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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Berkshire Bank

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001104659-25-066678

Total Value
$438.1M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY73,212$45.2M10.32%
2ISHARES TR46432F842349,823$29.2M6.67%
3J P MORGAN EXCHANGE TRADED F46641Q837563,050$28.5M6.51%
4ISHARES TR464288661173,620$20.7M4.72%
5MICROSOFT CORPMSFT39,035$19.4M4.43%
6APPLE INCAAPL75,544$15.5M3.54%
7NVIDIA CORPORATIONNVDA96,180$15.2M3.47%
8ISHARES TR46429B697126,778$11.9M2.72%
9JPMORGAN CHASE & CO.VYLD35,680$10.3M2.36%
10ALPHABET INCGOOG58,134$10.2M2.34%
11VISA INCV22,087$7.8M1.79%
12AMAZON COM INCAMZN34,231$7.5M1.71%
13WALMART INCWMT72,465$7.1M1.62%
14CISCO SYS INCCSCO92,632$6.4M1.47%
15HOME DEPOT INCHD15,495$5.7M1.30%
16TJX COS INC NEW87254010944,594$5.5M1.26%
17PROCTER AND GAMBLE CO74271810932,356$5.2M1.18%
18ISHARES TR46428748135,571$4.9M1.13%
19DANAHER CORPORATION23585110223,538$4.6M1.06%
20BLACKROCK INCBLK4,416$4.6M1.06%
21JOHNSON & JOHNSONJNJ28,497$4.4M0.99%
22EXXON MOBIL CORPXOM39,596$4.3M0.97%
23CHUBB LIMITEDCB14,515$4.2M0.96%
24UNILEVER PLCUNLYF67,424$4.1M0.94%
25ISHARES TR4642872006,452$4.0M0.91%
26ISHARES INC46434G10363,629$3.8M0.87%
27UNION PAC CORPUNP15,852$3.6M0.83%
28BANK AMERICA CORP06050510471,931$3.4M0.78%
29NEXTERA ENERGY INCNEE-PW48,946$3.4M0.78%
30VANGUARD SPECIALIZED FUNDS92190884416,265$3.3M0.76%
31METLIFE INCMET-PF41,112$3.3M0.75%
32STRYKER CORPORATIONSYK8,219$3.3M0.74%
33ACCENTURE PLC IRELANDACN10,549$3.2M0.72%
34VANGUARD INTL EQUITY INDEX F92204277546,697$3.1M0.72%
35VERIZON COMMUNICATIONS INCVZ72,465$3.1M0.72%
36OWENS CORNING NEWOC22,649$3.1M0.71%
37SPDR SERIES TRUST78468R66333,622$3.1M0.70%
38T-MOBILE US INCTMUSZ12,593$3.0M0.68%
39DISNEY WALT CO25468710623,952$3.0M0.68%
40CATERPILLAR INCCAT7,246$2.8M0.64%
41TEXAS INSTRS INC88250810412,884$2.7M0.61%
42AMERICAN EXPRESS COAXP7,980$2.5M0.58%
43VANGUARD WELLINGTON FD92193587025,101$2.5M0.58%
44MERCK & CO INCMRK29,947$2.4M0.54%
45ELI LILLY & COLLY3,005$2.3M0.53%
46CHEVRON CORP NEWCVX15,697$2.2M0.51%
47SELECT SECTOR SPDR TR81369Y86049,178$2.0M0.46%
48ABBOTT LABSABLZF14,643$2.0M0.45%
49ISHARES TR46428867917,782$2.0M0.45%
50HONEYWELL INTL INC4385161068,340$1.9M0.44%
51SALESFORCE INCCRM6,746$1.8M0.42%
52ISHARES TR4642872002,951$1.8M0.42%
53DEERE & CODE3,584$1.8M0.42%
54ISHARES TR46428747313,606$1.8M0.41%
55NXP SEMICONDUCTORS N VNXPI7,940$1.7M0.40%
56DOMINION ENERGY INCD30,255$1.7M0.39%
57BROADCOM INCAVGO6,162$1.7M0.39%
58META PLATFORMS INCMETA2,263$1.7M0.38%
59SELECT SECTOR SPDR TR81369Y8036,234$1.6M0.36%
60FEDEX CORPFDX6,872$1.6M0.36%
61COSTCO WHSL CORP NEW22160K1051,400$1.4M0.32%
