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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COF CAPITAL ONE FINL CORP Financial Services 11,900.0 $2.4M 0.32% +636.0 +5.7% $200.62 +10.4%
42 UNILEVER PLC 39,086.0 $2.3M 0.32% +1K +3.0% $60.12
43 NFLX NETFLIX INC. Communication Services 31,774.0 $2.3M 0.30% +4K +15.4% $71.40 +6.5%
44 GSY INVESCO ACTIVELY MANAGED EXC 43,181.0 $2.2M 0.29% +5K +12.5% $50.15 +0.2%
45 MCD MCDONALDS CORP Consumer Cyclical 7,967.0 $2.2M 0.29% +681.0 +9.3% $270.31 -1.8%
46 MINT PIMCO ETF TR 20,841.0 $2.1M 0.28% +3K +17.4% $100.81 -0.1%
47 AVUS AMERICAN CENTY ETF TR 15,072.0 $1.9M 0.26% +679.0 +4.7% $128.09 +3.1%
48 MDT MEDTRONIC PLC Healthcare 23,420.0 $1.8M 0.25% +391.0 +1.7% $78.23 +15.8%
49 PULS PGIM ETF TR 36,123.0 $1.8M 0.24% +6K +18.4% $49.55 +0.2%
50 RDVY FIRST TR EXCHANGE TRADED FD 21,875.0 $1.8M 0.24% +353.0 +1.6% $81.06 +2.9%
51 BA BOEING CO Industrials 7,413.0 $1.6M 0.22% +54.0 +0.7% $216.46 +4.4%
52 ALB ALBEMARLE CORP Basic Materials 11,465.0 $1.5M 0.21% +552.0 +5.1% $135.02 -0.8%
53 NUMV NUSHARES ETF TR 34,929.0 $1.5M 0.20% +419.0 +1.2% $43.49 +4.2%
54 SMMV ISHARES TR 30,632.0 $1.4M 0.19% +4K +14.8% $46.04 +3.2%
55 JNJ JOHNSON & JOHNSON Healthcare 5,315.0 $1.3M 0.18% +420.0 +8.6% $253.97 +3.3%
56 VXUS VANGUARD STAR FDS 15,264.0 $1.3M 0.17% +860.0 +6.0% $85.49 +2.8%
57 GLD SPDR GOLD TR Financial Services 3,466.0 $1.3M 0.17% +124.0 +3.7% $368.37 +10.1%
58 GPIQ GOLDMAN SACHS ETF TR 20,562.0 $1.2M 0.16% +287.0 +1.4% $59.31 -2.9%
59 CRM SALESFORCE INC Technology 7,049.0 $1.1M 0.15% +197.0 +2.9% $156.66 +21.9%
60 GSST GOLDMAN SACHS ETF TR 21,702.0 $1.1M 0.15% +4K +23.7% $50.58 -0.1%
Page 3 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%