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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $744M AUM 223 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 98 Added 51 Reduced 16 Exited
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 6,601.0 $4.9M 0.65% +1K +24.2% $736.36 -0.9%
22 CGCV CAPITAL GROUP CONSERVATIVE E 148,056.0 $4.9M 0.65% +16K +12.2% $32.82 +1.9%
23 SGOV ISHARES TR 39,170.0 $3.9M 0.53% +10K +33.3% $100.67 -0.1%
24 DIS DISNEY WALT CO Communication Services 38,547.0 $3.7M 0.50% +2K +4.7% $96.25 +7.5%
25 BKNG BOOKING HOLDINGS INC Consumer Cyclical 19,657.0 $3.5M 0.47% +19K +2381.9% $178.24 +14.9%
26 BKLN INVESCO EXCH TRADED FD TR II 171,086.0 $3.5M 0.47% +6K +3.8% $20.37 +1.0%
27 J P MORGAN EXCHANGE TRADED F 65,445.0 $3.3M 0.45% +2K +3.6% $50.57
28 IEF ISHARES TR 32,921.0 $3.1M 0.42% +10K +43.7% $94.57 -1.8%
29 SUSB ISHARES TR 123,228.0 $3.1M 0.41% +32K +35.8% $24.99 -0.6%
30 CENCORA INC 10,344.0 $2.9M 0.39% +443.0 +4.5% $282.98
31 VNQ VANGUARD INDEX FDS 29,832.0 $2.9M 0.39% +1K +3.9% $96.43 +1.6%
32 PANW PALO ALTO NETWORKS INC Technology 8,024.0 $2.7M 0.37% +724.0 +9.9% $341.03 +10.2%
33 AMGN AMGEN INC Healthcare 7,477.0 $2.7M 0.36% +186.0 +2.5% $362.10 +15.8%
34 LGLV SPDR SERIES TRUST 14,808.0 $2.7M 0.36% +3K +27.2% $181.46 +3.4%
35 IEI ISHARES TR 22,624.0 $2.7M 0.36% +866.0 +4.0% $117.45 -0.8%
36 PSA PUBLIC STORAGE Real Estate 8,002.0 $2.5M 0.34% +401.0 +5.3% $318.32 +1.9%
37 SHEL SHELL PLC Energy 32,578.0 $2.5M 0.34% +820.0 +2.6% $77.54 +18.2%
38 RMD RESMED INC Healthcare 12,862.0 $2.5M 0.34% +883.0 +7.4% $194.87 +13.1%
39 IAU ISHARES GOLD TR Financial Services 32,806.0 $2.5M 0.33% +1K +3.8% $75.51 +10.1%
40 VTI VANGUARD INDEX FDS 6,497.0 $2.4M 0.32% +83.0 +1.3% $370.07 +3.3%
Page 2 of 5  ·  98 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
Technology 33.7%
Communication Services 19.8%
Consumer Cyclical 14.5%
Financial Services 13.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Industrials 2.6%
Energy 2.0%
Real Estate 1.3%
Utilities 1.1%