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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ZTS ZOETIS INC Healthcare 14,986.0 $1.1M 0.14% +288.0 +2.0% $71.86 +1.5%
62 ESGE ISHARES INC 19,609.0 $1.1M 0.14% +148.0 +0.8% $54.69 -1.1%
63 ESGD ISHARES TR 9,943.0 $1.0M 0.14% +74.0 +0.8% $102.81 +4.6%
64 VUSB VANGUARD BD INDEX FDS 19,938.0 $993K 0.13% +3K +14.8% $49.78 -0.1%
65 ICSH ISHARES TR 18,408.0 $931K 0.12% +5K +39.0% $50.58 -0.1%
66 CVX CHEVRON CORPORATION Energy 5,200.0 $862K 0.12% +84.0 +1.6% $165.78 +22.3%
67 CSCO CISCO SYS INC Technology 7,292.0 $856K 0.12% +898.0 +14.0% $117.46 -3.9%
68 RQI COHEN & STEERS QUALITY INCOM Financial Services 67,578.0 $832K 0.11% +2K +3.3% $12.31 +0.3%
69 PEP PEPSICO INC Consumer Defensive 5,839.0 $791K 0.11% +82.0 +1.4% $135.40 +2.1%
70 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,004.0 $750K 0.10% +51.0 +5.3% $746.88 +3.5%
71 LKQ LKQ CORP Consumer Cyclical 28,076.0 $739K 0.10% +2K +9.3% $26.33 -3.3%
72 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,433.0 $718K 0.10% +45.0 +3.2% $501.36 +16.8%
73 SDG ISHARES TR 7,919.0 $708K 0.10% +179.0 +2.3% $89.44 +3.2%
74 DVY ISHARES TR 4,198.0 $656K 0.09% +22.0 +0.5% $156.29 +5.1%
75 UBER UBER TECHNOLOGIES INC Technology 8,395.0 $606K 0.08% +838.0 +11.1% $72.16 +3.9%
76 MRK MERCK & CO INC Healthcare 4,544.0 $584K 0.08% +91.0 +2.0% $128.49 +5.8%
77 SOXX ISHARES TR 890.0 $570K 0.08% +176.0 +24.6% $640.51 -12.7%
78 BX BLACKSTONE INC Financial Services 4,801.0 $565K 0.08% +142.0 +3.0% $117.66 +19.5%
79 ROK ROCKWELL AUTOMATION INC Industrials 1,114.0 $552K 0.07% +300.0 +36.9% $495.08 -10.2%
80 DGRO ISHARES TR 6,971.0 $528K 0.07% +158.0 +2.3% $75.79 +4.7%
Page 4 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%