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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 2 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES MSCI EAFE VALUE ETF 97,751.0 $7.5M 1.12% +1K +1.2% $76.55 +7.4%
22 ABBV ABBVIE INC Healthcare 29,468.0 $7.4M 1.11% -2K -5.6% $251.64 +5.3%
23 VCSH VANGUARD SHORT-TERM CORPORATE B 92,356.0 $7.3M 1.09% +2K +1.8% $79.03 -0.6%
24 COST COSTCO WHOLESALE CORP Consumer Defensive 7,649.0 $7.2M 1.07% -267.0 -3.4% $935.47 +1.3%
25 IYW ISHARES U.S. TECHNOLOGY ETF 27,245.0 $6.9M 1.03% $252.23 -2.0%
26 TFLO ISHARES TREASURY FLOATING RATE 132,863.0 $6.7M 1.01% +9K +7.5% $50.63 -0.0%
27 IJR ISHARES CORE S&P SMALL-CAP ETF 44,675.0 $6.6M 0.99% -4K -8.1% $148.31 -0.7%
28 AVGO BROADCOM INC Technology 16,520.0 $6.2M 0.93% $377.75 -2.5%
29 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 8,472.0 $6.2M 0.93% -147.0 -1.7% $736.40 -3.1%
30 MU MICRON TECHNOLOGY INC Technology 5,399.0 $6.2M 0.93% -103.0 -1.9% $1154.29 -16.2%
31 NEAR BLACKROCK SHORT DURATION BOND E 112,329.0 $5.7M 0.85% +763.0 +0.7% $50.66 -0.2%
32 VGIT VANGUARD INTERMEDIATE-TERM TREA 93,199.0 $5.5M 0.82% -8K -8.0% $58.98 -1.1%
33 CWI SPDR MSCI ACWI EX-US ETF 129,973.0 $5.3M 0.79% -876.0 -0.7% $40.67 +2.1%
34 GOOG ALPHABET INC-CL C 14,440.0 $5.1M 0.76% -127.0 -0.9% $353.33
35 CVX CHEVRON CORP Energy 30,046.0 $5.0M 0.74% -878.0 -2.8% $165.76 +23.8%
36 V VISA INC-CLASS A SHARES Financial Services 14,275.0 $4.9M 0.73% +777.0 +5.8% $343.09 +8.1%
37 ITOT ISHARES CORE S&P TOTAL U.S. STO 27,890.0 $4.6M 0.69% -1K -3.8% $164.27 +2.3%
38 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 9,554.0 $4.6M 0.68% -120.0 -1.2% $477.57 -12.3%
39 CSCO CISCO SYSTEMS INC Technology 38,055.0 $4.5M 0.67% $117.46 -5.5%
40 IWO ISHARES RUSSELL 2000 GROWTH ETF 11,340.0 $4.5M 0.67% -428.0 -3.6% $393.96 -1.7%
Page 2 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%