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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 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MCK MCKESSON CORP Healthcare 377.0 $285K 0.04% +2.0 +0.5% $755.18 +13.9%
182 CGHM CAPITAL GRP FIXED INCM ETF T 10,912.0 $282K 0.04% $25.85 -1.6%
183 BDX BECTON DICKINSON & CO Healthcare 1,852.0 $280K 0.04% +235.0 +14.5% $151.32 +20.3%
184 BINC BLACKROCK ETF TRUST II 5,353.0 $280K 0.04% $52.34 -0.7%
185 HYDB ISHARES TR 5,989.0 $280K 0.04% $46.77 -0.5%
186 PAAA PGIM ETF TR 5,459.0 $280K 0.04% $51.27 +0.3%
187 CI THE CIGNA GROUP Healthcare 1,006.0 $277K 0.04% $275.69 -0.1%
188 NAC NUVEEN CA DIVI ADV MUN Financial Services 22,280.0 $270K 0.04% $12.12 -3.1%
189 IBM INTERNATIONAL BUSINESS MACHS Technology 945.0 $266K 0.04% $281.11 -18.6%
190 MS MORGAN STANLEY Financial Services 1,271.0 $266K 0.04% $208.97 +4.4%
191 VO VANGUARD INDEX FDS 3,268.0 $263K 0.04% +2K +308.0% $80.57 +4.3%
192 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 47,537.0 $259K 0.04% $5.45 -10.8%
193 IGV ISHARES TR 2,821.0 $256K 0.03% NEW $90.60 +12.6%
194 CVS CVS HEALTH CORP Healthcare 2,460.0 $254K 0.03% NEW $103.45 -9.1%
195 ECL ECOLAB INC Basic Materials 898.0 $250K 0.03% -29.0 -3.1% $278.57 -1.0%
196 IJS ISHARES TR 1,795.0 $245K 0.03% $136.65 +2.3%
197 TER TERADYNE INC Technology 500.0 $242K 0.03% NEW $483.84 -8.4%
198 PSX PHILLIPS 66 Energy 1,427.0 $241K 0.03% $169.05 +42.3%
199 QCOM QUALCOMM INC Technology 1,292.0 $239K 0.03% -415.0 -24.3% $184.86 -12.3%
200 MPC MARATHON PETE CORP Energy 930.0 $238K 0.03% -257.0 -21.6% $255.75 +40.1%
Page 10 of 12  ·  223 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%