Bank of Marin - Portfolio overview

Bank of Marin has 147 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 5.16%
  2. MSFT - MICROSOFT CORP, 4.65%
  3. XLK - SELECT SECTOR SPDR TR, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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