Pacific Capital Partners Ltd
Top Portfolio Positions
33 positions ·
$83,811,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AZO |
Autozone Inc
Consumer Cyclical
|
2,108 | $7,120,360 | 8.50% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
34,784 | $6,895,580 | 8.23% |
| SCHW |
Schwab Charles Corp
Financial Services
|
67,044 | $6,300,795 | 7.52% |
| MIDD |
MIDDLEBY Corp
Industrials
|
47,394 | $6,283,496 | 7.50% |
| AMD |
Advanced Micro Devices Inc
Technology
|
22,926 | $4,663,836 | 5.56% |
| UNP |
Union Pacific Corp
Industrials
|
18,883 | $4,581,393 | 5.47% |
| NVDA |
Nvidia Corp
Technology
|
25,200 | $4,394,880 | 5.24% |
| AMAT |
Applied Materials Inc /De
Technology
|
11,000 | $3,759,690 | 4.49% |
| CMCSA |
Comcast Corp
Communication Services
|
120,520 | $3,460,129 | 4.13% |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
15,895 | $3,431,412 | 4.09% |
Portfolio Trend
Holdings in MIDD
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,283,496 | 47,394 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,223,314 | 21,681 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,143,629 | 16,126 | Shares | Sole | 2025-10-27 | |
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