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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$1.37 Million 1.07% of portfolio
6,911
Q2 2025 Added 3.1%
$147B
$1.27 Million 1.0% of portfolio
11,863
Q1 2025 Reduced 0.08%
$169B
$1.06 Million 0.84% of portfolio
1,956
Q1 2025 Reduced 0.1%
$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
$146B
$802,000 0.63% of portfolio
3,447
Q2 2025 Reduced 0.72%
$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%
$94.7B
$703,000 0.55% of portfolio
960
Q2 2023 Reduced 9.43%
$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%
$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%
$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%
$142B
$462,000 0.36% of portfolio
1,732
Q2 2025 Added 8.39%
$119B
$440,000 0.35% of portfolio
1,850
Q2 2025 Reduced 17.78%
$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%
$80B
$359,000 0.28% of portfolio
1,452
Q2 2025 Added 4.39%
$145B
$339,000 0.27% of portfolio
950
Q2 2025 Added 10.08%
$94.4B
$349,000 0.27% of portfolio
4,920
Q2 2025 Added 31.13%
$102B
$335,000 0.26% of portfolio
767
Q2 2024 Reduced 4.01%
$30.9B
$323,000 0.25% of portfolio
1,920
Q2 2025 Reduced 9.09%
$33.3B
$301,000 0.24% of portfolio
165
Q2 2025 New
$86B
$289,000 0.23% of portfolio
1,059
Q2 2024 Reduced 6.7%
$83.2B
$248,000 0.2% of portfolio
1,166
Q2 2025 New
$78.8B
$241,000 0.19% of portfolio
898
Q2 2025 Reduced 1.32%
$18.4B
$242,000 0.19% of portfolio
1,380
Q2 2025 New
$127B
$241,000 0.19% of portfolio
875
Q2 2025 New
$141B
$201,000 0.16% of portfolio
2,907
Q2 2025 Reduced 29.22%
$101B
$209,000 0.16% of portfolio
956
Q2 2025 Added 13.67%

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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