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CIK: 0001801145
Total reported value
$143.4M
$143.4M
126 檔
19.4%
In Q2 2025, Bank of Marin's U.S. equity holdings reached a combined market value of $143.4M, distributed across 126 disclosed stock positions.
During Q2 2025, Bank of Marin's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, XLK) accounted for 19.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -0.31% | +1.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.26% | -1.80% | -1.06% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.16% | +1.34% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.08% | +0.34% | +2.54% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.06% | +3.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.28% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.45% | +0.18% | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.31% | -0.02% | — | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | -0.33% | +0.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.05% | -0.02% | -3.83% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.04% | +0.07% | -0.45% | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 1.89% | -0.04% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.39% | +2.47% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.66% | -0.15% | — | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.50% | +0.01% | -5.21% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.40% | +0.05% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | +0.13% | +0.03% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.33% | +0.15% | — | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.29% | +0.05% | — | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.19% | -0.04% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.09% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.26% | — | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.11% | -0.33% | -0.48% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.10% | — | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | +0.16% | +3.10% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.15% | +5.92% | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.96% | -0.20% | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.94% | +0.01% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.92% | -0.09% | +1.30% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.13% | -0.07% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | +0.01% | -2.89% | |
| 32 | TLN | Talen Energy CORP | Stock-Utilities | 0.87% | +0.03% | — | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.87% | +0.20% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.04% | -4.43% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.85% | -0.27% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.06% | — | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.83% | — | -2.13% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.81% | -0.01% | -3.04% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.12% | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.09% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.24% | — | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.70% | +0.01% | — | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.66% | +0.10% | — | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.66% | +0.06% | +48.71% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.64% | -0.05% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.01% | +1.46% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.04% | — | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +1.29% | -13.18% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.57% | EXIT | |
| 50 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.60% | -0.04% | +6.40% |
According to official SEC Form 13F filings, Bank of Marin reported a total U.S. public equity portfolio value of $143.4M across 126 disclosed positions in Q2 2025.
During Q2 2025, Bank of Marin's top holdings by market value included MSFT (6.7%)、AAPL (4.3%)、XLK (4.2%). The largest single position, MSFT, represented 6.7% of total portfolio value.
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In Q2 2025, Bank of Marin made 0 total portfolio adjustments, initiating 0 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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