Sponsored
The Analysis of Pacific Capital Partners Ltd's Holdings & P&L
Currently, Pacific Capital Partners Ltd holds 38 types of securities in its portfolio with a total value $101.3M. In the most recent quarter, they have increased their positions in PGR (+34.8K shares, valued at $6.9M), BRK.A (+9 shares, valued at $6.5M), AMD (+22.9K shares, valued at $4.7M); decreased their positions in BDX (-20.9K shares, valued at $3.3M), UNP (-6.6K shares, valued at $1.6M); initiated new positions in PGR (+34.8K shares, valued at $6.9M), AMD (+22.9K shares, valued at $4.7M), NVDA (+25.2K shares, valued at $4.4M).
1M P&L
+4.3M+3.56%
3M P&L
+8.8M+7.56%
HY P&L
+16.8M+15.44%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A14.4M
15.2%
2Semiconductors9.8M
10.4%
3Capital Markets8.0M
8.5%
Top Industries by Stock Count
1Semiconductors3 stocks
9.1%
2Semiconductor Equipment & Materials2 stocks
6.1%
3Capital Markets2 stocks
6.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
BRK.A
128.57%BERKSHIRE HATHAWAY INC DEL
Shares16
Event2026-03-31
Filed2026-04-09
AZO
142.02%AUTOZONE INC
Shares2.1K
Event2026-03-31
Filed2026-04-09
PGR
NewPROGRESSIVE CORP
Shares34.8K
Event2026-03-31
Filed2026-04-09
SCHW
118.60%SCHWAB CHARLES CORP
Shares67.0K
Event2026-03-31
Filed2026-04-09
MIDD
118.60%MIDDLEBY CORP
Shares47.4K
Event2026-03-31
Filed2026-04-09
AMD
NewADVANCED MICRO DEVICES INC
Shares22.9K
Event2026-03-31
Filed2026-04-09
UNP
-26.01%UNION PAC CORP
Shares18.9K
Event2026-03-31
Filed2026-04-09
NVDA
NewNVIDIA CORPORATION
Shares25.2K
Event2026-03-31
Filed2026-04-09
AMAT
NewAPPLIED MATLS INC
Shares11.0K
Event2026-03-31
Filed2026-04-09
CMCSA
NewCOMCAST CORP NEW
Shares120.5K
Event2026-03-31
Filed2026-04-09
CHTR
NewCHARTER COMMUNICATIONS INC
Shares15.9K
Event2026-03-31
Filed2026-04-09
BF.B
118.60%BROWN FORMAN CORP
Shares110.5K
Event2026-03-31
Filed2026-04-09
SPHR
NewSPHERE ENTERTAINMENT CO
Shares24.4K
Event2026-03-31
Filed2026-04-09
BDX
-55.86%BECTON DICKINSON & CO
Shares16.6K
Event2026-03-31
Filed2026-04-09
LYV
NewLIVE NATION ENTERTAINMENT IN
Shares12.7K
Event2026-03-31
Filed2026-04-09
COOPER COS INC
NewCOOPER COS INC
Shares26.4K
Event2026-03-31
Filed2026-04-09
WAT
NewWATERS CORP
Shares6.1K
Event2026-03-31
Filed2026-04-09
AJG
NewGALLAGHER ARTHUR J & CO
Shares8.3K
Event2026-03-31
Filed2026-04-09
IBKR
NewINTERACTIVE BROKERS GROUP IN
Shares25.9K
Event2026-03-31
Filed2026-04-09
AMZN
NewAMAZON COM INC
Shares8.0K
Event2026-03-31
Filed2026-04-09
KLAC
NewKLA CORP
Shares1.1K
Event2026-03-31
Filed2026-04-09
TDW
37.12%TIDEWATER INC NEW
Shares17.1K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
4.63%BERKSHIRE HATHAWAY INC DEL
Shares3.0K
Event2026-03-31
Filed2026-04-09
SAP
NewSAP SE
Shares8.3K
Event2026-03-31
Filed2026-04-09
MSFT
NewMICROSOFT CORP
Shares3.8K
Event2026-03-31
Filed2026-04-09
SOLV
NewSOLVENTUM CORP
Shares20.8K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
NewALPHABET INC
Shares4.4K
Event2026-03-31
Filed2026-04-09
ITT INC
NewITT INC
Shares6.5K
Event2026-03-31
Filed2026-04-09
JPM
NewJPMORGAN CHASE & CO
Shares3.9K
Event2026-03-31
Filed2026-04-09
AKAM
NewAKAMAI TECHNOLOGIES INC
Shares9.0K
Event2026-03-31
Filed2026-04-09
LLY
NewELI LILLY & CO
Shares1.1K
Event2026-03-31
Filed2026-04-09
INTU
NewINTUIT
Shares2.3K
Event2026-03-31
Filed2026-04-09
META
NewMETA PLATFORMS INC
Shares1.7K
Event2026-03-31
Filed2026-04-09
INTC
NewINTEL CORP
Shares17.8K
Event2026-03-31
Filed2026-04-09
AMT
NewAMERICAN TOWER CORP
Shares4.3K
Event2026-03-31
Filed2026-04-09
CSGP
NewCOSTAR GROUP INC
Shares17.3K
Event2026-03-31
Filed2026-04-09
RYAN
NewRYAN SPECIALTY HOLDINGS INC
Shares20.6K
Event2026-03-31
Filed2026-04-09
LIBERTY MEDIA CORP DEL
NewLIBERTY MEDIA CORP DEL
Shares5.1K
Event2026-03-31
Filed2026-04-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available