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Portfolio (Quarterly) Guide ↗

Montecito Bank & Trust

· CIK 0001422508
13F Portfolio $627M AUM 441 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New
Page 4 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGK VANGUARD FTSE EUROPE ETF 28,296.0 $2.4M 0.38% NEW $83.61 +3.8%
62 AMP AMERIPRISE FINANCIAL INC Financial Services 4,392.0 $2.2M 0.34% NEW $490.34 -3.3%
63 GLD SPDR GOLD SHARES Financial Services 5,355.0 $2.1M 0.34% NEW $396.31 +5.4%
64 IWM ISHARES RUSSELL 2000 ETF 8,528.0 $2.1M 0.34% NEW $246.16 +12.0%
65 UNP UNION PACIFIC CORP Industrials 8,624.0 $2.0M 0.32% NEW $231.32 +19.2%
66 CWB SPDR BLOOMBERG CONVERTIBLE SECU 22,201.0 $2.0M 0.32% NEW $89.20 +15.1%
67 IGIB ISHARES 5-10 YEAR INVEST GRADE 36,735.0 $2.0M 0.32% NEW $53.88 -2.2%
68 CAT CATERPILLAR INC Industrials 3,362.0 $1.9M 0.31% NEW $572.87 +50.9%
69 XLV HEALTH CARE SELECT SECTOR SPDR 12,362.0 $1.9M 0.30% NEW $154.80 -6.2%
70 ESGU ISHARES ESG AWARE MSCI USA ETF 12,697.0 $1.9M 0.30% NEW $148.98 +7.7%
71 VEU VANGUARD FTSE ALL-WORLD EX-US E 25,366.0 $1.9M 0.30% NEW $73.56 +10.4%
72 IWR ISHARES RUSSELL MID-CAP ETF 19,277.0 $1.9M 0.30% NEW $96.27 +7.5%
73 ORCL ORACLE CORP Technology 9,424.0 $1.8M 0.29% NEW $194.91 -4.8%
74 TJX TJX COMPANIES INC Consumer Cyclical 11,942.0 $1.8M 0.29% NEW $153.61 -2.3%
75 VPL VANGUARD FTSE PACIFIC ETF 20,216.0 $1.8M 0.29% NEW $90.40 +22.2%
76 BLK BLACKROCK INC Financial Services 1,689.0 $1.8M 0.29% NEW $1070.34 +1.4%
77 ECL ECOLAB INC Basic Materials 6,868.0 $1.8M 0.29% NEW $262.52 -5.7%
78 KLAC KLA CORP Technology 1,475.0 $1.8M 0.29% NEW $1215.08 +44.6%
79 CSL CARLISLE COS INC Industrials 5,565.0 $1.8M 0.28% NEW $319.86 +4.2%
80 VTV VANGUARD VALUE ETF 9,286.0 $1.8M 0.28% NEW $190.99 +8.2%
Page 4 of 14  ·  265 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 30.2%
Financial Services 18.4%
Healthcare 11.5%
Communication Services 9.6%
Consumer Defensive 9.3%
Industrials 9.2%
Energy 4.4%
Consumer Cyclical 4.1%
Utilities 1.4%
Real Estate 1.1%