Israel Discount Bank of New York
•CIK: 1706511•Filing: Q4 2025
**Israel Discount Bank of New York** manages $37M across a diversified portfolio of 37 positions. The fund exhibits notable allocations to broad market indices, with top holdings including IBND at $3.7M and SPY at $3.1M. Significant exposure is also maintained in sector-specific and international plays, evidenced by positions in IGIB ($2.1M), IEUR ($1.9M), and IVV ($1.9M). This structure suggests a tactical approach balancing core market exposure with targeted, high-conviction bets.
Total AUM
$36.8M
QoQ Performance
+8.8%
Positions
22
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IBND
SPY
IGIB
IEUR
IVV
IBND10.0%
SPY8.5%
IGIB5.8%
IEUR5.3%
IVV5.1%
RSP4.8%
EEM4.6%
IGOV4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.0%
ETF13.6%
Technology4.8%
Energy1.1%
Financial0.9%
Communication0.7%
Utilities0.7%
Healthcare0.6%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑11 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023