Bank Of Marin Portfolio Holdings

Bank Of Marin

  • $127 Million
  • Q2 2025

Bank Of Marin has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $127 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.82M, Apple Inc. with a value of $5.65M, Technology Sector Spdr with a value of $5.52M, Nvidia Corp with a value of $4.09M, and Amazon Com Inc with a value of $3.69M.

Examining the 13F form we can see an increase of $51.7M in the current position value, from $75.4M to 127M.

Bank Of Marin is based out at Novato, CA

Below you can find more details about Bank Of Marin portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $60.5 Million
Technology: $26.4 Million
Healthcare: $10.7 Million
Financial Services: $9.01 Million
Consumer Cyclical: $6.27 Million
Communication Services: $5.48 Million
Consumer Defensive: $3.02 Million
Industrials: $2.48 Million
Other: $3.36 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$8.82 Million 6.94% of portfolio
17,734
Q2 2025 Added 1.27%
$3.69T
$5.65 Million 4.44% of portfolio
27,535
Q2 2025 Reduced 1.06%
$0
$5.52 Million 4.34% of portfolio
21,783
Q2 2025 New
$456B
$4.09 Million 3.22% of portfolio
25,883
Q2 2025 Added 2.54%
$2.26T
$3.69 Million 2.9% of portfolio
16,815
Q2 2025 Added 3.44%
$0
$3.46 Million 2.72% of portfolio
6,095
Q2 2025 New
$0
$3.24 Million 2.55% of portfolio
11,595
Q2 2025 New
$0
$3.06 Million 2.4% of portfolio
14,067
Q2 2025 New
$439B
$2.81 Million 2.21% of portfolio
2,837
Q2 2025 Added 0.85%
$0
$2.72 Million 2.14% of portfolio
4,927
Q2 2025 Reduced 3.83%
$0
$2.7 Million 2.13% of portfolio
20,068
Q2 2025 Reduced 0.45%
$0
$2.51 Million 1.97% of portfolio
14,656
Q2 2025 New
$1.21T
$2.35 Million 1.85% of portfolio
13,361
Q2 2025 Added 2.47%
$0
$2.2 Million 1.73% of portfolio
20,230
Q2 2025 New
$0
$1.99 Million 1.56% of portfolio
81,581
Q2 2025 Reduced 5.21%
$0
$1.86 Million 1.46% of portfolio
35,530
Q2 2025 New
$0
$1.76 Million 1.38% of portfolio
11,920
Q2 2025 New
$0
$1.72 Million 1.35% of portfolio
13,486
Q2 2025 New
$551B
$1.56 Million 1.23% of portfolio
4,393
Q2 2025 New
$621B
$1.51 Million 1.19% of portfolio
3,107
Q4 2024 Reduced 0.96%
$0
$1.48 Million 1.17% of portfolio
19,519
Q2 2025 New
$0
$1.47 Million 1.16% of portfolio
63,984
Q2 2025 Reduced 0.48%
$0
$1.43 Million 1.12% of portfolio
2,302
Q1 2025 Reduced 1.16%
$150B
$1.37 Million 1.07% of portfolio
6,911
Q2 2025 Added 3.1%
$1.78T
$1.35 Million 1.06% of portfolio
1,825
Q2 2025 Added 5.92%
$147B
$1.27 Million 1.0% of portfolio
11,863
Q1 2025 Reduced 0.08%
$0
$1.25 Million 0.98% of portfolio
25,234
Q2 2025 New
$232B
$1.21 Million 0.95% of portfolio
4,450
Q2 2025 Added 1.3%
$608B
$1.2 Million 0.94% of portfolio
1,538
Q2 2025 Reduced 0.06%
$0
$1.16 Million 0.91% of portfolio
12,970
Q2 2025 Reduced 2.89%
$0
$1.13 Million 0.89% of portfolio
22,459
Q2 2025 New
$859B
$1.14 Million 0.89% of portfolio
3,922
Q2 2025 Reduced 4.43%
$381B
$1.1 Million 0.87% of portfolio
23,307
Q2 2024 Reduced 2.14%
$0
$1.1 Million 0.86% of portfolio
9,961
Q2 2025 Reduced 2.13%
$169B
$1.06 Million 0.84% of portfolio
1,956
Q1 2025 Reduced 0.1%
$0
$1.07 Million 0.84% of portfolio
34,791
Q2 2025 Reduced 3.04%
$0
$1.02 Million 0.8% of portfolio
4,300
Q2 2025 New
$0
$939,000 0.74% of portfolio
16,485
Q2 2025 New
$0
$930,000 0.73% of portfolio
13,385
Q2 2025 New
$0
$876,000 0.69% of portfolio
4,548
Q2 2025 New
$70.7B
$872,000 0.69% of portfolio
2,244
Q2 2025 Added 48.71%
$142B
$852,000 0.67% of portfolio
2,156
Q2 2025 New
$405B
$839,000 0.66% of portfolio
2,289
Q2 2025 Added 1.46%
$0
$823,000 0.65% of portfolio
2,708
Q2 2025 New
$282B
$805,000 0.63% of portfolio
5,674
Q2 2025 Reduced 13.18%
$146B
$802,000 0.63% of portfolio
3,447
Q2 2025 Reduced 0.72%
$222B
$785,000 0.62% of portfolio
2,687
Q2 2025 Reduced 1.07%
$187B
$791,000 0.62% of portfolio
1,953
Q2 2025 New
$150B
$762,000 0.6% of portfolio
2,552
Q2 2025 Added 0.51%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $127 Million
  • Prior Value $75.4 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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