StockDriftsStockDriftsTop 50 Montecito Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5.16% | 73.5K | $31.3M | -0.96%(-715) | $15.73(+665.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.83% | 168.0K | $29.3M | -4.16%(-7.30K) | $4.80(+3997.76%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.92% | 27.1K | $17.7M | +1.43%(+382) | $352.20(+106.41%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 2.53% | 199.3K | $15.4M | +5.68%(+10.71K) | $76.66(+0.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.5% | 41.0K | $15.2M | -3.92%(-1.67K) | $129.90(+216.68%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BON | 2.42% | 148.2K | $14.7M | +4.46%(+6.33K) | $99.20(-0.44%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ET | 2.29% | 237.3K | $13.9M | +2.79%(+6.43K) | $58.76(-0.83%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 2.1% | 19.6K | $12.8M | -0.30%(-59) | $277.61(+160.71%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.09% | 140.3K | $12.7M | +6.23%(+8.23K) | $66.64(+43.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 1.99% | 42.0K | $12.1M | -3.94%(-1.72K) | $93.65(+314.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.91% |
| Top 20 Holdings Unweighted | +11.48% | +38.53% |
Sign up free to track Montecito Bank & Trust, compare funds side by side, and get alerts the moment positions change.