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Burke & Herbert Bank & Trust

Latest statistics and disclosures from Burke & Herbert Bank & Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, MSFT, AAPL, BHRB, EFA, and represent 19.70% of Burke & Herbert Bank & Trust's stock portfolio.
Added to shares of these 10 stocks: SCHD, CB, JSMD, RSP, VIOO, SPMO, ISCG, XLG, QTUM, USCI.
Started 7 new stock positions in SPMO, USCI, VIOO, JSMD, ISCG, XLG, QTUM.
Reduced shares in these 10 stocks: CI, SPY, ELV, COM, LLY, EW, XOM, MSFT, CARR, AAPL.
Sold out of its positions in ADBE, ELV, CI, CARR, COM, FCX, GWW, KHC, MMC.
Burke & Herbert Bank & Trust was a net seller of stock by $-8.6M.
Burke & Herbert Bank & Trust has $465M in assets under management (AUM), dropping by 4.25%.
Central Index Key (CIK): 0001101250

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Portfolio Holdings for Burke & Herbert Bank & Trust

Burke & Herbert Bank & Trust holds 238 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Other (SPY)	5.7	$27M	-2%	40k	666.18	View chart
Microsoft Corp Common (MSFT)	5.0	$23M		45k	517.95	View chart
Apple Common (AAPL)	3.4	$16M		63k	254.63	View chart
Burke & Herbert Finl Svcs Corp Common (BHRB)	3.4	$16M		257k	61.69	View chart
Ishares Msci Eafe Etf Other (EFA)	2.2	$10M		108k	93.37	View chart
Ishares S &p Small Cap 600 Other (IJR)	2.2	$10M		84k	118.83	View chart
Invesco Exchange Traded Fd S &p Equal Weight Other (RSP)	2.1	$9.8M	+2%	51k	189.70	View chart
Johnson & Johnson Common (JNJ)	2.0	$9.4M		51k	185.42	View chart
Ishares Tr Core S&p Mcp Etf Other (IJH)	1.9	$8.8M		135k	65.26	View chart
Exxon Mobil Corp Common (XOM)	1.8	$8.3M	-3%	74k	112.75	View chart
Invesco Qqq Tr Unit Ser 1 Other (QQQ)	1.6	$7.6M		13k	600.37	View chart
Ishares S &p 500 Index Fund Other (IVV)	1.6	$7.4M		11k	669.30	View chart
Procter & Gamble Common (PG)	1.5	$7.1M		46k	153.65	View chart
Lilly Eli & Co Common (LLY)	1.4	$6.4M	-4%	8.4k	763.00	View chart
Ishares Core Us Aggregate Other (AGG)	1.3	$6.3M		62k	100.25	View chart
Ishares Dj Select Dividend Etf Other (DVY)	1.3	$5.9M		41k	142.10	View chart
Coca Cola Common (KO)	1.2	$5.8M		87k	66.32	View chart
Home Depot Common (HD)	1.2	$5.4M		13k	405.19	View chart
Abbvie Common (ABBV)	1.1	$5.2M		22k	231.54	View chart
Jp Morgan Chase & Co Common (JPM)	1.1	$5.2M		16k	315.43	View chart
Ishares Tr Rus 2000 Etf Other (IWM)	1.1	$4.9M	-2%	20k	241.96	View chart
Alphabet Inc Cl A Common (GOOGL)	1.0	$4.7M	-2%	20k	243.10	View chart
Walmart Common (WMT)	1.0	$4.6M	-2%	45k	103.06	View chart
Spdr Portfolio S&p 500 Growth Other (SPYG)	1.0	$4.6M		44k	104.51	View chart
