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Home > Institutional Investor > Berkshire Bank > Profile

Instuitional Investor - Berkshire Bank

Fund Profile
Filing Period:
Fund Name: Berkshire Bank
Portfolio Value $410,393,020
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 78,393 $43,852,259 10.69%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 548,824 $27,786,958 6.77%
3.
Ishares Tr - CORE MSCI EAFE
 348,347 $26,352,450 6.42%
4.
Ishares Tr
 165,514 $19,552,997 4.76%
5.
Apple Inc.
 AAPL 80,666 $17,918,337 4.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)