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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 5 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLD SPDR GOLD SHARES Financial Services 5,181.0 $1.9M 0.29% $368.38 +14.9%
82 XLV HEALTH CARE SELECT SECTOR SPDR 11,866.0 $1.9M 0.28% -446.0 -3.6% $158.66 +10.1%
83 UNP UNION PACIFIC CORP Industrials 6,871.0 $1.9M 0.28% -583.0 -7.8% $272.00 +13.3%
84 ISHARES IBONDS DEC 2028 TERM TR 82,195.0 $1.8M 0.27% +23K +38.4% $22.14
85 VO VANGUARD MID-CAP ETF 22,402.0 $1.8M 0.27% +18K +394.0% $80.57 +3.0%
86 TJX TJX COMPANIES INC Consumer Cyclical 11,790.0 $1.8M 0.27% +1K +10.3% $151.50 -7.3%
87 ECL ECOLAB INC Basic Materials 6,408.0 $1.8M 0.27% -40.0 -0.6% $278.61 +1.1%
88 IBDS ISHARES IBONDS DEC 2027 TERM CO 72,984.0 $1.8M 0.26% $24.22 -0.1%
89 XSOE WISDOMTREE EM EX-STATE-OWNED EN 35,393.0 $1.7M 0.26% -4K -9.3% $49.18 -3.4%
90 BLK BLACKROCK INC Financial Services 1,735.0 $1.7M 0.25% +41.0 +2.4% $961.56 +20.3%
91 AMP AMERIPRISE FINANCIAL INC Financial Services 3,599.0 $1.7M 0.25% -152.0 -4.0% $458.76 +21.1%
92 DE DEERE & CO Industrials 2,590.0 $1.6M 0.25% +25.0 +1.0% $634.33 +2.1%
93 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 2,304.0 $1.6M 0.24% +147.0 +6.8% $703.34 -0.5%
94 LOW LOWES COS INC Consumer Cyclical 7,098.0 $1.6M 0.23% +430.0 +6.5% $220.49 -2.0%
95 ESGU ISHARES ESG AWARE MSCI USA ETF 9,545.0 $1.6M 0.23% -424.0 -4.2% $163.67 +2.5%
96 MCD MCDONALDS CORP Consumer Cyclical 5,732.0 $1.5M 0.23% +74.0 +1.3% $270.31 +0.2%
97 ITW ILLINOIS TOOL WORKS Industrials 5,657.0 $1.5M 0.23% +133.0 +2.4% $270.47 +4.4%
98 XLY CONSUMER DISCRETIONARY SECTOR S 13,027.0 $1.5M 0.23% -111.0 -0.8% $117.28 +0.6%
99 ANET ARISTA NETWORKS INC Technology 8,889.0 $1.5M 0.23% +2K +30.3% $169.88 +11.0%
100 ACWI ISHARES MSCI ACWI ETF 9,567.0 $1.5M 0.23% +262.0 +2.8% $156.97 +2.4%
Page 5 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%