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Holders — by stockHoldings — by fund

Bank of Marin

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1801145

$143.4M

disclosed book value

133

positions

5.5%

largest position share

Positions, as of 2026-06-30

top 100 of 133 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1XLKSELECT SECTOR SPDR TR41,140$7.8M5.5%
2MSFTMICROSOFT CORP16,181$6.0M4.2%
3GOOGLALPHABET INC12,940$4.6M3.2%
4AAPLAPPLE INC15,913$4.6M3.2%
5NVDANVIDIA CORPORATION22,006$4.4M3.1%
6VOOVANGUARD INDEX FDS5,624$3.9M2.7%
7VOVANGUARD INDEX FDS46,380$3.7M2.6%
8AMZNAMAZON COM INC13,753$3.3M2.3%
9XLVSELECT SECTOR SPDR TR19,872$3.2M2.2%
10XLYSELECT SECTOR SPDR TR26,872$3.2M2.2%
11AMDADVANCED MICRO DEVICES INC5,266$3.1M2.1%
12QQQINVESCO QQQ TR3,958$2.9M2%
13BMRCBANK OF MARIN BANCORP97,046$2.7M1.9%
14VOXVANGUARD WORLD FD13,934$2.6M1.8%
15COSTCOSTCO WHOLESALE CORPORATI2,670$2.5M1.7%
16XLISELECT SECTOR SPDR TR12,095$2.2M1.6%
17BRK/BBERKSHIRE HATHAWAY INC DEL4,342$2.2M1.5%
18SCHOSCHWAB STRATEGIC TR89,433$2.2M1.5%
19SPYSTATE STR SPDR S&P 500 ETF2,779$2.1M1.4%
20IVVISHARES TR2,537$1.9M1.3%
21XLFSELECT SECTOR SPDR TR32,812$1.8M1.2%
22VFHVANGUARD WORLD FD13,249$1.7M1.2%
23ANETARISTA NETWORKS INC10,121$1.7M1.2%
24XLCSELECT SECTOR SPDR TR15,867$1.7M1.2%
25DHRDANAHER CORP DEL8,866$1.7M1.2%
26VVISA INC4,634$1.6M1.1%
27LLYELI LILLY & CO1,292$1.5M1.1%
28XLPSELECT SECTOR SPDR TR18,116$1.5M1%
29ARMARM HOLDINGS PLC4,205$1.5M1%
30BNDXVANGUARD CHARLOTTE FDS27,424$1.3M0.9%
31BACBANK OF AMER CORP23,063$1.3M0.9%
32VBVANGUARD INDEX FDS4,300$1.3M0.9%
33JPMJPMORGAN CHASE & CO3,936$1.3M0.9%
34EFAISHARES TR12,262$1.3M0.9%
35PANWPALO ALTO NETWORKS INC3,538$1.2M0.8%
36VXFVANGUARD INDEX FDS4,868$1.2M0.8%
37TIPISHARES TR10,792$1.2M0.8%
38TMOTHERMO FISHER SCIENTIFIC I2,350$1.2M0.8%
39GOVTISHARES TR45,891$1.0M0.7%
40PFFISHARES TR33,556$1.0M0.7%
41VEAVANGUARD TAX-MANAGED FDS14,254$1.0M0.7%
42SPDGSPDR SERIES TRUST21,608$1.0M0.7%
43GSGOLDMAN SACHS GROUP INC905$915,2890.6%
44VTIVANGUARD INDEX FDS2,389$884,0250.6%
45BLVVANGUARD BD INDEX FDS12,800$882,3030.6%
46METAMETA PLATFORMS INC1,491$839,8650.6%
47HDHOME DEPOT INC2,357$831,2660.6%
48GEVGE VERNOVA INC661$776,5810.5%
49SYKSTRYKER CORPORATION2,446$770,0980.5%
50ISRGINTUITIVE SURGICAL INC1,906$757,9780.5%
51VOTVANGUARD INDEX FDS2,473$757,4790.5%
52ICSHISHARES TR14,730$745,0420.5%
53FENYFIDELITY COVINGTON TRUST24,898$735,9840.5%
54ADIANALOG DEVICES INC1,850$734,7640.5%
55MCKMCKESSON CORP960$725,3760.5%
56XLBSELECT SECTOR SPDR TR14,093$716,3470.5%
57DEDEERE & CO1,127$714,8890.5%
58CGMUCAPITAL GRP FIXED INCM ETF25,925$712,1590.5%
59MRKMERCK & CO INC5,522$709,5770.5%
60VGTVANGUARD WORLD FD5,904$705,6460.5%
61PSXPHILLIPS 664,141$700,0360.5%
62IEMGISHARES INC8,364$692,8730.5%
63MCDMCDONALDS CORP2,513$679,2890.5%
64FERGFERGUSON ENTERPRISES INC2,844$674,9660.5%
65CVXCHEVRON CORPORATION4,005$663,8680.5%
66SPSMSPDR SERIES TRUST11,213$646,6520.5%
67DYNFBLACKROCK ETF TRUST9,503$646,2990.5%
68TSMTAIWAN SEMICONDUCTOR MANUF1,329$634,6900.4%
69XLESELECT SECTOR SPDR TR11,654$618,9430.4%
70ATIATI INC2,950$581,4450.4%
71USFRWISDOMTREE TR11,516$579,8300.4%
72XLUSELECT SECTOR SPDR TR12,124$549,7020.4%
73TYLTYLER TECHNOLOGIES INC1,854$542,2200.4%
74ELVELEVANCE HEALTH INC FORMER1,379$533,3000.4%
75BSXBOSTON SCIENTIFIC CORP12,435$530,7250.4%
76SPGIS&P GLOBAL INC1,299$529,0300.4%
77VWOVANGUARD INTL EQUITY INDEX8,845$527,9570.4%
78ABBVABBVIE INC1,974$496,7370.3%
79QCOMQUALCOMM INC2,675$494,3130.3%
80XMHQINVESCO EXCHANGE TRADED FD4,377$494,0750.3%
81SRLNSSGA ACTIVE ETF TR12,200$491,5380.3%
82AVDEAMERICAN CENTY ETF TR5,433$484,6230.3%
83VOEVANGUARD INDEX FDS2,435$481,1560.3%
84EXMOCEXXON MOBIL CORP3,500$478,5200.3%
85JIREJ P MORGAN EXCHANGE TRADED5,722$472,0070.3%
86IFFINTERNATIONAL FLAVORS&FRAG5,868$464,8620.3%
87MSMORGAN STANLEY2,223$464,6950.3%
88SMERYSIEMENS ENERGY AG11,885$450,5840.3%
89EATON CORP PLC1,057$450,4080.3%
90MLMMARTIN MARIETTA MATLS INC771$444,6350.3%
91PGRPROGRESSIVE CORP2,014$439,9580.3%
92IUSVISHARES TR3,922$432,0080.3%
93WCCWESCO INTL INC1,239$427,9870.3%
94VCRVANGUARD WORLD FD1,077$427,1480.3%
95CRMSALESFORCE INC2,653$415,6180.3%
96HONHONEYWELL INTL INC1,817$406,8260.3%
97HONAHONEYWELL AEROSPACE INC1,817$401,7020.3%
98TLNTALEN ENERGY CORP1,035$397,7090.3%
99THCTENET HEALTHCARE CORP2,120$396,6090.3%
100NFLXNETFLIX INC.5,485$391,6290.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.