Pacific Capital Partners
Latest statistics and disclosures from Pacific Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BDX, DHR, UNP, CRH, BRK.A, and represent 32.03% of Pacific Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: UNP, APO, AER, FTV, CRH, BDX, BRK.B, UNH, LPX, NCNO.
- Started 4 new stock positions in APO, NCNO, LPX, FTV.
- Reduced shares in these 10 stocks: ICUI (-$6.4M), ACA, CBZ, CNMD, CWST, BXMT, LAB, CNNE, AVTR, PRM.
- Sold out of its position in PRM.
- Pacific Capital Partners was a net buyer of stock by $1.3M.
- Pacific Capital Partners has $94M in assets under management (AUM), dropping by 4.83%.
- Central Index Key (CIK): 0002064920
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Portfolio Holdings for Pacific Capital Partners
Pacific Capital Partners holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Becton, Dickinson and (BDX) | 7.7 | $7.3M | +28% | 38k | 194.07 |
|
| Danaher Corporation (DHR) | 6.6 | $6.2M | +9% | 27k | 228.92 |
|
| Union Pacific Corporation (UNP) | 6.3 | $5.9M | +262% | 26k | 231.32 |
|
| CRH Ord (CRH) | 5.8 | $5.5M | +47% | 44k | 124.80 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.6 | $5.3M | 7.00 | 754800.00 |
|
|
| Avantor (AVTR) | 5.2 | $4.9M | -15% | 425k | 11.46 |
|
| Aercap Holdings Nv SHS (AER) | 5.0 | $4.7M | +65% | 33k | 143.76 |
|
| Epam Systems (EPAM) | 4.4 | $4.1M | -5% | 20k | 204.88 |
|
| UnitedHealth (UNH) | 4.1 | $3.9M | +36% | 12k | 330.11 |
|
| Royalty Pharma Shs Class A (RPRX) | 3.9 | $3.7M | -5% | 95k | 38.64 |
|
| Clean Harbors (CLH) | 3.7 | $3.5M | -6% | 15k | 234.48 |
|
| Humana (HUM) | 3.7 | $3.5M | +35% | 14k | 256.13 |
|
| Middleby Corporation (MIDD) | 3.4 | $3.2M | +34% | 22k | 148.67 |
|
| Charles Schwab Corporation (SCHW) | 3.3 | $3.1M | +33% | 31k | 99.91 |
|
| AutoZone (AZO) | 3.1 | $3.0M | +37% | 871.00 | 3391.50 |
|
| Paypal Holdings (PYPL) | 3.1 | $2.9M | -3% | 51k | 58.38 |
|
| Apollo Global Mgmt (APO) | 2.7 | $2.5M | NEW | 18k | 144.76 |
|
| ICU Medical, Incorporated (ICUI) | 2.7 | $2.5M | -71% | 18k | 142.67 |
|
| Cbiz (CBZ) | 2.3 | $2.2M | -57% | 44k | 50.45 |
|
| Casella Waste Sys Cl A (CWST) | 2.2 | $2.0M | -36% | 21k | 97.94 |
|
| Fortive (FTV) | 1.9 | $1.8M | NEW | 33k | 55.21 |
|
| MetLife (MET) | 1.6 | $1.5M | +10% | 19k | 78.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $1.4M | +358% | 2.9k | 502.65 |
|
| Kkr & Co (KKR) | 1.5 | $1.4M | +186% | 11k | 127.48 |
|
| Brown Forman Corp CL B (BF.B) | 1.4 | $1.3M | 51k | 26.06 |
|
|
| Arcosa (ACA) | 1.1 | $1.0M | -76% | 9.8k | 106.32 |
|
| Louisiana-Pacific Corporation (LPX) | 1.1 | $1.0M | NEW | 13k | 80.76 |
|
| Ncino (NCNO) | 1.0 | $962k | NEW | 38k | 25.64 |
|
| Woodward Governor Company (WWD) | 0.8 | $756k | 2.5k | 302.32 |
|
|
| Tidewater (TDW) | 0.7 | $631k | +66% | 13k | 50.51 |
|
| D Fluidigm Corp Del (LAB) | 0.6 | $608k | -64% | 475k | 1.28 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.6 | $526k | -68% | 28k | 19.13 |
|
| Sensient Technologies Corporation (SXT) | 0.5 | $470k | -50% | 5.0k | 93.95 |
|
| CONMED Corporation (CNMD) | 0.4 | $386k | -77% | 9.5k | 40.60 |
|
| Prestige Brands Holdings (PBH) | 0.3 | $309k | -60% | 5.0k | 61.69 |
|
| Cannae Holdings (CNNE) | 0.2 | $197k | -83% | 13k | 15.73 |
|
Past Filings by Pacific Capital Partners
SEC 13F filings are viewable for Pacific Capital Partners going back to 2023
- Pacific Capital Partners 2025 Q4 filed Jan. 15, 2026
- 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