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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $662M AUM 211 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 211 New
Page 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE PFIZER INC Healthcare 12,953.0 $323K 0.05% NEW $24.90 +5.3%
162 QCOM QUALCOMM INC Technology 1,875.0 $321K 0.05% NEW $171.02 +41.0%
163 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 884.0 $310K 0.05% NEW $350.36 +11.4%
164 GPIX GOLDMAN SACHS ETF TR 5,755.0 $304K 0.05% NEW $52.80 +5.8%
165 CMCSA COMCAST CORP NEW Communication Services 10,163.0 $304K 0.05% NEW $29.89 -15.6%
166 FELG FIDELITY COVINGTON TRUST 7,170.0 $299K 0.04% NEW $41.70 +7.1%
167 ADI ANALOG DEVICES INC Technology 1,095.0 $297K 0.04% NEW $271.11 +52.9%
168 BDX BECTON DICKINSON & CO Healthcare 1,526.0 $296K 0.04% NEW $194.02 -25.0%
169 DGRO ISHARES TR 4,241.0 $294K 0.04% NEW $69.42 +7.7%
170 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 24,891.0 $294K 0.04% NEW $11.81 +0.9%
171 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 52,364.0 $293K 0.04% NEW $5.60 +2.6%
172 SYK STRYKER CORPORATION Healthcare 822.0 $289K 0.04% NEW $351.50 -12.4%
173 IBM INTERNATIONAL BUSINESS MACHS Technology 961.0 $285K 0.04% NEW $296.10 -10.1%
174 HYDB ISHARES TR 5,989.0 $284K 0.04% NEW $47.35 -0.9%
175 BINC BLACKROCK ETF TRUST II 5,353.0 $282K 0.04% NEW $52.77 -0.9%
176 PAAA PGIM ETF TR 5,459.0 $280K 0.04% NEW $51.26 +0.5%
177 CGHM CAPITAL GRP FIXED INCM ETF T 10,912.0 $278K 0.04% NEW $25.48 +0.7%
178 CI THE CIGNA GROUP Healthcare 1,006.0 $277K 0.04% NEW $275.24 +4.5%
179 UNH UNITEDHEALTH GROUP INC Healthcare 837.0 $276K 0.04% NEW $330.17 +16.9%
180 SGOV ISHARES TR 2,752.0 $276K 0.04% NEW $100.40 +0.3%
Page 9 of 11  ·  211 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 33.2%
Communication Services 21.2%
Consumer Cyclical 15.1%
Financial Services 12.8%
Healthcare 7.3%
Consumer Defensive 4.2%
Industrials 2.1%
Energy 1.8%
Real Estate 1.2%
Basic Materials 0.8%