62INVESCO QQQ TRIVZ2,449$1.4M0.31%
63MASTERCARD INCORPORATEDMA2,325$1.3M0.30%
64ILLINOIS TOOL WKS INC4523081095,168$1.3M0.29%
65PEPSICO INCPEP9,512$1.3M0.29%
66MICROSOFT CORPMSFT2,509$1.2M0.28%
67ISHARES TR46429B66310,206$1.2M0.27%
68ALPHABET INCGOOG6,521$1.2M0.26%
69GE AEROSPACE3696043014,245$1.1M0.25%
70MORGAN STANLEYMS-PQ7,536$1.1M0.24%
71EXXON MOBIL CORPXOM9,701$1.0M0.24%
72GE VERNOVA INCGEV1,957$1.0M0.24%
73ISHARES TR46428750716,235$1.0M0.23%
74ISHARES TR46435G53213,136$996,4960.23%
75SPDR DOW JONES INDL AVERAGE78467X1092,236$985,2930.22%
76GENERAL DYNAMICS CORPGD3,251$948,1860.22%
77ISHARES TR46428750714,595$905,1810.21%
78IDEXX LABS INC45168D1041,564$838,8350.19%
79ISHARES TR4642874659,198$822,2090.19%
80DOW INCDOW30,875$817,5700.19%
81APPLE INCAAPL3,974$815,3450.19%
82SPDR SERIES TRUST78464A4098,289$790,1070.18%
83MCDONALDS CORPMCD2,686$784,7680.18%
84WASTE MGMT INC DEL94106L1093,346$765,6310.17%
85VANGUARD INDEX FDS9229086292,565$717,7630.16%
86LOWES COS INC5486611073,025$671,1560.15%
87SEAGATE TECHNOLOGY HLDNGS PLSE4,567$659,1550.15%
88XYLEM INCXYL4,878$631,0180.14%
89LOCKHEED MARTIN CORPLMT1,356$628,0170.14%
90AUTOMATIC DATA PROCESSING INADP1,988$613,0990.14%
91ABBVIE INCABBV3,292$611,0610.14%
92FASTENAL COFAST14,494$608,7480.14%
93ISHARES TR46428844817,374$599,5760.14%
94INTERNATIONAL BUSINESS MACHSINTR1,995$588,0860.13%
95SPDR SERIES TRUST78468R78813,804$585,8410.13%
96NUSHARES ETF TRNU5,944$558,4380.13%
97ORACLE CORPORCL-PD2,438$533,0190.12%
98SHERWIN WILLIAMS COSHW1,525$523,6240.12%
99QUALCOMM INCQCOM3,271$520,9390.12%
100PALO ALTO NETWORKS INCPANW2,542$520,1940.12%
101AIR PRODS & CHEMS INCAIIR1,768$498,6820.11%
102SPDR SERIES TRUST78464A7633,651$495,5500.11%
103PAYCHEX INCPAYX3,264$474,7810.11%
104INTUITINTU598$471,0020.11%
105TESLA INCTSLA1,470$466,9600.11%
106KLA CORPKLAC519$464,8890.11%
107NETFLIX INCNFLX328$439,2340.10%
108CORNING INCGLW8,267$434,7610.10%
109PROLOGIS INC.PLDGP4,109$431,9380.10%
110ISHARES TR4642876141,017$431,7970.10%
111VANGUARD SCOTTSDALE FDS92206C4095,386$428,1870.10%
112PNC FINL SVCS GROUP INC6934751052,287$426,3420.10%
113FIRST TR EXCHANGE TRADED FD33738R1184,632$417,6670.10%
114GILEAD SCIENCES INCGILD3,697$409,8860.09%
115PFIZER INCPFE16,801$407,2560.09%
116JOHNSON & JOHNSONJNJ2,591$395,7750.09%
117ISHARES TR4642878043,525$385,2470.09%
118BERKSHIRE HATHAWAY INC DELBRK-A790$383,7580.09%
119ADOBE INCADBE991$383,3980.09%
120PUBLIC SVC ENTERPRISE GRP IN7445731064,516$380,1560.09%
121ISHARES TR46432F8344,906$379,2820.09%
122CAPITAL ONE FINL CORP14040H1051,760$374,4570.09%
123ISHARES TR46432F8424,425$369,3990.08%
124MERCK & CO INCMRK4,622$365,8770.08%
