StockDriftsStockDriftsTop 50 Montecito Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 5.39% | 155.8K | $35.6M | -1.87%(-2.98K) | $4.80(+4427.14%) | 2026-09-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5.35% | 282.1K | $35.3M | -1.33%(-3.81K) | $18.00(+581.02%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.15% | 40.5K | $20.8M | -0.59%(-242) | $129.90(+310.70%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.98% | 25.7K | $19.7M | -0.17%(-45) | $352.20(+118.63%) | 2026-09-30 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ET | 2.21% | 253.4K | $14.6M | +2.69%(+6.63K) | $58.73(-1.86%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BON | 2.18% | 152.2K | $14.4M | +0.80%(+1.21K) | $99.18(-4.10%) | 2026-09-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 2.15% | 195.3K | $14.2M | -1.19%(-2.36K) | $76.66(-4.38%) | 2026-09-30 | |
| GOOGL | ALPHABET INC-CL A | 2.13% | 40.9K | $14.1M | -0.30%(-123) | $93.73(+267.21%) | 2026-09-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 2.13% | 18.4K | $14.1M | -3.17%(-604) | $277.61(+176.10%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.11% | 144.0K | $14.0M | +0.46%(+665) | $67.32(+42.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.54% | +38.76% | +6.09% | +34.41% |
| Top 20 Holdings Unweighted | +12.13% | +40.98% | +6.21% | +35.13% |
Montecito Bank & Trust reports $660.49M in US-listed equity holdings across 272 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.4%), IWF (5.3%) and MSFT (3.1%). The top 20 holdings account for 44.56% of reported assets. Its disclosed equity book has returned +38.76% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Montecito Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1422508). View Montecito Bank & Trust’s 13F filings on SEC