Ishares Tr Rus Mid Cap Etf Other (IWR)	0.9	$4.2M		44k	96.55	View chart
Norfolk Southern Corp Common (NSC)	0.9	$4.0M	-4%	13k	300.41	View chart
Ishares Tr Core High Div Etf Other (HDV)	0.8	$3.9M		32k	122.45	View chart
Chevron Corporation Common (CVX)	0.8	$3.9M		25k	155.29	View chart
Ishares Sci Emerging Mkt Eft Other (EEM)	0.8	$3.7M		69k	53.40	View chart
Rtx Corporation Common (RTX)	0.8	$3.6M		22k	167.33	View chart
Csx Corp Common (CSX)	0.8	$3.6M		100k	35.51	View chart
Waste Management Common (WM)	0.8	$3.5M		16k	220.83	View chart
Cisco Systems Common (CSCO)	0.8	$3.5M		52k	68.42	View chart
Ishares Tr Pfd And Incm Sec Other (PFF)	0.7	$3.5M		110k	31.62	View chart
Philip Morris International Common (PM)	0.7	$3.4M		21k	162.20	View chart
Ishares Tr Rus 1000 Grw Etf Other (IWF)	0.7	$3.4M	-3%	7.2k	468.41	View chart
Vanguard High Dvd Yield Etf Other (VYM)	0.7	$3.2M		23k	140.95	View chart
Vanguard Intl Equity Index Emr Mkt Etf Other (VWO)	0.7	$3.1M		57k	54.18	View chart
Meta Platforms Inc Cl A Common (META)	0.7	$3.0M		4.1k	734.38	View chart
Pepsico Common (PEP)	0.6	$3.0M	-6%	21k	140.44	View chart
Berkshire Hathaway Inc-cl B Common (BRK.B)	0.6	$2.9M		5.8k	502.74	View chart
Amazon.com Common (AMZN)	0.6	$2.9M	-4%	13k	219.57	View chart
Global X Fds Us Infr Dev Etf Other (PAVE)	0.6	$2.8M		60k	47.63	View chart
Select Sector Spdr Tr Indl Other (XLI)	0.6	$2.7M		18k	154.23	View chart
Vanguard Intl Equity Index All Wrld X Us Other (VEU)	0.6	$2.7M		38k	71.37	View chart
American Express Common (AXP)	0.6	$2.6M		8.0k	332.16	View chart
Vaneck Etf Trust Semiconductr Etf Other (SMH)	0.6	$2.6M	-7%	8.0k	326.36	View chart
Nvidia Corp Common (NVDA)	0.6	$2.6M	+3%	14k	186.58	View chart
Oracle Corporation Common (ORCL)	0.5	$2.5M		9.0k	281.24	View chart
Disney Walt Common (DIS)	0.5	$2.5M	-6%	22k	114.50	View chart
Ishares Tr Global Tech Etf Other (IXN)	0.5	$2.5M		24k	103.21	View chart
Bank Of America Corp Common (BAC)	0.5	$2.4M		48k	51.59	View chart
Ishares Tr 3 7 Yr Treas Bd Other (IEI)	0.5	$2.4M		21k	119.51	View chart
Ishares Tr Msci Emrg Chn Other (EMXC)	0.5	$2.3M		35k	67.51	View chart
Ishares Tr Ishs 1-5yr Invs Other (IGSB)	0.5	$2.3M		44k	53.03	View chart
Caterpillar Common (CAT)	0.5	$2.3M		4.8k	477.15	View chart
Emerson Elec Common (EMR)	0.5	$2.2M		17k	131.18	View chart
Vanguard Tax-managed Intl F Van Etsf Dev Mkt Other (VEA)	0.5	$2.2M		37k	59.92	View chart
Ge Aerospace Common (GE)	0.5	$2.2M	-3%	7.3k	300.82	View chart
Select Sector Spdr Tr Financial Other (XLF)	0.5	$2.2M	-5%	41k	53.87	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Eft Other (CIBR)	0.5	$2.2M		29k	76.01	View chart
Capital One Financial Corp Common (COF)	0.5	$2.2M		10k	212.58	View chart
