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Home > Institutional Investor > Burke & Herbert Bank & Trust Co > Profile

Instuitional Investor - Burke & Herbert Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Burke & Herbert Bank & Trust Co
Portfolio Value $446,339,457
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 41,141 $25,418,966 5.69%
2.
Microsoft Corp
 MSFT 45,408 $22,586,393 5.06%
3.
Burke & Herbert Finl Svcs Corp
 259,495 $15,499,635 3.47%
4.
Apple Inc.
 AAPL 63,367 $13,001,008 2.91%
5.
Ishares Trust
 VLUE 108,293 $9,680,311 2.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)