13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001706511
Total reported value
$54.0M
$54.0M
37 檔
23.6%
As reported in its official Q4 2025 Form 13F filing, Israel Discount Bank of New York's tracked investment portfolio stood at $54.0M with 37 total positions.
In Q4 2025, Israel Discount Bank of New York adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBND | State Street Spdr Bloomberg | ETF-Other | 9.99% | -0.61% | +77.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.47% | — | +982.23% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.83% | -0.46% | -8.96% | |
| 4 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 5.27% | +0.07% | -13.32% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.12% | +0.26% | +2.81% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.77% | -0.22% | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.62% | +0.30% | -19.43% | |
| 8 | IGOV | Ishares International Treasu | ETF-Other | 4.59% | -0.19% | +234.46% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.54% | +0.91% | — | |
| 10 | SHEL | Shell Plc-adr | Stock-Energy | 3.88% | -1.17% | — | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.83% | -0.31% | -30.08% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.68% | -0.39% | -52.07% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.06% | -0.21% | +107.20% | |
| 14 | BCIL | Bancreek Interl Larg ETF | ETF-Other | 2.95% | +0.48% | +97.83% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.67% | -0.20% | +28.31% | |
| 16 | SPGI | S&p Global Inc | Stock-Financials | 2.42% | -0.31% | — | |
| 17 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 2.34% | -0.02% | +106.06% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.30% | +0.28% | +18.02% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.08% | -0.13% | — | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.87% | -0.22% | -5.27% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.11% | -12.14% | |
| 22 | EIS | Ishares Msci Israel ETF | ETF-Other | 1.34% | -0.12% | — | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.15% | -0.13% | +3.46% | |
| 24 | BCUS | Bancreek U.s. Large Cap ETF | ETF-Large Cap & Growth | 1.13% | +0.20% | +35.80% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.40% | -10.54% | |
| 26 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.95% | -0.11% | -68.61% | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.95% | -0.07% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.06% | -51.28% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.03% | -51.48% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.04% | -36.27% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | -0.09% | -41.66% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | -0.08% | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.13% | -12.89% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.04% | -16.32% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.42% | NEW | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.44% | NEW | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.42% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.6% | +982.23% | Add |
| 2 | IBND | State Street Spdr Bloomberg | +3.8% | +77.67% | Add |
| 3 | IGOV | Ishares International Treasu | +3.1% | +234.46% | Add |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +1.5% | +107.20% | Add |
| 5 | BCIL | Bancreek Interl Larg ETF | +1.3% | +97.83% | Add |
| 6 | EPP | Ishares Msci Pacific Ex Japa | +1.1% | +106.06% | Add |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.4% | +28.31% | Add |
| 8 | BCUS | Bancreek U.s. Large Cap ETF | +0.2% | +35.80% | Add |
| 9 | EWJ | Ishares Msci Japan ETF | +0.2% | +18.02% | Add |
| 10 | EIS | Ishares Msci Israel ETF | 0% | — | Unchanged |
| 11 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 12 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +3.46% | Add |
| 13 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | -0.1% | -16.32% | Trim |
| 15 | NEE | Nextera Energy Inc | -0.1% | -12.89% | Trim |
| 16 | XOM | Exxon Mobil CORP | -0.2% | -10.54% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | -0.2% | +2.81% | Add |
| 18 | SHEL | Shell Plc-adr | -0.2% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | -0.3% | -30.89% | Trim |
| 20 | RSP | Invesco S&p 500 Equal Weight | -0.4% | — | Unchanged |
| 21 | PG | Procter & Gamble Co/the | -0.4% | -5.27% | Trim |
| 22 | MSFT | Microsoft CORP | -0.6% | -12.14% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.6% | -36.27% | Trim |
| 24 | IWR | Ishares Russell Mid-cap ETF | -0.7% | -41.66% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.7% | -51.48% | Trim |
| 26 | AMZN | Amazon.com Inc | -0.7% | -53.06% | Trim |
| 27 | AAPL | Apple Inc | -1% | -51.28% | Trim |
| 28 | IEUR | Ishares Core Msci Europe ETF | -1.1% | -13.32% | Trim |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | -1.2% | -8.96% | Trim |
| 30 | EEM | Ishares Msci Emerging Market | -1.5% | -19.43% | Trim |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | -2.1% | -30.08% | Trim |
| 32 | IGLB | Ishares 10+ Year Inv Gr CORP | -2.4% | -68.61% | Trim |
| 33 | IEF | Ishares 7-10 Year Treasury B | -4.7% | -52.07% | Trim |
| 34 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 35 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 36 | UL | Unilever PLC | — | EXIT | Sold out |
| 37 | MBB | Ishares Mbs ETF | — | EXIT | Sold out |
| 38 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 41 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 42 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | HD | Home Depot Inc | — | EXIT | Sold out |
| 45 | BIIB | Biogen Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Israel Discount Bank of New York reported a total U.S. public equity portfolio value of $54.0M across 37 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IBND, SPY, IGIB) accounted for 23.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPLV
市值: $1.7M
Top Position Liquidated / Trimmed
UL
前期市值: $763.5K
During Q4 2025, Israel Discount Bank of New York's top holdings by market value included IBND (10.0%)、SPY (8.5%)、IGIB (5.8%). The largest single position, IBND, represented 10.0% of total portfolio value.
In Q4 2025, Israel Discount Bank of New York made 40 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 17 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.