E
Exchange Bank
Exchange Bank is an institution, managing $144.1M across 124 long positions as of Q3 2025 with AAPL as the largest holding (5% allocation).
- Portfolio Value
- $144.1M
- Positions
- 124
- Top Holding
- AAPL at 5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Exchange Bank's portfolio (32% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $7.2M | 5.00% | +$377.1K Bought | 0.00% 28.3K shares | |
Drug Manufacturers - General Healthcare | $5.5M | 3.84% | +$857.2K Bought | 0.00% 29.9K shares | |
ETF ETF | $5.5M | 3.80% | — | — 51.4K shares | |
Software - Infrastructure Technology | $5.2M | 3.60% | +$351.7K Bought | 0.00% 10.0K shares | |
ETF ETF | $4.2M | 2.88% | +$2.6K Bought | — 12.7K shares | |
Agricultural - Machinery Industrials | $3.9M | 2.73% | +$316.4K Bought | 0.00% 8.2K shares | |
Household & Personal Products Consumer Defensive | $3.7M | 2.57% | +$219.9K Bought | 0.00% 24.1K shares | |
ETF ETF | $3.7M | 2.57% | +$273.4K Bought | — 37.0K shares | |
Banks - Diversified Financial Services | $3.7M | 2.56% | +$218.6K Bought | 0.00% 11.7K shares | |
Oil & Gas Integrated Energy | $3.6M | 2.47% | +$6.5K Bought | 0.00% 22.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Exchange Bank's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-45.16% |
Analytics
Portfolio insights and performance metrics for Exchange Bank
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