Bo

Bank of Marin

13F
Bank of Marin
Last update 2025-02-11 125 Stocks (4 new)
Value $126.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(6.04%)AAPL(5.53%)XLK(3.97%)AMZN(2.78%)NVDA(2.63%)
Summary Stock Picks Current Portfolio
Bank of Marin Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
18,109
7,632.9
+3.01%
6.040
+0.18%
0.000
-11.58%
-6.85%
2,913,005.9
Software
AAPL 		Apple Inc
27,918
6,991.2
+0.03%
5.530
0%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
XLK 		Technology Select Sector SPDR ETF
21,591
5,020.3
+0.45%
3.970
+0.02%
0.010
-12.88%
-10.34%
64,356.0
 
AMZN 		Amazon.com Inc
16,026
3,515.9
+0.92%
2.780
+0.03%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
NVDA 		NVIDIA Corp
24,799
3,330.3
-0.37%
2.630
-0.01%
0.000
-22.16%
-17.33%
2,708,644.0
Semiconductors
VOO 		Vanguard S&P 500 ETF
6,137
3,306.7
-2.53%
2.610
-0.07%
0.000
-9.46%
-6.07%
650,637.7
 
XLY 		Consumer Discretionary Select Sector SPDR
14,236
3,193.8
-1.32%
2.530
-0.03%
0.010
-14.09%
-11.92%
19,217.2
 
VO 		Vanguard Mid-Cap ETF
11,595
3,062.6
-3.17%
2.420
-0.08%
0.000
-8.51%
-3.94%
77,944.5
 
XLV 		Health Care Select Sector SPDR
20,906
2,876.0
-0.88%
2.270
-0.02%
0.010
-4.34%
+0.35%
35,681.8
 
COST 		Costco Wholesale Corp
3,003
2,751.6
+5.78%
2.180
+0.12%
0.000
+4.10%
+6.76%
433,549.6
Retail - Defensive

Bank of Marin's Historical Top Holdings Breakdowns

Bank of Marin's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APD 		Air Products & Chemicals Inc2024-12-31New Buy
+0.30%
●
285.5 ($314.38) 335.62
$267.11
-15.04%
New holding
1,308
1,308
PYPL 		PayPal Holdings Inc2024-12-31Sold Out
-0.27%
●
77.25 ($84.18) 91.3
$65.34
-22.38%
Sold Out
0
-4,249
DHI 		D.R. Horton Inc2024-12-31Sold Out
-0.27%
●
137.24 ($166.7) 194.56
$124.56
-25.28%
Sold Out
0
-1,777
AMN 		AMN Healthcare Services Inc2024-12-31Sold Out
-0.20%
●
22.94 ($31.62) 42.42
$19.19
-39.31%
Sold Out
0
-5,965
GE 		GE Aerospace2024-12-31New Buy
+0.19%
●
159.95 ($178.31) 194.23
$198.43
11.28%
New holding
1,475
1,475
TJX 		TJX Companies Inc2024-12-31New Buy
+0.19%
●
112.13 ($119.4) 127.2
$126.56
6.00%
New holding
1,995
1,995
MSFT 		Microsoft Corp2024-12-31Add
+0.18%
●
406.35 ($426.03) 454.46
$391.85
-8.02%
Add 3.01%
18,109
529
BLDR 		Builders FirstSource Inc2024-12-31New Buy
+0.17%
●
142.93 ($176.68) 198.25
$121.35
-31.32%
New holding
1,484
1,484
DUK 		Duke Energy Corp2024-12-31Sold Out
-0.17%
●
105.76 ($113.24) 120.76
$119.85
5.84%
Sold Out
0
-1,809
MRK 		Merck & Co Inc2024-12-31Add
+0.15%
●
96.31 ($102.91) 112.08
$82.74
-19.60%
Add 28.07%
8,669
1,900

Bank of Marin Total Holding History ($B)

To

Bank of Marin's Asset Allocation

To

Bank of Marin Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bank of Marin's Hypothetical Growth since 2024-12-31

Bank of Marin's Yearly Returns

Year Portfolio % % Excess Gain %

Bank of Marin's Holdings Heat Map

Size field:

Bank of Marin's Holdings Bubble Chart

Bank of Marin News

  • 1

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