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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 11 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYK STRYKER CORP Healthcare 1,637.0 $515K 0.08% -91.0 -5.3% $314.84 +4.6%
202 GD GENERAL DYNAMICS CORP Industrials 1,453.0 $515K 0.08% $354.24 +8.5%
203 CSX CSX CORP Industrials 10,752.0 $511K 0.08% -160.0 -1.5% $47.53 +8.5%
204 SHY ISHARES 1-3 YEAR TREASURY BOND 6,223.0 $511K 0.08% $82.11 -0.1%
205 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,022.0 $508K 0.08% +92.0 +9.9% $496.73 +10.3%
206 SPG SIMON PROPERTY GROUP INC Real Estate 2,239.0 $501K 0.07% +420.0 +23.1% $223.65 -2.4%
207 IEF ISHARES 7-10 YEAR TREASURY BOND 5,254.0 $497K 0.07% +425.0 +8.8% $94.57 -1.9%
208 DHR DANAHER CORP Healthcare 2,602.0 $496K 0.07% -623.0 -19.3% $190.48 +14.9%
209 ADI ANALOG DEVICES INC Technology 1,227.0 $487K 0.07% $397.17 -6.1%
210 ESGE ISHARES ESG AWARE MSCI EM ETF 8,837.0 $483K 0.07% +700.0 +8.6% $54.69 -1.4%
211 MDLZ MONDELEZ INTERNATIONAL INC-A Consumer Defensive 8,353.0 $483K 0.07% $57.84 +11.4%
212 TMUS T-MOBILE US INC Communication Services 2,811.0 $471K 0.07% -567.0 -16.8% $167.73 +9.1%
213 CVLC Calvert US Large-Cap Core Respo 4,960.0 $469K 0.07% NEW $94.47 +1.7%
214 DGX QUEST DIAGNOSTICS INC Healthcare 2,174.0 $461K 0.07% +20.0 +0.9% $211.95 +15.3%
215 DHI DR HORTON INC Consumer Cyclical 2,821.0 $459K 0.07% -660.0 -19.0% $162.88 -8.9%
216 VUG VANGUARD GROWTH ETF 5,238.0 $451K 0.07% +4K +480.1% $86.14 +1.6%
217 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 5,436.0 $447K 0.07% -169.0 -3.0% $82.27 +5.3%
218 ACN ACCENTURE PLC-CL A Technology 3,582.0 $446K 0.07% +933.0 +35.2% $124.44 +48.9%
219 IJS ISHARES S&P SMALL-CAP 600 VALUE 3,225.0 $441K 0.07% $136.68 +1.3%
220 KIM KIMCO RLTY CORP Real Estate 17,340.0 $440K 0.07% +1K +6.9% $25.35 -5.2%
Page 11 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%