Intl. Business Machines Corp Common (IBM)	0.5	$2.2M	-3%	7.8k	282.16	View chart
Ishares Tr S&p 500 Grwt Etf Other (IVW)	0.5	$2.2M	-2%	18k	120.72	View chart
Lowes Cos Common (LOW)	0.5	$2.2M		8.6k	251.31	View chart
Ishares Tr Rus 1000 Val Etf Other (IWD)	0.5	$2.1M	-3%	11k	203.59	View chart
Alphabet Inc Cl C Common (GOOG)	0.4	$2.1M	-6%	8.5k	243.55	View chart
Abbott Labs Common (ABT)	0.4	$2.0M	-2%	15k	133.94	View chart
Verizon Communications Common (VZ)	0.4	$1.9M	-3%	44k	43.95	View chart
Pfizer Common (PFE)	0.4	$1.9M	-4%	76k	25.48	View chart
Costco Wholesale Corp Common (COST)	0.4	$1.9M		2.0k	925.63	View chart
Merck & Co Common (MRK)	0.4	$1.9M	-6%	22k	83.93	View chart
First Tr Nas100 Eq Weighted Other (QQEW)	0.4	$1.9M		13k	141.11	View chart
Wells Fargo & Co Common (WFC)	0.4	$1.9M		22k	83.82	View chart
Duke Energy Corp Common (DUK)	0.4	$1.8M		14k	123.75	View chart
Goldman Sachs Group Common (GS)	0.4	$1.7M	+4%	2.2k	796.35	View chart
General Dynamics Corp Common (GD)	0.4	$1.7M		5.0k	341.00	View chart
Automatic Data Processing Common (ADP)	0.4	$1.7M		5.7k	293.50	View chart
Honeywell International Common (HON)	0.4	$1.7M		7.8k	210.50	View chart
Uber Technologies Common (UBER)	0.4	$1.6M		17k	97.97	View chart
Nextera Energy Common (NEE)	0.3	$1.6M		22k	75.49	View chart
Autodesk Common (ADSK)	0.3	$1.6M		5.0k	317.67	View chart
Vanguard S&p 500 Etf Other (VOO)	0.3	$1.6M	-3%	2.6k	612.38	View chart
Invesco Exch Traded Fd Tr Ii Var Rate P Other (VRP)	0.3	$1.5M		62k	24.70	View chart
Ishares Tr Iboxx Hi Yd Etf Other (HYG)	0.3	$1.5M		19k	81.19	View chart
Mcdonalds Corp Common (MCD)	0.3	$1.5M		4.9k	303.89	View chart
At&t Common (T)	0.3	$1.5M		52k	28.24	View chart
Southern Company Common (SO)	0.3	$1.5M		15k	94.77	View chart
Altria Group Common (MO)	0.3	$1.4M		22k	66.06	View chart
First Tr Exchange-traded Fd Dj Internt Idx Other (FDN)	0.3	$1.4M		5.1k	279.84	View chart
Select Sector Spdr Tr Technology Other (XLK)	0.3	$1.4M		5.0k	281.86	View chart
Ishares Tr Rus Md Cp Fr Etf Other (IWP)	0.3	$1.4M	-2%	9.7k	142.41	View chart
Proshares Tr Pshs Ultra Qqq Other (QLD)	0.3	$1.4M		10k	137.20	View chart
First Cmnty Bankshares Inc V Common (FCBC)	0.3	$1.3M		39k	34.80	View chart
Visa Inc Cl A Common (V)	0.3	$1.3M		3.9k	341.38	View chart
Intel Corp Common (INTC)	0.3	$1.3M	-5%	39k	33.55	View chart
Intercontinental Exchange In Common (ICE)	0.3	$1.3M	-5%	7.5k	168.48	View chart
Colgate Palmolive Common (CL)	0.3	$1.3M		16k	79.94	View chart
American Elec Pwr Common (AEP)	0.3	$1.3M	-3%	11k	112.50	View chart
Ishares Tr Ishare Biotech Other (IBB)	0.3	$1.2M		8.7k	144.37	View chart
Sherwin Williams Common (SHW)	0.3	$1.2M		3.6k	346.26	View chart
