Pacific Capital Partners
Latest statistics and disclosures from Pacific Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, PGR, AZO, SCHW, MIDD, and represent 32.75% of Pacific Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: RGLD, V, WT, FWONK, EYE, COO, KLAC, MSFT, AVGO, LLY.
- Started 10 new stock positions in MU, SIRI, EYE, WST, AVGO, WT, V, RGLD, MDLN, NFLX.
- Reduced shares in these 10 stocks: AMD (-$8.0M), AMAT, UNP, , CHTR, BDX, MIDD, NVDA, SAP, .
- Sold out of its positions in AKAM, AMT, BDX, CHTR, CMCSA, INTC, SAP, UNP.
- Pacific Capital Partners was a net seller of stock by $-4.0M.
- Pacific Capital Partners has $116M in assets under management (AUM), dropping by 14.03%.
- Central Index Key (CIK): 0002064920
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Portfolio Holdings for Pacific Capital Partners
Pacific Capital Partners holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.4 | $12M | 16.00 | 748850.00 |
|
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| Progressive Corporation (PGR) | 6.0 | $7.0M | -8% | 32k | 218.45 |
|
| AutoZone (AZO) | 5.8 | $6.7M | 2.1k | 3195.94 |
|
|
| Charles Schwab Corporation (SCHW) | 5.4 | $6.2M | 67k | 92.27 |
|
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| Middleby Corporation (MIDD) | 5.2 | $6.0M | -26% | 35k | 172.01 |
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| Advanced Micro Devices (AMD) | 4.6 | $5.3M | -60% | 9.1k | 580.91 |
|
| Cooper Cos (COO) | 3.1 | $3.6M | +91% | 51k | 71.71 |
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| Sphere Entertainment Cl A (SPHR) | 3.1 | $3.6M | -14% | 21k | 173.03 |
|
| Live Nation Entertainment (LYV) | 3.1 | $3.6M | +54% | 20k | 183.11 |
|
| Royal Gold (RGLD) | 3.0 | $3.4M | NEW | 17k | 199.61 |
|
| Applied Materials (AMAT) | 2.8 | $3.3M | -59% | 4.5k | 723.00 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.7 | $3.1M | +545% | 33k | 95.14 |
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| Amazon (AMZN) | 2.6 | $3.1M | +60% | 13k | 238.34 |
|
| Visa Com Cl A (V) | 2.6 | $3.0M | NEW | 8.8k | 343.09 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $3.0M | -40% | 15k | 200.09 |
|
| Waters Corporation (WAT) | 2.6 | $3.0M | +28% | 7.9k | 375.04 |
|
| Brown Forman Corp CL B (BF.B) | 2.5 | $2.9M | 111k | 26.65 |
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|
| Microsoft Corporation (MSFT) | 2.5 | $2.9M | +107% | 7.8k | 373.02 |
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| WisdomTree Investments (WT) | 2.4 | $2.8M | NEW | 163k | 16.94 |
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| Eli Lilly & Co. (LLY) | 2.3 | $2.7M | +103% | 2.3k | 1199.43 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $2.5M | +95% | 7.6k | 327.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.4M | +54% | 6.8k | 353.33 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 1.9 | $2.3M | 26k | 87.04 |
|
|
| Kla Corp Com New (KLAC) | 1.8 | $2.0M | +504% | 6.7k | 301.71 |
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| Itt (ITT) | 1.7 | $2.0M | +54% | 10k | 197.76 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $1.9M | 8.3k | 229.57 |
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| National Vision Hldgs (EYE) | 1.6 | $1.8M | NEW | 96k | 19.01 |
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| Broadcom (AVGO) | 1.2 | $1.4M | NEW | 3.7k | 377.75 |
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| Solventum Corp Com Shs (SOLV) | 1.2 | $1.3M | -16% | 17k | 77.15 |
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| West Pharmaceutical Services (WST) | 1.1 | $1.3M | NEW | 3.7k | 359.00 |
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| Micron Technology (MU) | 1.1 | $1.3M | NEW | 1.1k | 1154.29 |
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| Siriusxm Holdings Common Stock (SIRI) | 1.1 | $1.3M | NEW | 43k | 29.54 |
|
| Medline Com Cl A (MDLN) | 1.0 | $1.2M | NEW | 30k | 39.44 |
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| Intuit (INTU) | 0.9 | $1.1M | +78% | 4.2k | 261.00 |
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| Netflix (NFLX) | 0.9 | $1.0M | NEW | 14k | 71.40 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.8 | $868k | +11% | 23k | 37.76 |
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| Meta Platforms Cl A (META) | 0.7 | $757k | -21% | 1.3k | 563.29 |
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| CoStar (CSGP) | 0.7 | $752k | +53% | 27k | 28.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $639k | -57% | 1.3k | 500.39 |
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| Tidewater (TDW) | 0.5 | $593k | -48% | 8.9k | 66.63 |
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Past Filings by Pacific Capital Partners
SEC 13F filings are viewable for Pacific Capital Partners going back to 2023
- Pacific Capital Partners 2026 Q2 filed Aug. 12, 2026
- Pacific Capital Partners 2026 Q1 filed April 9, 2026
- 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