BURKE & HERBERT BANK & TRUST CO Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$362.1M

Holdings

230

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (230 positions)

StockValue
SPYSPDR S&P 500 ETF TRUST
$23.5M
AAPLAPPLE INC
$17.0M
MSFTMICROSOFT CORP
$17.0M
BHRBBURKE & HERBERT FINL SVCS CORP
$13.8M
JNJJOHNSON & JOHNSON
$8.3M
IVVISHARES S&P 500 INDEX FUND
$7.2M
IJHISHARES S&P 400 MIDCAP INDEX F
$6.9M
XOMEXXON MOBIL CORP
$6.9M
RSPINVESCO S&P 500 EQUAL WEIGHT E
$5.9M
GOOGLALPHABET INC CL A
$5.9M
LLYLILLY ELI & CO
$5.6M
EFAISHARES MSCI EAFE ETF
$5.5M
KOCOCA COLA CO
$5.3M
ABBVABBVIE INC
$5.0M
JPMJP MORGAN CHASE & CO
$4.8M
WMTWALMART INC
$4.8M
SPYGSTE ST SPDR PTFL S&P 500 GROWT
$4.6M
PGPROCTER & GAMBLE CO
$4.6M
IJRISHARES S&P SMALLCAP 600
$4.5M
HDHOME DEPOT INC
$4.3M
AQLTISHARES DJ SELECT DIVIDEND ETF
$4.1M
NDQINVESCO QQQ TRUST SERIES 1
$4.0M
4I1PHILIP MORRIS INTERNATIONAL
$3.8M
NSCNORFOLK SOUTHERN CORP
$3.7M
AGGISHARES CORE U.S. AGGREGATE
$3.4M
CVXCHEVRON CORPORATION
$3.4M
VYMVANGUARD HIGH DVD YIELD ETF
$3.4M
CSCOCISCO SYSTEMS INC
$3.1M
HDVISHARES CORE HIGH DIVIDEND ETF
$3.1M
AXPAMERICAN EXPRESS CO
$2.8M
AMZNAMAZON.COM INC
$2.8M
PEPPEPSICO INC
$2.7M
GOOGALPHABET INC CL C
$2.6M
IXNISHARES GLOBAL TECH ETF
$2.5M
CATCATERPILLAR INC
$2.5M
IWMISHARES RUSSELL 2000 ETF
$2.5M
COFCAPITAL ONE FINANCIAL CORP
$2.5M
BRK/BBERKSHIRE HATHAWAY INC-CL B
$2.5M
CSXCSX CORP
$2.4M
PFFISHARES PREFERRED & INCOME SEC
$2.3M
VEUVANGUARD FTSE ALL-WORLD EX-US
$2.3M
GEGE AEROSPACE
$2.3M
MRKMERCK & CO INC
$2.2M
IBMINTL. BUSINESS MACHINES CORP
$2.2M
BACBANK OF AMERICA CORP
$2.2M
NVDANVIDIA CORP
$2.2M
METAMETA PLATFORMS INC CL A
$2.2M
IWRISHARES RUSSELL MIDCAP ETF
$2.1M
LOWLOWES COS INC
$2.1M
EEMISHARES MSCI EMERGING MKT ETF
$2.0M
GSGOLDMAN SACHS GROUP INC
$1.9M
WFCWELLS FARGO & CO
$1.9M
IWFISHARES RUSSELL 1000 GROWTH ET
$1.9M
ABTABBOTT LABS
$1.8M
RTXRTX CORPORATION
$1.8M
ORCLORACLE CORPORATION
$1.8M
DUKDUKE ENERGY CORP
$1.7M
IVWISHARES S&P 500 GROWTH ETF
$1.7M
IEIISHARES 3-7 YEAR TREASURY BOND
$1.6M
PFEPFIZER INC
$1.6M
BACVERIZON COMMUNICATIONS
$1.6M
COSTCOSTCO WHOLESALE CORP
$1.6M
NEENEXTERA ENERGY INC
$1.6M
DISDISNEY WALT CO NEW
$1.5M
MCDMCDONALDS CORP
$1.5M
QQEWFRST TRST NSDQ100 SLCT EQL WGH
$1.4M
ADPAUTOMATIC DATA PROCESSING INC
$1.4M
MOALTRIA GROUP INC
$1.4M
HONHONEYWELL INTERNATIONAL INC
$1.4M
SMHVANECK SEMICONDUCTOR ETF
$1.4M
MARMARRIOTT INTERNATIONAL INC
$1.4M
UBERUBER TECHNOLOGIES INC
$1.4M
VEAVANGUARD FTSE DEVELOPED MARKET
$1.3M
AEPAMERICAN ELEC PWR INC
$1.3M
VWOVANGUARD FTSE EMERGING MARKETS
$1.3M
WMWASTE MANAGEMENT INC
$1.2M
VVISA INC CL A
$1.2M
DWDMORGAN STANLEY
$1.2M
TAT&T INC
$1.2M
GEVGE VERNOVA LLC
$1.2M
SHWSHERWIN WILLIAMS CO
$1.2M
SOSOUTHERN COMPANY
$1.1M
QCOMQUALCOMM INC
$1.1M
IHIISHARES U.S. MEDICAL DEVICES E
$1.1M
VIGVANGUARD DIVIDEND APPRECIATION
$1.1M
BCCCGLOBAL X U.S. INFRASTRUCTURE E
$1.1M
EMREMERSON ELEC CO
$1.1M
HYGISHARES IBOXX USD HIGH YIELD
$1.1M
DDOMINION ENERGY INC
$1.1M
FCBCFIRST COMMUNITY BANKSHARES, IN
$1.0M
XLISTE ST INDUSTRIAL SLCT SCTR SP
$1.0M
IGSBISHARES 1-5Y INV GRADE CORP ET
$998K
IWDISHARES RUSSELL 1000 VALUE ETF
$994K
MMM3M CO
$939K
CLCOLGATE PALMOLIVE CO
$893K
PLTRPALANTIR TECHNOLOGIES INC CL A
$882K
BLOKFIRST TRUST DJ INTERNET IND
$872K
TFCTRUIST FINANCIAL CORP
$870K
INTCINTEL CORP
$844K
TRVCCITIGROUP INC
$839K
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