Bank of Marin
Bank of Marin is a community business bank and financial services provider headquartered in Novato, California. Founded in 1989, the bank specializes in serving small to medium-sized businesses, not-for-profit organizations, and commercial real estate investors throughout Northern California. Its offerings include personal and business banking, commercial lending, specialty lending, and wealth management and trust services across over 30 branches and commercial banking offices. The firm is recognized for its relationship-driven client service model and active community involvement, employing approximately 285-350 people.
Investment Strategy
Bank of Marin follows a relationship banking philosophy centered on building strong, long-lasting partnerships with business and personal clients. Its disciplined approach relies on sound banking practices, high product quality, and risk management fundamentals. The bank offers personalized financial solutions, including customized commercial and real estate lending, cash management, and wealth management—all underpinned by a deep commitment to the communities it serves. Philanthropy, volunteerism, and local economic support are core to its strategy.
Latest 13F Filing Activity
Bank of Marin filed their most recent 13F report on Jun 30, 2025 disclosing 126 equity positions with a total 13F market value of $133M. The fund increased holdings in Select Sector SPDR TR, Vanguard Index FDS, Vanguard Index FDS among other positions. Bank of Marin reduced exposure to Apple Inc., E L F Beauty Inc., Builders Firstsource Inc. among others.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.65% | $8.8M | 17,734 | $208.06 | $497.41 | +$2.2M |
A AAPL | APPLE INC | 4.26% | $5.6M | 27,535 | $79.62 | $205.17 | -$532.3K |
X XLK | SELECT SECTOR SPDR TR | 4.16% | $5.5M | 21,783 | $253.23 | $253.23 | +$5.5M |
N NVDA | NVIDIA CORPORATION | 3.08% | $4.1M | 25,883 | $27.05 | $157.99 | +$1.4M |
A AMZN | AMAZON COM INC | 2.78% | $3.7M | 16,815 | $127.03 | $219.39 | +$596.2K |