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 Companies Only

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%
$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%
$439B
$2.81 Million 2.21% of portfolio
2,837
Q2 2025 Added 0.85%
$1.21T
$2.35 Million 1.85% of portfolio
13,361
Q2 2025 Added 2.47%
$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%
$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%
$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%
$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%
$169B
$1.06 Million 0.84% of portfolio
1,956
Q1 2025 Reduced 0.1%
$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%
$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%
$157B
$725,000 0.57% of portfolio
1,874
Q1 2025 Reduced 13.4%
$1.27T
$706,000 0.56% of portfolio
3,118
Q2 2025 New
$201B
$705,000 0.55% of portfolio
896
Q2 2025 Added 7.69%
$94.7B
$703,000 0.55% of portfolio
960
Q2 2023 Reduced 9.43%
$545B
$704,000 0.55% of portfolio
526
Q2 2025 New
$182B
$684,000 0.54% of portfolio
1,299
Q4 2024 Reduced 2.26%
$38.4B
$649,000 0.51% of portfolio
1,183
Q2 2025 Added 19.62%
$52.5B
$645,000 0.51% of portfolio
3,154
Q2 2025 Added 6.34%
$153B
$646,000 0.51% of portfolio
1,271
Q2 2025 Added 1.76%
$254B
$640,000 0.5% of portfolio
905
Q4 2024 Reduced 3.0%
$70.1B
$601,000 0.47% of portfolio
3,857
Q2 2025 New
$179B
$589,000 0.46% of portfolio
6,462
Q2 2025 Added 7.06%
$302B
$555,000 0.44% of portfolio
3,877
Q2 2025 Reduced 18.84%
$369M
$511,000 0.4% of portfolio
22,390
Q2 2025 Reduced 13.54%
$314B
$497,000 0.39% of portfolio
2,089
Q2 2025 New
$92.8B
$474,000 0.37% of portfolio
1,381
Q2 2025 New
$38.7B
$469,000 0.37% of portfolio
1,630
Q2 2025 New
$36B
$456,000 0.36% of portfolio
5,684
Q2 2025 Added 7.0%
$203B
$463,000 0.36% of portfolio
5,856
Q2 2025 Reduced 24.5%
$142B
$462,000 0.36% of portfolio
1,732
Q2 2025 Added 8.39%
$210B
$456,000 0.36% of portfolio
1,548
Q2 2025 Added 5.38%
$119B
$440,000 0.35% of portfolio
1,850
Q2 2025 Reduced 17.78%
$3.41B
$417,000 0.33% of portfolio
9,249
Q2 2025 Added 45.26%
$64.2B
$404,000 0.32% of portfolio
1,435
Q2 2025 Added 2.35%
$173B
$382,000 0.3% of portfolio
2,400
Q2 2025 Reduced 11.93%
$442B
$379,000 0.3% of portfolio
3,523
Q1 2025 New

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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