125AMERICAN TOWER CORP NEW03027X1001,642$362,9140.08%
126GENUINE PARTS COGPC2,845$345,1260.08%
127BRISTOL-MYERS SQUIBB COCELG-RI7,395$342,3140.08%
128APPLIED MATLS INC0382221051,850$338,6790.08%
129BALL CORPBALL6,031$338,2780.08%
130NOVARTIS AGNVSEF2,783$336,7700.08%
131ROYAL BK CDA7800871022,472$325,1910.07%
132TARGET CORPTGT3,280$323,5720.07%
133VANGUARD TAX-MANAGED FDS9219438585,617$320,2250.07%
134CME GROUP INCCME1,144$315,3090.07%
135BROADCOM INCAVGO1,138$313,6890.07%
136RTX CORPORATIONRTX2,142$312,7740.07%
137AMGEN INCAMGN1,117$311,8770.07%
138MEDTRONIC PLCMDT3,550$309,4530.07%
139ISHARES TR4642872346,176$297,9300.07%
140CONOCOPHILLIPSCOP3,304$296,5000.07%
141KIMCO RLTY CORP49446R10913,340$280,4060.06%
142JPMORGAN CHASE & CO.VYLD934$270,7750.06%
143SANOFISNYNF5,602$270,6320.06%
144SOUTHERN COSOMN2,915$267,6840.06%
145ISHARES BITCOIN TRUST ETFIBIT4,366$267,2420.06%
146ALTRIA GROUP INCMO4,546$266,5310.06%
147SELECT SECTOR SPDR TR81369Y5063,142$266,4730.06%
148OMNICOM GROUP INCOMC3,652$262,7240.06%
149NIKE INCNKE3,678$261,2850.06%
1503M COMMM1,710$260,3300.06%
151INTERPUBLIC GROUP COS INCINTR10,632$260,2710.06%
152BERKSHIRE HILLS BANCORP INCBBT10,340$258,9130.06%
153ISHARES TR4642876551,182$255,0630.06%
154CONSTELLATION SOFTWARE INC C21037X10069$252,4860.06%
155HERSHEY COHSY1,476$244,9420.06%
156VISA INCV674$239,3030.05%
157ISHARES TR4642886384,467$238,0460.05%
158AGILENT TECHNOLOGIES INCA1,962$231,5350.05%
159ULTA BEAUTY INCULTA492$230,1670.05%
160EVERSOURCE ENERGYES3,610$229,6680.05%
161GALLAGHER ARTHUR J & CO363576109710$227,2850.05%
162ELI LILLY & COLLY291$226,8430.05%
163ISHARES TR4642875981,143$222,0040.05%
164BOOKING HOLDINGS INCBKNG38$219,9910.05%
165PAYPAL HLDGS INCPYPL2,894$215,0820.05%
166EMERSON ELEC COEMR1,599$213,1940.05%
167SPDR S&P 500 ETF TRSPY342$211,3040.05%
168AUTOMATIC DATA PROCESSING INADP678$209,0950.05%
169META PLATFORMS INCMETA279$205,9270.05%
170AUTODESK INCADSK650$201,2200.05%
171VANGUARD INTL EQUITY INDEX F9220428583,973$196,5040.04%
172COCA COLA COKO2,760$195,2700.04%
173ALPHABET INCGOOG1,080$190,3280.04%
174PEPSICO INCPEP1,370$180,8940.04%
175SPDR GOLD TRGLD554$168,8750.04%
176HOME DEPOT INCHD458$167,9210.04%
177AT&T INCT-PC5,650$163,5110.04%
178AT&T INCT-PC5,529$160,0090.04%
179ABBOTT LABSABLZF1,166$158,5870.04%
180J P MORGAN EXCHANGE TRADED F46641Q8373,106$157,4120.04%
181GE AEROSPACE369604301587$151,0870.03%
182WALMART INCWMT1,527$149,3100.03%
183VANGUARD INTL EQUITY INDEX F9220427752,198$147,7490.03%
184BLACKROCK INCBLK140$146,8950.03%
185CHUBB LIMITEDCB494$143,1210.03%
186INTERNATIONAL BUSINESS MACHSINTR467$137,6620.03%
187VERIZON COMMUNICATIONS INCVZ3,075$133,0550.03%
188CISCO SYS INCCSCO1,841$127,7280.03%
