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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 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PANW PALO ALTO NETWORKS INC Technology 7,628.0 $2.6M 0.39% -108.0 -1.4% $341.02 +4.9%
62 LRCX LAM RESEARCH CORP Technology 5,786.0 $2.5M 0.38% -489.0 -7.8% $433.33 -27.5%
63 IWM ISHARES RUSSELL 2000 ETF 8,153.0 $2.4M 0.37% -140.0 -1.7% $300.45 -0.2%
64 STIP ISHARES TR 0-5 YR TIPS ETF 23,470.0 $2.4M 0.36% +1K +5.2% $102.16 -1.2%
65 WMT WALMART INC Consumer Defensive 20,722.0 $2.3M 0.35% -177.0 -0.8% $113.26 -8.4%
66 CWB SPDR BLOOMBERG CONVERTIBLE SECU 20,954.0 $2.3M 0.34% -892.0 -4.1% $107.82 -3.8%
67 VEU VANGUARD FTSE ALL-WORLD EX-US E 26,516.0 $2.2M 0.33% $83.75 +2.3%
68 VTV VANGUARD VALUE ETF 9,811.0 $2.1M 0.32% $217.93 +3.9%
69 ETN EATON CORP PLC Industrials 5,004.0 $2.1M 0.32% -460.0 -8.4% $426.12 -1.6%
70 IGIB ISHARES 5-10 YEAR INVEST GRADE 39,980.0 $2.1M 0.32% +2K +6.4% $53.17 -1.9%
71 GWW WW GRAINGER INC Industrials 1,543.0 $2.1M 0.31% -24.0 -1.5% $1360.40 -3.5%
72 IWR ISHARES RUSSELL MID-CAP ETF 18,844.0 $2.1M 0.31% $110.32 +2.8%
73 ISHARES IBONDS DEC 2026 TERM TR 90,074.0 $2.1M 0.31% +18K +25.5% $22.89
74 VNQ VANGUARD REAL ESTATE ETF 21,294.0 $2.1M 0.31% +994.0 +4.9% $96.43 +2.1%
75 CSL CARLISLE COS INC Industrials 5,650.0 $2.0M 0.31% +85.0 +1.5% $362.75 +1.4%
76 DIS WALT DISNEY CO/THE Communication Services 21,220.0 $2.0M 0.31% +1K +7.2% $96.25 +12.0%
77 MA MASTERCARD INC - A Financial Services 3,969.0 $2.0M 0.30% +129.0 +3.4% $513.60 +13.1%
78 ISHARES IBONDS DEC 2027 TERM TR 90,935.0 $2.0M 0.30% +23K +33.5% $22.37
79 META META PLATFORMS INC-CLASS A Communication Services 3,462.0 $2.0M 0.29% -41.0 -1.2% $563.29 -2.4%
80 IBDR ISHARES IBONDS DEC 2026 TERM CO 79,909.0 $1.9M 0.29% +2K +2.5% $24.23 +0.0%
Page 4 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%