13F

Investor

Exchange Bank

CIK 0002001155 · filed 2026-04-08 · SEC filing

13F book

$144.3M

Positions

117

5 new · 9 sold

Largest name

5.0%

Apple Inc. · AAPL

Est. mark

$1.31M

Price effect on 112 names still held. Flow −$1.6M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL28.5K$7.24M5.0%−$515.7KCut−$650K
Johnson & JohnsonJNJ27.6K$6.76M4.7%$1.04MCut$808.4K
Ishares Tr51.5K$5.47M3.8%−$49.3KAdded−$35.5K
Caterpillar IncCAT7.47K$5.29M3.7%$1.01MCut$546.2K
Chevron Corp NewCVX22.5K$4.65M3.2%$1.22MCut$1.17M
Exxon Mobil Corp24.1K$4.1M2.8%$1.19MCut$1.03M
Ishares Tr37.4K$3.72M2.6%−$22.4KAdded$44.2K
Microsoft CorpMSFT9.94K$3.68M2.5%−$1.13MAdded−$1.13M
Walmart Inc.WMT29.4K$3.65M2.5%$377.8KCut$220K
Vanguard Index Fds11.1K$3.58M2.5%−$154KAdded$5.81K
Procter And Gamble CoPG23.5K$3.4M2.4%$26.6KCut$2.24K
Jpmorgan Chase & Co.11.1K$3.26M2.3%−$310.5KHeld
Vanguard Bd Index Fds44.2K$3.25M2.3%−$19KAdded−$15.7K
International Business Machs11.6K$2.81M1.9%−$624.4KCut−$628.8K
Alphabet Inc9.7K$2.79M1.9%−$246.8KCut−$262.5K
Coca Cola CoKO30.2K$2.3M1.6%$185.6KHeld
Union Pac Corp9.37K$2.27M1.6%$105.8KCut−$4.73K
Nvidia CorpNVDA12.8K$2.23M1.5%−$154.9KCut−$514.3K
Ishares Tr32.9K$2.22M1.5%$49.4KAdded$91K
Berkshire Hathaway Inc Del3$2.15M1.5%−$110KHeld
Schwab Strategic Tr76.5K$1.92M1.3%−$86.4KCut−$102.2K
Alphabet Inc6.51K$1.87M1.3%−$173.8KAdded−$157.8K
Spdr S&P 500 Etf Tr2.87K$1.86M1.3%−$90.5KCut−$100.7K
Bristol-Myers Squibb Co29.3K$1.78M1.2%$196.6KHeld
Philip Morris Intl Inc10.6K$1.75M1.2%$52.4KHeld
Merck & Co., Inc.MRK14.4K$1.74M1.2%$217.1KHeld
Vanguard Scottsdale Fds19.3K$1.53M1.1%−$8.02KAdded$140.6K
Amazon Com IncAMZN7.26K$1.51M1.0%−$163.7KCut−$345.1K
Norfolk Southn Corp5.26K$1.51M1.0%−$9.04KCut−$37.9K
Ishares Tr28.4K$1.42M1.0%$732Added$204.9K
Vanguard Tax-Managed Fds21.1K$1.35M0.9%$23.6KAdded$435.5K
Texas Instrs Inc6.78K$1.32M0.9%$140KHeld
Vanguard Intl Equity Index F24.2K$1.31M0.9%$2.63KAdded$820.1K
Nextera Energy Inc13.7K$1.28M0.9%$173.1KHeld
Target CorpTGT10.4K$1.26M0.9%$244.3KCut$241.8K
Automatic Data Processing In5.8K$1.18M0.8%−$313.6KCut−$315.7K
Ge Aerospace3.94K$1.12M0.8%−$95.7KCut−$98.1K
Ishares Tr10.4K$1.1M0.8%−$2.07KCut−$10.1K
Marsh & Mclennan Cos Inc6.16K$1.07M0.7%−$74.4KCut−$75.5K
Ishares Gold Tr11.7K$1.03M0.7%$69.8KAdded$218.6K
Ishares Tr19.3K$1.01M0.7%−$6.17KCut−$158.9K
Fedex CorpFDX2.7K$962.8K0.7%$182KHeld
Eli Lilly & CoLLY1.04K$956.6K0.7%−$161.1KCut−$236.3K
Globe Life Inc6.75K$939.4K0.7%−$4.66KHeld
Bank New York Mellon Corp7.55K$896.3K0.6%$19.2KHeld
Altria Group, Inc.MO13.5K$893.9K0.6%$112.8KHeld
State Srt Spdr Prtfl Hgh38.1K$888.8K0.6%−$13.1KAdded$3.23K
Home Depot, Inc.HD2.69K$884.1K0.6%−$40.9KCut−$41.2K
GE Vernova Inc.GEV987$861.6K0.6%$216KAdded$217.8K
Honeywell Intl Inc3.73K$844.2K0.6%$115.6KCut$115K
Oracle Corp5.73K$843.4K0.6%−$274KCut−$382K
Berkshire Hathaway Inc Del1.75K$839.6K0.6%−$41.1KHeld
Costco Whsl Corp New830$827K0.6%$111.3KCut$92.3K
Mcdonalds CorpMCD2.62K$812.7K0.6%$13.5KHeld
