Bank Of Marin has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 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 $7.63M, Apple Inc. with a value of $6.99M, Technology Sector Spdr with a value of $5.02M, Amazon Com Inc with a value of $3.52M, and Nvidia Corp with a value of $3.33M.

Examining the 13F form we can see an increase of $1.23M in the current position value, from $121M to 123M.

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 $123 Million
ETFs: $57 Million
Technology: $25.8 Million
Healthcare: $11.4 Million
Financial Services: $7.85 Million
Consumer Cyclical: $6.31 Million
Communication Services: $4.68 Million
Consumer Defensive: $3.46 Million
Industrials: $3.43 Million
Other: $2.78 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $123 Million
  • Prior Value $121 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Bank Of Marin Portfolio

Follow Bank Of Marin and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of Marin, based on Form 13F filings with the SEC.

News

Stay updated on Bank Of Marin with notifications on news.