Burke & Herbert Bank & Trust Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 361 distinct positions held by the institution.
The report, signed by Sheila McCree, Senior Vice President, indicates that the bank holds a diversified portfolio across various sectors. Major positions include Apple Inc., with 58,436 shares, and Microsoft Corp., with 27,953 shares. Other notable holdings include Johnson & Johnson (31,076 shares), Berkshire Hathaway Inc. Class B (4,502 shares), and Costco Wholesale (1,342 shares).
The filing details a mix of sole voting and non-voting shares across the portfolio.
