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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 10 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMM 3M CO Industrials 3,876.0 $628K 0.09% $161.91 +10.5%
182 CF CF INDUSTRIES HOLDINGS INC Basic Materials 5,783.0 $626K 0.09% $108.26 +19.8%
183 BX BLACKSTONE INC Financial Services 5,280.0 $621K 0.09% +216.0 +4.3% $117.67 +21.8%
184 VNQI VANGUARD GLOBAL EX-U.S. REAL ES 13,815.0 $620K 0.09% -7K -33.0% $44.85 +1.9%
185 XBI SPDR S&P BIOTECH ETF 3,900.0 $617K 0.09% $158.25 +4.7%
186 IGF ISHARES GLOBAL INFRASTRUCTURE E 9,227.0 $615K 0.09% $66.60 -1.8%
187 DEM WISDOMTREE EM HIGH DIVIDEND ETF 11,411.0 $614K 0.09% $53.79 +2.4%
188 JCI JOHNSON CONTROLS INTERNATION Industrials 4,190.0 $612K 0.09% $146.11 -2.1%
189 QLTA ISHARES AAA - A RATED CORPORATE 12,877.0 $612K 0.09% +94.0 +0.7% $47.52 -2.3%
190 VLUE ISHARES MSCI USA VALUE FACTOR E 3,028.0 $605K 0.09% -239.0 -7.3% $199.81 +1.4%
191 ROK ROCKWELL AUTOMATION INC Industrials 1,222.0 $605K 0.09% +420.0 +52.4% $495.08 -11.7%
192 COF CAPITAL ONE FINANCIAL CORP Financial Services 3,012.0 $604K 0.09% +230.0 +8.3% $200.62 +8.6%
193 CATH GLOBAL X S&P 500 CATHOLIC VALUE 6,765.0 $599K 0.09% $88.50 +2.9%
194 DGRW WISDOMTREE U.S. QUALITY DIVIDEN 6,145.0 $588K 0.09% -632.0 -9.3% $95.62 +3.8%
195 KBE SPDR S&P BANK ETF 8,490.0 $579K 0.09% $68.22 +0.8%
196 EOG EOG RESOURCES INC Energy 4,191.0 $544K 0.08% -421.0 -9.1% $129.73 +18.0%
197 VB VANGUARD SMALL-CAP ETF 1,786.0 $541K 0.08% $303.12 +0.5%
198 CARR CARRIER GLOBAL CORP Industrials 7,117.0 $522K 0.08% -205.0 -2.8% $73.35 -17.7%
199 INTC INTEL CORP Technology 3,725.0 $520K 0.08% NEW $139.63 -35.5%
200 DES WISDOMTREE US SMALLCAP DIVIDEND 12,779.0 $520K 0.08% $40.68 +0.4%
Page 10 of 14  ·  271 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%