Long-term investor
Burke & Herbert Bank & Trust Co. @burkeherbertbanktrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001101250).
Record
- Tracked since 2025-06-30 (479 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +8.8% · 1 year +12.3% · all +12.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 6.3% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- BHRB · 3.9% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- JNJ · 2.5% · long · since 2025-06-30
- 464287200 · 2.2% · long · since 2025-06-30
- 30231G102 · 2.0% · long · since 2025-06-30
- 464287507 · 2.0% · long · since 2025-06-30
- 46137V357 · 1.9% · long · since 2025-06-30
- 464287465 · 1.6% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- LLY · 1.6% · long · since 2025-06-30