account_balance
Investment manager · 13F filer · SEC CIK 2001155
Exchange Bank
Reported value$162Mas of Sep 30, 2026
Positions129 5 new, 6 sold out
Top 10 weight32.5%AAPL alone is 6%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.5%Trimmed −5%
JNJJohnson & Johnson
4.2%Trimmed −4%
CATCaterpillar Inc
3.8%
VTIVanguard Morningstar Total Stock
3.6%Added +16%
MSFTMicrosoft Corp
3.0%
CVXChevron Corp
2.8%Added +2%
MUBiShares National Amt-Free Muni
2.8%Added +5%
XOMExxonMobil Holdings Corp
2.4%
JPMJPMorgan Chase & Co
2.2%
PGProcter & Gamble Co
2.1%
GOOGLAlphabet Inc.
2.1%Trimmed −3%
BNDVanguard Total Bond Market ETF
2.0%
AAPLApple Inc.
5.5%Trimmed −5%
JNJJohnson & Johnson
4.2%Trimmed −4%
CATCaterpillar Inc
3.8%
VTIVanguard Morningstar Total Stock
3.6%+16%
MSFTMicrosoft Corp
3.0%
CVXChevron Corp
2.8%
MUBiShares National Amt-Free Muni
2.8%
XOMExxonMobil Holdings Corp
2.4%
JPMJPMorgan Chase & Co
2.2%
PG2.1%GOOGLBND2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.5% Trimmed −5%JNJ Johnson & Johnson 4.2% Trimmed −4%CAT Caterpillar Inc 3.8% Held
VTI Vanguard Morningstar Total Stock 3.6% Added +16%
MSFT Microsoft Corp 3.0% HeldCVX Chevron Corp 2.8% Added +2%MUB iShares National Amt-Free Muni 2.8% Added +5%
XOM ExxonMobil Holdings Corp 2.4% HeldJPM JPMorgan Chase & Co 2.2% HeldPG Procter & Gamble Co 2.1% HeldGOOGL Alphabet Inc. 2.1% Trimmed −3%BND Vanguard Total Bond Market ETF 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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