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CIK: 0001801145
Total reported value
$143.4M
$143.4M
90 檔
15.0%
During the Q1 2025 filing period, Bank of Marin (CIK: 0001801145) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $143.4M across 90 reported positions.
In Q1 2025, Bank of Marin displayed an active expansion posture, initiating 90 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.37% | -0.31% | -3.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.87% | -1.80% | -0.32% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.94% | +0.06% | +1.44% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 3.75% | +0.07% | -3.58% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.34% | +1.79% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.39% | -0.33% | -6.33% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.06% | -0.02% | +18.04% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.67% | +0.01% | +12.39% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.39% | +0.99% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | +0.26% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | +0.13% | -1.47% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.88% | -0.33% | +21.92% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.75% | +0.16% | +3.01% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | +0.10% | -1.16% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.62% | +0.13% | -3.87% | |
| 16 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.52% | -0.20% | -0.08% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.09% | +5.58% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.44% | — | +10.39% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.40% | -0.01% | +13.63% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.39% | +0.01% | -45.05% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | +0.04% | -10.14% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.15% | +6.95% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.24% | +0.06% | — | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.23% | -0.12% | -0.10% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 1.11% | +0.20% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.14% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.01% | +0.85% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.19% | -19.06% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.10% | -17.56% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.95% | +0.03% | +31.17% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.57% | EXIT | |
| 32 | SPDG | Ss Spdr P S&p Sec N D ETF | ETF-Other | 0.93% | +0.06% | — | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.92% | -0.06% | -13.40% | |
| 34 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.89% | -0.14% | -5.80% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | +0.01% | -10.53% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | +1.29% | — | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | -0.03% | — | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.84% | +0.06% | — | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | -0.10% | — | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.75% | +0.01% | +1.13% | |
| 41 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.73% | +0.06% | +135.29% | |
| 42 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.70% | -0.04% | +7.00% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.69% | -0.19% | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.65% | -0.31% | EXIT | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.64% | +0.43% | +7.31% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | +0.08% | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.16% | +3.68% | |
| 48 | XLB | Ss Materials Select Sector | ETF-Other | 0.61% | — | -5.65% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.60% | -0.04% | +10.63% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.60% | — | +7.82% |
According to official SEC Form 13F filings, Bank of Marin reported a total U.S. public equity portfolio value of $143.4M across 90 disclosed positions in Q1 2025.
During Q1 2025, Bank of Marin's top holdings by market value included MSFT (8.4%)、AAPL (7.9%)、AMZN (3.9%). The largest single position, MSFT, represented 8.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $6.6M
In Q1 2025, Bank of Marin made 90 total portfolio adjustments, initiating 90 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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