13F Insight
DOSSIER · 13F-HR · Q1 2026

Bank of Marin

$137M in tracked AUM across 152 positions as of Q1 2026.

BO
CIK 0001801145 · last filed Mar 31, 2026
Total AUM
$137M
as of Q1 2026
Holdings
152
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bank of Marin filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$7M27K5.0%02
MSFT
MICROSOFT CORP
$6M17K4.5%03
XLK
SELECT SECTOR SPDR TR
$6M43K4.1%04
GOOGL
ALPHABET INC
$4M14K2.8%05
NVDA
NVIDIA CORPORATION
$4M21K2.7%06
VO
VANGUARD INDEX FDS
$3M12K2.4%07
VOO
VANGUARD INDEX FDS
$3M6K2.4%08
AMZN
AMAZON COM INC
$3M15K2.2%09
XLY
SELECT SECTOR SPDR TR
$3M28K2.2%10
XLV
SELECT SECTOR SPDR TR
$3M20K2.1%

Filing history

2026Q1Mar 31
$137M▼ 5.4%
152 positionsView →2025Q4Dec 31
$145M▲ 2.2%
147 positionsView →2025Q3Sep 30
$142M▲ 6.9%
147 positionsView →2025Q2Jun 30
$133M▲ 68.9%
143 positionsLocked2025Q1Mar 31
$79M▼ 37.9%
101 positionsLocked2024Q4Dec 31
$126M▲ 1.8%
143 positionsLocked2024Q3Sep 30
$124M▲ 6.8%
142 positionsLocked2024Q2Jun 30
$116M▲ 2.1%
137 positionsLocked2024Q1Mar 31
$114M▲ 2.1%
131 positionsLocked2023Q4Dec 31
$112M▲ 8.7%
134 positionsLocked2023Q3Sep 30
$103M▼ 4.5%
131 positionsLocked2023Q2Jun 30
$107M▲ 2.6%
131 positionsLocked
Showing 12 of 26