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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MOAT VANECK ETF TRUST 477,919.0 $49.7M 6.68% -4K -0.9% $103.96 +7.6%
2 AVUV AMERICAN CENTY ETF TR 231,102.0 $28.8M 3.88% -7K -2.8% $124.76 +2.8%
3 GOOGL ALPHABET INC Communication Services 68,081.0 $24.3M 3.27% -7K -9.3% $357.37 -3.7%
4 NVDA NVIDIA CORPORATION Technology 61,584.0 $12.3M 1.66% -844.0 -1.4% $200.09 +12.5%
5 JPM JPMORGAN CHASE & CO Financial Services 20,396.0 $6.7M 0.90% -4K -15.8% $327.32 +10.3%
6 GOOG ALPHABET INC Communication Services 14,908.0 $5.3M 0.71% -379.0 -2.5% $353.34 -3.4%
7 V VISA INC Financial Services 12,048.0 $4.1M 0.56% -75.0 -0.6% $343.10 +4.6%
8 MRVL MARVELL TECHNOLOGY INC Technology 13,325.0 $4.0M 0.53% -2K -11.4% $297.89 -21.3%
9 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,938.0 $3.2M 0.44% -9K -39.2% $233.09 +3.1%
10 LRCX LAM RESEARCH CORP Technology 6,396.0 $2.8M 0.37% -305.0 -4.5% $433.33 -20.7%
11 KO COCA COLA CO Consumer Defensive 32,808.0 $2.7M 0.36% -888.0 -2.6% $81.27 +7.0%
12 ABNB AIRBNB INC Consumer Cyclical 16,662.0 $2.4M 0.32% -169.0 -1.0% $143.10 +25.3%
13 PG PROCTER & GAMBLE CO Consumer Defensive 14,403.0 $2.1M 0.28% -79.0 -0.6% $146.64 -2.4%
14 T AT&T INC Communication Services 97,323.0 $2.0M 0.27% -3K -3.1% $20.70 +19.2%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 47,096.0 $2.0M 0.27% -7K -13.3% $42.34 +13.5%
16 CGCB CAPITAL GRP FIXED INCM ETF T 54,084.0 $1.4M 0.19% -10K -15.2% $26.18 -1.4%
17 MA MASTERCARD INCORPORATED Financial Services 2,650.0 $1.4M 0.18% -59.0 -2.2% $513.69 +9.5%
18 VOO VANGUARD INDEX FDS 1,787.0 $1.2M 0.17% -37.0 -2.0% $687.11 +3.4%
19 SBUX STARBUCKS CORP Consumer Cyclical 11,213.0 $1.1M 0.15% -2K -14.8% $102.19 +5.6%
20 CAT CATERPILLAR INC Industrials 1,041.0 $1.1M 0.15% -85.0 -7.5% $1064.73 -17.2%
Page 1 of 3  ·  51 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%