Ishares Tr8.23K$799.7K0.6%$9.06KHeld
American Express CoAXP2.57K$776.8K0.5%−$173.3KCut−$191K
Broadcom Inc.AVGO2.48K$767.9K0.5%−$90.8KCut−$247.9K
Pepsico IncPEP4.8K$745.1K0.5%$56.5KCut$22.6K
American Centy Etf Tr7.41K$739.9K0.5%$43.6KCut−$71K
Ishares Tr5.94K$738.3K0.5%$23KAdded$70.3K
Visa Inc.V2.41K$728.1K0.5%−$116.8KHeld
Meta Platforms, Inc.META1.26K$722K0.5%−$111KHeld
Ishares Tr1.1K$721.1K0.5%−$35KHeld
Pfizer IncPFE25.3K$709.9K0.5%$80.4KHeld
Ishares Tr25K$667.4K0.5%−$14.5KCut−$65.7K
Cisco Sys Inc8.18K$634.9K0.4%$4.58KCut−$503
Mondelez Intl Inc10.6K$610.8K0.4%$40.4KCut$19.9K
RTX CorpRTX3.16K$610.3K0.4%$30.1KCut−$6.62K
Boeing Co3.01K$598.7K0.4%−$54.4KHeld
Mastercard IncMA1.19K$596.6K0.4%−$85KCut−$100.5K
Huntington Bancshares Inc38K$595.1K0.4%−$64.6KHeld
Vanguard Index Fds990$591.6K0.4%−$29.3KHeld
Ishares Tr22.8K$572.1K0.4%−$3.97KAdded−$82
Ishares Tr6.1K$565.7K0.4%−$8.66KCut−$27.5K
Global X Fds10.9K$553.5K0.4%$20.1KAdded$235.7K
Ishares Tr2.88K$553.4K0.4%−$18.1KAdded$25K
Lowes Cos Inc2.32K$548.2K0.4%−$11.3KHeld
Emerson Elec Co3.87K$507K0.4%−$6.58KCut−$43.9K
Illinois Tool Wks Inc1.93K$502.9K0.3%$27KCut$24.1K
Vanguard Index Fds2.29K$498.2K0.3%$12KAdded$32.4K
3M COMMM3.38K$490.6K0.3%−$50.2KCut−$54.6K
AbbVie Inc.ABBV2.17K$472K0.3%−$23.9KHeld
Vanguard Whitehall Fds3.08K$456.9K0.3%$12.8KAdded$56.9K
Becton Dickinson & CoBDX2.84K$446.1K0.3%−$104.5KHeld
Taiwan Semiconductor Mfg Ltd1.25K$423.8K0.3%$42.7KHeld
BlackRock, Inc.BLK434$417.4K0.3%−$47.1KCut−$76K
Ishares Tr7.67K$408.3K0.3%−$5.06KHeld
Netflix IncNFLX4.24K$407.7K0.3%$10.1KHeld
Duke Energy Corp New3.04K$398.7K0.3%$41.8KHeld
Ishares Tr1.58K$390.8K0.3%$2.9KHeld
Agilent Technologies, Inc.A3.4K$388K0.3%−$75.2KHeld
Northrop Grumman Corp559$381.4K0.3%$62.6KHeld
Broadridge Finl Solutions In2.25K$365.6K0.3%−$136.6KHeld
Lockheed Martin CorpLMT535$323.3K0.2%$64.6KCut$57.3K
Csx CorpCSX7.82K$321K0.2%$37.5KCut$34.8K
Disney Walt Co3.27K$315.3K0.2%−$56.9KCut−$71.3K
Booking Holdings Inc.BKNG74$311.6K0.2%−$84.7KHeld
Lam Research CorpLRCX1.37K$292.9K0.2%$58.2KCut$19.2K
Amphenol Corp New2.24K$282.8K0.2%−$19.7KCut−$74.7K
Northern Tr Corp2K$279.1K0.2%$5.96KHeld
Tjx Cos Inc New1.63K$259.7K0.2%$9.9KHeld
Valero Energy Corp1.04K$256.5K0.2%New
Pnc Finl Svcs Group Inc1.23K$255.9K0.2%−$789Held
Enterprise Prods Partners L6.7K$253.6K0.2%$38.7KHeld
Medtronic PlcMDT2.81K$243.5K0.2%−$26.4KCut−$30.1K
Tesla, Inc.TSLA634$235.7K0.2%−$49.4KHeld
At&T Inc8.12K$235.4K0.2%$33.6KAdded$34.3K
Eaton Vance Tax-Managed Dive16.7K$229.7K0.2%New
Adobe Inc.ADBE940$228.5K0.2%−$100.5KCut−$128.8K
Travelers Companies, Inc.TRV773$225.5K0.2%$1.25KHeld
Microchip Technology Inc.3.32K$214.4K0.1%$2.95KCut−$4.31K
Linde PlcLIN426$211.2K0.1%New
Ishares Tr4.13K$210.5K0.1%$369Added$2.97K
Spdr Series Trust4.62K$209.6K0.1%−$1.71KHeld
Corteva, Inc.CTVA2.48K$207.9K0.1%New
Capital One Finl Corp1.11K$203.4K0.1%−$66.8KHeld
Eversource EnergyES2.89K$200.2K0.1%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.