MONTECITO BANK & TRUST
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 26K | $8.44B |
 | SCHW | 16K | $1.62B |
 | UNP | 9K | $1.99B |
 | C | 7K | $803.29M |
 | DHI | 4K | $525.28M |
 | TOL | 2K | $270.17M |
JPMorgan Chase & Co.
JPM
Shares Held
26K
Value
$8.44B
The Charles Schwab Corporation
SCHW
Shares Held
16K
Value
$1.62B
Union Pacific Corporation
UNP
Shares Held
9K
Value
$1.99B
Citigroup Inc.
C
Shares Held
7K
Value
$803.29M
D.R. Horton, Inc.
DHI
Shares Held
4K
Value
$525.28M
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$270.17M