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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 14 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ED CONSOLIDATED EDISON INC Utilities 1,968.0 $218K 0.03% $110.63 -3.9%
262 DVN DEVON ENERGY CORP Energy 5,252.0 $217K 0.03% NEW $41.32 +18.8%
263 IYE ISHARES U.S. ENERGY ETF 3,826.0 $217K 0.03% +100.0 +2.7% $56.59 +19.0%
264 OMC OMNICOM GROUP Communication Services 2,969.0 $216K 0.03% NEW $72.83 +20.2%
265 IXC ISHARES GLOBAL ENERGY ETF 4,326.0 $213K 0.03% $49.13 +19.0%
266 CVIE Calvert International Responsib 2,467.0 $210K 0.03% NEW $85.01 +0.8%
267 QSR RESTAURANT BRANDS INTERNATIONAL Consumer Cyclical 2,810.0 $204K 0.03% -30.0 -1.1% $72.51 +11.5%
268 NOW SERVICENOW INC Technology 2,040.0 $203K 0.03% -920.0 -31.1% $99.28 +29.4%
269 EPP ISHARES MSCI PACIFIC EX JAPAN E 3,800.0 $202K 0.03% $53.26 +9.0%
270 F FORD MOTOR CO Consumer Cyclical 14,224.0 $198K 0.03% NEW $13.90 +3.7%
271 ALTA PROPERTIES, INC. 24,544.0 $182K 0.03% $7.40
Page 14 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%