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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 850.0 $433K 0.07% +80.0 +10.4% $509.46 +10.6%
82 TLH ISHARES 10-20 YEAR TREASURY BON 4,199.0 $421K 0.06% +1K +32.7% $100.35 -3.6%
83 MET METLIFE INC Financial Services 4,772.0 $404K 0.06% +431.0 +9.9% $84.61 +11.5%
84 EMB ISHARES J.P. MORGAN USD EM BOND 4,180.0 $403K 0.06% +63.0 +1.5% $96.44 -1.8%
85 EXC EXELON CORP Utilities 8,645.0 $403K 0.06% +188.0 +2.2% $46.62 -6.1%
86 JPMORGAN ULTRA-SHORT INCOME ETF 6,993.0 $354K 0.05% +600.0 +9.4% $50.57
87 MDT MEDTRONIC PLC Healthcare 3,611.0 $282K 0.04% +72.0 +2.0% $78.23 +19.3%
88 HLT HILTON WORLWIDE HLDGS Consumer Cyclical 720.0 $238K 0.04% +40.0 +5.9% $330.46 -1.2%
89 SHEL SHELL PLC-ADR Energy 2,875.0 $223K 0.03% +15.0 +0.5% $77.54 +20.4%
90 IYE ISHARES U.S. ENERGY ETF 3,826.0 $217K 0.03% +100.0 +2.7% $56.59 +19.0%
Page 5 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%