Berkshire Bank Portfolio Holdings
Berkshire Bank
- $403 Million
- Q1 2025
Berkshire Bank has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $403 Million distributed in 249 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $43.9M, Jp Morgan ETF Tr Ultra Short I with a value of $27.8M, Ishares Tr with a value of $26.4M, Ishares Barclays 3 7 Yr Treas with a value of $19.5M, and Apple Inc. with a value of $17.9M.
Examining the 13F form we can see an decrease of $20.2M in the current position value, from $423M to 403M.
Below you can find more details about Berkshire Bank portfolio as well as his latest detailed transactions.
Portfolio value
$403 Million
ETFs: $170 Million
Technology: $65.5 Million
Financial Services: $35.5 Million
Healthcare: $27.5 Million
Industrials: $23 Million
Communication Services: $22.7 Million
Consumer Cyclical: $20.8 Million
Consumer Defensive: $20.1 Million
Other: $18.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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