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Home > Institutional Investor > Pacific Capital Partners Ltd > Profile

Instuitional Investor - Pacific Capital Partners Ltd

Fund Profile
Filing Period:
Fund Name: Pacific Capital Partners Ltd
Portfolio Value $106,680,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Avantor Inc.
 AVTR 652,019 $8,776,176 8.23%
2.
Becton Dickinson & Co
 BDX 42,500 $7,320,625 6.86%
3.
Icu Medical Inc
 ICUI 52,500 $6,937,875 6.5%
4.
Cbiz Inc.
 CBZ 95,000 $6,812,450 6.39%
5.
Arcosa Inc.
 ACA 57,500 $4,985,825 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)