§ 13F · FUND PROFILE
Berkshire Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $438.1T (13F)Positions · 254Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$68.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 69K | $46.8T | 9.5% | −3% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 609K | $35.7T | 7.3% | NEW |
| 3 | IEFA | ISHARES TR | 365K | $32.6T | 6.6% | +3% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 358K | $21.4T | 4.3% | NEW |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 416K | $21.0T | 4.3% | −30% |
| 6 | AAPL | APPLE INC | 71K | $19.3T | 3.9% | −4% |
| 7 | MSFT | MICROSOFT CORP | 35K | $17.1T | 3.5% | — |
| 8 | GOOGL | ALPHABET INC | 54K | $16.8T | 3.4% | −4% |
| 9 | NVDA | NVIDIA CORPORATION | 82K | $15.4T | 3.1% | −7% |
| 10 | USMV | ISHARES TR | 146K | $13.7T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERKSHIRE SIGNAL
AC read
Berkshire Bank is a Dealer / Bank fund managing $438123.5 trillion in assets. The fund runs a broad portfolio of 254 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed