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Portfolio (Quarterly) Guide ↗

Bank of Marin

· CIK 0001801145
13F Portfolio $137M AUM 152 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 46 Added 40 Reduced 10 Exited
Page 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USFR WISDOMTREE TR 18,165.0 $914K 0.67% -2K -10.1% $50.34 +0.2%
42 GLDM WORLD GOLD TR Financial Services 9,657.0 $895K 0.65% -2K -20.1% $92.69 -3.0%
43 FENY FIDELITY COVINGTON TRUST 26,199.0 $891K 0.65% $34.02 -3.2%
44 CVX CHEVRON CORPORATION Energy 4,292.0 $888K 0.65% +175.0 +4.2% $206.90 -7.7%
45 ISRG INTUITIVE SURGICAL INC Healthcare 1,926.0 $888K 0.65% $460.99 -4.6%
46 SPDG SPDR SERIES TRUST 21,122.0 $880K 0.64% +3K +16.0% $41.68 +9.9%
47 IEMG ISHARES INC 12,608.0 $879K 0.64% +2K +17.9% $69.75 +15.5%
48 ARM ARM HOLDINGS PLC Technology 5,775.0 $874K 0.64% +1K +23.3% $151.28 +97.1%
49 BLV VANGUARD BD INDEX FDS 12,178.0 $838K 0.61% -944.0 -7.2% $68.78 -1.7%
50 MCD MCDONALDS CORP Consumer Cyclical 2,687.0 $835K 0.61% $310.79 -8.6%
51 MCK MCKESSON CORP Healthcare 960.0 $831K 0.61% $865.36 -11.4%
52 SYK 1STRYKER CORPORATION Healthcare 2,446.0 $804K 0.59% +165.0 +7.2% $328.59 -2.2%
53 HD HOME DEPOT INC Consumer Cyclical 2,440.0 $802K 0.59% +130.0 +5.6% $328.89 -4.6%
54 VTI VANGUARD INDEX FDS 2,493.0 $800K 0.58% -204.0 -7.6% $320.81 +13.8%
55 HON HONEYWELL INTL INC Industrials 3,443.0 $778K 0.57% $226.03 -1.0%
56 BSX BOSTON SCIENTIFIC CORP Healthcare 12,358.0 $775K 0.57% -152.0 -1.2% $62.75 -8.9%
57 PSX PHILLIPS 66 Energy 4,235.0 $772K 0.56% NEW $182.18 -1.6%
58 GS GOLDMAN SACHS GROUP INC Financial Services 905.0 $766K 0.56% $845.99 +16.8%
59 XMHQ INVESCO EXCHANGE TRADED FD T 7,088.0 $733K 0.54% +121.0 +1.7% $103.37 +4.0%
60 DYNF BLACKROCK ETF TRUST 12,508.0 $728K 0.53% -139.0 -1.1% $58.18 +14.3%
Page 3 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 19.2%
Healthcare 13.3%
Communication Services 8.5%
Consumer Cyclical 6.7%
Industrials 6.6%
Consumer Defensive 4.2%
Energy 3.4%
Basic Materials 2.5%
Utilities 1.8%