Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
64
1
0
4
0
0
34
3
0
BURKE HERBERT BANK TRUST CO

Time Period2018-03-31

Total Holdings135

Total Value ($x1000)111,173
Activities
New1

Increased24

Unchanged77

Decreased33

Sold Out2

Top 10 Stock Holdingstotal 29.24%
JNJ5.13

SPY4.43

XOM3.72

AAPL2.82

KO2.57

 
MSFT2.41

BA2.16

PFE2.08

CVX2

DWDP1.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
5.13%
COM
SPY
4.43%
TR UNIT
XOM
3.72%
COM
AAPL
2.82%
COM
KO
2.57%
COM
MSFT
2.41%
COM
BA
2.16%
COM
PFE
2.08%
COM
CVX
2%
COM
DWDP
1.92%
COM
PM
1.84%
COM
IBM
1.59%
COM
NSC
1.58%
COM
VZ
1.54%
COM
PEP
1.52%
COM
WMT
1.49%
COM
INTC
1.44%
COM
BAC
1.32%
COM
GE
1.3%
COM
MMM
1.26%
COM
MO
1.22%
COM
PG
1.22%
COM
ABBV
1.21%
COM
HD
1.18%
COM
MRK
1.17%
COM
DIS
1.16%
COM DISNEY
CSCO
1.1%
COM
BRK.A
1.08%
CL A
JPM
1.07%
COM
WFC
1.05%
COM
IJH
1.05%
CORE S&P MCP ETF
T
1.04%
COM
IJR
1.04%
CORE S&P SCP ETF
D
1.01%
COM
FRT
0.91%
SH BEN INT NEW
VYM
0.89%
HIGH DIV YLD
ABT
0.86%
COM
DE
0.86%
COM
BMY
0.83%
COM
EFA
0.78%
MSCI EAFE ETF
CI
0.76%
COM
MCD
0.75%
COM
COP
0.74%
COM
UTX
0.71%
COM
GOOGL
0.7%
CAP STK CL A
NEE
0.65%
COM
AGG
0.64%
CORE TOTUSBD ETF
LOW
0.64%
COM
HPQ
0.63%
COM
QCOM
0.61%
COM
BLK
0.6%
COM
HON
0.58%
COM
LVS
0.58%
COM
AXP
0.57%
COM
GOOG
0.57%
CAP STK CL C
TXN
0.55%
COM
BRK.B
0.52%
CL B NEW
YUM
0.51%
COM
CMCSA
0.5%
CL A
CAT
0.49%
COM
AMZN
0.49%
COM
CMI
0.49%
COM
HPE
0.49%
COM
EEM
0.48%
MSCI EMG MKT ETF
MDLZ
0.46%
CL A
AMAT
0.46%
COM
SHW
0.45%
COM
ADP
0.44%
COM
CL
0.43%
COM
MAR
0.43%
CL A
KMB
0.41%
COM
IP
0.41%
COM
HAL
0.4%
COM
ORCL
0.39%
COM
WM
0.38%
COM
LMT
0.38%
COM
CVS
0.37%
COM
GS
0.37%
COM
EMR
0.37%
COM
CSX
0.37%
COM
C
0.37%
COM NEW
UNH
0.36%
COM
VLO
0.36%
COM
GLW
0.35%
COM
MFC
0.34%
COM
F
0.33%
COM PAR $0.01
MDT
0.33%
SHS
JNK
0.32%
BRC HGH YLD BD
IJJ
0.32%
S&P MC 400VL ETF
GD
0.32%
COM
DUK
0.32%
COM NEW
ARCC
0.31%
COM
PSX
0.3%
COM
IYY
0.3%
DOW JONES US ETF
NOC
0.29%
COM
STI
0.29%
COM
BP
0.29%
SPONSORED ADR
FB
0.29%
CL A
OMC
0.29%
COM
KHC
0.28%
COM
SO
0.28%
COM
BBT
0.28%
COM
NKE
0.28%
CL B
YUMC
0.28%
COM
TRAVELER...
0.27%
COMMON
PNC
0.27%
COM
DXC
0.27%
COM
FDX
0.26%
COM
ITW
0.26%
COM
DUN & BR...
0.26%
COMMON
ICF
0.25%
COHEN&STEER REIT
COF
0.25%
COM
SLB
0.25%
COM
ADI
0.25%
COM
MON
0.24%
COM
UPS
0.24%
CL B
IVV
0.24%
CORE S&P500 ETF
MPC
0.24%
COM
COST
0.24%
COM
BK
0.24%
COM
UNP
0.23%
COM
ESRX
0.23%
COM
MS
0.22%
COM NEW
MDY
0.22%
UTSER1 S&PDCRP
BAX
0.22%
COM
V
0.22%
COM CL A
PSA
0.21%
COM
TARGET C...
0.21%
COMMON
EFG
0.2%
EAFE GRWTH ETF
EXC
0.2%
COM
ETP
0.18%
UNIT LTD PRT INT
EVV
0.17%
COM
FDC
0.16%
CL A
AMLP
0.12%
ALERIAN MLP
NLY
0.11%
COM
DNB
0.25%
COM
GILD
0.23%
COM