Exchange Bank has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 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 $5.5B, Ishares National Muni Bond ETF with a value of $5.37B, Microsoft Corp with a value of $4.65B, Johnson & Johnson with a value of $3.85B, and Vanguard Total Stock Market Et with a value of $3.85B.
Examining the 13F form we can see an increase of $2.38B in the current position value, from $124B to 126B.
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
$126 Billion
ETFs: $37.3 Billion
Technology: $20.4 Billion
Consumer Defensive: $15 Billion
Industrials: $13.6 Billion
Financial Services: $13 Billion
Healthcare: $9.78 Billion
Energy: $5.96 Billion
Communication Services: $4.56 Billion
Other: $5.66 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
