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CIK 0001706511 • 6 13F filings • Apr 30, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $212K | 0.6%Prev: 0.7% | 1,312 SH | Decreased+698 SH |
| ALPHABET INC | CAP STK CL A | $527K | 1.6%Prev: 0.6% | 2,168 SH | Increased+1,277 SH |
| AMAZON COM INC | COM | $420K | 1.3%Prev: 0.4% | 1,913 SH | Increased+967 SH |
| APPLE INC | COM | $668K | 2.0%Prev: 0.7% | 2,623 SH | Increased+1,315 SH |
| BIOGEN INC | COM | $204K | 0.6%Prev: 0.4% | 1,453 SH | Decreased+398 SH |
| COLGATE PALMOLIVE CO | COM | $352K | 1.0%Prev: 0.7% | 4,400 SH | Decreased |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | $568K | 1.7%Prev: 4.3% | 19,634 SH | Decreased-56,955 SH |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | $311K | 0.9%Prev: 1.1% | 9,471 SH | Decreased-6,814 SH |
| EXXON MOBIL CORP | COM | $428K | 1.3%Prev: 0.8% | 3,796 SH | Decreased+446 SH |
| HOME DEPOT INC | COM | $207K | 0.6% | 512 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.7M | 5.2%Prev: 3.2% | 9,155 SH | Decreased+916 SH |
| ISHARES INC | MSCI ISRAEL ETF | $450K | 1.3%Prev: 0.9% | 4,485 SH | Decreased+565 SH |
| ISHARES INC | MSCI JPN ETF NEW | $711K | 2.1% | 8,870 SH | New |
| ISHARES INC | MSCI PAC JP ETF | $427K | 1.3%Prev: 1.7% | 8,281 SH | Decreased-8,616 SH |
| ISHARES TR | 1 3 YR TREAS BD | $543K | 1.6%Prev: 3.8% | 6,545 SH | Decreased-18,522 SH |
| ISHARES TR | 10+ YR INVST GRD | $1.1M | 3.4%Prev: 0.6% | 21,971 SH | Increased+15,075 SH |
| ISHARES TR | 3 7 YR TREAS BD | $765K | 2.3%Prev: 3.2% | 6,398 SH | Decreased-8,134 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.8M | 8.4%Prev: 3.3% | 29,339 SH | Increased+10,226 SH |
| ISHARES TR | CORE MSCI EURO | $2.1M | 6.4%Prev: 5.9% | 31,473 SH | Decreased-10,709 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 5.3%Prev: 3.8% | 2,671 SH | Decreased-89 SH |
| ISHARES TR | ISHS 1-5YR INVS | $2.0M | 6.0%Prev: 3.6% | 38,050 SH | Increased+546 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.4M | 7.0%Prev: 6.6% | 43,667 SH | Decreased-23,439 SH |
| ISHARES TR | MBS ETF | $473K | 1.4% | 4,968 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $2.1M | 6.1%Prev: 4.1% | 38,537 SH | Decreased+6,379 SH |
| ISHARES TR | None | $515K | 1.5% | 12,096 SH | New |
| ISHARES TR | RUS MID CAP ETF | $484K | 1.4%Prev: 0.6% | 5,015 SH | Increased+2,240 SH |
| ISHARES TR | RUSSELL 2000 ETF | $310K | 0.9%Prev: 0.4% | 1,281 SH | Increased+550 SH |
| JOHNSON & JOHNSON | COM | $253K | 0.8%Prev: 0.6% | 1,366 SH | Decreased+143 SH |
| JPMORGAN CHASE & CO. | COM | $504K | 1.5% | 1,599 SH | New |
| MASTERCARD INCORPORATED | CL A | $255K | 0.8% | 448 SH | New |
| META PLATFORMS INC | CL A | $212K | 0.6% | 288 SH | New |
| MICROSOFT CORP | COM | $793K | 2.4%Prev: 0.9% | 1,532 SH | Increased+183 SH |
| NEXTERA ENERGY INC | COM | $288K | 0.9%Prev: 0.5% | 3,816 SH | Increased+569 SH |
| NVIDIA CORPORATION | COM | $306K | 0.9%Prev: 0.4% | 1,638 SH | Increased+506 SH |
| PROCTER AND GAMBLE CO | COM | $779K | 2.3% | 5,069 SH | New |
| S&P GLOBAL INC | COM | $827K | 2.5%Prev: 1.3% | 1,700 SH | Increased |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $412K | 1.2% | 5,259 SH | New |
| SHELL PLC | SPON ADS | $1.4M | 4.1%Prev: 2.8% | 19,424 SH | Decreased+15 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $281K | 0.8% | 422 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INTL | $2.1M | 6.2%Prev: 11.9% | 64,365 SH | Decreased-141,112 SH |
| UNILEVER PLC | SPON ADR NEW | $763K | 2.3%Prev: 1.3% | 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 |