Stock Taper 
MONTECITO BANK & TRUST
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Emerson Electric Co. | EMR | 10.03K | $1.44M |
 Wells Fargo & Company | WFC | 10.24K | $845.99K |
 CSX Corporation | CSX | 10.75K | $511.04K |
 The Southern Company | SO | 11.16K | $1.07M |
 The TJX Companies, Inc. | TJX | 11.79K | $1.79M |
 KLA Corporation | KLAC | 12.43K | $3.75M |
 Bristol-Myers Squibb Company | BMY | 12.6K | $725.78K |
 ConocoPhillips | COP | 13.43K | $1.4M |
 Ford Motor Company | F | 14.22K | $197.71K |
 Visa Inc. | V | 14.28K | $4.9M |
 Alphabet Inc. | GOOG | 14.44K | $5.1M |
 The Charles Schwab Corporation | SCHW | 14.78K | $1.36M |
 NextEra Energy, Inc. | NEE | 15.52K | $1.36M |
 Broadcom Inc. | AVGO | 16.52K | $6.24M |
 Johnson & Johnson | JNJ | 17.09K | $4.34M |
 Kimco Realty Corporation | KIM | 17.34K | $439.57K |
 Enbridge Inc. | ENB | 19.31K | $1.05M |
 Walmart Inc. | WMT | 20.72K | $2.35M |
 Invitation Homes Inc. | INVH | 21.17K | $639.55K |
 The Walt Disney Company | DIS | 21.22K | $2.04M |