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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 $577,393,541
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,046 $30,940,133 5.35%
2.
Nvidia Corp
 NVDA 213,416 $28,659,634 4.96%
3.
Microsoft Corp
 MSFT 51,205 $21,582,908 3.73%
4.
Vanguard Bond Index Funds
 BND 202,077 $15,101,215 2.61%
5.
Ishares Trust
 IEF 25,589 $15,063,733 2.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)