Exchange Bank: 13F holdings
CIK 20011552026Q2
| Positions | 130 |
|---|
| Reported value | $160.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 130 (+13 vs prior quarter) |
|---|
| Reported value | $160.6m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 28,198 | $8.2m | 5.1% |
| CAT CATERPILLAR INC | 7,472 | $8.0m | 5.0% |
| JNJ JOHNSON & JOHNSON | 26,800 | $6.8m | 4.2% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 13,366 | $4.9m | 3.1% |
| MUB ISHARES NATIONAL AMT-FREE MUNI | 42,838 | $4.6m | 2.9% |
| AGG ISHARES CORE TOTAL US BOND | 37,018 | $3.7m | 2.3% |
| CVX CHEVRON CORP | 22,089 | $3.7m | 2.3% |
| MSFT MICROSOFT CORP | 9,663 | $3.6m | 2.2% |
| JPM JP MORGAN CHASE & CO | 10,858 | $3.6m | 2.2% |
| GOOGL ALPHABET INC DEP SHS | 9,938 | $3.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001155")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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