Bo

Bank of Marin

13F
Bank of Marin
Last update 2025-05-13 90 Stocks (10 new)
Value $79.00 Mil Turnover 8 %
Countries:
Top Holdings: MSFT(8.37%)AAPL(7.87%)AMZN(3.94%)XLV(3.75%)NVDA(3.48%)
Summary Stock Picks Current Portfolio
Bank of Marin Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
17,511
6,573.4
-3.30%
8.370
-0.20%
0.000
+32.75%
+18.46%
3,697,021.6
Software
AAPL
Apple Inc
27,829
6,181.7
-0.32%
7.870
-0.02%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
AMZN
Amazon.com Inc
16,256
3,092.9
+1.44%
3.940
+0.06%
0.000
+15.31%
0%
2,329,121.6
Retail - Cyclical
XLV
Health Care Select Sector SPDR
20,158
2,943.3
-3.58%
3.750
-0.08%
0.010
-7.24%
-1.17%
34,300.3
 
NVDA
NVIDIA Corp
25,242
2,735.7
+1.79%
3.480
+0.06%
0.000
+45.78%
+17.67%
3,852,990.1
Semiconductors
COST
Costco Wholesale Corp
2,813
2,660.5
-6.33%
3.390
-0.14%
0.000
+4.81%
+8.30%
439,015.7
Retail - Defensive
QQQ
INVESCO QQQ Trust
5,123
2,402.3
+18.04%
3.060
+0.47%
0.000
+17.77%
+8.19%
354,290.8
 
SCHO
Schwab Short-Term U.S. Treasury ETF
86,061
2,094.7
+12.39%
2.670
+0.29%
0.020
+1.22%
+3.13%
11,468.4
 
GOOGL
Alphabet Inc
13,039
2,016.3
+0.99%
2.570
+0.03%
0.000
+14.10%
-6.68%
2,144,839.7
Interactive Media
BRK.B
Berkshire Hathaway Inc
3,107
1,654.7
0%
2.110
0%
0.000
-8.79%
+7.17%
1,048,047.4
Insurance

Bank of Marin's Historical Top Holdings Breakdowns

Bank of Marin's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLK
Technology Select Sector SPDR ETF
2025-03-31
Sold Out
Sold Out
-3.97%
●
206.38 ($226.74) 242.18
$253.23
11.68%
Sold Out
0
-21,591
VOO
Vanguard S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-2.61%
●
507.05 ($540.58) 563.67
$568.03
5.08%
Sold Out
0
-6,137
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-2.53%
●
192.6 ($216.89) 233.2
$217.33
0.20%
Sold Out
0
-14,236
VO
Vanguard Mid-Cap ETF
2025-03-31
Sold Out
Sold Out
-2.42%
●
251.87 ($268.43) 277.95
$279.83
4.25%
Sold Out
0
-11,595
VOX
Vanguard Communication Services ETF
2025-03-31
Sold Out
Sold Out
-1.81%
●
147.73 ($158.91) 169.24
$171.03
7.63%
Sold Out
0
-14,762
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-03-31
Sold Out
Sold Out
-1.68%
●
94.84 ($99.87) 105.31
$108.53
8.67%
Sold Out
0
-21,936
XLF
Financial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-1.48%
●
47.32 ($50.16) 52.19
$52.37
4.41%
Sold Out
0
-38,722
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-1.34%
●
128.78 ($135.13) 141.67
$147.52
9.17%
Sold Out
0
-12,818
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-1.28%
●
76.23 ($79.81) 83.6
$80.97
1.45%
Sold Out
0
-20,664
VFH
Vanguard Financials ETF
2025-03-31
Sold Out
Sold Out
-1.24%
●
114.07 ($121.84) 127.34
$127.30
4.48%
Sold Out
0
-13,280

Bank of Marin Total Holding History ($B)

To

Bank of Marin's Asset Allocation

To

Bank of Marin Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bank of Marin's Hypothetical Growth since 2025-03-31

Bank of Marin's Yearly Returns

Year Portfolio % % Excess Gain %

Bank of Marin's Holdings Heat Map

Size field:

Bank of Marin's Holdings Bubble Chart

Bank of Marin News

  • 1

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