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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 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NULV NUSHARES ETF TR 150,617.0 $7.5M 1.01% +2K +1.4% $49.99 +6.6%
22 JPM JPMORGAN CHASE & CO Financial Services 20,396.0 $6.7M 0.90% -4K -15.8% $327.32 +10.3%
23 LVHI LEGG MASON ETF INVT 147,442.0 $6.0M 0.81% +26K +21.6% $40.59 +5.5%
24 DMXF ISHARES TR 70,362.0 $6.0M 0.80% +13K +23.0% $84.60 +3.6%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,155.0 $5.8M 0.77% +132.0 +2.2% $935.43 +1.9%
26 TSLA TESLA INC Consumer Cyclical 12,865.0 $5.4M 0.73% +158.0 +1.2% $420.60 -19.3%
27 HDV ISHARES TR 193,852.0 $5.3M 0.71% +160K +473.1% $27.41 +6.6%
28 GOOG ALPHABET INC Communication Services 14,908.0 $5.3M 0.71% -379.0 -2.5% $353.34 -3.4%
29 QQQ INVESCO QQQ TR Financial Services 6,601.0 $4.9M 0.65% +1K +24.2% $736.36 -0.9%
30 CGCV CAPITAL GROUP CONSERVATIVE E 148,056.0 $4.9M 0.65% +16K +12.2% $32.82 +1.9%
31 V VISA INC Financial Services 12,048.0 $4.1M 0.56% -75.0 -0.6% $343.10 +4.6%
32 MRVL MARVELL TECHNOLOGY INC Technology 13,325.0 $4.0M 0.53% -2K -11.4% $297.89 -21.3%
33 SGOV ISHARES TR 39,170.0 $3.9M 0.53% +10K +33.3% $100.67 -0.1%
34 DIS DISNEY WALT CO Communication Services 38,547.0 $3.7M 0.50% +2K +4.7% $96.25 +7.5%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 19,657.0 $3.5M 0.47% +19K +2381.9% $178.24 +14.9%
36 BKLN INVESCO EXCH TRADED FD TR II 171,086.0 $3.5M 0.47% +6K +3.8% $20.37 +1.0%
37 J P MORGAN EXCHANGE TRADED F 65,445.0 $3.3M 0.45% +2K +3.6% $50.57
38 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,938.0 $3.2M 0.44% -9K -39.2% $233.09 +3.1%
39 IEF ISHARES TR 32,921.0 $3.1M 0.42% +10K +43.7% $94.57 -1.8%
40 SUSB ISHARES TR 123,228.0 $3.1M 0.41% +32K +35.8% $24.99 -0.6%
Page 2 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%