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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 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESML ISHARES TR 131,796.0 $6.2M 0.94% +6K +4.9% $47.02 +12.6%
22 AVGO BROADCOM INC Technology 19,874.0 $6.2M 0.93% +1K +5.6% $309.51 +36.3%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,023.0 $6.0M 0.91% +229.0 +4.0% $996.40 +0.7%
24 LVHI LEGG MASON ETF INVT 121,256.0 $4.9M 0.74% +29K +32.1% $40.54 +2.1%
25 TSLA TESLA INC Consumer Cyclical 12,707.0 $4.7M 0.71% -300.0 -2.3% $371.76 +18.5%
26 HDV ISHARES TR 33,822.0 $4.6M 0.69% +6K +22.5% $135.72 -79.7%
27 GOOG ALPHABET INC Communication Services 15,287.0 $4.4M 0.66% -186.0 -1.2% $286.86 +34.2%
28 DMXF ISHARES TR 57,193.0 $4.3M 0.65% +3K +5.4% $75.45 +10.5%
29 AMD ADVANCED MICRO DEVICES INC Technology 20,685.0 $4.2M 0.64% +190.0 +0.9% $203.43 +143.6%
30 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,919.0 $4.2M 0.63% +2K +7.7% $182.33 +8.8%
31 CGCV CAPITAL GROUP CONSERVATIVE E 131,961.0 $3.9M 0.59% +20K +18.3% $29.81 +7.9%
32 V VISA INC Financial Services 12,123.0 $3.7M 0.55% +219.0 +1.8% $302.23 +8.4%
33 DIS DISNEY WALT CO Communication Services 36,818.0 $3.5M 0.54% +1K +4.2% $96.38 +8.1%
34 BKLN INVESCO EXCH TRADED FD TR II 164,845.0 $3.4M 0.51% +27K +19.5% $20.41 +0.4%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 792.0 $3.3M 0.51% +38.0 +5.0% $4211.49 -96.0%
36 J P MORGAN EXCHANGE TRADED F 63,160.0 $3.2M 0.48% +3K +5.2% $50.61
37 CENCORA INC 9,901.0 $3.1M 0.47% +779.0 +8.5% $314.14
38 QQQ INVESCO QQQ TR Financial Services 5,315.0 $3.1M 0.46% -788.0 -12.9% $577.16 +26.4%
39 SGOV ISHARES TR 29,389.0 $3.0M 0.45% +27K +967.9% $100.66 -0.0%
40 SHEL SHELL PLC Energy 31,758.0 $3.0M 0.45% +2K +8.1% $93.00 -9.9%
Page 2 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%