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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,705.0 $237K 0.03% -84.0 -4.7% $139.09 -6.1%
202 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,091.0 $236K 0.03% -165.0 -3.9% $57.62 +12.2%
203 GD GENERAL DYNAMICS CORP Industrials 659.0 $234K 0.03% $354.39 +10.4%
204 ARKK ARK ETF TR 2,875.0 $232K 0.03% NEW $80.82 +1.2%
205 ENB ENBRIDGE INC Energy 4,249.0 $230K 0.03% $54.21 -6.7%
206 DOV DOVER CORP Industrials 1,000.0 $224K 0.03% $224.28 -7.9%
207 DUK DUKE ENERGY CORP NEW Utilities 1,767.0 $224K 0.03% $126.58 -2.4%
208 XLF SELECT SECTOR SPDR TR 4,126.0 $221K 0.03% NEW $53.61 +7.4%
209 SPGI S&P GLOBAL INC Financial Services 523.0 $213K 0.03% NEW $407.26 +0.8%
210 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 12,222.0 $213K 0.03% NEW $17.41 +9.2%
211 PWV INVESCO EXCHANGE TRADED FD T 2,793.0 $212K 0.03% NEW $75.77 +7.5%
212 PFE PFIZER INC Healthcare 8,732.0 $210K 0.03% -3K -26.9% $24.08 +11.6%
213 MDV MODIV INDUSTRIAL INC Real Estate 12,061.0 $210K 0.03% $17.40 +3.7%
214 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 18,415.0 $202K 0.03% $10.99 -2.7%
215 BLK BLACKROCK INC Financial Services 208.0 $200K 0.03% $961.82 +19.3%
216 MUA BLACKROCK MUNIASSETS FD INC Financial Services 15,000.0 $165K 0.02% $11.01 -8.4%
217 GENI GENIUS SPORTS LIMITED Communication Services 14,775.0 $90K 0.01% $6.06 +28.1%
218 TBLA TABOOLA.COM LTD Communication Services 11,707.0 $59K 0.01% NEW $5.00 -22.2%
219 RMNI RIMINI STR INC DEL Technology 13,672.0 $58K 0.01% NEW $4.26 +16.4%
220 IMPERIAL PETE INC 11,101.0 $51K 0.01% NEW $4.61
Page 11 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%