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Portfolio (Quarterly) Guide ↗

Regal Partners Ltd

· CIK 0001577774
13F Portfolio $1.8B AUM 174 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KRP Kimbell Royalty Partners LP Energy 113,041.0 $1.6M 0.09% NEW $14.53 +3.5%
62 WWD Woodward Inc Industrials 3,249.0 $1.4M 0.08% NEW $425.44 -15.4%
63 FROG JFrog Ltd Technology 14,604.0 $1.3M 0.07% NEW $90.88 +0.4%
64 BKD Brookdale Senior Living Inc Healthcare 81,045.0 $1.3M 0.07% NEW $16.09 -24.7%
65 XLK State Street Technology Select 6,482.0 $1.2M 0.07% NEW $190.52 -3.6%
66 OR OR Royalties Inc Basic Materials 38,102.0 $1.2M 0.07% NEW $31.63 +10.3%
67 PWR Quanta Services Inc Industrials 1,572.0 $1.1M 0.06% NEW $720.04 -5.9%
68 APP AppLovin Corp Technology 2,189.0 $1.1M 0.06% NEW $515.23 -39.7%
69 BAND Bandwidth Inc Technology 17,586.0 $1.1M 0.06% NEW $63.30 -17.4%
70 XLY State Street Consumer Discreti 8,553.0 $1.0M 0.06% NEW $117.28 +1.1%
71 OKTA Okta Inc Technology 7,178.0 $979K 0.05% NEW $136.45 +3.5%
72 SSRM SSR Mining Inc Basic Materials 34,528.0 $976K 0.05% NEW $28.28 +25.1%
73 DY Dycom Industries Inc Industrials 1,871.0 $946K 0.05% NEW $505.59 -20.3%
74 SIMO Silicon Motion Technology Corp Technology 2,806.0 $935K 0.05% NEW $333.33 -27.2%
75 XLF State Street Financial Select 16,655.0 $893K 0.05% NEW $53.61 +7.2%
76 DDOG Datadog Inc Technology 3,429.0 $893K 0.05% NEW $260.36 -10.3%
77 Viking Holdings Ltd 8,482.0 $888K 0.05% NEW $104.67
78 TRGP Targa Resources Corp Energy 3,251.0 $872K 0.05% NEW $268.14 +10.8%
79 FSLR First Solar Inc Energy 3,538.0 $835K 0.05% NEW $235.96 -5.7%
80 CECO CECO Environmental Corp Industrials 9,195.0 $834K 0.05% NEW $90.74 -17.1%
Page 4 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.2%
Basic Materials 28.5%
Healthcare 14.9%
Technology 5.4%
Consumer Cyclical 4.9%
Industrials 4.7%
Communication Services 4.5%
Energy 1.8%
Consumer Defensive 0.0%