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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 $564,995,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,918 $27,413,231 4.85%
2.
Nvidia Corp
 NVDA 200,768 $21,759,236 3.85%
3.
Microsoft Corp
 MSFT 50,637 $19,008,624 3.36%
4.
Vanguard Bond Index Funds
 BND 205,405 $15,727,861 2.78%
5.
Ishares Trust
 IEF 25,490 $14,322,831 2.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)