Exchange Bank Portfolio Holdings
Exchange Bank
- $144 Billion
- Q3 2025
Exchange Bank has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 193 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.2B, Johnson & Johnson with a value of $5.54B, Ishares National Muni Bond ETF with a value of $5.47B, Microsoft Corp with a value of $5.19B, and Vanguard Total Stock Market Et with a value of $4.16B.
Examining the 13F form we can see an increase of $17.7B in the current position value, from $126B to 144B.
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
$144 Billion
ETFs: $39.4 Billion
Technology: $25.7 Billion
Industrials: $16 Billion
Consumer Defensive: $14.9 Billion
Financial Services: $14.4 Billion
Healthcare: $12 Billion
Energy: $6.64 Billion
Communication Services: $6.11 Billion
Other: $7.47 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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