Israel Discount Bank of New York
BankClone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.3% | $2,199,630 |
| Consumer Defensive | 22.2% | $1,789,650 |
| Energy | 18.7% | $1,504,973 |
| Financial Services | 12.0% | $968,588 |
| Communication Services | 6.8% | $548,934 |
| Healthcare | 6.7% | $538,547 |
| Utilities | 3.5% | $284,989 |
| Consumer Cyclical | 2.8% | $225,469 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −919 | 3,777 | $527,382 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 3,350 | $568,360 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHEL |
Shell plc
Energy
|
Held | 19,409 | $1,504,973 | 18.67% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 4,760 | $698,005 | 8.66% | |
| UL |
Unilever PLC
Consumer Defensive
|
Held | 11,448 | $688,253 | 8.54% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 1,700 | $655,006 | 8.13% | |
| INTC |
Intel Corp
Technology
|
Reduced | 3,777 | $527,382 | 6.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,349 | $503,203 | 6.24% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 4,400 | $403,392 | 5.00% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,308 | $378,482 | 4.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 614 | $356,678 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 891 | $318,416 | 3.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 958 | $313,582 | 3.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,223 | $310,604 | 3.85% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 3,247 | $284,989 | 3.54% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,395 | $230,518 | 2.86% | |
| BIIB |
Biogen Inc.
Healthcare
|
NEW | 1,055 | $227,943 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,132 | $226,501 | 2.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 946 | $225,469 | 2.80% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 549 | $207,384 | 2.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.