Pacific Capital Partners Ltd Top Holdings and 13F Report (2026) About Pacific Capital Partners LtdInvestment ActivityPacific Capital Partners Ltd has $115.56 million in total holdings as of June 30, 2026.Pacific Capital Partners Ltd owns shares of 40 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 29.57% of the portfolio was purchased this quarter.About 33.01% of the portfolio was sold this quarter.This quarter, Pacific Capital Partners Ltd has purchased 38 new stocks and bought additional shares in 14 stocks.Pacific Capital Partners Ltd sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings Berkshire Hathaway $11,981,600Progressive $6,970,084AutoZone $6,737,042Charles Schwab $6,186,150Middleby $5,968,919 Largest New Holdings this Quarter 780287108 - Royal Gold $3,410,137 Holding92826C839 - Visa $3,026,054 Holding97717P104 - WisdomTree $2,752,022 Holding63845R107 - National Vision $1,831,823 Holding11135F101 - Broadcom $1,414,674 Holding Largest Purchases this Quarter Royal Gold 17,084 shares (about $3.41M)Visa 8,820 shares (about $3.03M)WisdomTree 162,457 shares (about $2.75M)Liberty Media Corporation - Liberty Formula One Series C 27,693 shares (about $2.63M)National Vision 96,361 shares (about $1.83M) Largest Sales this Quarter Advanced Micro Devices 13,820 shares (about $8.03M)Applied Materials 6,491 shares (about $4.69M)Middleby 12,693 shares (about $2.18M)NVIDIA 10,220 shares (about $2.04M)Berkshire Hathaway 1,710 shares (about $855.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Capital Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$11,981,6000.0%1610.4%FinancePGRProgressive$6,970,084$628,481 â–¼-8.3%31,9076.0%FinanceAZOAutoZone$6,737,0420.0%2,1085.8%Consumer DiscretionarySCHWCharles Schwab$6,186,1500.0%67,0445.4%FinanceMIDDMiddleby$5,968,919$2,183,323 â–¼-26.8%34,7015.2%IndustrialsAMDAdvanced Micro Devices$5,289,766$8,028,176 â–¼-60.3%9,1064.6%TechnologyCOOPER COS INC$3,633,976$1,740,115 â–²91.9%50,6763.1%COMSPHRSphere Entertainment$3,596,602$626,542 â–¼-14.8%20,7863.1%Communication ServicesLYVLive Nation Entertainment$3,581,082$1,257,599 â–²54.1%19,5573.1%Communication ServicesRGLDRoyal Gold$3,410,137$3,410,137 â–²New Holding17,0843.0%MaterialsAMATApplied Materials$3,260,007$4,692,993 â–¼-59.0%4,5092.8%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$3,118,118$2,634,712 â–²545.0%32,7742.7%Communication ServicesAMZNAmazon.com$3,062,192$1,153,804 â–²60.5%12,8482.6%Consumer DiscretionaryVVisa$3,026,054$3,026,054 â–²New Holding8,8202.6%FinanceNVDANVIDIA$2,997,348$2,044,920 â–¼-40.6%14,9802.6%TechnologyWATWaters$2,961,316$658,195 â–²28.6%7,8962.6%HealthcareBF.BBrown-Forman$2,943,8660.0%110,4642.5%Consumer StaplesMSFTMicrosoft$2,917,016$1,511,850 â–²107.6%7,8202.5%TechnologyWTWisdomTree$2,752,022$2,752,022 â–²New Holding162,4572.4%FinanceLLYEli Lilly and Company$2,707,114$1,379,345 â–²103.9%2,2572.3%HealthcareJPMJPMorgan Chase & Co.$2,494,909$1,218,322 â–²95.4%7,6222.2%FinanceGOOGAlphabet$2,404,411$849,759 â–²54.7%6,8052.1%Communication ServicesIBKRInteractive Brokers Group$2,250,9410.0%25,8611.9%FinanceKLACKLA$2,028,396$1,692,593 â–²504.0%6,7231.8%TechnologyITTITT$2,000,342$705,212 â–²54.5%10,1151.7%IndustrialsAJGArthur J. Gallagher & Co.$1,903,1350.0%8,2901.6%FinanceEYENational Vision$1,831,823$1,831,823 â–²New Holding96,3611.6%Consumer DiscretionaryAVGOBroadcom$1,414,674$1,414,674 â–²New Holding3,7451.2%TechnologySOLVENTUM CORP$1,334,001$266,939 â–¼-16.7%17,2911.2%COM SHSWSTWest Pharmaceutical Services$1,328,300$1,328,300 â–²New Holding3,7001.1%HealthcareMUMicron Technology$1,322,816$1,322,816 â–²New Holding1,1461.1%TechnologySIRIUSXM HOLDINGS INC$1,260,590$1,260,590 â–²New Holding42,6741.1%COMMON STOCKMEDLINE INC$1,193,967$1,193,967 â–²New Holding30,2731.0%COM CL AINTUIntuit$1,083,672$475,020 â–²78.0%4,1520.9%TechnologyNFLXNetflix$1,004,455$1,004,455 â–²New Holding14,0680.9%Communication ServicesRYANRyan Specialty$867,763$88,170 â–²11.3%22,9810.8%FinanceMETAMeta Platforms$757,062$211,797 â–¼-21.9%1,3440.7%Communication ServicesCSGPCoStar Group$752,151$262,215 â–²53.5%26,5590.7%Real EstateBRK.BBerkshire Hathaway$638,498$855,667 â–¼-57.3%1,2760.6%FinanceTDWTidewater$592,474$549,564 â–¼-48.1%8,8920.5%EnergyUNPUnion Pacific$0$4,581,393 â–¼-100.0%00.0%IndustrialsCMCSAComcast$0$3,460,129 â–¼-100.0%00.0%Communication ServicesCHTRCharter Communications$0$3,431,413 â–¼-100.0%00.0%Communication ServicesBDXBecton, Dickinson and Company$0$2,602,314 â–¼-100.0%00.0%HealthcareSAPSAP$0$1,421,043 â–¼-100.0%00.0%TechnologyAKAMAkamai Technologies$0$1,033,650 â–¼-100.0%00.0%TechnologyINTCIntel$0$785,514 â–¼-100.0%00.0%TechnologyAMTAmerican Tower$0$742,094 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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