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CIK: 0001801145
Total reported value
$143.4M
$143.4M
130 檔
21.2%
During the Q4 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 130 reported positions.
In Q4 2025, Bank of Marin adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | -0.31% | -1.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.16% | -1.80% | -1.02% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.24% | +1.34% | +94.30% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.39% | +1.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.34% | -15.63% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.06% | -4.66% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.28% | -2.32% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.32% | +0.18% | — | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.22% | -0.02% | +96.21% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.08% | +0.07% | -0.97% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | -0.02% | -1.04% | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 1.95% | -0.04% | — | |
| 13 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 1.87% | +0.06% | +364.70% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.33% | — | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.51% | -0.15% | -4.54% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.36% | +0.01% | +0.54% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.13% | -1.70% | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.21% | +0.05% | -1.55% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.21% | +0.05% | -1.85% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.21% | +0.15% | -0.78% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.13% | -1.27% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.15% | +0.16% | -3.47% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.09% | -0.02% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | +0.26% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.10% | -1.61% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 1.02% | +0.20% | -4.34% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.02% | -0.33% | — | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.99% | -0.04% | -0.99% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.06% | -1.84% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.04% | -0.05% | |
| 31 | TLN | Talen Energy CORP | Stock-Utilities | 0.86% | +0.03% | -7.20% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | -0.24% | — | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.84% | +0.01% | +0.29% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.29% | — | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.09% | -1.53% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.82% | -0.20% | -0.04% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | +0.01% | -1.86% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.15% | -1.14% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | +0.08% | -0.05% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.01% | +6.35% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.09% | — | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | -0.12% | -1.53% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.74% | — | -0.58% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.71% | -0.40% | — | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.70% | -0.27% | -0.30% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.63% | +0.10% | -1.49% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.63% | +0.01% | -0.86% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.04% | -0.41% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.08% | -6.97% | |
| 50 | ATI | Ati Inc | Stock-Industrials | 0.59% | +0.08% | +8.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BMRC | Bank Of Marin Bancorp/ca | +1.5% | +364.70% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.72% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | -1.27% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 5 | ATI | Ati Inc | +0.2% | +8.02% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -1.02% | Trim |
| 7 | XLV | Ss Health Care Select Sector | +0.2% | -0.97% | Trim |
| 8 | ISRG | Intuitive Surgical Inc | +0.1% | -1.53% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.05% | Trim |
| 10 | DHR | Danaher CORP | +0.1% | -3.47% | Trim |
| 11 | FICO | Fair Isaac CORP | +0.1% | +14.10% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.26% | Trim |
| 14 | CRM | Salesforce Inc | +0.1% | -1.53% | Trim |
| 15 | GLDM | Spdr Gold Minishares Trust | +0.1% | — | Unchanged |
| 16 | CGMU | Cap Group Municipal Income | +0.1% | +16.51% | Add |
| 17 | EXPE | Expedia Group Inc | +0.1% | -7.64% | Trim |
| 18 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 19 | IEMG | Ishares Core Msci Emerging | 0% | +6.11% | Add |
| 20 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 21 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 22 | VOX | Vanguard Communication Servi | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | -1.84% | Trim |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +3.67% | Add |
| 26 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 27 | MS | Morgan Stanley | 0% | -0.20% | Trim |
| 28 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 29 | PFF | Ishares Preferred & Income S | 0% | +6.35% | Add |
| 30 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 31 | V | Visa Inc-class A Shares | 0% | -0.02% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 33 | AVDE | Avantis International Equity | 0% | — | Unchanged |
| 34 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 35 | RTX | Rtx CORP | 0% | — | Unchanged |
| 36 | WMT | Walmart Inc | 0% | — | Unchanged |
| 37 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 38 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 39 | JPM | Jpmorgan Chase & Co | — | -0.05% | Trim |
| 40 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 41 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 42 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 43 | HELO | Jpmorgan Hedged Equity ETF | — | — | Unchanged |
| 44 | DE | Deere & Co | — | — | Unchanged |
| 45 | JIRE | Jpmorgan Int Res Enh Eqty | — | — | Unchanged |
| 46 | GEV | GE Vernova Inc | — | -4.27% | Trim |
| 47 | IUSV | Ishares Core S&p U.s. Value | — | — | Unchanged |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | — | +3.24% | Add |
| 49 | AVUV | Avantis US Small Cap Value | — | — | Unchanged |
| 50 | VOE | Vanguard Mid-cap Value ETF | — | -0.73% | Trim |
According to official SEC Form 13F filings, Bank of Marin reported a total U.S. public equity portfolio value of $143.4M across 130 disclosed positions in Q4 2025.
During Q4 2025, Bank of Marin's top holdings by market value included MSFT (5.8%)、AAPL (5.2%)、XLK (4.2%). The largest single position, MSFT, represented 5.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, XLK) accounted for 21.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ARM
市值: $512.1K
Top Position Liquidated / Trimmed
APD
前期市值: $405.3K
In Q4 2025, Bank of Marin made 92 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 61 holdings, and fully liquidating 5 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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