Fiserv Common (FI)	0.3	$1.2M	-2%	9.5k	128.93	View chart
Dominion Energy Common (D)	0.3	$1.2M	-3%	19k	61.17	View chart
Cameco Corp Common (CCJ)	0.3	$1.2M	+7%	14k	83.86	View chart
Select Sector Spdr Tr Energy Other (XLE)	0.3	$1.2M	-5%	13k	89.34	View chart
Exchange Traded Concepts Tr Robo Glb Etf Other (ROBO)	0.3	$1.2M		18k	65.56	View chart
Qualcomm Common (QCOM)	0.2	$1.1M		6.9k	166.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Eft Other (SPHB)	0.2	$1.1M	-6%	10k	109.80	View chart
Ge Vernova Common (GEV)	0.2	$1.1M	-3%	1.8k	614.90	View chart
Vanguare Dividend Appreciation Other (VIG)	0.2	$1.1M		5.0k	215.79	View chart
523 Tract Holdings Other	0.2	$1.1M		1.00	1081058.00	View chart
Ishares Tr U.s. Med Dvc Etf Other (IHI)	0.2	$1.1M		18k	60.08	View chart
Ishares Tr U.s. Fin Svc Etf Other (IYG)	0.2	$1.1M		12k	89.64	View chart
Air Prods & Chems Common (APD)	0.2	$1.0M		3.8k	272.72	View chart
Ishares Tr S&p 100 Etf Other (OEF)	0.2	$1.0M		3.1k	332.84	View chart
Welltower Common (WELL)	0.2	$1.0M		5.7k	178.14	View chart
3M Common (MMM)	0.2	$989k		6.4k	155.18	View chart
Morgan Stanley Common (MS)	0.2	$986k		6.2k	158.96	View chart
Marriott International Common (MAR)	0.2	$984k		3.8k	260.44	View chart
Spdr Ser Tr Bllomberg Sht Te Other (SJNK)	0.2	$946k		37k	25.60	View chart
346a Tract Holdings Other	0.2	$931k		1.00	931395.00	View chart
Hershey Common (HSY)	0.2	$926k		5.0k	187.05	View chart
Palantir Technologies Inc Cl A Common (PLTR)	0.2	$906k		5.0k	182.42	View chart
Blackrock Common (BLK)	0.2	$885k		759.00	1165.87	View chart
Ishares Tr Rus 1000 Etf Other (IWB)	0.2	$880k		2.4k	365.48	View chart
Edwards Lifesciences Corp Common (EW)	0.2	$876k	-25%	11k	77.77	View chart
Rgc Res Common (RGCO)	0.2	$876k		39k	22.44	View chart
Truist Financial Corp Common (TFC)	0.2	$857k	-10%	19k	45.72	View chart
Conocophillips Common (COP)	0.2	$844k		8.9k	94.59	View chart
Boeing Common (BA)	0.2	$833k	-3%	3.9k	215.83	View chart
Mondelez International Common (MDLZ)	0.2	$832k		13k	62.47	View chart
Intuit Common (INTU)	0.2	$816k		1.2k	682.91	View chart
Select Sector Spdr Tr Sbi Healthcare Other (XLV)	0.2	$801k		5.8k	139.17	View chart
Deere & Co Common (DE)	0.2	$787k		1.7k	457.26	View chart
Vaneck Etf Trust Pharameceutcl Etf Other (PPH)	0.2	$784k	-2%	8.7k	90.36	View chart
Federal Realty Investment Trus Common (FRT)	0.2	$743k		7.3k	101.31	View chart
Paychex Common (PAYX)	0.2	$726k		5.7k	126.76	View chart
Ishares Tr 1-3 Yr Treas Bd Other (SHY)	0.2	$720k	-8%	8.7k	82.96	View chart
Penske Automotive Group Common (PAG)	0.1	$696k		4.0k	173.91	View chart
Citigroup Common (C)	0.1	$694k		6.8k	101.50	View chart
