Institutions / Exchange Bank
Exchange Bank
CIK 2001155 · Institution · as of Dec 31, 2025
Portfolio value
$144.59M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $7.89M | 5.5% |
| Johnson & Johnson | $5.95M | 4.1% |
| iShares National Amt-Free Muni | $5.50M | 3.8% |
| Microsoft Corp | $4.80M | 3.3% |
| Caterpillar Inc | $4.75M | 3.3% |
| iShares Core Total US Bond | $3.67M | 2.5% |
| Vanguard Total Stock Market ETF | $3.57M | 2.5% |
| JPMorgan Chase & Co | $3.57M | 2.5% |
| Chevron Corp | $3.48M | 2.4% |
| International Business Machines Corp | $3.44M | 2.4% |
| Walmart Inc. | $3.43M | 2.4% |
| PROCTER & GAMBLE Co | $3.40M | 2.4% |
| Vanguard Total Bond Market ETF | $3.27M | 2.3% |
| Exxon Mobil Corp | $3.07M | 2.1% |
| Alphabet Inc. | $3.05M | 2.1% |
| NVIDIA Corp | $2.75M | 1.9% |
| Union Pacific Corp | $2.28M | 1.6% |
| Berkshire Hathaway Inc | $2.26M | 1.6% |
| iShares Core S&P Mid-Cap (Mkt) | $2.13M | 1.5% |
| Coca Cola Co | $2.11M | 1.5% |
| Alphabet Inc. | $2.02M | 1.4% |
| Schwab US Broad Market Etft | $2.02M | 1.4% |
| SPDR S&P 500 ETF | $1.96M | 1.4% |
| Amazon.com Inc | $1.86M | 1.3% |
| Philip Morris International Inc. | $1.70M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.