StockDriftsStockDriftsTop 50 Burke & Herbert Bank & Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 6.08% | 33.8K | $22.0M | -1.67%(-575) | $393.73(+89.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.36% | 62.2K | $15.8M | -0.78%(-486) | $106.24(+190.51%) | 2026-03-31 | |
| BHRB | BURKE & HERBERT FINL SVCS CORP | 3.82% | 221.7K | $13.8M | -0.03%(-75) | $63.47(+10.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.65% | 35.7K | $13.2M | +1.40%(+491) | $273.33(+42.87%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.72% | 40.3K | $9.9M | +0.69%(+275) | $126.46(+108.00%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.66% | 56.8K | $9.6M | -0.56%(-320) | $98.25(+39.53%) | 2026-03-31 | |
| IJH | ISHARES S&P 400 MIDCAP INDEX F | 1.94% | 104.1K | $7.0M | -1.09%(-1.15K) | $52.09(+46.07%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX FUND | 1.88% | 10.4K | $6.8M | -1.16%(-122) | $467.91(+59.95%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | 1.66% | 31.3K | $6.0M | +1.45%(+447) | $168.69(+27.40%) | 2026-03-31 | |
| KO | COCA COLA CO | 1.58% | 75.2K | $5.7M | -0.25%(-185) | $44.95(+87.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.93% | +29.27% |
| Top 20 Holdings Unweighted | +9.45% | +31.12% |
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