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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $661M AUM 215 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 104 Added 49 Reduced 10 Exited
Page 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CI THE CIGNA GROUP Healthcare 1,006.0 $268K 0.04% $266.76 +7.8%
182 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 47,339.0 $265K 0.04% -5K -9.6% $5.60 +2.6%
183 PSX PHILLIPS 66 Energy 1,427.0 $260K 0.04% NEW $182.18 -2.2%
184 NAC NUVEEN CA DIVI ADV MUN Financial Services 22,280.0 $260K 0.04% -3K -10.5% $11.65 +2.2%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,256.0 $258K 0.04% $60.65 -6.4%
186 UNH UNITEDHEALTH GROUP INC Healthcare 953.0 $258K 0.04% +116.0 +13.9% $270.56 +42.9%
187 BDX BECTON DICKINSON & CO Healthcare 1,617.0 $254K 0.04% +91.0 +6.0% $157.19 -7.5%
188 ECL ECOLAB INC Basic Materials 927.0 $247K 0.04% $266.16 -2.4%
189 VTWO VANGUARD SCOTTSDALE FDS 2,375.0 $238K 0.04% $100.17 +16.4%
190 SOXX ISHARES TR 714.0 $235K 0.04% NEW $328.66 +69.4%
191 LMT LOCKHEED MARTIN CORP Industrials 388.0 $235K 0.04% NEW $604.39 -11.5%
192 DUK DUKE ENERGY CORP NEW Utilities 1,767.0 $231K 0.04% +10.0 +0.6% $130.94 -4.1%
193 VO VANGUARD INDEX FDS 801.0 $230K 0.04% NEW $287.18 -72.7%
194 ENB ENBRIDGE INC Energy 4,249.0 $230K 0.04% -4K -48.9% $54.14 +3.7%
195 IBM INTERNATIONAL BUSINESS MACHS Technology 945.0 $229K 0.04% -16.0 -1.7% $242.30 +10.0%
196 TGT TARGET CORP Consumer Defensive 1,882.0 $228K 0.04% -217.0 -10.3% $121.20 +5.7%
197 OXY OCCIDENTAL PETE CORP Energy 3,487.0 $227K 0.03% NEW $65.00 -10.9%
198 GD GENERAL DYNAMICS CORP Industrials 658.0 $226K 0.03% +4.0 +0.6% $343.14 +1.0%
199 MAS MASCO CORP Industrials 3,707.0 $224K 0.03% +234.0 +6.7% $60.37 +14.6%
200 WULF TERAWULF INC Financial Services 15,420.0 $223K 0.03% $14.43 +85.2%
Page 10 of 11  ·  215 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 30.5%
Communication Services 20.5%
Consumer Cyclical 15.0%
Financial Services 13.1%
Healthcare 7.8%
Consumer Defensive 5.0%
Energy 2.8%
Industrials 2.7%
Real Estate 1.2%
Basic Materials 1.1%