Pacific Capital Partners
Latest statistics and disclosures from Pacific Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, AZO, PGR, SCHW, MIDD, and represent 37.58% of Pacific Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: PGR (+$6.9M), BRK.A (+$6.5M), AMD, NVDA, AZO, AMAT, CMCSA, CHTR, SCHW, MIDD.
- Started 29 new stock positions in SPHR, COO, FWONK, GOOG, INTC, MSFT, INTU, AKAM, META, CSGP.
- Reduced shares in these 10 stocks: DHR (-$6.2M), , AVTR, , , , RPRX, CLH, HUM, BDX.
- Sold out of its positions in APO, ACA, AVTR, BXMT, CBZ, CNNE, CWST, CLH, CNMD, DHR.
- Pacific Capital Partners was a net buyer of stock by $8.7M.
- Pacific Capital Partners has $101M in assets under management (AUM), dropping by 7.63%.
- Central Index Key (CIK): 0002064920
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Portfolio Holdings for Pacific Capital Partners
Pacific Capital Partners holds 38 positions in its portfolio as reported in the March 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) | 11.3 | $12M | +128% | 16.00 | 718140.00 |
|
| AutoZone (AZO) | 7.0 | $7.1M | +142% | 2.1k | 3377.78 |
|
| Progressive Corporation (PGR) | 6.8 | $6.9M | NEW | 35k | 198.24 |
|
| Charles Schwab Corporation (SCHW) | 6.2 | $6.3M | +118% | 67k | 93.98 |
|
| Middleby Corporation (MIDD) | 6.2 | $6.3M | +118% | 47k | 132.58 |
|
| Advanced Micro Devices (AMD) | 4.6 | $4.7M | NEW | 23k | 203.43 |
|
| Union Pacific Corporation (UNP) | 4.5 | $4.6M | -26% | 19k | 242.62 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $4.4M | NEW | 25k | 174.40 |
|
| Applied Materials (AMAT) | 3.7 | $3.8M | NEW | 11k | 341.79 |
|
| Comcast Corp Cl A (CMCSA) | 3.4 | $3.5M | NEW | 121k | 28.71 |
|
| Charter Communications Cl A (CHTR) | 3.4 | $3.4M | NEW | 16k | 215.88 |
|
| Brown Forman Corp CL B (BF.B) | 2.9 | $2.9M | +118% | 111k | 26.44 |
|
| Sphere Entertainment Cl A (SPHR) | 2.8 | $2.9M | NEW | 24k | 117.40 |
|
| Becton, Dickinson and (BDX) | 2.6 | $2.6M | -55% | 17k | 157.23 |
|
| Live Nation Entertainment (LYV) | 1.9 | $1.9M | NEW | 13k | 152.51 |
|
| Cooper Cos (COO) | 1.9 | $1.9M | NEW | 26k | 71.50 |
|
| Waters Corporation (WAT) | 1.8 | $1.8M | NEW | 6.1k | 297.80 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.8 | $1.8M | NEW | 8.3k | 216.58 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 1.7 | $1.7M | NEW | 26k | 67.07 |
|
| Amazon (AMZN) | 1.6 | $1.7M | NEW | 8.0k | 208.27 |
|
| Kla Corp Com New (KLAC) | 1.6 | $1.6M | NEW | 1.1k | 1472.41 |
|
| Tidewater (TDW) | 1.4 | $1.4M | +37% | 17k | 83.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $1.4M | +4% | 3.0k | 479.20 |
|
| Sap Se Spon Adr (SAP) | 1.4 | $1.4M | NEW | 8.3k | 171.21 |
|
| Microsoft Corporation (MSFT) | 1.4 | $1.4M | NEW | 3.8k | 370.17 |
|
| Solventum Corp Com Shs (SOLV) | 1.3 | $1.4M | NEW | 21k | 65.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.3M | NEW | 4.4k | 286.86 |
|
| Itt (ITT) | 1.2 | $1.2M | NEW | 6.5k | 190.53 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.1M | NEW | 3.9k | 294.16 |
|
| Akamai Technologies (AKAM) | 1.0 | $1.0M | NEW | 9.0k | 114.85 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $1.0M | NEW | 1.1k | 919.77 |
|
| Intuit (INTU) | 1.0 | $1.0M | NEW | 2.3k | 432.38 |
|
| Meta Platforms Cl A (META) | 1.0 | $984k | NEW | 1.7k | 572.13 |
|
| Intel Corporation (INTC) | 0.8 | $786k | NEW | 18k | 44.13 |
|
| American Tower Reit (AMT) | 0.7 | $742k | NEW | 4.3k | 172.58 |
|
| CoStar (CSGP) | 0.7 | $698k | NEW | 17k | 40.34 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.7 | $697k | NEW | 21k | 33.74 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.4 | $432k | NEW | 5.1k | 85.02 |
|
Past Filings by Pacific Capital Partners
SEC 13F filings are viewable for Pacific Capital Partners going back to 2023
- 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