MondegarAI
Bank of Marin

Q1 2026 · 13F-HR

Bank of Marinholdings as filed

Filed 2026-05-14 · accession 0001628280-26-034926

$137.0M
Reported value
135
Positions
2026-03-31
Period end
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The Brief · Bank of Marin · Q1 2026

AI · grounded in 13F

Bank of Marin established a new position in PSX with a $771,532 investment. The fund also opened new stakes in TYL for $461,870 and APD for $456,650. On the sell side, the fund closed its position in SCHW, reducing its exposure by $631,930. Additionally, it trimmed holdings in TLN by 67.485% and CRM by 37.9982%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$6.9M5.01%27,081CommonSOLE
594918104MSFTMICROSOFT CORP$6.2M4.52%16,737CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.7M4.12%42,528CommonSOLE
02079K305GOOGLALPHABET INC$3.9M2.83%13,506CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.7M2.73%21,470CommonSOLE
922908629VOVANGUARD INDEX FDS$3.3M2.43%11,595CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.3M2.41%5,530CommonSOLE
023135106AMZNAMAZON COM INC$3.1M2.23%14,647CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$3.0M2.22%27,972CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M2.13%19,872CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.8M2.07%2,850CommonSOLE
46090E103QQQINVESCO QQQ TR$2.8M2.05%4,857CommonSOLE
92204A884VOXVANGUARD WORLD FD$2.5M1.83%13,934CommonSOLE
063425102BMRCBANK OF MARIN BANCORP$2.5M1.81%97,046CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$2.1M1.50%84,550CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.9M1.41%11,987CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.8M1.34%16,607CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.8M1.32%2,779CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M1.25%3,587CommonSOLE
464287200IVVISHARES TR$1.7M1.22%2,562CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M1.18%32,812CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.6M1.17%13,249CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.5M1.09%18,220CommonSOLE
46429B267GOVTISHARES TR$1.4M1.06%63,141CommonSOLE
92826C839VVISA INC$1.4M1.02%4,622CommonSOLE
235851102DHRDANAHER CORP DEL$1.4M1.02%7,360CommonSOLE
040413205ANETARISTA NETWORKS INC$1.4M1.00%11,136CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.95%1,419CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.95%20,267CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.3M0.92%26,145CommonSOLE
464287465EFAISHARES TR$1.2M0.88%12,363CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.86%24,263CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.2M0.86%4,021CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.84%5,652CommonSOLE
464287176TIPISHARES TR$1.1M0.82%10,218CommonSOLE
922908751VBVANGUARD INDEX FDS$1.1M0.82%4,300CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.74%2,077CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.0M0.74%4,917CommonSOLE
30303M102METAMETA PLATFORMS INC$1.0M0.74%1,763CommonSOLE
464288687PFFISHARES TR$981,8210.72%32,382CommonSOLE
97717Y527USFRWISDOMTREE TR$914,4260.67%18,165CommonSOLE
98149E303GLDMWORLD GOLD TR$895,1070.65%9,657CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$891,2890.65%26,199CommonSOLE
166764100CVXCHEVRON CORPORATION$888,0140.65%4,292CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$887,8660.65%1,926CommonSOLE
78468R465SPDGSPDR SERIES TRUST$880,3670.64%21,122CommonSOLE
46434G103IEMGISHARES INC$879,4080.64%12,608CommonSOLE
042068205ARMARM HOLDINGS PLC$873,6420.64%5,775CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$837,6020.61%12,178CommonSOLE
580135101MCDMCDONALDS CORP$835,0920.61%2,687CommonSOLE
58155Q103MCKMCKESSON CORP$830,7450.61%960CommonSOLE
863667101SYK1STRYKER CORPORATION$803,7310.59%2,446CommonSOLE
437076102HDHOME DEPOT INC$802,4910.59%2,440CommonSOLE
922908769VTIVANGUARD INDEX FDS$799,7790.58%2,493CommonSOLE
438516106HONHONEYWELL INTL INC$778,2210.57%3,443CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$775,4640.57%12,358CommonSOLE
718546104PSXPHILLIPS 66$771,5320.56%4,235CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$765,6200.56%905CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$732,6860.53%7,088CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$727,7150.53%12,508CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$713,9240.52%11,654CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$703,8630.51%25,925CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$703,7450.51%3,017CommonSOLE
