Berkshire Bank has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $423 Million distributed in 256 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 $51.4M, Jp Morgan ETF Tr Ultra Short I with a value of $27.2M, Ishares Tr with a value of $24.1M, Apple Inc. with a value of $22.4M, and Ishares Barclays 3 7 Yr Treas with a value of $18.8M.

Examining the 13F form we can see an decrease of $1.11M in the current position value, from $425M to 423M.

Below you can find more details about Berkshire Bank portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
ETFs: $171 Million
Technology: $77.5 Million
Financial Services: $35.6 Million
Healthcare: $27.7 Million
Consumer Cyclical: $26.1 Million
Communication Services: $25.3 Million
Industrials: $23.3 Million
Consumer Defensive: $20.1 Million
Other: $17.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $423 Million
  • Prior Value $425 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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