Schwab Us Dvd Equity Eft Other (SCHD)	0.1	$669k	+125%	25k	27.30	View chart
Applied Materials Common (AMAT)	0.1	$664k	-17%	3.2k	204.74	View chart
Chubb Common (CB)	0.1	$660k	+93%	2.3k	282.25	View chart
Valero Energy Corp Common (VLO)	0.1	$643k		3.8k	170.26	View chart
Cummins Common (CMI)	0.1	$634k		1.5k	422.37	View chart
Ishares Tr Rus 3000 Etf Other (IWV)	0.1	$632k		1.7k	378.94	View chart
Bristol Myers Squibb Common (BMY)	0.1	$620k	-9%	14k	45.10	View chart
Union Pac Corp Common (UNP)	0.1	$619k		2.6k	236.37	View chart
Comcast Corp-cl A Common (CMCSA)	0.1	$576k		18k	31.42	View chart
Ishares Tr U.s. Real Es Etf Other (IYR)	0.1	$569k		5.9k	97.08	View chart
Alps Etf Tr Other (AMLP)	0.1	$555k		12k	46.93	View chart
Dupont De Nemours Common (DD)	0.1	$553k	-5%	7.1k	77.90	View chart
Spdr Ser Tr Dj Reit Etf Other (RWR)	0.1	$546k		5.4k	100.29	View chart
Ishares Silver Tr Other (SLV)	0.1	$538k	+19%	13k	42.37	View chart
Northrop Grumman Corporation Common (NOC)	0.1	$523k		859.00	609.32	View chart
Charles Schwab Corp Common (SCHW)	0.1	$506k		5.3k	95.47	View chart
Vanguard Index Fds Small Cp Etf Other (VB)	0.1	$500k		2.0k	254.28	View chart
Shell Other (SHEL)	0.1	$493k		6.9k	71.53	View chart
Black Hills Corp Common (BKH)	0.1	$493k		8.0k	61.59	View chart
Ishares Core Msci Eafe Etf Other (IEFA)	0.1	$490k		5.6k	87.31	View chart
Novartis Other (NVS)	0.1	$469k		3.7k	128.24	View chart
Ishares Tr Us Industrials Other (IYJ)	0.1	$467k		3.2k	145.88	View chart
Ishares S &p Idcap 400/value E Other (IJJ)	0.1	$452k		3.5k	129.72	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf Other (FPE)	0.1	$450k		25k	18.24	View chart
Ishares Tr Msci Acwi Etf Other (ACWI)	0.1	$440k		3.2k	138.24	View chart
Travelers Companies Common (TRV)	0.1	$436k		1.6k	279.22	View chart
Mckesson Corp Common (MCK)	0.1	$434k		562.00	772.54	View chart
Darden Restaurants Common (DRI)	0.1	$430k		2.3k	190.36	View chart
Spdr Indes Shs Fds Euro Stoxx 50 Other (FEZ)	0.1	$409k		6.6k	62.12	View chart
Ishares Dj Us Total Market Etf Other (IYY)	0.1	$400k		2.5k	162.48	View chart
Vaneck Etf Trust High Yld Muni Etf Other (HYD)	0.1	$390k	-3%	7.7k	50.90	View chart
Ishares Tr Global 100 Etf Other (IOO)	0.1	$388k		3.2k	120.01	View chart
Ishares Tr Us Treas Bd Etf Other (GOVT)	0.1	$377k		16k	23.12	View chart
General Mls Common (GIS)	0.1	$374k	-9%	7.4k	50.42	View chart
Stryker Corporation Common (SYK)	0.1	$370k		1.0k	369.67	View chart
Ameriprise Financial Common (AMP)	0.1	$368k		750.00	491.25	View chart
Yum! Brands Common (YUM)	0.1	$367k	-20%	2.4k	152.00	View chart
Amgen Common (AMGN)	0.1	$363k		1.3k	282.20	View chart
