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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 8 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CL COLGATE-PALMOLIVE CO Consumer Defensive 9,586.0 $879K 0.13% +1K +11.7% $91.68 -0.7%
142 HD HOME DEPOT INC Consumer Cyclical 2,473.0 $872K 0.13% -812.0 -24.7% $352.68 -4.8%
143 GILD GILEAD SCIENCES INC Healthcare 6,872.0 $868K 0.13% +328.0 +5.0% $126.34 +15.7%
144 C CITIGROUP INC Financial Services 6,155.0 $861K 0.13% -345.0 -5.3% $139.96 -5.9%
145 PSX PHILLIPS 66 Energy 5,084.0 $859K 0.13% +87.0 +1.7% $169.05 +43.7%
146 IJT ISHARES S&P SMALL-CAP 600 GROWT 4,779.0 $854K 0.13% -684.0 -12.5% $178.60 -2.6%
147 IBDY ISHARES IBONDS DEC 2033 TERM CO 33,044.0 $851K 0.13% +1K +3.3% $25.75 -1.7%
148 WFC WELLS FARGO & CO Financial Services 10,237.0 $846K 0.13% $82.64 +1.5%
149 VTI VANGUARD TOTAL STOCK MARKET ETF 2,240.0 $829K 0.12% $370.04 +2.2%
150 CB CHUBB LTD Financial Services 2,372.0 $808K 0.12% -64.0 -2.6% $340.74 +0.1%
151 ISHARES IBONDS DEC 2030 TERM TR 41,179.0 $805K 0.12% +6K +17.3% $19.54
152 MAS MASCO CORP Industrials 9,881.0 $804K 0.12% +1K +13.3% $81.37 -9.9%
153 SHV ISHARES SHORT TREASURY BOND ETF 7,285.0 $804K 0.12% -450.0 -5.8% $110.35 -0.0%
154 SMH VANECK SEMICONDUCTOR ETF 1,224.0 $803K 0.12% -129.0 -9.5% $655.89 -14.6%
155 DLR DIGITAL REALTY TRUST INC Real Estate 4,465.0 $802K 0.12% $179.58 +6.1%
156 SHYG ISHARES 0-5 YEAR HIGH YIELD COR 18,870.0 $800K 0.12% $42.41 -0.4%
157 DVY ISHARES SELECT DIVIDEND ETF 5,052.0 $790K 0.12% -520.0 -9.3% $156.30 +5.0%
158 VLO VALERO ENERGY CORP Energy 3,026.0 $788K 0.12% $260.44 +34.0%
159 MRVL MARVELL TECHNOLOGY INC Technology 2,640.0 $786K 0.12% -985.0 -27.2% $297.89 -20.4%
160 XLF FINANCIAL SELECT SECTOR SPDR FU 14,487.0 $777K 0.12% -550.0 -3.7% $53.61 +7.2%
Page 8 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%