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Portfolio (Quarterly) Guide ↗

Montecito Bank & Trust

· CIK 0001422508
13F Portfolio $607.3B AUM 444 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 56 Added 148 Reduced 10 Exited
Page 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES IBONDS DEC 2027 TERM TR 68,127.0 $1.5M 0.25% -2K -2.4% $22.43
62 MCK MCKESSON CORP Healthcare 1,746.0 $1.5M 0.25% -150.0 -7.9% $865.36 -10.5%
63 ITW ILLINOIS TOOL WORKS Industrials 5,524.0 $1.4M 0.24% -142.0 -2.5% $260.29 -4.0%
64 XLY CONSUMER DISCRETIONARY SECTOR S 13,138.0 $1.4M 0.24% -660.0 -4.8% $108.98 +6.7%
65 ESGU ISHARES ESG AWARE MSCI USA ETF 9,969.0 $1.4M 0.23% -3K -21.5% $141.42 +13.5%
66 SCHW SCHWAB (CHARLES) CORP Financial Services 14,777.0 $1.4M 0.23% -1K -8.7% $93.98 -1.7%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,822.0 $1.4M 0.23% -120.0 -4.1% $491.53 -10.6%
68 LRCX LAM RESEARCH CORP Technology 6,275.0 $1.3M 0.22% -843.0 -11.8% $213.66 +29.7%
69 ISHARES IBONDS DEC 2028 TERM TR 59,372.0 $1.3M 0.22% -2K -2.6% $22.28
70 ORCL ORACLE CORP Technology 8,898.0 $1.3M 0.22% -526.0 -5.6% $147.11 +26.1%
71 IVE ISHARES S&P 500 VALUE ETF 5,974.0 $1.3M 0.21% -59.0 -1.0% $211.15 +6.0%
72 CMI CUMMINS INC Industrials 2,332.0 $1.3M 0.21% -150.0 -6.0% $538.02 +26.1%
73 PANW PALO ALTO NETWORKS INC Technology 7,736.0 $1.2M 0.20% -176.0 -2.2% $160.32 +54.6%
74 ISHARES IBONDS DEC 2029 TERM TR 56,297.0 $1.2M 0.20% -682.0 -1.2% $21.84
75 LQD ISHARES IBOXX $ INVEST GRADE CO 11,144.0 $1.2M 0.20% -224.0 -2.0% $108.99 -1.1%
76 IWB ISHARES RUSSELL 1000 ETF 3,404.0 $1.2M 0.20% -220.0 -6.1% $356.56 +12.6%
77 IHI ISHARES U.S. MEDICAL DEVICES ET 21,806.0 $1.2M 0.19% -537.0 -2.4% $53.35 -7.1%
78 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 6,850.0 $1.1M 0.19% -35.0 -0.5% $165.34 +15.6%
79 MBB ISHARES MBS ETF 11,721.0 $1.1M 0.18% -480.0 -3.9% $94.95 -1.5%
80 PFF ISHARES PREFERRED AND INCOME SE 36,372.0 $1.1M 0.18% -2K -5.9% $30.32 +2.7%
Page 4 of 8  ·  148 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 27.4%
Financial Services 17.7%
Healthcare 11.5%
Consumer Defensive 10.3%
Industrials 10.1%
Communication Services 9.0%
Energy 6.3%
Consumer Cyclical 4.0%
Utilities 1.6%
Real Estate 1.2%