BURKE & HERBERT BANK & TRUST CO Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$465.3M

Holdings

238

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
AEPAMERICAN ELEC PWR CO INC
$1.3M
IBBISHARES TR ISHARE BIOTECH
$1.2M
SHWSHERWIN WILLIAMS CO
$1.2M
FISVFISERV INC
$1.2M
DDOMINION ENERGY INC
$1.2M
CCOCAMECO CORP
$1.2M
XLESELECT SECTOR SPDR TR ENERGY
$1.2M
ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLB ETF
$1.2M
QCOMQUALCOMM INC
$1.1M
COFCAPITAL ONE FINANCIAL CORP
$1.1M
BACVERIZON COMMUNICATIONS INC
$1.1M
PGPROCTER & GAMBLE CO
$1.1M
ADPAUTOMATIC DATA PROCESSING INC
$1.1M
SPHBINVESCO EXCH TRADED FD TR II S&P 500 HB EFT
$1.1M
EEMISHARES SCI EMERGING MKT EFT
$1.1M
523 TRACT HOLDINGS LLC
$1.1M
IHIISHARES TR U.S. MED DVC ETF
$1.1M
DUKDUKE ENERGY CORP NEW
$1.1M
IYGISHARES TR U.S. FIN SVC ETF
$1.1M
AMZNAMAZON.COM INC
$1.1M
COFCAPITAL ONE FINL CORP
$1.0M
APDAIR PRODS & CHEMS INC
$1.0M
HONHONEYWELL INTL INC
$1.0M
OEFISHARES TR S&P 100 ETF
$1.0M
WELLWELLTOWER INC
$1.0M
NVDANVIDIA CORPORATION
$1.0M
MMM3M CO
$989K
DWDMORGAN STANLEY
$986K
MARMARRIOTT INTERNATIONAL INC
$984K
ORCLORACLE CORP
$970K
SJNKSPDR SER TR BLLOMBERG SHT TE
$946K
VVISA INC
$939K
346A TRACT HOLDINGS LLC
$931K
HSYHERSHEY CO
$926K
PLTRPALANTIR TECHNOLOGIES INC CL A
$906K
BLKBLACKROCK INC
$885K
IWBISHARES TR RUS 1000 ETF
$880K
EWEDWARDS LIFESCIENCES CORP
$876K
RGCORGC RES INC
$876K
COPCONOCOPHILLIPS
$844K
SOSOUTHERN CO
$843K
BABOEING CO
$833K
XLVSELECT SECTOR SPDR TR SBI HEALTHCARE
$801K
BACVERIZON COMMUNICATIONS
$801K
GEVGE VERNOVA LLC
$801K
DEDEERE & CO
$787K
PPHVANECK ETF TRUST PHARAMECEUTCL ETF
$784K
FRTFEDERAL REALTY INVESTMENT TRUS
$743K
RSPINVESCO EXCHANGE TRADED FD S &P EQUAL WEIGHT
$742K
PAYXPAYCHEX INC
$726K
SHYISHARES TR 1-3 YR TREAS BD
$720K
DUKDUKE ENERGY CORP
$710K
PAGPENSKE AUTOMOTIVE GROUP INC
$696K
TRVCCITIGROUP INC
$694K
IBMINTL. BUSINESS MACHINES CORP
$694K
SCHDSCHWAB US DVD EQUITY EFT
$669K
CBCHUBB LIMITED
$660K
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF
$652K
VLOVALERO ENERGY CORP
$643K
CMICUMMINS INC
$634K
IWVISHARES TR RUS 3000 ETF
$632K
BACBK OF AMERICA CORP
$631K
HONHONEYWELL INTERNATIONAL INC
$628K
UNPUNION PAC CORP
$619K
TFCTRUIST FINL CORP
$615K
SOSOUTHERN COMPANY
$612K
WMWASTE MANAGEMENT INC
$598K
INTUINTUIT INC
$580K
IYRISHARES TR U.S. REAL ES ETF
$569K
ADPAUTOMATIC DATA PROCESSING IN
$556K
AMLPALPS ETF TR
$555K
DDDUPONT DE NEMOURS INC
$552K
RWRSPDR SER TR DJ REIT ETF
$546K
SLVISHARES SILVER TR
$537K
NOCNORTHROP GRUMMAN CORPORATION
$523K
SCHWCHARLES SCHWAB CORP
$506K
VBVANGUARD INDEX FDS SMALL CP ETF
$500K
SHELSHELL PLC
$493K
BKHBLACK HILLS CORP
$493K
AQLTISHARES CORE MSCI EAFE ETF
$490K
MDLZMONDELEZ INTERNATIONAL INC
$475K
NVSNNOVARTIS AG
$469K
IYJISHARES TR US INDUSTRIALS
$467K
IJJISHARES S &P IDCAP 400/VALUE E
$452K
XFEBFIRST TR EXCH TRADED FD III PFD SECS INC ETF
$450K
ACWIISHARES TR MSCI ACWI ETF
$440K
VIGVANGUARE DIVIDEND APPRECIATION
$436K
TRVTRAVELERS COMPANIES INC
$436K
MCKMCKESSON CORP
$434K
DRIDARDEN RESTAURANTS INC
$430K
WFCWELLS FARGO & CO
$424K
FEZSPDR INDES SHS FDS EURO STOXX 50
$409K
IYY*ISHARES DJ US TOTAL MARKET ETF
$400K
HYDVANECK ETF TRUST HIGH YLD MUNI ETF
$390K
IOOISHARES TR GLOBAL 100 ETF
$388K
VVISA INC CL A
$387K
AQLTISHARES TR US TREAS BD ETF
$377K
COSTCOSTCO WHSL CORP NEW
$377K
GISGENERAL MLS INC
$374K
BMYBRISTOL-MYERS SQUIBB CO
$371K
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