13F Insight
DOSSIER · 13F-HR · Q1 2026

BURKE & HERBERT BANK & TRUST CO

BURKE & HERBERT BANK & TRUST's holding co. based in Greenwich, CT — $362M in tracked AUM across 368 positions as of Q1 2026.

B&
BURKE & HERBERT BANK & TRUST·Greenwich, CT·Holding Co.
CIK 0001101250 · last filed Mar 31, 2026
Total AUM
$362M
▲ 9.7%
vs prior
Holdings
368
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BURKE & HERBERT BANK & TRUST CO filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET SPDR S&P 500 ETF
$22M34K6.1%
02
AAPL
APPLE INC
$16M62K4.4%
03
BHRB
BURKE & HERBERT FINL SVCS CORP
$14M222K3.8%
04
MSFT
MICROSOFT CORP
$13M36K3.6%
05
JNJ
JOHNSON & JOHNSON
$10M40K2.7%
06
XOM
EXXON MOBIL CORP
$10M57K2.7%
07
IJH
ISHARES S&P 400 MIDCAP INDEX F
$7M104K1.9%
08
IVV
ISHARES S&P 500 INDEX FUND
$7M10K1.9%
09
RSP
INVESCO S&P 500 EQUAL WEIGHT E
$6M31K1.7%
10
KO
COCA COLA CO
$6M75K1.6%

Filing history

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