Pacific Capital Partners Ltd

RIA/Wealth

Pacific Capital Partners Ltd is a RIA/Wealth based in Corona, CA led by Chad T Willardson, reporting $654.3M in AUM as of Q3 2025 with 35% Healthcare concentration and 55% concentrated in top 10 holdings.

PresidentChad T Willardson

Portfolio Value: $89.8M
Positions: 33
Top Holding: ICUI at 8.35%
Last Reported: Q3 2025

Address1861 California Avenue, Suite 101, Corona, CA, 92881, United States

Top Holdings

Largest long holdings in Pacific Capital Partners Ltd's portfolio (55.2% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 ICU Medical ICUI	Medical - Instruments & Supplies Healthcare	$7.5M	8.35%	+$1.2M Bought	0.25% 62.5K shares	Q3 2023 Held for 2y 2m
2 Avantor AVTR	Chemicals - Specialty Basic Materials	$6.3M	7.02%	-$1.8M Sold	0.07% 505.2K shares	Q3 2023 Held for 2y 2m
3 Becton, Dickinson and Company BDX	Medical - Instruments & Supplies Healthcare	$5.5M	6.10%	-$2.5M Sold	0.01% 29.3K shares	Q2 2025 Held for 5 months
4 CBIZ CBZ	Specialty Business Services Industrials	$5.4M	6.04%	+$397.2K Bought	0.19% 102.5K shares	Q3 2023 Held for 2y 2m
5 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$5.3M	5.88%	+$5.3M New	0.00% 7.0 shares	Q3 2025 Held for 2 months
6 Danaher DHR	Medical - Diagnostics & Research Healthcare	$5.0M	5.52%	+$991.3K Bought	0.00% 25.0K shares	Q3 2023 Held for 2y 2m
7 Arcosa ACA	Industrial - Infrastructure Operations Industrials	$3.9M	4.36%	-$1.5M Sold	0.09% 41.8K shares	Q2 2024 Held for 1y 5m
8 Clean Harbors CLH	Waste Management Industrials	$3.7M	4.07%	-$406.4K Sold	0.03% 15.8K shares	Q3 2023 Held for 2y 2m
9 CRH CRH	Construction Materials Basic Materials	$3.6M	3.97%	-$929.2K Sold	0.00% 29.8K shares	Q3 2023 Held for 2y 2m
10 Royalty Pharma RPRX	Biotechnology Healthcare	$3.5M	3.93%	+$88.2K Bought	0.02% 100.0K shares	Q3 2023 Held for 2y 2m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Pacific Capital Partners Ltd's latest filing

See all changes

GthenC

Market Value

$89.8M

Prior: $106.7M

Q/Q Change

-15.8%

-$16.9M

Net Flows % of MV

-20.26%

Turnover Ratio

40.46%

New Purchases

10 stocks

$20.6M

Added To

7 stocks

+$5.4M

Sold Out Of

18 stocks

$32.0M

Reduced Holdings

12 stocks

-$12.2M

Increased Positions

Position	Shares Δ	Change
1 Berkshire Hathaway BRK.A	New	0 → 7.0 +$5.3M
2 Casella Waste Systems CWST	New	0 → 32.5K +$3.1M
3 AutoZone AZO	New	0 → 635.0 +$2.7M
4 Charles Schwab Corporation SCHW	New	0 → 22.9K +$2.2M
5 Middleby MIDD	New	0 → 16.1K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Match Group MTCH	Sold	120.9K → 0 −$3.7M
2 Amazon AMZN	Sold	16.1K → 0 −$3.5M
3 Meta Platforms, Inc. META	Sold	3.7K → 0 −$2.8M
4 Elevance Health ELV	Sold	6.5K → 0 −$2.5M
5 Alphabet Inc. GOOGL	Sold	13.9K → 0 −$2.5M