Bank of Marin

Q1 2025 13F Holdings

  • Location
    novato, CA
  • Num holdings

    90

  • Value ($000)

    $78,509

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001801145
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
$6.57M
8 %

17,511

AAPL
AAPL

APPLE INC

COM
$6.18M
8 %

27,829

AMZN
AMZN

AMAZON COM INC

COM
$3.09M
4 %

16,256

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$2.94M
4 %

20,158

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.74M
4 %

25,242

COST
COST

COSTCO WHSL CORP NEW

COM
$2.66M
3 %

2,813

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$2.40M
3 %

5,123

SCHO
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
$2.09M
3 %

86,061

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$2.02M
3 %

13,039

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$1.65M
2 %

3,107

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