Burke & Herbert Bank & Trust CO has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $401 Million distributed in 447 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.6M, Microsoft Corp with a value of $19.5M, Apple Inc. with a value of $16.5M, Ishares Core S&P Sm Cap ETF with a value of $9.7M, and Ishares Core S&P Mid Cap ETF with a value of $8.54M.
Examining the 13F form we can see an decrease of $9.49M in the current position value, from $410M to 401M.
Below you can find more details about Burke & Herbert Bank & Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$401 Million
ETFs: $173 Million
Technology: $52.1 Million
Consumer Defensive: $32.3 Million
Healthcare: $30.5 Million
Industrials: $28.5 Million
Financial Services: $26.9 Million
Consumer Cyclical: $15.1 Million
Communication Services: $14.6 Million
Other: $28.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
