James Jimenez

Bank Of Marin

Assets Managed

$137.049M

Holdings

135

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

-5.37%(2Q avg: -1.61%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bank Of Marin's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Bank Of Marin over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 137.049M in assets, with a quarterly growth rate of -5.37% and a 2-quarter average growth rate of -1.61%. The portfolio is managed by James Jimenez, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.41%	5.02%	$6.873M 27,081 shares@ $253.79 avg price	Decreased -1.41%
MSFT Microsoft Corp Recent Activity Decreased -3.45%	4.53%	$6.196M 16,737 shares@ $370.17 avg price	Decreased -3.45%
XLK Technology Select Sect Spdr Recent Activity Decreased -0.4%	4.13%	$5.652M 42,528 shares@ $132.9 avg price	Decreased -0.4%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -0.44%	2.84%	$3.884M 13,506 shares@ $287.56 avg price	Decreased -0.44%
NVDA Nvidia Corp Recent Activity Decreased -2.81%	2.74%	$3.744M 21,470 shares@ $174.4 avg price	Decreased -2.81%
VO Vanguard Mid-cap Etf Recent Activity	2.43%	$3.33M 11,595 shares@ $287.18 avg price
VOO Vanguard S&p 500 Etf Recent Activity Decreased -3.25%	2.42%	$3.304M 5,530 shares@ $597.55 avg price	Decreased -3.25%
AMZN Amazon.com Inc Recent Activity Decreased -8.54%	2.23%	$3.051M 14,647 shares@ $208.27 avg price	Decreased -8.54%
XLY Consumer Discretionary Selt Recent Activity Increased 4.03%	2.23%	$3.048M 27,972 shares@ $108.98 avg price	Increased 4.03%
XLV Health Care Select Sector Recent Activity Increased 2.02%	2.13%	$2.913M 19,872 shares@ $146.61 avg price	Increased 2.02%

1-10 of 135