189ISHARES TR4642878041,155$126,2290.03%
190TJX COS INC NEW8725401091,020$125,9590.03%
191ABBVIE INCABBV678$125,8500.03%
192PROCTER AND GAMBLE CO742718109770$122,6760.03%
193EMERSON ELEC COEMR900$119,9970.03%
194NEXTERA ENERGY INCNEE-PW1,647$114,3340.03%
195UNION PAC CORPUNP454$104,4560.02%
196BRISTOL-MYERS SQUIBB COCELG-RI2,250$104,1520.02%
197ISHARES TR46429B663888$104,0460.02%
198ISHARES TR464288679900$99,3780.02%
199ISHARES TR464287481694$96,2430.02%
200ISHARES TR46429B697898$84,2950.02%
201SEAGATE TECHNOLOGY HLDNGS PLSE540$77,9380.02%
202GE VERNOVA INCGEV146$77,2550.02%
203KLA CORPKLAC81$72,5540.02%
204PALO ALTO NETWORKS INCPANW340$69,5770.02%
205BERKSHIRE HATHAWAY INC DELBRK-A140$68,0070.02%
206LOCKHEED MARTIN CORPLMT139$64,3760.01%
207PAYCHEX INCPAYX439$63,8560.01%
208AMAZON COM INCAMZN275$60,3320.01%
209QUALCOMM INCQCOM375$59,7220.01%
210SPDR GOLD TRGLD180$54,8690.01%
211OWENS CORNING NEWOC373$51,2940.01%
212VANGUARD TAX-MANAGED FDS921943858885$50,4530.01%
213CONOCOPHILLIPSCOP532$47,7410.01%
214HONEYWELL INTL INC438516106200$46,5760.01%
215DOMINION ENERGY INCD818$46,2330.01%
216ISHARES TR464287465507$45,3200.01%
217CAPITAL ONE FINL CORP14040H105210$44,6790.01%
218SPDR SERIES TRUST78468R7881,000$42,4400.01%
219STRYKER CORPORATIONSYK105$41,5410.01%
220GILEAD SCIENCES INCGILD365$40,4670.01%
221NOVARTIS AGNVSEF330$39,9330.01%
222TEXAS INSTRS INC882508104175$36,3330.01%
223PUBLIC SVC ENTERPRISE GRP IN744573106430$36,1970.01%
224CHEVRON CORP NEWCVX250$35,7970.01%
225ROYAL BK CDA780087102271$35,6500.01%
226COSTCO WHSL CORP NEW22160K10535$34,6470.01%
227ALPHABET INCGOOG195$34,5910.01%
228RTX CORPORATIONRTX235$34,3140.01%
229ORACLE CORPORCL-PD155$33,8870.01%
230AMERICAN EXPRESS COAXP105$33,4920.01%
231NVIDIA CORPORATIONNVDA200$31,5980.01%
232BOOKING HOLDINGS INCBKNG5$28,9460.01%
233ISHARES TR464288661243$28,9380.01%
234SALESFORCE INCCRM90$24,5420.01%
235ISHARES TR464288638400$21,3160.00%
236AMGEN INCAMGN75$20,9400.00%
237DANAHER CORPORATION235851102100$19,7540.00%
238FASTENAL COFAST464$19,4880.00%
239WASTE MGMT INC DEL94106L10975$17,1610.00%
240VANGUARD SCOTTSDALE FDS92206C409210$16,6950.00%
241BANK AMERICA CORP060505104337$15,9460.00%
242ILLINOIS TOOL WKS INC45230810960$14,8350.00%
243LOWES COS INC54866110750$11,0930.00%
244VANGUARD INTL EQUITY INDEX F922042858200$9,8920.00%
245GENERAL DYNAMICS CORPGD25$7,2910.00%
246NIKE INCNKE80$5,6830.00%
247COCA COLA COKO70$4,9520.00%
248SELECT SECTOR SPDR TR81369Y860103$4,2660.00%
249PFIZER INCPFE165$3,9990.00%
250DISNEY WALT CO25468710625$3,1000.00%
251AEYE INCLIDRW35,500$3,0310.00%
252TARGET CORPTGT25$2,4660.00%
253BRILLIANT TECH CORPBRIA20,000$20.00%
254KINERJAPAY CORP49460M101595,000$00.00%