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%
Stock Holdings
BRK.A
BERKSHIRE HATHAWAY INC DEL
128.57%
Shares16
Event2026-03-31
Filed2026-04-09
AZO
AUTOZONE INC
142.02%
Shares2.1K
Event2026-03-31
Filed2026-04-09
PGR
PROGRESSIVE CORP
New
Shares34.8K
Event2026-03-31
Filed2026-04-09
SCHW
SCHWAB CHARLES CORP
118.60%
Shares67.0K
Event2026-03-31
Filed2026-04-09
MIDD
MIDDLEBY CORP
118.60%
Shares47.4K
Event2026-03-31
Filed2026-04-09
AMD
ADVANCED MICRO DEVICES INC
New
Shares22.9K
Event2026-03-31
Filed2026-04-09
UNP
UNION PAC CORP
-26.01%
Shares18.9K
Event2026-03-31
Filed2026-04-09
NVDA
NVIDIA CORPORATION
New
Shares25.2K
Event2026-03-31
Filed2026-04-09
AMAT
APPLIED MATLS INC
New
Shares11.0K
Event2026-03-31
Filed2026-04-09
CMCSA
COMCAST CORP NEW
New
Shares120.5K
Event2026-03-31
Filed2026-04-09
CHTR
CHARTER COMMUNICATIONS INC
New
Shares15.9K
Event2026-03-31
Filed2026-04-09
BF.B
BROWN FORMAN CORP
118.60%
Shares110.5K
Event2026-03-31
Filed2026-04-09
SPHR
SPHERE ENTERTAINMENT CO
New
Shares24.4K
Event2026-03-31
Filed2026-04-09
BDX
BECTON DICKINSON & CO
-55.86%
Shares16.6K
Event2026-03-31
Filed2026-04-09
LYV
LIVE NATION ENTERTAINMENT IN
New
Shares12.7K
Event2026-03-31
Filed2026-04-09
COOPER COS INC
COOPER COS INC
New
Shares26.4K
Event2026-03-31
Filed2026-04-09
WAT
WATERS CORP
New
Shares6.1K
Event2026-03-31
Filed2026-04-09
AJG
GALLAGHER ARTHUR J & CO
New
Shares8.3K
Event2026-03-31
Filed2026-04-09
IBKR
INTERACTIVE BROKERS GROUP IN
New
Shares25.9K
Event2026-03-31
Filed2026-04-09
AMZN
AMAZON COM INC
New
Shares8.0K
Event2026-03-31
Filed2026-04-09
KLAC
KLA CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-09
TDW
TIDEWATER INC NEW
37.12%
Shares17.1K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
4.63%
Shares3.0K
Event2026-03-31
Filed2026-04-09
SAP
SAP SE
New
Shares8.3K
Event2026-03-31
Filed2026-04-09
MSFT
MICROSOFT CORP
New
Shares3.8K
Event2026-03-31
Filed2026-04-09
SOLV
SOLVENTUM CORP
New
Shares20.8K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
New
Shares4.4K
Event2026-03-31
Filed2026-04-09
ITT INC
ITT INC
New
Shares6.5K
Event2026-03-31
Filed2026-04-09
JPM
JPMORGAN CHASE & CO
New
Shares3.9K
Event2026-03-31
Filed2026-04-09
AKAM
AKAMAI TECHNOLOGIES INC
New
Shares9.0K
Event2026-03-31
Filed2026-04-09
LLY
ELI LILLY & CO
New
Shares1.1K
Event2026-03-31
Filed2026-04-09
INTU
INTUIT
New
Shares2.3K
Event2026-03-31
Filed2026-04-09
META
META PLATFORMS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-09
INTC
INTEL CORP
New
Shares17.8K
Event2026-03-31
Filed2026-04-09
AMT
AMERICAN TOWER CORP
New
Shares4.3K
Event2026-03-31
Filed2026-04-09
CSGP
COSTAR GROUP INC
New
Shares17.3K
Event2026-03-31
Filed2026-04-09
RYAN
RYAN SPECIALTY HOLDINGS INC
New
Shares20.6K
Event2026-03-31
Filed2026-04-09
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
New
Shares5.1K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Pacific Capital Partners Ltd Institutional Holdings, Portfolio & P&L β€” TradeFomo