Bank of Marin

Est. AUM

$122.2M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$6.9M	27081	5.63%	SOLE
2	MICROSOFT CORP	COM	$6.2M	16737	5.07%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.7M	42528	4.63%	SOLE
4	ALPHABET INC	CAP STK CL A	$3.9M	13506	3.18%	SOLE
5	NVIDIA CORPORATION	COM	$3.7M	21470	3.06%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$3.3M	11595	2.73%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5530	2.70%	SOLE
8	AMAZON COM INC	COM	$3.1M	14647	2.50%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET CON	$3.0M	27972	2.49%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.9M	19872	2.38%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$2.8M	2850	2.32%	SOLE
12	VANGUARD WORLD FD	COMM SRVC ETF	$2.5M	13934	2.05%	SOLE
13	BANK OF MARIN BANCORP	COM	$2.5M	97046	2.04%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET IND	$1.9M	11987	1.59%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET COM	$1.8M	16607	1.51%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3587	1.41%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$1.7M	2562	1.37%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.6M	32812	1.33%	SOLE
19	VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	13249	1.31%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET CON	$1.5M	18220	1.22%	SOLE
21	ISHARES TR	US TREAS BD ETF	$1.4M	63141	1.18%	SOLE
22	VISA INC	COM CL A	$1.4M	4622	1.14%	SOLE
23	DANAHER CORP DEL	COM	$1.4M	7360	1.14%	SOLE
24	ARISTA NETWORKS INC	COM SHS	$1.4M	11136	1.12%	SOLE
25	ELI LILLY & CO	COM	$1.3M	1419	1.07%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20267	1.06%	SOLE
27	JPMORGAN CHASE & CO	COM	$1.2M	4021	0.97%	SOLE
28	BANK AMERICA CORP	COM	$1.2M	24263	0.97%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$1.1M	5652	0.94%	SOLE
30	VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	4300	0.92%	SOLE
31	THERMO FISHER SCIENTIFIC INC	COM	$1.0M	2077	0.84%	SOLE
32	META PLATFORMS INC	CL A	$1.0M	1763	0.83%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$949K	1460	0.78%	OTR
34	WISDOMTREE TR	FLOATNG RAT TREA	$914K	18165	0.75%	SOLE
35	WORLD GOLD TR	SPDR GLD MINIS	$895K	9657	0.73%	SOLE
36	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$891K	26199	0.73%	SOLE
37	INTUITIVE SURGICAL INC	COM NEW	$888K	1926	0.73%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$880K	21122	0.72%	SOLE
39	ISHARES INC	CORE MSCI EMKT	$879K	12608	0.72%	SOLE
40	ARM HOLDINGS PLC	SPONSORED ADS	$874K	5775	0.72%	SOLE
41	MCDONALDS CORP	COM	$835K	2687	0.68%	SOLE
42	MCKESSON CORP	COM	$831K	960	0.68%	SOLE
43	1STRYKER CORPORATION	COM	$804K	2446	0.66%	SOLE
44	HOME DEPOT INC	COM	$802K	2440	0.66%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$800K	2493	0.65%	SOLE
46	HONEYWELL INTL INC	COM	$778K	3443	0.64%	SOLE
47	BOSTON SCIENTIFIC CORP	COM	$775K	12358	0.63%	SOLE
48	PHILLIPS 66	COM	$772K	4235	0.63%	SOLE
49	GOLDMAN SACHS GROUP INC	COM	$766K	905	0.63%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$733K	7088	0.60%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.