Invesco Exchange Traded Fd Gbl Listed Pvt Other (PSP)	0.1	$361k		5.2k	69.02	View chart
Ishares Tr China Lg Cap Etf Other (FXI)	0.1	$353k		8.6k	41.14	View chart
Schlumberger Common (SLB)	0.1	$347k		10k	34.37	View chart
HP Common (HPQ)	0.1	$344k	-6%	13k	27.23	View chart
Hartford Finl Svcs Group In Common (HIG)	0.1	$344k		2.6k	133.39	View chart
Bank Of New York Mellon Corp Common (BK)	0.1	$337k		3.1k	108.96	View chart
Ishares Tr S&p Mc 400gr Etf Other (IJK)	0.1	$335k		3.5k	95.89	View chart
Ishares Tr S&p Sml 600 Gwt Other (IJT)	0.1	$330k		2.3k	141.50	View chart
Ishares Tr S&p Ttl Stk Other (ITOT)	0.1	$323k		2.2k	145.65	View chart
Howmet Aerospace Common (HWM)	0.1	$321k		1.6k	196.23	View chart
Oreilly Automotive Common (ORLY)	0.1	$317k		2.9k	107.81	View chart
Amplify Etf Tr Other (BLOK)	0.1	$314k		4.7k	67.04	View chart
Gaming & Leisure Pptys Common (GLPI)	0.1	$310k	-29%	6.6k	46.61	View chart
Omnicom Group Common (OMC)	0.1	$309k		3.8k	81.53	View chart
Williams Cos Common (WMB)	0.1	$308k		4.9k	63.35	View chart
Lockheed Martin Corp Common (LMT)	0.1	$308k		616.00	499.21	View chart
Ishares Tr Micro-cap Etf Other (IWC)	0.1	$306k		2.1k	149.09	View chart
Renaissance Cap Greenwich Fd Ipo Etf Other (IPO)	0.1	$303k		6.1k	49.56	View chart
Ishares Inc Msci Jpn Etf Other (EWJ)	0.1	$301k		3.8k	80.21	View chart
Spdr Ser Tr Bbg Con Sec Etf Other (CWB)	0.1	$295k		3.3k	90.50	View chart
Hewlett Packard Enterprise Common (HPE)	0.1	$293k	-7%	12k	24.56	View chart
Vanguardinfo Tech Etf Other (VGT)	0.1	$291k		390.00	746.63	View chart
Manulife Finl Corp Common (MFC)	0.1	$288k	-4%	9.2k	31.15	View chart
Kimberly Clark Corp Common (KMB)	0.1	$282k	-18%	2.3k	124.34	View chart
Ishares Gold Tr Other (IAU)	0.1	$279k		3.8k	72.77	View chart
Tractor Supply Common (TSCO)	0.1	$279k		4.9k	56.87	View chart
Methanex Corp Common (MEOH)	0.1	$278k		7.0k	39.76	View chart
Starbucks Corp Common (SBUX)	0.1	$269k		3.2k	84.60	View chart
Ishares Tr Msci Usa Mmentm Other (MTUM)	0.1	$266k		1.0k	256.45	View chart
Accenture Plc Cl A Common (ACN)	0.1	$262k		1.1k	246.60	View chart
Vanguard Index Fds Mid Cap Etf Other (VO)	0.1	$260k		886.00	293.74	View chart
Constellation Energy Corp Common (CEG)	0.1	$260k		789.00	329.07	View chart
Us Bank Corp Common (USB)	0.1	$258k	+8%	5.3k	48.33	View chart
Select Sector Spdr Tr Svi Cons Spls Other (XLP)	0.1	$258k		3.3k	78.37	View chart
Ishares Tr Core Intl Aggr Other (IAGG)	0.1	$256k		5.0k	51.23	View chart
Janus Small/mid Cap Growth A Other (JSMD)	0.1	$256k	NEW	3.1k	83.61	View chart
Franklin Resources Common (BEN)	0.1	$256k		11k	23.13	View chart
Lyondellbasell Industries Nv Common (LYB)	0.1	$252k		5.1k	49.04	View chart
Corteva Common (CTVA)	0.1	$241k		3.6k	67.63	View chart
