BURKE & HERBERT BANK & TRUST CO - Portfolio overview

BURKE & HERBERT BANK & TRUST CO has 271 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.23%
2. BHRB - BURKE & HERBERT FINL SVCS CORP, 5.39%
3. MSFT - MICROSOFT CORP, 4.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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