Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Capital Partners Ltd (CIK 2064920) reported $101.3M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($11.5M, 11.34%), AZO ($7.1M, 7.03%), PGR ($6.9M, 6.80%), SCHW ($6.3M, 6.22%), MIDD ($6.3M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.5M | 11.34% | 16 | Added |
| 2 | AZO | AUTOZONE INC | $7.1M | 7.03% | 2,108 | Added |
| 3 | PGR | PROGRESSIVE CORP | $6.9M | 6.80% | 34,784 | New |
| 4 | SCHW | SCHWAB CHARLES CORP | $6.3M | 6.22% | 67,044 | Added |
| 5 | MIDD | MIDDLEBY CORP | $6.3M | 6.20% | 47,394 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $4.7M | 4.60% | 22,926 | New |
| 7 | UNP | UNION PAC CORP | $4.6M | 4.52% | 18,883 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.4M | 4.34% | 25,200 | New |
| 9 | AMAT | APPLIED MATLS INC | $3.8M | 3.71% | 11,000 | New |
| 10 | CMCSA | COMCAST CORP NEW | $3.5M | 3.41% | 120,520 | New |
| 11 | CHTR | CHARTER COMMUNICATIONS INC | $3.4M | 3.39% | 15,895 | New |
| 12 | BF/B | BROWN FORMAN CORP | $2.9M | 2.88% | 110,464 | Added |
| 13 | MSGE | SPHERE ENTERTAINMENT CO | $2.9M | 2.83% | 24,407 | New |
| 14 | BDX | BECTON DICKINSON & CO | $2.6M | 2.57% | 16,551 | Trimmed |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | $1.9M | 1.91% | 12,689 | New |
| 16 | COO | COOPER COS INC | $1.9M | 1.86% | 26,410 | New |
| 17 | WAT | WATERS CORP | $1.8M | 1.80% | 6,141 | New |
| 18 | AJG | GALLAGHER ARTHUR J & CO | $1.8M | 1.77% | 8,290 | New |
| 19 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.7M | 1.71% | 25,861 | New |
| 20 | AMZN | AMAZON COM INC | $1.7M | 1.65% | 8,007 | New |
| 21 | KLAC | KLA CORP | $1.6M | 1.62% | 1,113 | New |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.41% | 2,986 | Added |
| 23 | TDW | TIDEWATER INC NEW | $1.4M | 1.41% | 17,140 | Added |
| 24 | SAP | SAP SE | $1.4M | 1.40% | 8,300 | New |
| 25 | MSFT | MICROSOFT CORP | $1.4M | 1.38% | 3,767 | New |
Source: SEC Form 13F filings · as of 2026-03-31