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Bank of Marin

Q4 2024 · 13F-HR

Bank of Marinholdings as filed

Filed 2025-02-11 · accession 0001801145-25-000002

$126.5M
Reported value
125
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$7.6M6.04%18,109CommonSOLE
037833100AAPLAPPLE INC$7.0M5.53%27,918CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.0M3.97%21,591CommonSOLE
023135106AMZNAMAZON COM INC$3.5M2.78%16,026CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.3M2.63%24,799CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.3M2.61%6,137CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$3.2M2.53%14,236CommonSOLE
922908629VOVANGUARD INDEX FDS$3.1M2.42%11,595CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M2.27%20,906CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M2.18%3,003CommonSOLE
02079K305GOOGLALPHABET INC$2.4M1.93%12,911CommonSOLE
92204A884VOXVANGUARD WORLD FD$2.3M1.81%14,762CommonSOLE
46090E103QQQINVESCO QQQ TR$2.2M1.75%4,340CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.1M1.68%21,936CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M1.48%38,722CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.8M1.46%76,575CommonSOLE
464287465EFAISHARES TR$1.8M1.45%24,306CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.8M1.39%2,995CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.7M1.34%12,818CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.6M1.28%20,664CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.6M1.24%13,280CommonSOLE
235851102DHRDANAHER CORPORATION$1.5M1.18%6,507CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M1.11%3,107CommonSOLE
79466L302CRMSALESFORCE INC$1.4M1.10%4,161CommonSOLE
464287200IVV1ISHARES TR$1.4M1.08%2,329CommonSOLE
92826C839VVISA INC$1.3M1.06%4,242CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.2M0.99%25,396CommonSOLE
040413205ANETARISTA NETWORKS INC$1.2M0.98%11,252CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.98%1,601CommonSOLE
46429B267GOVTISHARES TR$1.2M0.96%52,732CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.87%4,567CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.86%3,080CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.84%11,873CommonSOLE
922908751VBVANGUARD INDEX FDS$1.0M0.82%4,300CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.81%1,973CommonSOLE
060505104BACBANK AMERICA CORP$1.0M0.81%23,307CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.81%1,958CommonSOLE
464288687PFFISHARES TR$992,8110.79%31,578CommonSOLE
464287176TIPISHARES TR$982,3900.78%9,220CommonSOLE
00724F101ADBEADOBE INC$962,2870.76%2,164CommonSOLE
30303M102METAMETA PLATFORMS INC$943,2560.75%1,611CommonSOLE
922908769VTIVANGUARD INDEX FDS$897,8310.71%3,098CommonSOLE
922908652VXFVANGUARD INDEX FDS$890,2450.70%4,686CommonSOLE
437076102HDHOME DEPOT INC$870,1700.69%2,237CommonSOLE
58933Y105MRKMERCK & CO INC$862,3920.68%8,669CommonSOLE
87422Q109TLNTALEN ENERGY CORP$860,2760.68%4,270CommonSOLE
166764100CVXCHEVRON CORP NEW$854,8450.68%5,902CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$812,9470.64%11,880CommonSOLE
438516106HONHONEYWELL INTL INC$806,8790.64%3,572CommonSOLE
863667101SYKSTRYKER CORPORATION$804,7110.64%2,235CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$789,3620.62%6,535CommonSOLE
580135101MCDMCDONALDS CORP$787,3410.62%2,716CommonSOLE
98978V103ZTSZOETIS INC$770,9840.61%4,732CommonSOLE
872590104TMUST-MOBILE US INC$717,3720.57%3,250CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$695,6270.55%29,179CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$662,0960.52%15,034CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$661,3940.52%3,349CommonSOLE
78409V104SPGIS&P GLOBAL INC$646,9400.51%1,299CommonSOLE
97717Y527USFRWISDOMTREE TR$638,7620.51%12,694CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$586,1910.46%5,953CommonSOLE
N00985106AERAERCAP HOLDINGS NV$577,8360.46%6,038CommonSOLE
