Israel Discount Bank of New York has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 68 separate positions held by the firm.
The portfolio includes a mix of individual technology stocks and exchange-traded funds (ETFs). Major U.S. technology companies represented in the portfolio include Advanced Micro Devices, Apple, Amazon, Alphabet, Microsoft, Meta Platforms, and NVIDIA. Other notable individual stock holdings include Biogen, Colgate-Palmolive, Dell Technologies, Johnson & Johnson, JPMorgan Chase, NextEra Energy, Procter & Gamble, S&P Global, and Unilever.
A significant portion of the portfolio is allocated to ETFs. The firm holds shares in various funds, including the iShares MSCI Israel ETF, the iShares MSCI Emerging Markets ETF, the Invesco Exchange Traded Fund Trust II S&P 500 Low Volatility ETF, and the Invesco Exchange Traded Fund Trust II S&P Emerging Markets ETF. The firm also holds positions in several bond ETFs, such as the iShares 7-10 Year Treasury Bond ETF and the iShares 1-3 Year Treasury Bond ETF.
