Long-term investor
Montecito Bank & Trust @montecitobanktrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001422508).
Record
- Tracked since 2025-03-31 (539 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +20.6% · all +20.6%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287614 · 5.3% · long · since 2025-03-31
- NVDA · 4.8% · long · since 2025-03-31
- 464287200 · 2.9% · long · since 2025-03-31
- MSFT · 2.3% · long · since 2025-03-31
- 921937819 · 2.3% · long · since 2025-03-31
- 464287226 · 2.2% · long · since 2025-03-31
- GOOGL · 2.2% · long · since 2025-03-31
- 92206C102 · 2.1% · long · since 2025-03-31
- 78462F103 · 2.1% · long · since 2025-03-31
- 46432F842 · 2.1% · long · since 2025-03-31
- 464287507 · 1.9% · long · since 2025-03-31
- 46432F339 · 1.8% · long · since 2025-03-31