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Home > Institutional Investor > Berkshire Bank > Profile

Instuitional Investor - Berkshire Bank

Fund Profile
Filing Period:
Fund Name: Berkshire Bank
Portfolio Value $518,121,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 62,762 $46,868,778 9.05%
2.
Vanguard Scottsdale Funds
 VCIT 633,681 $36,880,233 7.12%
3.
Ishares Trust
 HYG 360,832 $34,849,154 6.73%
4.
Vanguard Scottsdale Funds
 VCIT 440,147 $25,959,869 5.01%
5.
Apple Inc.
 AAPL 68,470 $19,812,479 3.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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