Bank of Marin

CIK: 0001801145SEC EDGAR →

Portfolio Value

$144.8B

Holdings

130

As of

Q4 2025

New Positions

130

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

17,336$8.4B
5.79%
2

APPLE INC

27,469$7.5B
5.16%
3

SELECT SECTOR SPDR TR

42,702$6.1B
4.24%
4

ALPHABET INC

13,567$4.2B
2.93%
5

NVIDIA CORPORATION

22,091$4.1B
2.84%
6

AMAZON COM INC

16,016$3.7B
2.55%
7

VANGUARD INDEX FDS

5,716$3.6B
2.47%
8

VANGUARD INDEX FDS

11,595$3.4B
2.32%
9

SELECT SECTOR SPDR TR

26,890$3.2B
2.22%
10

SELECT SECTOR SPDR TR

19,480$3.0B
2.08%

Quarterly Changes

Top Buys

MSFTNEW
$8.4B
AAPLNEW
$7.5B
XLKNEW
$6.1B
$4.2B
NVDANEW
$4.1B

Top Sells

No sells this quarter

New Positions (130)

$8.4B · 17K shares
$7.5B · 27K shares
$6.1B · 43K shares
$4.2B · 14K shares
$4.1B · 22K shares
$3.7B · 16K shares
$3.6B · 6K shares
$3.4B · 12K shares
$3.2B · 27K shares
$3.0B · 19K shares
$2.9B · 5K shares
$2.8B · 15K shares
$2.7B · 104K shares
$2.5B · 3K shares
$2.2B · 19K shares
$2.0B · 81K shares
$2.0B · 3K shares
$1.8B · 13K shares
$1.8B · 32K shares
$1.7B · 11K shares
$1.7B · 2K shares
$1.7B · 7K shares
$1.6B · 4K shares
$1.6B · 3K shares
$1.6B · 2K shares
$1.5B · 11K shares
$1.5B · 64K shares
$1.4B · 18K shares
$1.3B · 24K shares
$1.3B · 4K shares
$1.3B · 3K shares
$1.2B · 20K shares
$1.2B · 25K shares
$1.2B · 6K shares
$1.2B · 5K shares
$1.2B · 13K shares
$1.2B · 12K shares
$1.1B · 2K shares
$1.1B · 2K shares
$1.1B · 36K shares
$1.1B · 4K shares
$1.1B · 2K shares
$1.1B · 10K shares
$1.0B · 12K shares
$1.0B · 20K shares
$914.0M · 4K shares
$911.0M · 13K shares
$904.0M · 3K shares
$875.0M · 3K shares
$851.0M · 7K shares
$821.0M · 3K shares
$801.0M · 2K shares
$795.0M · 905 shares
$794.0M · 2K shares
$787.0M · 960 shares
$769.0M · 13K shares
$742.0M · 18K shares
$722.0M · 14K shares
$718.0M · 11K shares
$713.0M · 7K shares
$709.0M · 26K shares
$693.0M · 1K shares
$678.0M · 3K shares
$678.0M · 1K shares
$671.0M · 3K shares
$651.0M · 864 shares
$650.0M · 26K shares
$640.0M · 2K shares
$631.0M · 6K shares
$629.0M · 2K shares
$627.0M · 4K shares
$616.0M · 7K shares
$604.0M · 1K shares
$600.0M · 920 shares
$588.0M · 348 shares
$587.0M · 8K shares
$581.0M · 6K shares
$567.0M · 856 shares
$541.0M · 3K shares
$539.0M · 2K shares
$525.0M · 12K shares
$517.0M · 11K shares
$512.0M · 1K shares
$512.0M · 5K shares
$512.0M · 2K shares
$510.0M · 2K shares
$506.0M · 8K shares
$501.0M · 2K shares
$497.0M · 7K shares
$492.0M · 2K shares
$474.0M · 11K shares
$472.0M · 10K shares
$470.0M · 2K shares
$469.0M · 5K shares
$462.0M · 9K shares
$460.0M · 4K shares
$451.0M · 3K shares
$439.0M · 2K shares
$432.0M · 2K shares
$423.0M · 4K shares
$410.0M · 2K shares
$407.0M · 6K shares
$391.0M · 4K shares
$390.0M · 9K shares
$371.0M · 5K shares
$369.0M · 1K shares
$363.0M · 1K shares
$362.0M · 4K shares
$359.0M · 1K shares
$354.0M · 899 shares
$339.0M · 2K shares
$317.0M · 1K shares
$301.0M · 5K shares
$298.0M · 767 shares
$277.0M · 229 shares
$266.0M · 1K shares
$265.0M · 1K shares
$260.0M · 1K shares
$259.0M · 2K shares
$259.0M · 3K shares
$254.0M · 2K shares
$248.0M · 833 shares
$241.0M · 5K shares
$240.0M · 3K shares
$239.0M · 2K shares
$232.0M · 2K shares
$229.0M · 874 shares
$220.0M · 1K shares
$201.0M · 426 shares
$57.0M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services59$69.3B47.9%
Technology18$30.8B21.3%
Healthcare14$11.2B7.7%
Unknown7$9.0B6.2%
Communication Services5$6.6B4.6%
Consumer Cyclical6$6.4B4.4%
Industrials7$3.2B2.2%
Consumer Defensive3$3.0B2.0%
Utilities3$2.1B1.5%
Basic Materials4$1.6B1.1%
Energy2$1.1B0.7%
Real Estate2$554.0M0.4%