Vulcan Materials Common (VMC)	0.1	$240k		781.00	307.62	View chart
Moodys Corp Common (MCO)	0.1	$238k		500.00	476.48	View chart
Nestle S A Other (NSRGY)	0.1	$238k		2.6k	91.84	View chart
Spdr Bloomberg High Yield Bond Other (JNK)	0.1	$235k		2.4k	97.99	View chart
Target Corp Common (TGT)	0.1	$233k		2.6k	89.70	View chart
Allstate Corp Common (ALL)	0.0	$227k		1.1k	214.65	View chart
Ishares Tr Rus Mdcp Val Sft Other (IWS)	0.0	$226k		1.6k	139.67	View chart
Ishares Core Msci Emerging Other (IEMG)	0.0	$223k		3.4k	65.92	View chart
Rockwell Automation Common (ROK)	0.0	$222k		635.00	349.53	View chart
Vanguard S&p Small-cap 600 Etf Other (VIOO)	0.0	$218k	NEW	2.0k	110.47	View chart
Mastercard Incorporated Common (MA)	0.0	$217k		381.00	568.81	View chart
Invesco S&p 500 Momentum Etf Other (SPMO)	0.0	$216k	NEW	1.8k	121.06	View chart
Gilead Sciences Common (GILD)	0.0	$208k		1.9k	111.00	View chart
Texas Instrs Common (TXN)	0.0	$208k		1.1k	183.73	View chart
Ishares Morning Star Small Cap Other (ISCG)	0.0	$208k	NEW	3.8k	54.31	View chart
Invesco Exchange Traded Fd T S&p Other (XLG)	0.0	$207k	NEW	3.6k	57.52	View chart
Ishares Tr 7-10 Yr Trsy Bd Other (IEF)	0.0	$204k		2.1k	96.46	View chart
Etf Ser Solutions Other (QTUM)	0.0	$203k	NEW	1.9k	104.91	View chart
United Sts Commodity Index F Common (USCI)	0.0	$201k	NEW	2.6k	77.89	View chart
Vaneck Etf Trust Preferred Other (PFXF)	0.0	$191k		11k	17.77	View chart
Nuveen Virginia Quality Munici Other (NPV)	0.0	$121k		10k	11.60	View chart

Past Filings by Burke & Herbert Bank & Trust

SEC 13F filings are viewable for Burke & Herbert Bank & Trust going back to 2011

Burke & Herbert Bank & Trust 2025 Q3 filed Nov. 7, 2025
Burke & Herbert Bank & Trust 2025 Q2 filed July 31, 2025
Burke & Herbert Bank & Trust 2025 Q1 filed April 29, 2025
Burke & Herbert Bank & Trust 2024 Q4 filed Jan. 31, 2025
Burke & Herbert Bank & Trust 2024 Q3 filed Oct. 23, 2024
Burke & Herbert Bank & Trust 2024 Q2 filed July 16, 2024
Burke & Herbert Bank & Trust 2024 Q1 filed April 15, 2024
Burke & Herbert Bank & Trust 2023 Q4 filed Jan. 10, 2024
Burke & Herbert Bank & Trust 2023 Q3 filed Oct. 16, 2023
Burke & Herbert Bank & Trust 2023 Q2 filed July 12, 2023
Burke & Herbert Bank & Trust 2023 Q1 filed April 13, 2023
Burke & Herbert Bank & Trust 2022 Q4 filed Jan. 11, 2023
Burke & Herbert Bank & Trust 2022 Q3 restated filed Nov. 14, 2022
Burke & Herbert Bank & Trust 2022 Q3 filed Oct. 12, 2022
Burke & Herbert Bank & Trust 2022 Q2 filed July 8, 2022
Burke & Herbert Bank & Trust 2022 Q1 filed April 20, 2022

View all past filings

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