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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 6 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMI CUMMINS INC Industrials 2,072.0 $1.5M 0.22% -260.0 -11.2% $713.21 -17.6%
102 STX SEAGATE TECHNOLOGY HOLDINGS Technology 1,508.0 $1.5M 0.22% -31.0 -2.0% $965.00 -11.9%
103 VZ VERIZON COMMUNICATIONS INC Communication Services 34,083.0 $1.4M 0.22% +685.0 +2.0% $42.34 +16.8%
104 EMR EMERSON ELECTRIC CO Industrials 10,033.0 $1.4M 0.21% -850.0 -7.8% $143.15 +9.8%
105 IBDT ISHARES IBONDS DEC 2028 TERM CO 55,536.0 $1.4M 0.21% +670.0 +1.2% $25.25 -0.2%
106 COP CONOCOPHILLIPS Energy 13,429.0 $1.4M 0.21% +258.0 +2.0% $103.96 +29.7%
107 IEMG ISHARES CORE MSCI EMERGING MARK 16,659.0 $1.4M 0.21% -427.0 -2.5% $82.84 -1.5%
108 IWB ISHARES RUSSELL 1000 ETF 3,344.0 $1.4M 0.20% -60.0 -1.8% $409.50 +2.5%
109 SCHW SCHWAB (CHARLES) CORP Financial Services 14,777.0 $1.4M 0.20% $92.27 +21.7%
110 NEE NEXTERA ENERGY INC Utilities 15,517.0 $1.4M 0.20% $87.77 -4.7%
111 IVE ISHARES S&P 500 VALUE ETF 5,974.0 $1.4M 0.20% $227.06 +4.5%
112 FDX FEDEX CORP Industrials 4,297.0 $1.3M 0.20% $313.13 +3.8%
113 ISHARES IBONDS DEC 2029 TERM TR 61,837.0 $1.3M 0.20% +6K +9.8% $21.65
114 PEP PEPSICO INC Consumer Defensive 9,806.0 $1.3M 0.20% -206.0 -2.1% $135.40 +6.0%
115 MCK MCKESSON CORP Healthcare 1,751.0 $1.3M 0.20% $755.60 +13.7%
116 IBDW ISHARES IBONDS DEC 2031 TERM CO 62,795.0 $1.3M 0.20% +5K +8.8% $20.84 -1.2%
117 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,546.0 $1.3M 0.19% -276.0 -9.8% $501.36 +25.5%
118 ORCL ORACLE CORP Technology 8,613.0 $1.3M 0.19% -285.0 -3.2% $146.55 -0.1%
119 IBDV ISHARES IBONDS DEC 2030 TERM CO 57,644.0 $1.3M 0.19% +5K +8.7% $21.80 -0.9%
120 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 6,850.0 $1.2M 0.18% $180.91 +4.0%
Page 6 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%