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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 12 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LMT LOCKHEED MARTIN CORP Industrials 850.0 $433K 0.07% +80.0 +10.4% $509.46 +10.6%
222 TLH ISHARES 10-20 YEAR TREASURY BON 4,199.0 $421K 0.06% +1K +32.7% $100.35 -3.6%
223 RSP INVESCO S&P 500 EQUAL WEIGHT ET 1,952.0 $415K 0.06% $212.77 +4.2%
224 XLB MATERIALS SELECT SECTOR SPDR FU 8,101.0 $412K 0.06% -1K -12.9% $50.83 +5.3%
225 HACK AMPLIFY CYBERSECURITY ETF 3,890.0 $408K 0.06% $104.93 +6.4%
226 MET METLIFE INC Financial Services 4,772.0 $404K 0.06% +431.0 +9.9% $84.61 +11.5%
227 EMB ISHARES J.P. MORGAN USD EM BOND 4,180.0 $403K 0.06% +63.0 +1.5% $96.44 -1.8%
228 EXC EXELON CORP Utilities 8,645.0 $403K 0.06% +188.0 +2.2% $46.62 -6.1%
229 BSV VANGUARD SHORT-TERM BOND ETF 5,153.0 $401K 0.06% -710.0 -12.1% $77.91 -0.4%
230 DTE DTE ENERGY COMPANY Utilities 2,631.0 $401K 0.06% $152.37 -11.3%
231 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM 6,150.0 $378K 0.06% -300.0 -4.7% $61.46 -2.6%
232 CMF ISHARES CALIFORNIA MUNI BOND ET 6,450.0 $372K 0.06% $57.64 -2.0%
233 XVV ISHARES ESG SCREENED S&P 500 ET 6,364.0 $361K 0.05% $56.79 +3.2%
234 SBUX STARBUCKS CORP Consumer Cyclical 3,503.0 $358K 0.05% $102.19 +4.8%
235 JPMORGAN ULTRA-SHORT INCOME ETF 6,993.0 $354K 0.05% +600.0 +9.4% $50.57
236 XLE ENERGY SELECT SECTOR SPDR FUND 6,452.0 $343K 0.05% -100.0 -1.5% $53.11 +19.8%
237 MCO MOODYS CORP Financial Services 754.0 $342K 0.05% NEW $452.92 +11.1%
238 MSI MOTOROLA SOLUTIONS INC Technology 822.0 $341K 0.05% $415.29 +15.7%
239 IWS ISHARES RUSSELL MID-CAP VALUE E 1,811.0 $298K 0.04% $164.60 +4.5%
240 RY ROYAL BANK OF CANADA Financial Services 1,425.0 $295K 0.04% NEW $206.97 -0.8%
Page 12 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%