Montecito Bank & Trust

Bank

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1422508 SANTA BARBARA, CA

Position in TMO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,276,462

-$110,635 QoQ

Shares Held

2,546

-9.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,342

of 2,606 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Healthcare · as of Jun 30, 2026

Montecito Bank & Trust holds $2,232,869 across 3 Diagnostics & Research names. TMO ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	2,546	$1,276,462
2	DHR	Danaher Corp /De/	2,602	$495,628
3	DGX	Quest Diagnostics Inc	2,174	$460,779

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,276,462	2,546	-9.8%	Shares	Sole	2026-07-16
2026-03-31	$1,387,097	2,822	-4.1%	Shares	Defined	2026-04-16
2025-12-31	$1,704,741	2,942	-0.6%	Shares	Defined	2026-01-09
2025-09-30	$1,435,174	2,959	-8.9%	Shares	Sole	2025-10-07
2025-03-31	$1,615,707	3,247	-7.1%	Shares	Sole	2025-04-17
2024-12-31	$1,819,244	3,497	-3.2%	Shares	Sole	2025-01-21
2024-09-30	$2,234,274	3,612	+3.8%	Shares	Sole	2024-10-31
2024-06-30	$1,924,993	3,481	-2.0%	Shares	Sole	2024-07-17
2024-03-31	$2,063,876	3,551	-6.9%	Shares	Sole	2024-04-09
2023-12-31	$2,025,494	3,816	-6.1%	Shares	Sole	2024-01-05
2023-09-30	$2,057,074	4,064	-6.5%	Shares	Sole	2023-10-16
2023-06-30	$2,267,525	4,346	-4.7%	Shares	Sole	2023-07-25
2023-03-31	$2,628,823	4,561	-0.1%	Shares	Sole	2023-04-25
2022-12-31	$2,515,000	4,567	-1.0%	Shares	Sole	2023-01-20
2022-09-30	$2,340,174	4,614	+1.8%	Shares	Sole	2022-10-14
2022-06-30	$2,463,230	4,534	-30.0%	Shares	Sole	2022-08-01
2022-03-31	$3,823,277	6,473	+1.0%	Shares	Sole	2022-04-22
2021-12-31	$4,277,008	6,410	+0.5%	Shares	Sole	2022-01-25
2021-09-30	$3,644,514	6,379	-4.6%	Shares	Sole	2021-10-28
2021-06-30	$3,374,904	6,690	-1.5%	Shares	Sole	2021-07-08
2021-03-31	$3,099,276	6,791	-11.1%	Shares	Sole	2021-04-26
2020-12-31	$3,558,092	7,639	+0.1%	Shares	Sole	2021-01-28
2020-09-30	$3,369,238	7,631	-5.6%	Shares	Sole	2020-10-27
2020-06-30	$2,927,706	8,080	+97.8%	Shares	Sole	2020-07-17
2020-03-31	$1,158,222	4,084	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.