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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 2,910.0 $743K 0.11% +560.0 +23.8% $255.43 -41.4%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,596.0 $726K 0.11% +950.0 +8.2% $57.62 +16.3%
63 ISHARES IBONDS DEC 2031 TERM TR 35,531.0 $717K 0.11% +6K +20.0% $20.19
64 VXF VANGUARD EXTENDED MARKET ETF 2,912.0 $717K 0.11% +110.0 +3.9% $246.21 -0.3%
65 MUB ISHARES NATIONAL MUNI BOND ETF 6,535.0 $703K 0.10% +280.0 +4.5% $107.62 -2.1%
66 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 8,552.0 $694K 0.10% +295.0 +3.6% $81.16 -10.5%
67 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,427.0 $684K 0.10% +1K +17.0% $92.09 -3.2%
68 IBDZ ISHARES IBONDS DEC 2034 TERM CO 25,302.0 $659K 0.10% +261.0 +1.0% $26.05 -2.0%
69 BX BLACKSTONE INC Financial Services 5,280.0 $621K 0.09% +216.0 +4.3% $117.67 +21.8%
70 QLTA ISHARES AAA - A RATED CORPORATE 12,877.0 $612K 0.09% +94.0 +0.7% $47.52 -2.3%
71 ROK ROCKWELL AUTOMATION INC Industrials 1,222.0 $605K 0.09% +420.0 +52.4% $495.08 -11.7%
72 COF CAPITAL ONE FINANCIAL CORP Financial Services 3,012.0 $604K 0.09% +230.0 +8.3% $200.62 +8.6%
73 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,022.0 $508K 0.08% +92.0 +9.9% $496.73 +10.3%
74 SPG SIMON PROPERTY GROUP INC Real Estate 2,239.0 $501K 0.07% +420.0 +23.1% $223.65 -2.4%
75 IEF ISHARES 7-10 YEAR TREASURY BOND 5,254.0 $497K 0.07% +425.0 +8.8% $94.57 -1.9%
76 ESGE ISHARES ESG AWARE MSCI EM ETF 8,837.0 $483K 0.07% +700.0 +8.6% $54.69 -1.4%
77 DGX QUEST DIAGNOSTICS INC Healthcare 2,174.0 $461K 0.07% +20.0 +0.9% $211.95 +15.3%
78 VUG VANGUARD GROWTH ETF 5,238.0 $451K 0.07% +4K +480.1% $86.14 +1.6%
79 ACN ACCENTURE PLC-CL A Technology 3,582.0 $446K 0.07% +933.0 +35.2% $124.44 +48.9%
80 KIM KIMCO RLTY CORP Real Estate 17,340.0 $440K 0.07% +1K +6.9% $25.35 -5.2%
Page 4 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%