Top 38 Pacific Capital Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 11.34% | 16 | $11.5M | +128.57%(+9) | $738670.63(-5.24%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 7.03% | 2.1K | $7.1M | +142.02%(+1.24K) | $3621.46(-2.22%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 6.8% | 34.8K | $6.9M | new | $212.98(-7.16%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 6.22% | 67.0K | $6.3M | +118.60%(+36.37K) | $95.80(-3.55%) | 2026-03-31 | |
| MIDD | MIDDLEBY CORP | 6.2% | 47.4K | $6.3M | +118.60%(+25.71K) | $139.91(-0.32%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.6% | 22.9K | $4.7M | new | $208.79(+70.15%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.52% | 18.9K | $4.6M | -26.01%(-6.64K) | $233.67(+12.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.34% | 25.2K | $4.4M | new | $180.45(+8.89%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.71% | 11.0K | $3.8M | new | $299.39(+37.22%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 3.41% | 120.5K | $3.5M | new | $28.36(-6.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.31% | -0.93% |
| Top 20 Holdings Unweighted | -0.30% | -0.91% |
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