Israel Discount Bank of New York
BankFiling Date
Global Rank
#1,274
/ 1,340
▲ 6992
Top Industry
Household & Personal Products
22.2%
3Y Alpha vs SPY
-5.2%
Period ended 18 days ago
Filed Jul 7, 2026 · 11d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.5%
SPY
+69.4%
Annualised alpha
-4.6%
Max drawdown
−18.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.7%
−6.8 pts
Top 5
50.5%
−11.4 pts
Top 10
74.9%
−11.4 pts
HHI
808
Diversified−346
Portfolio Trend
25 quarters · across all stocks
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
1 positions
| 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 quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 3,350 | $568,360 | |
| No positions match the current search. | ||||
18 positions ·
$8,060,780 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| 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% |