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Portfolio (Quarterly) Guide ↗

Pacific Capital Partners Ltd

· CIK 0002064920
13F Portfolio $101M AUM 38 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 7 Added 2 Reduced 27 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AKAM AKAMAI TECHNOLOGIES INC Technology 9,000.0 $1.0M 1.02% NEW $114.85 +23.3%
22 LLY ELI LILLY & CO Healthcare 1,107.0 $1.0M 1.00% NEW $919.77 +9.5%
23 INTU INTUIT Technology 2,332.0 $1.0M 0.99% NEW $432.38 -11.1%
24 META META PLATFORMS INC Communication Services 1,720.0 $984K 0.97% NEW $572.13 +5.7%
25 INTC INTEL CORP Technology 17,800.0 $786K 0.78% NEW $44.13 +163.6%
26 AMT AMERICAN TOWER CORP Real Estate 4,300.0 $742K 0.73% NEW $172.58 +5.4%
27 CSGP COSTAR GROUP INC Real Estate 17,300.0 $698K 0.69% NEW $40.34 -16.2%
28 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 20,646.0 $697K 0.69% NEW $33.74 -2.2%
29 LIBERTY MEDIA CORP DEL 5,081.0 $432K 0.43% NEW $85.02
Page 2 of 2  ·  29 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 24.2%
Financial Services 22.3%
Communication Services 16.8%
Industrials 14.6%
Consumer Cyclical 10.6%
Healthcare 8.2%
Real Estate 1.7%
Energy 1.7%