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Portfolio (Quarterly) Guide ↗

Montecito Bank & Trust

· CIK 0001422508
13F Portfolio $627M AUM 441 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New
Page 10 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMM 3M CO Industrials 3,906.0 $625K 0.10% NEW $160.10 -6.5%
182 MAS MASCO CORP Industrials 9,767.0 $620K 0.10% NEW $63.46 +1.7%
183 DGRW WISDOMTREE U.S. QUALITY DIVIDEN 6,921.0 $619K 0.10% NEW $89.43 +6.9%
184 VXF VANGUARD EXTENDED MARKET ETF 2,900.0 $606K 0.10% NEW $209.12 +6.6%
185 IJJ ISHARES S&P MID-CAP 400 VALUE E 4,490.0 $591K 0.09% NEW $131.59 +4.8%
186 IGF ISHARES GLOBAL INFRASTRUCTURE E 9,406.0 $577K 0.09% NEW $61.36 +8.8%
187 BSV VANGUARD SHORT-TERM BOND ETF 7,313.0 $576K 0.09% NEW $78.81 -1.4%
188 CF CF INDUSTRIES HOLDINGS INC Basic Materials 7,433.0 $575K 0.09% NEW $77.34 +65.5%
189 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,227.0 $556K 0.09% NEW $453.36 -2.6%
190 CATH GLOBAL X S&P 500 CATHOLIC VALUE 6,765.0 $556K 0.09% NEW $82.23 +7.3%
191 DEM WISDOMTREE EM HIGH DIVIDEND ETF 11,735.0 $548K 0.09% NEW $46.71 +13.4%
192 ISHARES IBONDS DEC 2031 TERM TR 25,970.0 $533K 0.09% NEW $20.52
193 VLUE ISHARES MSCI USA VALUE FACTOR E 3,892.0 $532K 0.09% NEW $136.73 +31.2%
194 MO ALTRIA GROUP INC Consumer Defensive 9,119.0 $526K 0.08% NEW $57.66 +28.8%
195 DHI DR HORTON INC Consumer Cyclical 3,647.0 $525K 0.08% NEW $144.03 -6.0%
196 QLTA ISHARES AAA - A RATED CORPORATE 10,783.0 $519K 0.08% NEW $48.09 -2.5%
197 EOG EOG RESOURCES INC Energy 4,932.0 $518K 0.08% NEW $105.01 +37.0%
198 SHY ISHARES 1-3 YEAR TREASURY BOND 6,223.0 $515K 0.08% NEW $82.82 -1.0%
199 KBE SPDR S&P BANK ETF 8,490.0 $515K 0.08% NEW $60.69 +2.4%
200 NOW SERVICENOW INC Technology 3,320.0 $509K 0.08% NEW $153.19 -33.9%
Page 10 of 14  ·  265 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 30.2%
Financial Services 18.4%
Healthcare 11.5%
Communication Services 9.6%
Consumer Defensive 9.3%
Industrials 9.2%
Energy 4.4%
Consumer Cyclical 4.1%
Utilities 1.4%
Real Estate 1.1%