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Bank of Marin

Q1 2025 · 13F-HR

Bank of Marinholdings as filed

Filed 2025-05-13 · accession 0001801145-25-000004

$78.5M
Reported value
90
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$6.6M8.37%17,511CommonSOLE
037833100AAPLAPPLE INC$6.2M7.87%27,829CommonSOLE
023135106AMZNAMAZON COM INC$3.1M3.94%16,256CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M3.75%20,158CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.7M3.48%25,242CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.7M3.39%2,813CommonSOLE
46090E103QQQINVESCO QQQ TR$2.4M3.06%5,123CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$2.1M2.67%86,061CommonSOLE
02079K305GOOGLALPHABET INC$2.0M2.57%13,039CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M2.11%3,107CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.7M2.10%2,951CommonSOLE
46429B267GOVTISHARES TR$1.5M1.88%64,291CommonSOLE
235851102DHRDANAHER CORPORATION$1.4M1.75%6,703CommonSOLE
464287200IVVISHARES TR$1.3M1.65%2,302CommonSOLE
532457108LLYELI LILLY & CO$1.3M1.62%1,539CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.2M1.52%11,863CommonSOLE
79466L302CRMSALESFORCE INC$1.2M1.50%4,393CommonSOLE
464287176TIPISHARES TR$1.1M1.44%10,178CommonSOLE
464288687PFFISHARES TR$1.1M1.40%35,882CommonSOLE
464287465EFAISHARES TR$1.1M1.39%13,356CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.0M1.28%4,104CommonSOLE
30303M102METAMETA PLATFORMS INC$993,0681.26%1,723CommonSOLE
060505104BACBANK AMERICA CORP$972,6011.24%23,307CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$968,7481.23%1,956CommonSOLE
040413205ANETARISTA NETWORKS INC$871,8041.11%11,252CommonSOLE
580135101MCDMCDONALDS CORP$848,3961.08%2,716CommonSOLE
437076102HDHOME DEPOT INC$826,8011.05%2,256CommonSOLE
166764100CVXCHEVRON CORP NEW$799,1441.02%4,777CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$792,2691.01%2,539CommonSOLE
46434V878ICSHISHARES TR$749,2430.95%14,778CommonSOLE
438516106HONHONEYWELL INTL INC$735,1960.94%3,472CommonSOLE
78468R465SPDGSPDR SER TR$728,2860.93%19,248CommonSOLE
00724F101ADBEADOBE INC$718,7350.92%1,874CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$702,2920.89%27,487CommonSOLE
58933Y105MRKMERCK & CO INC$696,1780.89%7,756CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$671,4050.86%6,535CommonSOLE
78409V104SPGIS&P GLOBAL INC$660,0210.84%1,299CommonSOLE
036752103ELVELEVANCE HEALTH INC$656,3540.84%1,509CommonSOLE
58155Q103MCKMCKESSON CORP$646,0700.82%960CommonSOLE
244199105DEDEERE & CO$586,2180.75%1,249CommonSOLE
063425102BMRCBANK MARIN BANCORP$571,5240.73%25,896CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$550,7100.70%3,437CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$544,8780.69%5,953CommonSOLE
461202103INTUINTUIT$510,8390.65%832CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$506,1180.64%2,966CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$494,3920.63%905CommonSOLE
46434G103IEMGISHARES INC$480,3860.61%8,901CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$479,6820.61%5,579CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$472,8700.60%989CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$472,4980.60%6,036CommonSOLE
78468R853SPSMSPDR SER TR$464,3770.59%11,393CommonSOLE
032654105ADIANALOG DEVICES INC$453,7570.58%2,250CommonSOLE
743315103PGRPROGRESSIVE CORP$452,2490.58%1,598CommonSOLE
22160N109CSGPCOSTAR GROUP INC$420,8690.54%5,312CommonSOLE
30231G102XOMEXXON MOBIL CORP$418,9900.53%3,523CommonSOLE
747525103QCOMQUALCOMM INC$418,5870.53%2,725CommonSOLE
009158106APDAIR PRODS & CHEMS INC$413,4770.53%1,402CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$392,7910.50%9,550CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$384,3070.49%5,793CommonSOLE
26856L103ELFE L F BEAUTY INC$374,6670.48%5,967CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$367,8230.47%2,944CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$365,2810.47%1,469CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$355,0270.45%2,112CommonSOLE
464287663IUSVISHARES TR$352,5470.45%3,820CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$344,9810.44%1,391CommonSOLE
00287Y109ABBVABBVIE INC$334,1840.43%1,595CommonSOLE
29362U104ENTGENTEGRIS INC$328,6620.42%3,757CommonSOLE
478160104JNJJOHNSON & JOHNSON$319,0760.41%1,924CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$314,0630.40%6,441CommonSOLE
46434V456IQLTISHARES TR$313,7890.40%7,906CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$308,1870.39%5,164CommonSOLE
37637K108GTLBGITLAB INC$299,2490.38%6,367CommonSOLE
36828A101GEVGE VERNOVA INC$298,8680.38%979CommonSOLE
617446448MSMORGAN STANLEY$297,2750.38%2,548CommonSOLE
65339F101NEENEXTERA ENERGY INC$291,1450.37%4,107CommonSOLE
46266C105IQV1IQVIA HLDGS INC$289,3080.37%1,641CommonSOLE
02079K107GOOGALPHABET INC$271,8400.35%1,740CommonSOLE
46144X396KNOINVESTMENT MANAGERS SER TR I$260,9780.33%5,875CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$258,4170.33%767CommonSOLE
571903202MARMARRIOTT INTL INC NEW$252,2530.32%1,059CommonSOLE
742718109PGPROCTER AND GAMBLE CO$244,0410.31%1,432CommonSOLE
654106103NKENIKE INC$238,1760.30%3,752CommonSOLE
002824100ABTABBOTT LABS$238,1060.30%1,795CommonSOLE
G29183103ETNEATON CORP PLC$234,5880.30%863CommonSOLE
278865100ECLECOLAB INC$230,7030.29%910CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$230,0290.29%4,294CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$220,6430.28%1,809CommonSOLE
254687106DISDISNEY WALT CO$213,3890.27%2,162CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$205,2290.26%841CommonSOLE
717081103PFEPFIZER INC$200,1860.25%7,900CommonSOLE

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.