Bank of Marin

Q4 2024 13F Holdings

  • Location
    novato, CA
  • Num holdings

    126

  • Value ($000)

    $126,460

  • Date Filed
    02/10/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.63M
6 %

18,109

AAPL
AAPL

APPLE INC

COM
037833100
$6.99M
6 %

27,918

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$5.02M
4 %

21,591

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.52M
3 %

16,026

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.33M
3 %

24,799

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$3.31M
3 %

6,137

XLY
XLY

SELECT SECTOR SPDR TR

SBI CONS DISCR
81369Y407
$3.19M
3 %

14,236

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$3.06M
2 %

11,595

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$2.88M
2 %

20,906

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$2.75M
2 %

3,003

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