Exchange Bank Portfolio Holdings
Exchange Bank
- $145 Billion
- Q4 2025
Exchange Bank has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.89B, Johnson & Johnson with a value of $5.95B, Ishares National Muni Bond ETF with a value of $5.5B, Microsoft Corp with a value of $4.8B, and Caterpillar Inc with a value of $4.75B.
Examining the 13F form we can see an increase of $499M in the current position value, from $144B to 145B.
Exchange Bank is based out at Santa Rosa, CA
Below you can find more details about Exchange Bank portfolio as well as his latest detailed transactions.
Portfolio value
$145 Billion
ETFs: $38.6 Billion
Technology: $25.4 Billion
Industrials: $16.5 Billion
Consumer Defensive: $14.7 Billion
Financial Services: $14.4 Billion
Healthcare: $13.2 Billion
Communication Services: $6.9 Billion
Energy: $6.77 Billion
Other: $6.75 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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