Increased |
| EXXON MOBIL CORP | COM | $412K | 1.6%Prev: 1.2% | 3,818 SH | Decreased+468 SH |
| ISHARES INC | MSCI JPN ETF NEW | $679K | 2.6% | 9,054 SH | New |
| ISHARES INC | MSCI PAC JP ETF | $333K | 1.3%Prev: 1.7% | 6,740 SH | Decreased-7,753 SH |
| ISHARES TR | 10+ YR INVST GRD | $1.4M | 5.4%Prev: 0.8% | 28,514 SH | Increased+21,618 SH |
| ISHARES TR | 3 7 YR TREAS BD | $465K | 1.8%Prev: 3.4% | 3,905 SH | Decreased-9,014 SH |
| ISHARES TR | 7-10 YR TRSY BD | $3.3M | 12.5%Prev: 3.7% | 34,441 SH | Increased+16,563 SH |
| ISHARES TR | CORE MSCI EURO | $2.1M | 8.0%Prev: 5.8% | 31,901 SH | Decreased-5,703 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 6.1%Prev: 3.6% | 2,605 SH | Decreased+112 SH |
| ISHARES TR | ISHS 1-5YR INVS | $2.3M | 8.6%Prev: 3.9% | 42,788 SH | Increased+8,535 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.0M | 7.7%Prev: 7.1% | 38,076 SH | Decreased-22,475 SH |
| ISHARES TR | MBS ETF | $630K | 2.4% | 6,705 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $1.9M | 7.3%Prev: 3.8% | 39,698 SH | Increased+9,424 SH |
| ISHARES TR | RUS MID CAP ETF | $498K | 1.9%Prev: 0.7% | 5,412 SH | Increased+2,297 SH |
| ISHARES TR | RUSSELL 2000 ETF | $299K | 1.1%Prev: 0.5% | 1,385 SH | Increased+552 SH |
| JOHNSON & JOHNSON | COM | $211K | 0.8%Prev: 0.6% | 1,382 SH | Decreased+239 SH |
| JPMORGAN CHASE & CO. | COM | $472K | 1.8% | 1,629 SH | New |
| MASTERCARD INCORPORATED | CL A | $257K | 1.0% | 457 SH | New |
| META PLATFORMS INC | CL A | $218K | 0.8% | 296 SH | New |
| MICROSOFT CORP | COM | $783K | 3.0%Prev: 1.0% | 1,574 SH | Increased+290 SH |
| NEXTERA ENERGY INC | COM | $267K | 1.0%Prev: 0.7% | 3,843 SH | Decreased+596 SH |
| NVIDIA CORPORATION | COM | $267K | 1.0% | 1,688 SH | New |
| PROCTER AND GAMBLE CO | COM | $810K | 3.1% | 5,083 SH | New |
| S&P GLOBAL INC | COM | $896K | 3.4%Prev: 1.6% | 1,700 SH | Increased |
| SHELL PLC | SPON ADS | $1.4M | 5.2%Prev: 4.0% | 19,424 SH | Decreased+15 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $249K | 0.9% | 403 SH | New |
| UNILEVER PLC | SPON ADR NEW | $788K | 3.0%Prev: 1.4% | 12,879 SH | Increased+1,431 SH |
| 13F-HR |
| 0001706511-26-000004 |
| $54.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001706511-25-000003 | $26.3M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001706511-26-000003 | $45.6M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001706511-25-000002 | $130.1M | View |