StockDriftsStockDriftsTop 40 Pacific Capital Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10.37% | 16 | $12.0M | +0.00%(+0) | $738670.63(+6.37%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 6.03% | 31.9K | $7.0M | -8.27%(-2.88K) | $212.98(+0.28%) | 2026-06-30 | |
| AZO | AUTOZONE INC | 5.83% | 2.1K | $6.7M | +0.00%(+0) | $3621.46(-14.76%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 5.35% | 67.0K | $6.2M | +0.00%(+0) | $95.80(+12.31%) | 2026-06-30 | |
| MIDD | MIDDLEBY CORP | 5.16% | 34.7K | $6.0M | -26.78%(-12.69K) | $139.91(-10.42%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.58% | 9.1K | $5.3M | -60.28%(-13.82K) | $208.79(+123.21%) | 2026-06-30 | |
| COO | COOPER COS INC | 3.14% | 50.7K | $3.6M | +91.88%(+24.27K) | $76.76(+0.20%) | 2026-06-30 | |
| SPHR | SPHERE ENTERTAINMENT CO | 3.11% | 20.8K | $3.6M | -14.84%(-3.62K) | $106.24(+56.22%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 3.1% | 19.6K | $3.6M | +54.13%(+6.87K) | $153.96(+19.84%) | 2026-06-30 | |
| RGLD | ROYAL GOLD INC | 2.95% | 17.1K | $3.4M | new | $219.18(+7.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.77% |
Pacific Capital Partners LTD reports $115.56M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (10.4%), PGR (6.0%) and AZO (5.8%). The top 20 holdings account for 75.35% of reported assets. Its disclosed equity book has returned +31.65% cumulatively over 11 quarters. Figures reflect the Q2 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 Pacific Capital Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064920). View Pacific Capital Partners LTD’s 13F filings on SEC