46434V878ICSHISHARES TR$568,1440.45%11,266CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$557,5060.44%3,212CommonSOLE
036752103ELVELEVANCE HEALTH INC$556,6700.44%1,509CommonSOLE
58155Q103MCKMCKESSON CORP$547,1130.43%960CommonSOLE
98149E303GLDMWORLD GOLD TR$542,4630.43%10,434CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$541,5080.43%1,593CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$540,7640.43%1,069CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$538,6100.43%7,116CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$537,4300.42%6,274CommonSOLE
92204A702VGTVANGUARD WORLD FD$537,2350.42%864CommonSOLE
922908538VOTVANGUARD INDEX FDS$534,6500.42%2,107CommonSOLE
244199105DEDEERE & CO$523,2690.41%1,235CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$518,2210.41%905CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$509,1620.40%8,207CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$502,9370.40%2,764CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$497,5190.39%5,913CommonSOLE
922908553VNQVANGUARD INDEX FDS$496,7980.39%5,577CommonSOLE
461202103INTUINTUIT$491,4870.39%782CommonSOLE
032654105ADIANALOG DEVICES INC$488,6580.39%2,300CommonSOLE
78468R853SPSMSPDR SER TR$488,2800.39%10,870CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$461,7510.37%894CommonSOLE
025816109AXPAMERICAN EXPRESS CO$458,5400.36%1,545CommonSOLE
747525103QCOMQUALCOMM INC$457,0190.36%2,975CommonSOLE
46434G103IEMGISHARES INC$448,3080.35%8,585CommonSOLE
922908637VVVANGUARD INDEX FDS$438,8010.35%1,627CommonSOLE
713448108PEPPEPSICO INC$422,7260.33%2,780CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$414,3070.33%5,598CommonSOLE
478160104JNJJOHNSON & JOHNSON$407,1050.32%2,815CommonSOLE
46266C105IQVIQVIA HLDGS INC$397,5390.31%2,023CommonSOLE
G29183103ETNEATON CORP PLC$396,5830.31%1,195CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$386,1710.31%1,523CommonSOLE
464287663IUSVISHARES TR$381,4700.30%4,120CommonSOLE
009158106APDAIR PRODS & CHEMS INC$379,3720.30%1,308CommonSOLE
717081103PFEPFIZER INC$374,0730.30%14,100CommonSOLE
743315103PGRPROGRESSIVE CORP$363,9670.29%1,519CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$361,2240.29%5,389CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$352,6720.28%7,375CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$351,7910.28%1,888CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$351,1270.28%294CommonSOLE
29362U104ENTGENTEGRIS INC$348,7900.28%3,521CommonSOLE
92204A108VCRVANGUARD WORLD FD$348,7280.28%929CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$348,7050.28%6,804CommonSOLE
02079K107GOOGALPHABET INC$331,3650.26%1,740CommonSOLE
65339F101NEENEXTERA ENERGY INC$330,2750.26%4,607CommonSOLE
922908512VOEVANGUARD INDEX FDS$325,8040.26%2,014CommonSOLE
617446448MSMORGAN STANLEY$320,9630.25%2,553CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$316,7750.25%1,441CommonSOLE
37637K108GTLBGITLAB INC$309,4170.24%5,491CommonSOLE
922475108VEEVVEEVA SYS INC$299,3960.24%1,424CommonSOLE
571903202MARMARRIOTT INTL INC NEW$295,3970.23%1,059CommonSOLE
742718109PGPROCTER AND GAMBLE CO$290,3690.23%1,732CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$283,2910.22%767CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$281,4270.22%6,744CommonSOLE
46434V456IQLTISHARES TR$273,4630.22%7,367CommonSOLE
063425102BMRCBANK MARIN BANCORP$261,6120.21%11,006CommonSOLE
654106103NKENIKE INC$249,5590.20%3,298CommonSOLE
369604301GEGE AEROSPACE$246,0140.19%1,475CommonSOLE
872540109TJXTJX COS INC NEW$241,0150.19%1,995CommonSOLE
254687106DISDISNEY WALT CO$240,7380.19%2,162CommonSOLE
46144X396KNOINVESTMENT MANAGERS SER TR I$235,9630.19%5,456CommonSOLE
464287614IWFISHARES TR$215,2460.17%536CommonSOLE
278865100ECLECOLAB INC$213,2310.17%910CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$212,1080.17%1,484CommonSOLE
92204A603VISVANGUARD WORLD FD$211,9070.17%833CommonSOLE

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.