Montecito Bank & Trust: 13F holdings
CIK 14225082026Q2
| Positions | 271 |
|---|
| Reported value | $668.4m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 271 (+5 vs prior quarter) |
|---|
| Reported value | $668.4m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 285,911 | $35.5m | 5.3% |
| NVDA NVIDIA CORP | 158,811 | $31.8m | 4.8% |
| IVV ISHARES CORE S&P 500 ETF | 25,770 | $19.3m | 2.9% |
| MSFT MICROSOFT CORP | 40,780 | $15.2m | 2.3% |
| BIV VANGUARD INTERMEDIATE-TERM BOND | 197,632 | $15.2m | 2.3% |
| AGG ISHARES CORE U.S. AGGREGATE BON | 150,950 | $14.9m | 2.2% |
| GOOGL ALPHABET INC-CL A | 41,061 | $14.7m | 2.2% |
| VGSH VANGUARD SHORT-TERM TREASURY ET | 246,743 | $14.4m | 2.1% |
| SPY SPDR S&P 500 ETF TRUST | 19,054 | $14.2m | 2.1% |
| IEFA ISHARES CORE MSCI EAFE ETF | 143,342 | $13.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1422508")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples