Position in TOL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$275,297
+$28,833 QoQ
Shares Held
1,671
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#559
of 799 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Montecito Bank & Trust holds $734,781 across 2 Residential Construction names. TOL ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,821 | $459,484 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
1,671 | $275,297 |
All Filings in TOL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,297 | 1,671 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $246,464 | 1,806 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $270,169 | 1,998 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $266,748 | 1,931 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $201,148 | 1,905 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $264,620 | 2,101 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $232,661 | 1,506 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||