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Home > Institutional Investor > Berkshire Bank > Profile

Instuitional Investor - Berkshire Bank

Fund Profile
Filing Period:
Fund Name: Berkshire Bank
Portfolio Value $430,024,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 87,719 $51,410,350 11.95%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 540,834 $27,241,807 6.33%
3.
Ishares Tr - CORE MSCI EAFE
 343,097 $24,112,857 5.6%
4.
Apple Inc.
 AAPL 89,580 $22,432,622 5.21%
5.
Ishares Tr
 162,641 $18,793,166 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)