Pacific Capital Partners
Latest statistics and disclosures from Pacific Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICUI, AVTR, BDX, CBZ, BRK.A, and represent 33.38% of Pacific Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$5.3M), CWST, AZO, HUM, SCHW, MIDD, UNP, CNNE, BF.B, UNH.
- Started 11 new stock positions in TDW, CNNE, BRK.A, UNP, AZO, BRK.B, MIDD, CWST, HUM, SCHW. BF.B.
- Reduced shares in these 10 stocks: MTCH, AMZN, , ELV, BDX, GOOGL, CPNG, AVTR, , NKE.
- Sold out of its positions in GOOGL, AMZN, ELV, BWXT, CCJ, NET, CPNG, EW, META, IDT. ICE, KBR, LBRDK, MTCH, NKE, RH, TTD, UBER.
- Pacific Capital Partners was a net seller of stock by $-16M.
- Pacific Capital Partners has $90M in assets under management (AUM), dropping by -15.80%.
- Central Index Key (CIK): 0002064920
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Portfolio Holdings for Pacific Capital Partners
Pacific Capital Partners holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| ICU Medical, Incorporated (ICUI) | 8.3 | $7.5M | +19% | 63k | 119.96 |
|
| Avantor (AVTR) | 7.0 | $6.3M | -22% | 505k | 12.48 |
|
| Becton, Dickinson and (BDX) | 6.1 | $5.5M | -31% | 29k | 187.17 |
|
| Cbiz (CBZ) | 6.0 | $5.4M | +7% | 103k | 52.96 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.9 | $5.3M | NEW | 7.00 | 754200.00 |
|
| Danaher Corporation (DHR) | 5.5 | $5.0M | +25% | 25k | 198.26 |
|
| Arcosa (ACA) | 4.4 | $3.9M | -27% | 42k | 93.71 |
|
| Clean Harbors (CLH) | 4.1 | $3.7M | -10% | 16k | 232.22 |
|
| CRH Ord (CRH) | 4.0 | $3.6M | -20% | 30k | 119.90 |
|
| Royalty Pharma Shs Class A (RPRX) | 3.9 | $3.5M | +2% | 100k | 35.28 |
|
| Paypal Holdings (PYPL) | 3.9 | $3.5M | -5% | 53k | 67.06 |
|
| Epam Systems (EPAM) | 3.6 | $3.2M | -4% | 22k | 150.79 |
|
| Casella Waste Sys Cl A (CWST) | 3.4 | $3.1M | NEW | 33k | 94.88 |
|
| UnitedHealth (UNH) | 3.3 | $3.0M | +81% | 8.6k | 345.30 |
|
| AutoZone (AZO) | 3.0 | $2.7M | NEW | 635.00 | 4290.24 |
|
| Humana (HUM) | 2.9 | $2.6M | NEW | 10k | 260.17 |
|
| Aercap Holdings Nv SHS (AER) | 2.7 | $2.4M | +58% | 20k | 121.00 |
|
| Charles Schwab Corporation (SCHW) | 2.4 | $2.2M | NEW | 23k | 95.47 |
|
| Middleby Corporation (MIDD) | 2.4 | $2.1M | NEW | 16k | 132.93 |
|
| CONMED Corporation (CNMD) | 2.2 | $2.0M | -31% | 42k | 47.03 |
|
| D Fluidigm Corp Del (LAB) | 1.9 | $1.7M | -3% | 1.3M | 1.30 |
|
| Union Pacific Corporation (UNP) | 1.9 | $1.7M | NEW | 7.0k | 236.37 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 1.8 | $1.6M | 88k | 18.41 |
|
|
| MetLife (MET) | 1.6 | $1.4M | 18k | 82.37 |
|
|
| Cannae Holdings (CNNE) | 1.6 | $1.4M | NEW | 78k | 18.31 |
|
| Brown Forman Corp CL B (BF.B) | 1.5 | $1.4M | NEW | 51k | 27.08 |
|
| Sensient Technologies Corporation (SXT) | 1.0 | $939k | 10k | 93.85 |
|
|
| Prestige Brands Holdings (PBH) | 0.9 | $780k | +150% | 13k | 62.40 |
|
| Woodward Governor Company (WWD) | 0.7 | $632k | -66% | 2.5k | 252.71 |
|
| Perimeter Solutions Common Stock (PRM) | 0.7 | $616k | -72% | 28k | 22.39 |
|
| Kkr & Co (KKR) | 0.5 | $487k | -62% | 3.8k | 129.95 |
|
| Tidewater (TDW) | 0.4 | $400k | NEW | 7.5k | 53.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $313k | NEW | 622.00 | 502.74 |
|
Past Filings by Pacific Capital Partners
SEC 13F filings are viewable for Pacific Capital Partners going back to 2023
- Pacific Capital Partners 2025 Q3 filed Oct. 27, 2025
- Pacific Capital Partners 2025 Q2 filed July 7, 2025
- Pacific Capital Partners 2025 Q1 filed May 8, 2025
- Pacific Capital Partners 2024 Q4 filed May 8, 2025
- Pacific Capital Partners 2024 Q3 filed May 8, 2025
- Pacific Capital Partners 2024 Q2 filed May 8, 2025
- Pacific Capital Partners 2024 Q1 filed May 8, 2025
- Pacific Capital Partners 2023 Q4 filed May 8, 2025
- Pacific Capital Partners 2023 Q3 filed May 8, 2025