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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QCOM QUALCOMM INC Technology 1,707.0 $220K 0.03% -168.0 -9.0% $128.82 +81.2%
202 CG CARLYLE GROUP INC Financial Services 4,431.0 $214K 0.03% $48.39 -5.6%
203 IJS ISHARES TR 1,795.0 $213K 0.03% $118.43 +11.0%
204 MS MORGAN STANLEY Financial Services 1,271.0 $209K 0.03% $164.51 +22.6%
205 DOV DOVER CORP Industrials 1,000.0 $208K 0.03% NEW $208.45 +2.4%
206 CCJ CAMECO CORP Energy 1,872.0 $203K 0.03% NEW $108.58 -1.1%
207 BLK BLACKROCK INC Financial Services 208.0 $200K 0.03% NEW $961.97 +11.3%
208 MMM 3M CO Industrials 1,378.0 $200K 0.03% -9.0 -0.7% $145.19 +6.9%
209 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 18,415.0 $192K 0.03% NEW $10.40 +3.2%
210 SG SWEETGREEN INC Consumer Cyclical 33,701.0 $175K 0.03% $5.19 +94.6%
211 MDV MODIV INDUSTRIAL INC Real Estate 12,061.0 $173K 0.03% $14.32 +29.0%
212 MUA BLACKROCK MUNIASSETS FD INC Financial Services 15,000.0 $159K 0.02% $10.61 +0.7%
213 UGP ULTRAPAR PARTICIPACOES SA Energy 12,415.0 $68K 0.01% NEW $5.51 -1.5%
214 GENI GENIUS SPORTS LIMITED Communication Services 14,775.0 $65K 0.01% NEW $4.43 +24.4%
215 BYND BEYOND MEAT INC Consumer Defensive 20,075.0 $14K 0.00% $0.70 +12.5%
Page 11 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%