Portfolio (Quarterly)
Guide ↗
Pacific Capital Partners Ltd
· CIK 0002064920| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | Industrials | 18,883 | $4.6M | 4.52% | SOLD |
| 2 | CMCSA | COMCAST CORP NEW | Communication Services | 120,520 | $3.5M | 3.41% | SOLD |
| 3 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 15,895 | $3.4M | 3.39% | SOLD |
| 4 | BDX | BECTON DICKINSON & CO | Healthcare | 16,551 | $2.6M | 2.57% | SOLD |
| 5 | SAP | SAP SE | Technology | 8,300 | $1.4M | 1.40% | SOLD |
| 6 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 9,000 | $1.0M | 1.02% | SOLD |
| 7 | INTC | INTEL CORP | Technology | 17,800 | $786K | 0.78% | SOLD |
| 8 | AMT | AMERICAN TOWER CORP | Real Estate | 4,300 | $742K | 0.73% | SOLD |
Sector Allocation
Financial Services
29.1%
Technology
22.4%
Consumer Cyclical
12.8%
Communication Services
11.2%
Healthcare
10.5%
Industrials
8.8%
Basic Materials
3.8%
Real Estate
0.8%
Energy
0.7%