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Portfolio (Quarterly) Guide ↗

Montecito Bank & Trust

· CIK 0001422508
13F Portfolio $668M AUM 446 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 90 Added 91 Reduced 9 Exited
Page 1 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES RUSSELL 1000 GROWTH ETF 285,911.0 $35.5M 5.31% +212K +289.0% $124.17 -1.4%
2 AGG ISHARES CORE U.S. AGGREGATE BON 150,950.0 $14.9M 2.23% +3K +1.9% $98.98 -1.6%
3 VGSH VANGUARD SHORT-TERM TREASURY ET 246,743.0 $14.4M 2.15% +9K +4.0% $58.20 -0.1%
4 IEFA ISHARES CORE MSCI EAFE ETF 143,342.0 $13.8M 2.07% +3K +2.2% $96.58 +4.4%
5 GOVT ISHARES U.S. TREASURY BOND ETF 482,547.0 $11.0M 1.65% +6K +1.2% $22.78 -1.4%
6 LLY ELI LILLY & CO Healthcare 9,044.0 $10.8M 1.62% +68.0 +0.8% $1199.43 +4.6%
7 JPM JPMORGAN CHASE & CO Financial Services 25,861.0 $8.5M 1.27% +161.0 +0.6% $327.33 +7.4%
8 EMXC ISHARES MSCI EMERGING MARKETS E 74,043.0 $7.6M 1.13% +4K +5.7% $102.30 -4.4%
9 EFV ISHARES MSCI EAFE VALUE ETF 97,751.0 $7.5M 1.12% +1K +1.2% $76.55 +7.4%
10 VCSH VANGUARD SHORT-TERM CORPORATE B 92,356.0 $7.3M 1.09% +2K +1.8% $79.03 -0.6%
11 TFLO ISHARES TREASURY FLOATING RATE 132,863.0 $6.7M 1.01% +9K +7.5% $50.63 -0.0%
12 NEAR BLACKROCK SHORT DURATION BOND E 112,329.0 $5.7M 0.85% +763.0 +0.7% $50.66 -0.2%
13 V VISA INC-CLASS A SHARES Financial Services 14,275.0 $4.9M 0.73% +777.0 +5.8% $343.09 +8.1%
14 JPIE JPMORGAN INCOME ETF 94,259.0 $4.3M 0.65% +3K +3.5% $46.05 -0.4%
15 JNJ JOHNSON & JOHNSON Healthcare 17,089.0 $4.3M 0.65% +199.0 +1.2% $253.97 +6.4%
16 VEA VANGUARD FTSE DEVELOPED MARKETS 54,256.0 $3.9M 0.58% +6K +13.0% $71.25 +3.0%
17 KLAC KLA CORP Technology 12,425.0 $3.7M 0.56% +11K +952.1% $301.71 -39.0%
18 VGK VANGUARD FTSE EUROPE ETF 31,848.0 $2.8M 0.42% +632.0 +2.0% $88.54 +4.7%
19 STIP ISHARES TR 0-5 YR TIPS ETF 23,470.0 $2.4M 0.36% +1K +5.2% $102.16 -1.2%
20 IGIB ISHARES 5-10 YEAR INVEST GRADE 39,980.0 $2.1M 0.32% +2K +6.4% $53.17 -1.9%
Page 1 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 18.1%
Healthcare 11.4%
Industrials 10.1%
Consumer Defensive 9.3%
Communication Services 7.5%
Energy 4.8%
Consumer Cyclical 3.6%
Real Estate 1.5%
Utilities 1.4%