64110L106NFLXNETFLIX INC.$696,5100.51%7,244CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$685,4880.50%13,718CommonSOLE
46434V878ICSHISHARES TR$670,5110.49%13,246CommonSOLE
36828A101GEVGE VERNOVA INC$668,6400.49%766CommonSOLE
244199105DEDEERE & CO$668,0730.49%1,186CommonSOLE
58933Y105MRKMERCK & CO INC$664,2410.48%5,522CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$656,4910.48%7,738CommonSOLE
922908538VOTVANGUARD INDEX FDS$638,7410.47%2,482CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$616,9780.45%8,146CommonSOLE
30231G102XOMEXXON MOBIL CORP$597,7120.44%3,523CommonSOLE
032654105ADIANALOG DEVICES INC$588,5590.43%1,850CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$567,8530.41%3,542CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$556,3700.41%12,124CommonSOLE
78468R853SPSMSPDR SERIES TRUST$555,4860.41%11,496CommonSOLE
78409V104SPGIS&P GLOBAL INC$552,5160.40%1,299CommonSOLE
79466L302CRMSALESFORCE INC$522,6760.38%2,800CommonSOLE
92204A702VGTVANGUARD WORLD FD$514,9170.38%738CommonSOLE
743315103PGRPROGRESSIVE CORP$512,6480.37%2,586CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$493,0690.36%1,459CommonSOLE
02079K107GOOGALPHABET INC$492,8250.36%1,718CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$488,7740.36%9,043CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$486,8020.36%7,617CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$473,2980.35%804CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$461,8700.34%1,349CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$456,6500.33%1,572CommonSOLE
01741R102ATIATI INC$446,5620.33%3,070CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$437,1990.32%2,138CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$434,5150.32%10,825CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$431,0190.31%5,941CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$427,7070.31%1,461CommonSOLE
922908512VOEVANGUARD INDEX FDS$423,4750.31%2,298CommonSOLE
G29183103ETNEATON CORP PLC$422,7650.31%1,182CommonSOLE
461202103INTUINTUIT$421,1380.31%974CommonSOLE
617446448MSMORGAN STANLEY$418,5010.31%2,543CommonSOLE
00287Y109ABBVABBVIE INC$418,2330.31%1,923CommonSOLE
11135F101AVGOBROADCOM INC$403,9100.29%1,305CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$402,6090.29%1,661CommonSOLE
464287663IUSVISHARES TR$401,0240.29%3,922CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$390,1740.28%1,499CommonSOLE
92204A108VCRVANGUARD WORLD FD$386,6750.28%1,077CommonSOLE
98978V103ZTSZOETIS INC$373,1880.27%3,157CommonSOLE
46137V241SPHQ1INVESCO EXCHANGE TRADED FD T$363,6180.27%4,836CommonSOLE
95082P105WCCWESCO INTL INC$354,0640.26%1,294CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$347,9980.25%1,755CommonSOLE
87422Q109TLNTALEN ENERGY CORP$346,6830.25%1,086CommonSOLE
571903202MARMARRIOTT INTL INC NEW$334,5920.24%1,023CommonSOLE
46438G547LDRHISHARES TR$333,3470.24%13,515CommonSOLE
747525103QCOMQUALCOMM INC$309,0720.23%2,400CommonSOLE
82621A203SMERYSIEMENS ENERGY AG$308,2970.22%1,881CommonSOLE
00724F101ADBEADOBE INC$305,5510.22%1,257CommonSOLE
65339F101NEENEXTERA ENERGY INC$300,1880.22%3,232CommonSOLE
92204A603VISVANGUARD WORLD FD$298,1700.22%955CommonSOLE
570535104MKLMARKEL GROUP INC$296,6800.22%155CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$293,3700.21%254CommonSOLE
922908553VNQVANGUARD INDEX FDS$286,8550.21%3,234CommonSOLE
717081103PFEPFIZER INC$285,0120.21%10,150CommonSOLE
931142103WMTWALMART INC$283,9790.21%2,285CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$283,7860.21%598CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$279,2050.20%4,750CommonSOLE
92333F101VGVENTURE GLOBAL INC$275,1060.20%17,456CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$269,7670.20%2,442CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$263,3790.19%632CommonSOLE
254687106DISDISNEY WALT CO$251,5510.18%2,610CommonSOLE
28620K106ELEELEMENTAL RTY CORP$249,0270.18%13,218CommonSOLE
88033G407THCTENET HEALTHCARE CORP$242,6810.18%1,286CommonSOLE
478160104JNJJOHNSON & JOHNSON$234,9060.17%961CommonSOLE
278865100ECLECOLAB INC$232,5010.17%874CommonSOLE
75513E101RTXRTX CORPORATION$231,4800.17%1,200CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$230,7840.17%921CommonSOLE
002824100ABTABBOTT LABORATORIES$212,6290.16%2,071CommonSOLE
758075402RWTREDWOOD TRUST INC$176,1650.13%31,402CommonSOLE
83342V104SNWGFSNOWLINE GOLD CORP$112,5670.08%11,298CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.