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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 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 17,637.0 $3.0M 0.41% NEW $170.86
2 XSD SPDR SERIES TRUST 3,987.0 $2.5M 0.33% NEW $623.64 -11.9%
3 GEV GE VERNOVA INC Utilities 1,747.0 $2.1M 0.28% NEW $1174.90 -8.2%
4 ZM ZOOM COMMUNICATIONS INC Technology 8,104.0 $699K 0.09% NEW $86.31 +22.3%
5 VEA VANGUARD TAX-MANAGED FDS 8,479.0 $604K 0.08% NEW $71.25 +3.4%
6 IWF ISHARES TR 3,836.0 $476K 0.06% NEW $124.17 +0.7%
7 MU MICRON TECHNOLOGY INC Technology 409.0 $472K 0.06% NEW $1155.00 -12.4%
8 DELL DELL TECHNOLOGIES INC Technology 806.0 $348K 0.05% NEW $431.46 +11.2%
9 KLAC KLA CORP Technology 1,140.0 $344K 0.05% NEW $301.78 -31.8%
10 TWLO TWILIO INC Communication Services 1,516.0 $313K 0.04% NEW $206.33 +10.8%
11 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,365.0 $291K 0.04% NEW $123.11 +25.3%
12 IGV ISHARES TR 2,821.0 $256K 0.03% NEW $90.60 +12.6%
13 CVS CVS HEALTH CORP Healthcare 2,460.0 $254K 0.03% NEW $103.45 -9.1%
14 TER TERADYNE INC Technology 500.0 $242K 0.03% NEW $483.84 -8.4%
15 ARKK ARK ETF TR 2,875.0 $232K 0.03% NEW $80.82 +1.2%
16 XLF SELECT SECTOR SPDR TR 4,126.0 $221K 0.03% NEW $53.61 +7.4%
17 SPGI S&P GLOBAL INC Financial Services 523.0 $213K 0.03% NEW $407.26 +0.8%
18 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 12,222.0 $213K 0.03% NEW $17.41 +9.2%
19 PWV INVESCO EXCHANGE TRADED FD T 2,793.0 $212K 0.03% NEW $75.77 +7.5%
20 TBLA TABOOLA.COM LTD Communication Services 11,707.0 $59K 0.01% NEW $5.00 -22.2%
Page 1 of 2  ·  24 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%