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Home > Institutional Investor > Montecito Bank & Trust > Profile

Instuitional Investor - Montecito Bank & Trust

Fund Profile
Filing Period:
Fund Name: Montecito Bank & Trust
Portfolio Value $464,953,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,368 $27,093,696 5.82%
2.
Microsoft Corp
 MSFT 46,437 $17,462,170 3.75%
3.
Vanguard Scottsdale Funds
 239,196 $13,952,302 3%
4.
Nvidia Corp
 NVDA 254,700 $12,613,254 2.71%
5.
Ishares Trust
 IEF 24,603 $11,751,130 2.52%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)