Institutions / Montecito Bank & Trust
Montecito Bank & Trust
CIK 1422508 · Institution · as of Dec 31, 2025
Portfolio value
$627.26M
Positions
265
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 265 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Russell 1000 Growth ETF | $35.13M | 5.6% |
| NVIDIA Corp | $32.70M | 5.2% |
| Microsoft Corp | $20.63M | 3.3% |
| iShares Core S&P 500 ETF | $18.32M | 2.9% |
| Vanguard Intermediate-Term Bond | $14.69M | 2.3% |
| iShares Core U.S. Aggregate Bon | $14.17M | 2.3% |
| Alphabet Inc. | $13.69M | 2.2% |
| Vanguard Short-Term Treasury Et | $13.56M | 2.2% |
| SPDR S&P 500 ETF Trust | $13.41M | 2.1% |
| iShares Core S&P Mid-Cap ETF | $12.03M | 1.9% |
| iShares Core MSCI Eafe ETF | $11.81M | 1.9% |
| iShares MSCI UAE ETF | $11.48M | 1.8% |
| iShares MSCI UAE ETF | $11.28M | 1.8% |
| iShares Russell 1000 Value ETF | $10.27M | 1.6% |
| ELI LILLY & Co | $9.93M | 1.6% |
| Vanguard S&P 500 ETF | $8.97M | 1.4% |
| JPMorgan Chase & Co | $8.44M | 1.3% |
| Vanguard Intl Dividend Apprecia | $8.39M | 1.3% |
| Coca Cola Co | $7.51M | 1.2% |
| Vanguard Short-Term Corporate B | $7.42M | 1.2% |
| AbbVie Inc. | $7.25M | 1.2% |
| Costco Wholesale Corp /New | $7.22M | 1.2% |
| iShares MSCI Eafe Value ETF | $6.72M | 1.1% |
| Broadcom Inc. | $6.15M | 1.0% |
| iShares Core S&P Small-Cap ETF | $6.04M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.