Institutions / Beacon Bank & Trust
Beacon Bank & Trust
CIK 1831984 · Institution · as of Dec 31, 2025berkshirebank.com ↗
Portfolio value
$492.85M
Positions
161
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 161 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $47.04M | 9.5% |
| Vanguard Scottsdale Fds | $35.74M | 7.3% |
| iShares Tr | $33.17M | 6.7% |
| Vanguard Scottsdale Fds | $21.52M | 4.4% |
| J P Morgan Exchange Traded F | $21.21M | 4.3% |
| Apple Inc. | $20.36M | 4.1% |
| Microsoft Corp | $18.42M | 3.7% |
| Alphabet Inc. | $17.28M | 3.5% |
| NVIDIA Corp | $15.86M | 3.2% |
| iShares MSCI UAE ETF | $13.83M | 2.8% |
| JPMorgan Chase & Co | $10.75M | 2.2% |
| Vanguard Wellington Fd | $9.19M | 1.9% |
| Walmart Inc. | $7.73M | 1.6% |
| Amazon.com Inc | $7.31M | 1.5% |
| Visa Inc | $7.14M | 1.4% |
| TJX Cos Inc/The | $6.40M | 1.3% |
| Cisco Systems, Inc. | $6.25M | 1.3% |
| Johnson & Johnson | $6.15M | 1.2% |
| Exxon Mobil Corp | $5.67M | 1.2% |
| iShares Tr | $5.21M | 1.1% |
| Vanguard Specialized Funds | $5.11M | 1.0% |
| Danaher Corp /De | $4.95M | 1.0% |
| Home Depot, Inc. | $4.93M | 1.0% |
| iShares Tr | $4.76M | 1.0% |
| iShares Tr | $4.68M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.